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How to export the list of students from a Session the faculty teaches?

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Description

How to export the list of students from a Session that the faculty teaches?


Resolution

This feature is not currently available in RIO Education. However, this can be achieved by using Salesforce reports:


  1. You will need to setup/create a Salesforce report which is the Session Connection‍ report. Ensure that all the columns required are in there. Also, ensure that you are only reporting for student Session Connections. This means you will need to to use the report filter to exclude the faculty Session Connections.

  2. Prepare a custom page layout for Session. This should be assigned to the faculty profile. Create a button that re-directs the faculty user to the report and make the button only available in the custom page layout you have created for faculty. This URL for the button should contain the Report Id and also the Session Id parameters.

 

Note: The button URL is different from the standard button URL for reports used by internal users. This button URL will look something like this:

https://rio.force.com/community/s/report/00O7i000000tzDqEAI/session-report?reportFilters=%5B%7B%22operator%22%3A%22equals%22%2C%22value%22%3A%22{!rio_ed__Session__c.Id}%22%2C%22column%22%3A%22rio_ed__Session_Connection__c.rio_ed__Session__c.Id%22%7D%5D


  • 00O7i000000tzDqEAI represents report Id.

  • reportFilters=%5B%7B%22operator%22%3A%22equals%22%2C%22value%22%3A%22{!rio_ed__Session__c.Id}%22%2C%22column%22%3A%22rio_ed__Session_Connection__c.rio_ed__Session__c.Id%22%7D%5D represents reportFilters=[{"operator":"equals","value":"{!rio_ed__Session__c.Id}","column":"rio_ed__Session_Connection__c.rio_ed__Session__c.Id"}] .

  • {!rio_ed__Session__c.Id} represents the merged Session Id.

  • rio_ed__Session_Connection__c.rio_ed__Session__c.Id represents the report column name.


Read here for more information regarding Salesforce report parameters in community URLs.



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