EDU Cloud: Create Related Case for New Individual Application
Automatically create a case when a person submits a new application.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
| User Permissions Needed | |
|---|---|
| To create related cases for new applications: | Education Cloud Full Access |
- Before You Begin
Create a support process and case record type for new applicants. - Update Flow Elements
Add a case record type to the EDU Cloud: Create Related Case for New Individual Application flow.
Before You Begin
Create a support process and case record type for new applicants.
See Before You Begin: Create a Support Process and Case Teams.
Update Flow Elements
Add a case record type to the EDU Cloud: Create Related Case for New Individual Application flow.
Add Case Record Type
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From Setup, in the Quick Find box, enter Flows, and then select Flows.
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Open your copy of the EDU Cloud: Create Related Case for New Individual Application flow.
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Click Create Case, and then click Edit Element.
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Click Add Field and select RecordTypleId.
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In the Value field, enter the ID of the Case record type that you previously created. See Find the ID of a record type.
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Click Done.