Use Omnistudio components and Education Cloud objects to create applications for your institution.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
Creating an application involves setting up a series of interconnected objects in a specific order. Work through the topics in this section to configure these objects:
- Action Plan Templates (APTs): Define the structure of the application.
- Render Methods: Control how the application appears.
- Stage Definitions: Set up the workflow.
- Program Term Application Timeline (PTAT) records: Connect programs and timelines to the New Application window.
- Plan and Prepare Your Application
Prepare to create, accept, and manage applications in your institution. Identify the application stages and the Omnistudio components that are used for each stage, and understand the process of creating applications. - Set Up Your Application Stages
Create application stage definition records to represent the different stages of your application, and copy and use Education Cloud Omniscripts and Flexcards to collect and show applicant information. - Set Up Application Campus Preferences
Configure the Omnistudio components that let applicants select and rank preferred campus locations during the application process. - Build Your Application
Create Application Render Method records and Application Render Method Assignment records to build your application. Application render method records identify the Omniscript or Flexcard used to collect or show information. Application Render Method Assignment records link Application Render Methods with Application Stage Definitions. - Create and Set Up an Action Plan Template for Applications
Create an action plan template to represent your application, add each application stage definition record as tasks to your action plan template, and assign the template to a Program Term Application Timeline record.