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Requirement Template

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Table of Contents

Requirement Template Fields

Requirement Template

(Note: This is one of the objects related to Application Requirements and Checklist. For a use case and example, see here.)


Introduced in v3.11, this object serves as a template for the Requirements that users will need to perform (if active).

  • Requirement Set Template        --->        Requirement Set.
    • Requirement Template             --->        Requirement.


For example, one of the Requirements for an applicant is to upload an academic transcript for a Program Application.

Rather than creating a Requirement for each applicant, a Requirement Template can be created.

Multiple Requirement Templates can be created under a Requirement Set Template.


This Requirement Template will be cloned as a Requirement on the Program Application once the criteria field in the Requirement Set Template returns the expected value.

See here for more details.


Fields

Field name Description
Requirement Name Name of this record.
Requirement Set Template Lookup to the parent Requirement Set Template that this Requirement Template belongs under.
Requirement Code The unique identifier for a Requirement in a Requirement Set Template.
A unique code must be set when creating Requirement Templates, in order for the child Requirement to be displayed in the checklist.
Sequence Indicates the order in which this Requirement Template will be listed in the Requirement checklist.
Active If checked, and when the criteria field in the target object is populated with the expected value, the requirements here will be active (users will need to perform them).
Requirement Type The type of required action that the user needs to perform.
  • File Upload.
  • Field Input (currently not supported yet). *
  • Action (currently not supported yet). *

* The "Done" button will be displayed on the checklist to allow users to mark the action as completed.

Requirement Visibility Defines the visibility of the Requirement that will be created from this Requirement Template.

  • Internal: The Requirement will only be visible to admin. This Requirement is for admin to perform.

  • Faculty: The Requirement will only be visible to admin and faculty. This Requirement is for faculty to perform.

  • Student: The Requirement will be visible to admin, faculty, and student. This Requirement is for students to perform.
Priority
  • High.
  • Normal.
  • Low.
Due Days Number of days that the Requirement is due.
This will start (is based on) the day that the Requirement is created.
If a fixed due date is preferred, set the Due Date field in the Requirement instead.
Create Salesforce Task Check this box if you want a Salesforce Task to be created along with this Requirement.
Task Owner Id User or queue id for the requirement and task.
Requirement Detail Rich text field for the details or description (if any).
Conditions The notes for conditionally accepted Requirements (if any).
File Categories File category for the file to be uploaded. Applicable to Requirement Type = File Upload only.
  • Academic Transcript.
  • Certificate of Graduation.
  • Curriculum Vitae.
  • Driving License.
  • Language Certificate.
  • Passport/Visa.
  • Portfolio.
  • Reference Letter.
  • Statement of Purpose.
File Count Number of files to be uploaded.
Only applicable to Requirement Type = File Upload.
Field The field to be populated to fulfill the Requirement.
Only applicable to Requirement Type = Field.




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  • Application (EDA)
  • EDA Application Status (Custom Metadata Type)
  • Admission/Application Overview
  • Requirement Set Template
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