NLS Annual Process (copied)
Sophomore Application Process
This is the redirect formula to send the applicant to the rest of the form:
https://www.tfaforms.com/4806030?sib=%%SFA_CONTACT%%&tfa_1448=%%tfa_1303%%&
tfa_1450=%%tfa_1305%%&tfa_1452=%%tfa_870%%&tfa_1454=%%tfa_34%%&tfa_1456=%%tfa_1451%%
Fields in the redirect form (found here: https://app.formassembly.com/forms/definition/4806030) :
- 34-Student HS
- 870-Stu DOB
- 1303-Stu FN
- 1305-Stu LN
- 1447-missing
- 1448-Sib FN
- 1450-Sib LN
- 1451-missing
- 1452-Sib DOB
- 1454-Sib HS
- 1456-Sib GradClass
- 1458-missing
These missing fields: What are they?
These are not Pre-filling
The student is now able to complete the application and the student and parent get emails. Student, you've completed 1 of 2, Parent gets form to complete on his side.
Are you male or female isn't filled in.
Sibling First Name isn't filled in, but is editable to the parent.
Prefill connector
If sibling contact is found, prefill address and parent/guardian fields
The household account is subject to some attention from the form, but it's not clear to me whether our case needed a HH Acct or not. I think not, since we have this sibling.
Here is the query parameter to lookup the sibling record
Email process, Including confirmation to student, and Spanish/Arabic/English email to parents.
This is the revised Race/Ethnicity field in Salesforce
Added "Other Race/Ethnicity" to the Student Contact Pages
I've adjusted the page layouts so that these fields are only on the Student Pages (Student, Student v2, Sophomore Applicant).
Next Step: NLS Application Form Status
The Advisor does not get an automatic email with a link to the NLS Application Advisor Selection Form. This is done manually for each advisor after the deadline.
Advisor and Administrator FLOW
Note Criteria:
Entry Status = Application Accepted
Academic Year Account Id = Account Id of Primary Advisor
Current Academic Year = True
Survey Record Type = Next Level Scholars Application
The survey is now getting updated when the Advisor Selects the Candidate.
The Advisor Selection Form Lives on the Advisor's Contact Page and on the current Academic Year page.
- Prefill Connector: Shows a Missing or Invalid parameter: hs - this is the unsafe query that is supposed to look up to the Academic Year Account ID. (where are we supposed to get this from?) The documentation says it's on the Survey object.
This is the Application Status Form
Once the students have been selected and the PDF of the student's transcripts uploaded, you hit submit.
What happens when the form is submitted?
- The Advisor gets a confirmation their selection has been received.
- The administrator gets an email (which needs to be re-configured), containing a link to the Administrator Approval Form (needs to be tested and fixed.)
- The Entry Status on the Survey = Advisor Selected (or Rejected)
What we find when we look at the Connector Logs - 1st: Prefill
- Connected to Salesforce Org
- Finds Survey Record - of student Survey -- there are a bunch of criteria here. Including the Academic Year Account ID (presumably the High School.
- Finds Academic Year a0t4T000000ERgwQAG
- Finds Account Record 0014T0000050uA0QAI = High School
- Finds Contact Record 0034T00000QU4XeQAL = Advisor
- Finds Contact Record 0034T00000QU4sDQAT = Administrator
- Connects to the Org (Presumably to fill all these fields with successive student information that was on the form.)
- Lookup is missing .hs
- Lookup is missing .hs
This form submission is created. (Supposedly from Step One of the Salesforce Connector, except that it is missing...????)
Here's what's in the failing section
Administrator Process
The LINK to the Administrator Selection Approval Form must be in the Administrator Request Email.
2021 - 2022 Re-Commitment Form
The Recommitment Form does not have Communications and Media HS as a school option. Does it need that?
Section 1.3: Updated to reflect changes in Race/Ethnicity in Salesforce and the application form.
Parent Prefilled Section of the Re-Commitment Form
Preferred Pronouns not prefilling
This should be a dropdown, not a multi-select picklist.
Graduating Class not Prefilling
I'm not sure, but I am guessing that since you limit the choices to only two of those in Salesforce, the field is not being prefilled.
Section 3: Not sure what I'm doing here...
Fields that are not entered or Pre-filled into NLS Application Form
Recommitment Form Step by Step
- Looks up the Organization
- 1. Looks up the Record type = Parent
Notice that the field referenced has Parent with a dash before it. So it will never skip this step because it doesn't match.
- 1.1 Finds Parent Contact #1
- 1.1 Updates the Parent Record
- 1.2 Finds Parent Contact #2
- 1.2 Updates Parent Contact #2
The field says "I do not have a second parent or guardian" - So it doesn't ever match either. (In this case, Melissa left it blank anyway.)
- 1.3 Finds Student
- 1.3 Updates Student
1.4 Looks up Record Type for Recommitment Form
1.4.1 Creates the New Survey Record
Skip if the Parent field is not checked. (But this will never skip, because the field has a dash and the skip condition does not.)
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