DRDFS: New School Tasks (CMA example)

NLS Application Forms

FormAssembly.com : Forms - Google Chrome

Added CMA to Sibling's High School field

FormAssembly.com : Forms/builder/5.0.0 - Google Chrome
FormAssembly.com : Forms - Google Chrome

Added to NLS 2020-21 Sophomore Application Form - There is only one HS on this form that is editable. The section Step Two: Student Information is not editable (presumably comes from SF as prefill.)

FormAssembly.com : Forms/builder/5.0.0 - Google Chrome

On Page 5 of this form, the button says "Go to Final Step" but I don't see any forwarding information.

FormAssembly.com : Forms - Google Chrome

Form is prefilled with School.

FormAssembly.com : Forms - Google Chrome

This form is populated from a Prefill Connector, and is made available when the Show Form Academic Year and/or the Show Form Advisor Contact checkboxes are checked. Otherwise the form is not available.

It prefills from the CoFoSis Academic Year Object and from the Survey Object in Salesforce.

All | DRDFS Processes | Salesforce - Google Chrome

Application Advisor Selection

FormAssembly.com : Forms - Google Chrome

No "School" Field on this form. It seems to be totally prefilled. It is also showing up as Unavailable.

Admin Student Selection Approval Form

FormAssembly.com : Forms - Google Chrome

This form is prefilled with info presumably from SF.

Application Scoring

All | DRDFS Processes | Salesforce - Google Chrome

No mention of the school on this process

Application Review Status

This is a process flow chart of the whole process. No schools to fill in here.

In Process Application Advisor Form

All | DRDFS Processes | Salesforce - Google Chrome
S04 NLS In Process Application Advisor Form | Salesforce - Google Chrome

Do we know who the advisors are for CMA? This needs to be set up.

Check Out Email Updating Instructions

A01 NLS Application Process | Salesforce - Google Chrome
Know01 Updating Classic Email Templates & Email Alerts | Salesforce - Google Chrome

The email template links described in this document are cut off.

Classic Email Templates | Salesforce - Google Chrome

These are all the Email Templates

Classic Email Templates | Salesforce - Google Chrome

This A02 NLS Application Student Confirmation has this merge field at the end. Not sure what that will be used for, but it's probably useful.

Classic Email Templates | Salesforce - Google Chrome

This form has a date that needs updating.

Classic Email Templates | Salesforce - Google Chrome

Link at the bottom of A03

A04 - NLS Application Parent Confirmation - Also has link at the bottom. No fields up update

Recipient Selection Process Emails

Classic Email Templates | Salesforce - Google Chrome

This one goes out to the advisor, and includes a link to the Advisor Selection Form.

Classic Email Templates | Salesforce - Google Chrome

Includes School Name from Salesforce in the Form Submission Object? Form Submission object is the full text of the FormAssembly Form.

Conclusion re: Emails

The Emails have links to Form Submission records, and the Academic Year Object's Forms. Other than one date, I don't see how I can update them for use in the next academic year. It looks like they are updated elsewhere.

The editing instructions are aimed at changing, for example, the From Email Address or editing the wording on the emails. There is no info here about editing these for future years.

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