Build additional checkpoints and flexibility into the dynamic admissions application process. Give applicants the options to edit, view, confirm, sign, submit, and cancel their applications. Choose which application details and progress indicators appear on the Application Details and Application List components. Provide applicants the option to withdraw an application after submission.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud license |
| User Permissions Needed | |
|---|---|
| To update the Experience Cloud site and edit objects: | Education Cloud Full Access |
Configure the Application Details Component
Configure the Application Details component to control what applicants can do with an application and which details appear in the application header.
- In Experience Builder, go to the Pages menu, and under Preliminary Application Reference, select the Application Detail page.
- To open the design attributes panel, click the Application Details component.
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To set what applicants can do with their application, configure the design
attributes.
Design Attribute Description Default Let users view and edit tasks Applicants can edit the data within each application task until they’re ready to submit the full application. After submission, an applicant can view the details of each of their application tasks, but they can’t edit them. Deselected Allow application submission Gives applicants the option to submit after they complete all required application tasks. The status of the application updates automatically after submission. Deselected Require applicant signature for submission Requires applicants to provide a digital signature for each application. Deselected Allow applicants to cancel applications before submission Gives applicants the option to cancel unsubmitted applications. Deselected Allow applicants to withdraw application Gives applicants the option to withdraw a submitted application. Deselected -
To require applicants to confirm that their provided information is accurate and
complete before submission, enter up to five confirmation statements.
Applicants must check all confirmation statements before they can submit. You must enter at least one statement to show the confirmation checkboxes to the applicant. Each confirmation statement supports a maximum of 2000 characters.
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If necessary, enter a post-submission page URL.
This URL specifies a redirect page after the applicant submits their application, instead of the default post-submission window.
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To choose which application details appear in the application header, configure the
design attributes.
Design Attribute Description Default Show Application Type Show or hide the application type. Selected Application Type Label Enter text to override the default Application Type field label. Application Type Show Campus Show or hide the campus. Deselected Campus Label Enter text to override the default Campus field label. Campus Show Academic Term Show or hide the academic term. Selected Academic Term Label Enter text to override the default Academic Term field label. Academic Term Show Application Status Show or hide the application status. Selected Application Status Label Enter text to override the default Application Status field label. Application Status Show Application Deadline Show or hide the application deadline. When the Application Close Date Time field has a value on the application timeline record, the deadline includes the date, time, and the applicant’s local time zone. When only the Application Close Date field has a value, only the date appears. Selected Application Deadline Label Enter text to override the default Close Date field label. Close Date Show application progress bar Show or hide the progress bar that indicates how far the applicant is in completing their application. Selected
Note The Application Details Lightning web component supports Edit and View in stages that
use Omnistudio components. These stages support Edit and View: Profile, Test Results,
Secondary or High School Education, College or University Education, and Files. Use these
Omnistudio components as templates to create any additional Omnistudio components that are
required for your application.
Configure the Application List Component
Configure the Application List component to control which applications and details applicants see, and how they act on each application.
- In Experience Builder, go to the Pages menu, and under Preliminary Application Reference, select the Application List page.
- To open the design attributes panel, click the Application List component.
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Configure the design attributes to set which applications and details applicants
see.
Design Attribute Description Default Show Withdrawn and Canceled Checkbox Filter Shows or hides withdrawn and canceled applications on the application list. Use this option if you give applicants the option to withdraw or cancel applications. Deselected Show View Decision Button Switches the call to action to View Decision for applications that have a shared admission decision. When this option is deselected, applicants see Manage Application. Deselected Show Application Type Show or hide the application type. Selected Application Type Label Enter text to override the default Application Type field label. Application Type Show Campus Show or hide the campus. Deselected Campus Label Enter text to override the default Campus field label. Campus Show Academic Term Show or hide the academic term. Selected Academic Term Label Enter text to override the default Academic Term field label. Academic Term Show Application Status Show or hide the application status. Selected Application Status Label Enter text to override the default Application Status field label. Application Status Show Application Deadline Show or hide the application deadline. When the Application Close Date Time field has a value on the application timeline record, the deadline includes the date, time, and the applicant’s local time zone. When only the Application Close Date field has a value, only the date appears. Selected Application Deadline Label Enter text to override the default Close Date field label. Close Date Show application progress bar Show or hide the progress bar that indicates how far the applicant is in completing their application. Selected - Publish the site.
Add the Withdrawn Application Status
If you give applicants the option to withdraw applications, add the Withdrawn status to the Application Status picklist on the Individual Application object.
- From Setup, click Object Manager, and then select Individual Application.
- Click Fields & Relationships, and then click Application Status.
- In Application Status Picklist Values, click New.
- In Add Picklist Values, enter Withdrawn.
- For Record Type Name, select the name that you use for applications.
- Save your changes.