RIO Ready V4: Scholarship Setup
Table of Contents
Overview
This article provides a guide to setting up the Scholarship Application components after installing RIO Ready V4: Scholarship.
Permission (Objects/Fields/Apex Classes/User permission)
Grant the necessary permissions for each component to users. Ensure these are assigned to the relevant profiles or permission sets.
User Type | Type of Permission | Component Name | Access Type |
Admin | Custom Field | reduivy__Individual_Funding_Allocation__c.redu_Declaration_Acknowledgement__c reduivy__Individual_Funding_Allocation__c.redu_Description__c reduivy__Individual_Funding_Allocation__c.redu_Offer_Link__c reduivy__Individual_Funding_Allocation__c.redu_Scholarship_and_Amount__c reduivy__Individual_Funding_Allocation__c.redu_Offer_Expiry__c reduivy__Individual_Funding_Allocation__c.redu_Signature_of_Applicant__c |
Read/Write |
Student | Custom Object | reduivy__Study_Funding__c | Read |
reduivy__Individual_Funding_Allocation__c | Read/Create/Edit | ||
Custom Field | reduivy__Individual_Funding_Allocation__c.redu_Declaration_Acknowledgement__c reduivy__Individual_Funding_Allocation__c.redu_Description__c reduivy__Individual_Funding_Allocation__c.redu_Signature_of_Applicant__c reduivy__Individual_Funding_Allocation__c.reduivy__Amount__c reduivy__Individual_Funding_Allocation__c.reduivy__Contact__c reduivy__Individual_Funding_Allocation__c.reduivy__Max_Per_Term__c reduivy__Individual_Funding_Allocation__c.reduivy__Status__c reduivy__Individual_Funding_Allocation__c.reduivy__Study_Funding__c |
Read/Write | |
reduivy__Individual_Funding_Allocation__c.redu_Offer_Link__c reduivy__Individual_Funding_Allocation__c.redu_Scholarship_and_Amount__c reduivy__Individual_Funding_Allocation__c.redu_Offer_Expiry__c |
Read |
Flow Activation
- Login to Salesforce and go to “Setup”.
- From Setup, click on Home.
- In the Quick Find box, enter Flows. Click on Flows.
- Click on REDU Scholarship Application.
- Click on Activate.
- Click on REDU Scholarship Acknowledgement Form.
- Click on Activate.
Custom Digital Experience Setup
Follow the steps below to include scholarship application flow into Digital Experience Page.
- From Setup, in the Quick Find box, enter Digital Experiences.
- Go to All Sites and then “RIO Education Community”, and click on "Builder".
- In the community builder, click the top menu and “+ New Page”.
- Click “Standard Page”, use the preconfigured page to create 3 pages below:
- Preconfigured page: My Transcript
- Name: My Application
- URL: my-application
- Preconfigured page: Scholarship Application
- Name: Scholarship Application
- URL: scholarship-application
- Preconfigured page: Scholarship Acknowledgement
- Name: Scholarship Acknowledgement
- URL: scholarship-acknowledgement
- Preconfigured page: My Transcript
- Navigate to the new pages created above >> Properties, update the following details:
- Page Access = Requires Login
- Tick the option “Override the default theme layout for this page.”. Set the Theme Layout as “Student”.