EDU Cloud: Close Related Cases for Term

Automatically close an open application case for a learner when they enroll in an academic term.

Editions Needed
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed  
To close related cases for a term: Education Cloud Full Access

This flow works without any configuration, but you can customize it to fit your institution. To customize this flow and change the criteria to close a case:

  1. From Setup, in the Quick Find box, enter Flows, and then select Flows.

  2. Open your copy of the EDU Cloud: Close Related Cases for Term flow.

  3. Click the element that you want to change, then click Edit Element.

  4. Make your changes, then click Done.