EDU Cloud: Assign Case Team to Student Athlete

Automatically assign an academic support team to student athletes.

Editions Needed
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

User Permissions Needed
To assign a case team to student athletes:	Education Cloud Full Access

Before You Begin
Set up a support process, and create constituent roles to use with the EDU Cloud: Assign Case Team to Student Athlete flow.
Update Flow Elements
Add a case record type and predefined case teams to the EDU Cloud: Assign Case Team to Student Athlete flow.

Before You Begin

Set up a support process, and create constituent roles to use with the EDU Cloud: Assign Case Team to Student Athlete flow.

Create a support process and case record type to assign case teams to student athletes. See Before You Begin: Create a Support Process and Case Teams.
Create a constituent role for Student Athletes. See Model Faculty, Staff, and Students.

Add a case record type and predefined case teams to the EDU Cloud: Assign Case Team to Student Athlete flow.

From Setup, in the Quick Find box, enter Flows, and then select Flows.
Open your copy of the EDU Cloud: Assign Case Team to Student Athlete flow.
Click Get Student Case, and then click Edit Element.
Click Add Field and select RecordTypleId.
In the Value field, enter the ID of the Case record type that you previously created. See Find the ID of a record type.
Click Done.

From Setup, in the Quick Find box, enter Flows, and then select Flows.
Open your copy of the EDU Cloud: Assign Case Team to Student Athlete flow.
Click Get Student Athlete Predefined Case Team, and then click Edit Element.
For Filter Predefined Case Team Records, set your filtering conditions.
1. Field: Enter Name.
2. Operator: Select Equals.
3. Value: Enter the name of the predefined case team that you want.
Click Done.
Repeat this process for Get Academic Predefined Case Team 2.