Application Reader Flow Documentation

Flow Name Application Reader

Flow User Access

• System Administrators
• Admissions-Residential/ExecutiveMBA Profile Users

Button (Admissions Application)

• Start Read
  1. Passes Adm_Application__c.Id to local variable recordId
  2. Sets retURL to Adm_Application__c.Id

Page Layouts (Admissions Application) Consortium Page Layout, Residential 1Yr Page Layout, Residential 2 Yr Page Layout

Objects Contributing to Read

• Candidate Feedback (Create, Edit)
• Admissions Application (Edit)
• Content Document Link (Read)
• Content Document (Read)
• Affiliation and Certification (Read)
• Admissions Application Recommenders (Read)
• Test Score (Read)

General Features

• Saves after each step.
• Allows user to navigate to any section of the read from any screen, and saves the last information entered on each screen.
• Pulls information from application and related objects.
• Allows users to resume in progress and completed reads and displays responses to any previously answered questions.
• Reads never get “locked down”, Admissions may need to go in and adjust recommendations at any point.
• A completed read can result in updates to read record, application record, add applicant to interview campaigns, or send an email to admissions for manual interview scheduling.

Queries/Loops/Decisions

• Get First Read
  1. Finds out if there is an existing 1^st read on the application for status and form pre-fills
• Get Second Read
  1. Finds out if there is an existing 2^nd read on the application for status and form pre-fills
• Which Read?
  1. Takes user read choice from Welcome Screen and determines if a record needs to be created.
     1. If so, gets additional information required to create a read (Record Type, Reviewer’s Contact Id). Creates the read and then assigns the new record as the “Active Read”
     2. Otherwise, will set the found read as “Active Read”

• Related Object Loops
  1. Get Content Document Links/Get Content Document
     1. Gets all the attachments related to the application and runs them through a loop to assign info to variables for linking in later steps.
  2. Get All Affiliations and Certs
     1. Gets all Affiliation and Cert records related to application and sorts them into three sObject Collections for use in tables in later steps.
  3. Get Recommendations
     1. Gets all Recommendation records related to application and assigns the two most recently modified to record variables for use in record detail components in later steps.
  4. Get Test Scores
     1. Gets all IETLS, TOEFL , TOEFL iBT Test Score records related to application AND created by the applicant. Will then sort and assign the most recently reported score for each test type to record variables.
     2. The GMAT, GRE, and GMAT Focus Edition highest test scores are populated on the Application, and those values display in the Reader Form.
• Application Reader Tabbing - allows the user to navigate to any tab from any screen.  Uses Visual Picker native component.
  • Nav1 to Reader - allows the user to go from the Applicant Summary to Reader Decision, or any other tab.
  • Reader Decision Direction - allows user to go from the Reader Decision screen to the Applicant Summary screen or to Submit Read screen.
  • Application is Ready for Submit - checks the required fields throughout the Application Reader Form to ensure they are all complete, either directs user to submit read or go back to complete all sections.
  • User Tab Navigation Decision - this is the central decision hub that sends the user to the correct screen based on the Navigate to Section value or button selection from any screen.

3^rd Party Components

• FlowActionBasePack & FlowScreenComponentsBasePack (https://unofficialsf.com/flow-action-and-screen-component-basepacks/)
  1. Required to be installed for the below components.
  2. Used in all Screens for dynamic buttons (FlowButtonBar, ProgressBar).
• Datatable (https://unofficialsf.com/datatable-lightning-web-component-for-flow-screens-2/)
  1. Used on: Professional Experience & Extra Curricular Steps
  2. AdmissionsAdmissions-Residential/ExecutiveMBA Profile needs access to the below classes:
     1. ers_DatatableController
• RecordDetail FSC (https://unofficialsf.com/the-recorddetail-component/)
  1. Used on: Recommender Step
• DirectNavigation (https://unofficialsf.com/building-a-direct-screen-access-flow/)
  • Used on: Update Missing Fields screen.

End Actions

• Read Updates
  1. Field Updates on Completion:
     1. Feedback Status = Completed
     2. Interviewer Preference

• Preferred Interviewer

1. Recommendation Decision Reason
2. Recommendation Reason
3. Waitlist Ranking

• SUMO Interview Invite Flow on Invite to Interview

• Application Updates

*If First Read* (On Application) First Read = Today & Application Reader = User who completed read