US English (US)
ES Spanish

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Log in
English (US)
US English (US)
ES Spanish
  • Home
  • Help & Support
  • Install RIO Education
  • Configuration

Data Reminder Solutions

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • RIO Certification
    RIO Certification Program RIO Academy RIO Challenge RIO Recipe Training
  • Releases
    Release Notes
  • Help & Support
    Install RIO Education RIO Insights RIO Recipe Support
  • About Us
    Who is RIO Education? Start Your RIO Journey Housekeeping
  • Experience RIO in action
+ More

Data Reminder Solutions

The data reminder allows you to actively collect important or required information (e.g. email or birthdate) from your community users. In Australia, education providers are required to submit students' information to the government annually. Hence, it is important to have all required information collected up-front before the due date.

Using data reminder, you can configure:

  • What information to collect.

  • Where to collect.

  • When is the due date.

The data reminder solution has 2 components: Data Reminder Solution and Data Reminder Interceptor.


Data Reminder Solution

The wizard allows you to configure how you want to collect the information from your users.


Important fields

Field Name

Usage

Name

This is used as an identifier in the Data Reminder component. The value must be unique.

Description

A brief description of the purpose for the solution.

Active

Indicate if a solution is active or inactive.

Based Object Details

Introduction Text

Introduction text to be displayed to users.

Section Name

Section name to be used to group information to be collected.

Base Object

The object of where the information should be used for collection.

Column Number

Use to arrange the selected field(s) in the interceptor. Maximum is 3.

Fields

The base object fields to be displayed in the interceptor for collection.

Due Date Duration

The due date period. This can be calculated based on any date/datetime field available in the base object.

Matching Criteria

The criteria that could be used to find the target base object record for collection.

Skip Date Tracking Field

Date/Datetime field that is used to store the date of when a user chooses to skip providing the details. This is to ensure that we don’t prompt the user twice in a day.

Completion Tracking Field

Checkbox field that is used to indicate that a user has provided all required information.

Parent Object Details

Section Name

Section name to be used to group information to be collected.

Related To

Parent relationship field on base object that will be used to find the parent record.

Column Number

Use to arrange the selected field(s) in the interceptor. Maximum is 3.

Fields

The parent object fields to be displayed in the interceptor for collection.


Once the solution record is saved, you should see a field named “Developer Name”. That will be used in the Data Reminder Interceptor later.


Data Reminder Interceptor

Configuration

To add a data reminder interceptor to a lightning page, you can:

  1. Find the “RIO Ed - Data Reminder” component in the Custom - Managed section.

  1. Drag and drop it into your page.

  2. Provide the developer name of the data reminder solution record.

  1. Click save to apply the change.

Once the page is refreshed, you’ll see the data reminder interceptor in place.


data reminder solution data reminder interceptor how to add data reminder interceptor to lightning page collect information from user

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • RIO Education Settings
  • RIO Education User Profile, Custom Permission, and Permission Sets
RIO Education

RIO Education, a WDCi Company. This information is proprietary, confidential and protected by copyright ©2024.

CONTACT

Get in touch

  • Privacy
  • Terms of service

Knowledge Base Software powered by Helpjuice

Definition by Author

0
0
Expand