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Additional Success Plan Setup for Earlier Versions
Complete these Success Plan setup tasks if you originally installed Student Success Hub 1.18 or earlier.
If you originally installed Student Success Hub 1.18 or earlier, or if you didn't install the Success Plan and Success Plan Template metadata that Student Success Hub provides, some extra configuration is required to set up Success Plans.
- Add Custom Buttons to the Success Plan Page Layout
Add buttons to the Success Plan page layout to let support staff mass update the statuses of Tasks under a plan and cancel a plan. - Create a Lightning Record Page for Success Plan Records
Create a Success Plan record page to give support staff a detailed view of a Success Plan record. - Create Compact Layouts for Success Plans and Templates
Help your staff stay organized by creating compact layouts that summarize program plans and requirements.
Create a Lightning Record Page for Success Plan Records
Create a Success Plan record page to give support staff a detailed view of a Success Plan record.
From Setup, search for then select Lightning App Builder, and then click New. We'll outline the main elements here. The process is similar to creating a record page for Alerts, so if you'd like more step-by-step details, see Additional Alert Setup for Earlier Versions.
Element |
What To Specify |
|---|---|
Type of page |
Record Page |
Label |
Success Plan |
Object |
Success Plan |
Page Template |
Console: Pinned Header |
Top header region |
Highlights Panel component (later, you'll configure the fields within it by creating a compact layout) |
Left column |
Record Detail component (you can edit the Success Plan Layout page layout to customize the fields displayed) |
Middle column |
First instance of the Related List - Single component with these properties:
Second instance of the Related List - Single component with these properties:
We recommend these fields for the related lists (specify them in the Success Plan Layout page layout):
|
Right column |
Tabs component with these tabs:
|
If you haven't yet created any Success Plan records with related Tasks, it's handy to do so now so that you can verify how your page setup looks with data. You'll also need to create and assign the Success Plans compact layout for the correct fields to display within components.
When you're done, remember to activate the page for the appropriate profiles and record types.
Create Compact Layouts for Success Plans and Templates
Help your staff stay organized by creating compact layouts that summarize program plans and requirements.
- From Setup, in Object Manager, click Success Plan or Success Plan Template.
- On the Compact Layouts page, click New.
- For the label, enter
Success Plans Compact LayoutorSuccess Plan Template Compact Layout - For the API name, enter SuccessPlansCompactLayout or SuccessPlanTemplateCompactLayout.
-
Add these fields to the Selected Fields list.
- For Success Plans, add Plan Name, Owner, Student Contact, Published, Open Tasks, and Record Type.
- For Success Plan Templates, add Success Plan Template Name, Active, Usage Count, Active Tasks, and Record Type.
-
Save your changes.
Note The highlights panel shows the first Selected Field in the panel header, and the next six fields within the panel itself. Additional fields specified in the compact layout may not fit within the highlights panel.
