Quick Start Asset Reference List

Admissions Connect provides sample assets to help you get started with Action Plans and other configurations. Modify these assets to work for your institution, or clone them for a quick start. Here’s a list of the sample assets we provide.

Note The quick start sample assets are unmanaged, unless otherwise noted, which means you won't see updated or new assets that we release after your initial installation.

Action Plan Templates and Action Plan Template Items

• Sample: Core Application

  • Application Details (Task)

  • Applicant Details (Task)

  • Education Details (Task)

  • Family Details (Task)

  • Writing Supplement (Document Checklist Item)

• Sample: Transcripts

  • Official Transcript (child Document Checklist Item)

  • Unofficial Transcript (child Document Checklist Item)

• Sample: Test Scores

  • Test Details (child Task)

  • SAT Report (child Document Checklist Item)

• Sample: Recommendations

  • Counselor Recommendation (child Document Checklist Item)

  • Teach Evaluation (child Document Checklist Item)

  • Other Evaluation (child Document Checklist Item)

• Sample: Other Materials (allows ad hoc items)

  • Early Decision Agreement (child Document Checklist Item)

  • Fee Waiver (child Document Checklist Item)

• Sample: Reports from Common App

  • Application PDF (child Document Checklist Item)

  • School Report (child Document Checklist Item)

  • School Report Transcript (child Document Checklist Item)

  • Optional Report (child Document Checklist Item)

  • Optional Report Transcript (child Document Checklist Item)

  • Mid Year Report (child Document Checklist Item)

  • Mid Year Report Transcript (child Document Checklist Item)

  • Final Report (child Document Checklist Item)

  • Final Report Transcript (child Document Checklist Item)

• Sample: Reports from Common App - Transfer

  • Full Application (child Document Checklist Item)

  • Applicant Uploaded Document (child Document Checklist Item)

  • Letter of Reference (child Document Checklist Item)

  • Foreign Evaluation (child Document Checklist Item)

  • Transcript - Transfer (child Document Checklist Item)

• Sample: JSON Data from Common App

  • Application Questions (child Task)

  • Applicant Questions (child Task)

  • Education History Questions (child Task)

Note The sample Action Plan Templates aren't published, so make sure to customize them before publishing. After an Action Plan Template is published, you can’t edit it—which means you can’t add child Action Plan Items to it. Before you publish the Action Plan Template, edit the Name and update the child items. 

Field Sets

• Applicant Details (on the Contact object)

• Core Application  (on the Application object)

• Applicant Education History Details (on the Education History object)

• Edit Education History (on the Education History object)

• Applicant Family Details (on the Relationship object)

• Applicant Test Details (on the Test object)

• Basic Task Details (on the Task object - this field set is managed)

Application Material Types

• Applicant Details

• Applicant JSON

• Application Details

• Application JSON

• Education Details

• Education History JSON

• Family Details

• Test Details

Document Types

• Application

• Applicant Uploaded Document

• Counselor Recommendation

• Early Decision Agreement

• Fee Waiver

• Final Report

• Final Report Transcript

• Foreign Evaluation

• Full Application

• Letter of Reference

• Mid Year Report

• Mid Year Report Transcript

• Optional Report

• Optional Report Transcript

• Other Evaluation

• School Report

• School Report Transcript

• Teacher Evaluation

• Test Score

• Transcript

• Writing Supplement

Custom Metadata for Document Type Mapping

• Application

• Applicant Uploaded Document

• Counselor Recommendation

• Early Decision Agreement

• Fee Waiver

• Final Report

• Final Report Transcript

• Foreign Evaluation

• Full Application

• Letter of Reference

• Mid Year Report

• Mid Year Report Transcript

• Optional Report

• Optional Report Transcript

• Other Evaluation

• School Report

• School Report Transcript

• Teacher Evaluation

• Transcript

• Writing Supplement 

For a refresher on how these records and assets work together, see Learn About Action Plans.

Note We don’t provide Application Material Mapping records. Create these on your own. See Plan Your Application Requirements and Set Up Application Requirements and Action Plans.