RIO Ready: Update Term Fee Functionality Setup
To use this RIO Ready, you will need to:
- Set up the Update CO Fees Batch Size in custom settings.
- Set up a button on the Term object record page.
- (Optional) Add the Errors related list to the course offering record page.
Step 1: Set up the Update CO Fees Batch Size in custom settings.
Navigate to Setup >> Custom Settings >> Manage Records for RIO Education Settings. Set a batch size for processing the REDU_UpdateCourseOfferingFees_BATCH. The recommended batch size is 25-50.
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Step 2: Set up a button on the Term object record page.
Navigate to Setup >> Object Manager >> hed__Term__c object >> Buttons, Links, and Actions. Create a new action using the REDU Update Fee Rate flow. Ensure the flow is activated.
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Next, navigate to and edit the page layout that should have the 'Update Fee Rate' action button. Drag the action from the ‘Mobile & Lightning Actions’ section to the ‘Salesforce Mobile and Lightning Experience Actions’ section.
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Next, expose the ‘Fee Update Status’ field on the term record page. Please ensure that the user has permission to view the field.
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Step 3: (Optional) Add the Errors related list to the course offering record page.
Navigate to any course offering record page >> Click on the gear icon at the top and select Edit Page >> In the left panel, under Custom - Managed Accordion, drag the RIO Ed - Related List - Single (Aura) component to your preferred position to display the error logs. Configure the fields as follows:
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