Set Up Your Portal for Applications

Get your Education portal ready to accept and manage applications.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

Configure your Education portal to display the New Application component, connect it to your data, and control how students move through the application process.

  • Configure Your Site for Dynamic Applications
    After you create your Experience Cloud site, configure it to support dynamic applications.
  • Dynamic Applications Data Sources
    The New Application window shows up to four picklist fields, depending on your selections in the design attributes panel. Options in all picklists except Student are based on filtering the Program Term Application Timeline (PTAT) record.
  • Configure the New Application Window
    Set up the New Application window the way you want it to appear in your portal.
  • Configure Application Submission and Management Options for Applicants
    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.