Admissions Connect Default Page Configurations

Release Maintenance Information

Learn about the available resources to keep up with release information.

For details about changes in a specific release, such as recommendations on what to update in your org, review the posts in the Admissions Connect Release Announcements group. You can also check out the Admissions Connect Data Dictionary, which lists the version that objects and fields were first introduced. For steps on how to update these assets, see Customize Record Pages.

Action Plan Compact Layout

Set up a compact layout for Action Plans to select key information to display to your staff.

Package Status: Unmanaged

Label: Action Plan Compact Layout - Admissions Staff

API Name: Action_Plan_Compact_Layout

Fields:

• Name

• Status

• Owner Name

• Start Date

• Target Record

Application Page Layout

Set up the page layout for Applications to organize the information to show your staff.

Package Status: Managed, but updates to this layout aren't pushed

Label: Application Layout - Admissions Staff

Fields:

• Left column

  • Application Name

  • Applicant

  • Applying To

  • Application Type

  • Term

  • Preparer

• Right column

  • Application Status

  • Application Plan

  • Application Date

  • Open Date

  • Due Date

  • Application Decision Date

  • Applicant Decision Date

Related Lists:

• Action Plans

• Application Reviews

Application Compact Layout

Set up a compact layout for applications to show key information to your staff.

Package Status: Unmanaged

Label: Application Compact Layout - Admissions Staff

API Name: Application_Compact_Layout

Fields:

• Application Name

• Applicant

• Applying To

• Term

• Application Type

• Application Plan

• Checklist Completion

Application Lightning Record Page

Set up a record page for Applications so that your staff can access relevant information.

Package Status: Unmanaged

Type of page: Record Page

Label: Application Record - Admissions Staff

API Name: Application_Record

Object: Application

Page Template: Header and Right Sidebar

Header Region: Path component and Highlights Panel

Main Region: Tabs component with these tab names and nested components

• Checklist: Application Checklist component

• Applicant Responses: Application Response Details component

• Related: Action Plans List - Financial Services Cloud component

• Application Details: Record Detail component

Right Sidebar: Reviewer Snapshot component with a Tabs component underneath with these tab names and nested components

• Application Reviews: Reviewer Management component
• Feed: Chatter component

Application Path

Set up the Application Path component to guide your staff through the steps of an application.

Package Status: Unmanaged

Path Name: Application Review Status - Admissions

API Name: Application_Review_Status

Object: Application

Record Type: --Master--

Picklist: Application Review Status

Picklist Value Guidance for Success:

• Incomplete: We're waiting for the applicant to submit their requirements. For an application that's almost complete, or one that was in a later stage and is now Incomplete again, consider reaching out to the applicant about their submission.

• Ready for Audit: Assign this application to an admissions staff member to verify or process.

• Audit: Verify that required items have been submitted.

• Ready for Review: All set! You're ready to assign reviewers.

• In Review: The application is in the reviewer's hands.

• Reviewed: All reviewers have submitted their recommendations.

Application Review Page Layout

Set up the page layout for Application Reviews to organize the information to show your staff.

Package Status: Managed, but updates to this layout aren't pushed

Label: Application Review Layout - Admissions Staff

Fields:

• Application Review Name

• Application

• Review Comments

Application Review Compact Layout

Set up a compact layout for Application Reviews to show key information to your staff.

Package Status: Unmanaged

Name: Application Review Compact Layout - Admissions Staff

API Name: Application_Review_Compact_Layout

Fields:

• Owner

• Application

• Applicant

• Review End Date

• Review Due Date

• Admissions Recommendation

• Submitted

Application Review Lightning Record Page

Set up a record page for Application Reviews so that your staff can access relevant information.

Package Status: Unmanaged

Type of page: Record Page

Label: Application Review Record - Admissions Staff

API Name: Application_Review_Record

Object: Application Review

Page Template: Header and Right Sidebar

Header Region: Highlights Panel

Main Region: Reviewer Application Reader

Right Sidebar: Tabs component with these tab names and nested components

• Review: Reviewer Feedback component

• Application Reviews: Reviewer Management component

Application Review In-App Guidance Prompt

Set up the Application Review in-app guidance prompt to help reviewers understand how to save and submit recommendations.

Package Status: Unmanaged

In-App Guidance Type: Single Prompt

Prompt Type: Floating Prompt

Position: Top Right

Title: How does submission work?

Body: Just like email drafts, we automatically save all of your review feedback. When you've finalized your review and recommendation, click Submit My Recommendation.

Dismiss Button Label: Got It

Action: None

Schedule - Frequency

• Times to Show: 2

• Days In Between: 2

Profiles: No profile restrictions

Permissions: No permission restrictions

Name: Application Review How To - Admissions Staff

API Name: Application_Review_How_To

Description: Helps reviewers understand how recommendations are saved and submitted

Application Material Mapping Page Layout

Set up the page layout for Application Material Mappings to organize the information to show your staff.

Package Status: Managed, but updates to this layout aren't pushed

Label: Application Material Mapping Layout - Admissions Director

Information section fields:

• Left column

  • Mapping ID

  • Action Plan Template

  • Action Plan Template Item

  • Application Material Type

• Right Column

  • Owner

  • Sequence

Portal Settings section fields:

• Show Navigation to Applicants

• Show Content to Applicants

• Let Applicants Upload Files

• Applicant Instruction Message

• Applicant Hidden Content Message

Application Material Type Page Layout

Set up the page layout for Application Material Types to organize the information to show to your staff.

Package Status: Managed, but updates to this layout aren't pushed

Label: Application Material Type Layout - Admissions Director

Fields:

• Left column

  • Application Material Type Name

  • Description

  • Source Object

  • Data Source Type

  • Child Object

  • Field Set for Display

  • Child Object Filter Field

  • Child Object Sort By Field

  • Child Object Soft Direction

• Right column

  • Owner

Related Lists: Application Material Mappings

Application Material Type Lightning Record Page

Set up a record page for Application Material Types so that your staff can access relevant information.

Package Status: Unmanaged

Type of page: Record Page

Label: Application Material Type Record - Admissions Director

API Name: Application_Material_Type_Record

Object: Application Material Type

Page Template: Grouped Header and One Region

Header Region: Highlights Panel component

Main Region: Tabs component with these tab names and nested components

• Related: Related Lists component

• Details: Record Detail component

Underneath the Tabs Component is the Application Material Type JSON Configuration component.

Document Checklist Item Page Layout

Set up the page layout for Document Checklist Items to organize the information to show your staff.

Package Status: Managed, but updates to this layout aren't pushed

Label: Document Checklist Item Layout - Admissions Staff

Fields: 

• Left Column

  • Name

  • Document Type

  • Original Parent Record

  • Instructions

  • Required

• Right Column

  • Status

  • Owner Name

  • File Pertains To

  • Rejection Reason

  • Rejection Comment

Related Lists:

• Files

• Approval History

Document Checklist Item Lightning Record Page

Set up a record page for Document Checklist Items so that your staff can access relevant information.

Package Status: Unmanaged

Type of page: Record Page

Label: Document Checklist Item - Admissions Staff

API Name: Document_Checklist_Item_Record

Object: Document Checklist Item

Page Template: Header and Right Sidebar

Header Region: Highlights Panel component configured with

• Visible Action Buttons: 3

• Actions: Reject, Accept, Upload Files, Upload New Version

Main Region: Document Checklist Item Preview

Right Sidebar: Tabs component with these tab names and nested components

• Related: Related List - Single component configured with

  • Parent Record: Use This Document Checklist Item

  • Related List: Files

  • Related List Type: Default

• Details: Record Detail component