Annual Steps - NLS and Re-Commit
Sophomore Application
Change the Dates on Page 1
Page 2: Review the FAFSA eligibility Link
It was fine in 2021
Page 4: Household dependents and size
Looks like one of these date ranges didn't get done last year. Changing all three to refer to the upcoming year.
Changing the Spanish version as well.
Please have an Arabic reader review the changes in the Arabic dates.
Classic Email Templates
English Parent Request
Link doesn't work. So the instructions in Screenshots follow.
Setup > Classic Email Templates
NLS Application Templates
- Student Confirmation - No Changes
- Parent Confirmation - The text version was incorrect. I copied the text from the html version.
- English Parent Request - Same problem with the text version. I copied the test from the html version.
- Spanish Parent Request - Same problem with text version.
- I've left the Arabic Version as is. Please have someone review.
How to make sure text and html are identical:
This shows what you need to do with the Text Versions
NOTE: When you change the date for the deadline to complete the form, you'll need to do that on the English, Spanish and Arabic HTML template and then go to the text version, and "Copy text from HTML."
Link Parent Forms Search
DRDFS Form Submission | Salesforce
Start in the Form Submission object.
The formula looks to see if the Academic Year is blank. If so, the Link Parent Form is linked to the Survey. If there is an Academic Year, then the link is "Administrator Approval Form" on the Academic Year object.
Formula for Link Parent Form on Survey Object
Here the formula has a FormAssembly form to link to if the Survey is the Recommitment Application, and another
Getting the Forms' Numbers Right
Survey Object >Fields & Relationships> Link Parent Form Field > Edit (if we need to change the form number...)
Formula for Link Admin Approval Form on Academic Year
Academic Year | Salesforce
Academic Year | Salesforce
This link is to the NLS Administrator Student Selection Approval Form, adding the Academic Year and the High school + Click Here
This form is not available now.
Flow for Sending Emails, NLS and Recomit
Reactivated the Update College Field on Event Member Process - This needs testing (Erin?)
Recommit Process
Page 1 & 2 Change years
FormAssembly Form - 482703
Change the Form's Name
Done - No other changes to the Form are needed
Classic Email Templates for Recommitment
- Contact.Link_New_Re_commitment_Form__c
Contact fields
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