Apply Online Webinar Part 2
Posted July 14, 2019
This article is an index with timestamps for the topics covered in the following webinar:
Apply Online Webinar Part 2
1. Intro
a. If you have questions or suggestions, please send an email to support@pcreducator.com.
link
2. Custom Attribute dropdown example link
a. Ask what term someone is applying for: Fall or Spring link
b. Set up the attribute link
c. Choose the Attribute Category link
d. Create the Lookup link
e. Create the Attribute link
i. Allow Customer Text link
f. Add the widget to the CMS page using a Wizard Box link
i. Field options: “Use all but selected value” vs “Use only selected values” link
g. Move the widget link
3. Restrict widget and page visibility link
a. Hiding a widget
i. Restrict “What program applying for” to lower school applicants link
ii. Add a Filter to the widget. link
iii. View page and the widget is hidden. link
iv. Remove a Filter from the widget. link
b. Hiding a page
i. Hide scholastic info page link
ii. Add a Filter to the page link
iii. View a different page and the page is hidden. link
iv. Remove a Filter from the page. link
4. Teacher Recommendations link
a. Big picture - the parent requests a recommendation link
i. Parent fills out teacher's contact information link
ii. Teacher receives an email link
iii. Teacher fills out recommendation link
iv. Student recommendation is updated link
v. Viewing the recommendation as an administrator link
b. Setting up a recommendation link
i. Setting up Email Templates for Actions. link
- Specify the Recommendation url link
ii. Setting up Inquiry Action Attributes link
iii. Setting up the Recommendation Action link
a. Set the Applicant role link
b. Who can request Recommendations and when? link
c. Associate the Action with a Checklist link
c. Setting up the recommendation form in CMS link
i. Pages
a. Applicant Profile page, Teacher Recommendations request widget link
b. Teacher Recommendation Request page link
c. Recommendation Form page link
d. Recommendation Submitted Thank You page link
ii. Set up pages in reverse order - Thank you page link
a. Finding the Recommendation pages link
b. Recommendation Successfully Submitted page link
c. Recommendation Form page setup link
- Teacher Submit Recommendation widget link
- Email on Submit property link
- Thank You Page Location property link
- Simple Recommendation Form property link
d. Recommendation Request page link
- Teacher Request Recommendation widget link
- Navigate To property link
e. Applicant Profile page link
- Teacher Recommendations widget link
d. Testing the Recommendation Form link
5. Events link
a. Set up an Events Action link
b. Link the Action to Checklists link
c. Create Event Categories link
i. Close Sign Up # Days before link
ii. Is Comment Visible link
iii. Max Attendees Per Family link
iv. Action link
d. Create Events link
i. Create Event Schedule link
ii. Delete Event link
e. Set up the CMS pages link
i. Applicant Profile page, Events widget link
ii. Event Calendar page link
iii. Event Signup page link
iv. Event Calendar page, Events Calendar widget setup link
v. Event Signup page, Event Signup widget setup link
f. Locating your event pages link
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