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RIO Ready: Student Request Functionality Setup

Student Request Functionality Setup Guide.

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To quickly setup the Student Request functionality, please follow the following steps:


Step 1: Define Support Users

  1. Login to Salesforce and go to “Setup”.
  2. From Setup, click on Home.
  3. In the Quick Find box, enter Queues. Click on Queues.  
  4. Click on Student Request.
    • If there is none, you will need to create a Queue for the "Case" objects.
  5. Click on Edit and select users under the Available Members list, then Save.
  6. Then, copy the queue ID at the top of the URL that starts with 00G.


Step 2: Updating and Activating the Flow

  1. Login to Salesforce and go to “Setup”.
  2. From Setup, click on Home.
  3. In the Quick Find box, enter Flows. Click on Flows.  
  4. Click on "REDU Student Request".
  5. Click on the Manager tab in the Toolbox section.
  6. Click on the StudentRequestQueue. Replace the Value to the Queue Id that you have copied in the steps above and click Done.



  7. Click on Activate to activate the flow.


Step 3: Check the sharing setting for object - Agreement

  1. From Setup, in the Quick Find box, enter Sharing Settings.
  2. Search for object - Agreement and make sure the Default External Access is set to Public Read Only.


Step 4: Including the Flow into Digital Experience Page

  1. From Setup, in the Quick Find box, enter Digital Experiences.
  2. Go to All Sites and then “RIO Education Community” and click on "Builder".
  3. From the top menu, in the Find a page…, enter Case List. Then, select the page. 


  4. Select Case List (Student) page variation.


  5. In the Components, enter Flow. Drag and drop the Flow component into the desired section of the page.
  6. In the Flow component properties, select the "Student Request" flow.


  7. Publish the changes.



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