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Create a Rule for Multiple Educational Characteristic Requirements

Use the guided setup to include multiple educational characteristic requirements in a rule. For example, define a requirement that accepts juniors and seniors, or one that accepts juniors or seniors only with an Honors status.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with Education Cloud and Education Cloud Advanced Academic Operations for Experience Cloud add-on
User Permissions Needed
To create a rule for multiple educational characteristic requirements: Education Cloud Full Access
To edit relevant objects: Education Cloud Advanced Academic Operations Admin Access

Create a Rule with AND or OR Logic

  1. From the App Launcher, find and select Educational Characteristic Requirements.
  2. Click New from Educational Characteristic Requirements Wizard.
  3. Enter a name.
  4. (Optional) Select Visible to Student.
  5. Configure the requirement logic.
    1. For Requirement Logic, select All selected items (AND) or Any selected items (OR).
    2. Click Add.
    3. For Requirement Type, select Educational Characteristic or Educational Characteristic Requirement.
    4. Select a record.
      Only active records are available.
    5. Add more characteristics or requirements as needed.
    6. Click Create Requirement.

Create a Rule with Custom Logic

  1. From the App Launcher, find and select Educational Characteristic Requirements.
  2. Click New from Educational Characteristic Requirements Wizard.
  3. Enter a name.
  4. (Optional) Select Visible to Student.
  5. Configure the requirement logic.
    1. For Requirement Logic, select Custom.
    2. Click Add.
    3. For Requirement Type, select Educational Characteristic or Educational Characteristic Requirement.
    4. Select a record.
      Only active records are available.
    5. Add more characteristics or requirements as needed.
    6. In Custom Requirement Logic, enter your custom logic. For example, (1 AND 2) OR 3.
    7. Click Create Requirement.