US English (US)
ES Spanish

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Log in
English (US)
US English (US)
ES Spanish
  • Home
  • RIO Recipe
  • Build & Implementation
  • RIO Ready
  • RIO Ready: Refund

RIO Ready: Refund Functionality Setup

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • About Us
    Who is RIO Education? RIO Events Start Your RIO Journey Experience RIO in action Customer go-live events Our Partners Housekeeping
  • RIO Insights
    Careers
  • RIO Recipe
    Project Management & Governance Discovery Design & Prototype Build & Implementation UAT Deployment & Metadata RIO Recipe: Training
  • RIO Academy
    RIO Partner Enablement Program RIO Challenge V2 Learning Material Video Guides
  • Install RIO Education
    Configuration Integration with RIO Extension Package Installer Products
  • Releases
    Release Notes
  • Support
    Support FAQs Feature Articles Deep Dive Updates for other products
+ More

Table of Contents

Important
Delete

Important

If you have previously installed this, and have already made your own customizations, do not use the vanilla RIO Ready installer.

You will need to deploy your custom components and codes.

For this functionality's components, see here.


To quickly setup the refund functionality, please follow the following steps:


Step 1: 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 Refund Process".
  5. Click on Activate.


Step 2: Including the Flow into Student Fee Page

  1. From Setup, select Object Manager.
  2. In Quick Find, enter Student Fee and click on it.
  3. On the left, click on Page Layout.
  4. In the list of Page Layout shown, click on "RIO Education Student Fee Layout".
  5. In the Layout Setup screen, click on "Mobile and Lightning Actions".
  6. Find "Generate Refund" in the list shown and drag it into the "Salesforce Mobile and Lightning Experience Actions" section.
  7. Save.


Once saved, the button to run Refund flow should be ready to use:


refunds

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • RIO Ready: Withdrawal Functionality Setup
  • RIO Ready: Master Data Migration
  • RIO Ready: Login/Self-Registration Functionality Setup
  • RIO Ready: Setting up reCAPTCHA for Self Registration
RIO Education

RIO Education Inc, a WDCi Company. This information is proprietary, confidential and protected by copyright ©2023.

CONTACT

E:  getinfo@wdcigroup.net

  • Privacy
  • Terms of service

Definition by Author

0
0
Expand