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RIO Ready V4: Community Transcript Functionality

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Table of Contents

Overview What's included:

Overview

With this functionality, the community user can request a transcript to be generated through the Community Site.

The Screen Flow in this functionality allows a student to select from available individual academic profiles relevant to them (in cases where they have multiple). After the selection, the flow automatically generates a request for S-Docs to produce the transcript document.
 

Note that this functionality includes the Flow, a preconfigured "My Transcript" community page template and a "Request Transcript" action for the Contact record. In order for the student to see the Flow and the generated transcript files, the Community Site still needs to have a page configured to show the transcript request flow (the "My Transcript" template can be used for this), and a page to display any file related to the student (such as the transcript generated by this component) so the student can access or download it.

What's included:

Flow:

A custom screen flow “REDU Request Transcript Screen” is available for selection in the Community Flow. 
This component will need to be placed in a page within the Community so the user can access it. It is also available to internal users through the "Request Transcript" action on the Contact record.

Community Page Template:

A preconfigured "My Transcript" page template that contains the transcript request flow.

Apex Class:

A trigger that updates the File Category (reduivy__File_Category__c) field in ContentVersion to refer to the SDOC__Document_Name__c when an SDOC__SDoc__c record is created or updated.


To set this up, you can follow the steps here.

 

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