Nonprofit Starter Pack

NLS Advisor/Admin Process Step by Step

Document the Process Builder "DRDFS Form Submission"

Starts when the Form Submission is created or edited

The process starts with the Re-Connect processes

The Criteria for that.

The Survey field is not null.
The Parent field is empty.

Each of these steps in the Process Builder have "Evaluate the Next Criteria" after each step.

So, okay, we add the parent to the survey.

Recommit Steps follow

These Email alerts seem to be working.

_______________________________________________________________________________________

Surveys Process Builder!

We step away from the DRDFS Process Builder...to see how we got the Surveys that are going to be included...

This process builder is for the NLS Survey forms.

When a record is created or edited.

Step 1 - Naming

Step 2 - F03 NLS Scoring

Criteria for Launching the F03 NLS Scoring

Surveys.EFC Range = Null
Surveys.Scoring Card = Null
Surveys.Record Type = Next Level Scholars
Surveys.Overall GPA = IsChanged
Surveys.Dependent Children in Household = IsChanged
Surveys.Gross Annual Income = IsChanged
Surveys.Parent 1 Highest Education = IsChanged
Surveys.Parent 2 Highest Education = IsChanged

Logic = 3 AND (1 OR 2 or 4 or 5 or 6 or 7 or 8)

Also Manual Scoring Flow

Step 3: Get Academic Year

Survey Academic Year1 = NULL
Survey High School = NOT NULL

Launches the Flow called "F06 Survey Get Academic Year" with the SurveyID being a flow variable for RecordId

Step 4: Survey -1 NLS Advisor Approval

Action = Update Survey

Update the Survey

IF Survey.Trigger Advisor Rejected = TRUE, "Advisor Selected," "Advisor Rejected"

And the next Criteria turns the Trigger Update for Advisor Status back to False.

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Next Level Scholars Application Process

Confirmation Tables

Launch A Flow

04 Confirmation Tables in the DRDFS Form Submission Process Builder - Step after the Re-Commit steps are all False.

Criteria: Form Submission.Trigger Confirmation Tables = True

The flow will "build the confirmation tables."

This looks to see if we're building for the Advisor or Administrator.

Advisor: It's looking for the S02 Advisor NLS Selection Request Confirmation which is here:

And here:

I can add the criteria for each of these steps, but at least as far as the English version, these seem to be working. The next Step is Parent, and that, too is working.

Now we're getting all the Form Submission Form records for that Advisor.

Flow Builder

Then the form starts a loop that assigns the selected surveys to the Var_Table with the value of tt_Body. (Not exactly sure, but I think we're getting the selection page built.

After the last survey, the flow assigns the footer to the Var_Table page.

Then it updates the Form Submissions.

There is the Admin sub-flow but it doesn't seem to do much of anything that I can see. It assigns a record ID to the F04.1 DRDFS Form Submission Email Confirmation Table.

F05 Academic Year Email Requests - V4

This is a SCREEN flow that doesn't seem to be working. Where is it called from? The Start screen says, "The flow starts when an app or user activates it" -- not sure of the exact wording but it was something like that.

Back To Process Builder: S02 Advisor NLS Selection Request Confirmation

This looks like an email send to the Advisor

On the Form Submission Object

Trigger Confirmation Email Template = TRUE
Confirmation Template = 02 Advisor NLS Selection Request Confirmation
Contact = Not Null

Sends Email Alert of the same name.
Logs Email
Updates the Trigger Confirmation Email Template checkbox to False

Then EVALUATE THE NEXT CRITERIA

Next: S03 Administrator NLS Selection Approval Request

This does basically the same thing as for the advisor:

Trigger Parent Step Template Email = TRUE (WHAT IS THIS???)
Parent Step Template = S03 Administrator Selection Approval Request
Parent = Not Null

Sends email w email alert
Logs Email
Updates the Trigger Parent Step Template Email Template checkbox to False

S04 Administrator NLS Selection Approval