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Merge pull request #100 from sugarcrm/issue-99
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Fixes #99: Add PR number & how to try use cases to docs
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mmarum-sugarcrm authored Aug 16, 2018
2 parents 45a09dc + d8789a8 commit 05695b8
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13 changes: 9 additions & 4 deletions docs/ApplicationRouting.md
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## Application Routing to Admissions Advisors ##
# Application Routing to Admissions Advisors

Professor M wants to ensure that every new applicant is assigned an Admissions Advisor. Applicants with a last name
beginning with the letters A-L or special characters are assigned to Matthew Aysman. Applicants with a last name
Expand All @@ -7,11 +7,11 @@ beginning with the letters M-Z are assigned to Ackburr Bahabialila.
**Note:** because this feature leverages Advanced Workflow, it is only available in Enterprise and Ultimate versions of
Sugar.

### Implementation Technique ###
## Implementation Technique

Advanced Workflow is used to assign an Admissions Advisor to new applicant records.

### Implementation Details ###
## Implementation Details

A [Process Business Rule](http://support.sugarcrm.com/Documentation/Sugar_Versions/8.1/Ent/Administration_Guide/Advanced_Workflow/Process_Business_Rules/)
named **Application Routing by Applicant Last Name** contains the logic on how applicant records should be assigned to
Expand All @@ -33,7 +33,12 @@ which is disabled by default.

No custom code was written as part of this feature.

### Trying the Use Case ###
## Pull Request

The pull request associated with these changes is [#91](https://github.com/sugarcrm/school/pull/91).

## Trying the Use Case

Ensure you are using an Enterprise or Ultimate edition of Sugar and that you have inserted the sample data using
[ProfessorM_PostmanCollection.json](../data/ProfessorM_PostmanCollection.json) and
[ProfessorM_PostmanCollection_AdvancedWorkflow.json](../data/ProfessorM_PostmanCollection_AdvancedWorkflow.json).
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4 changes: 4 additions & 0 deletions docs/Gradebook.md
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Expand Up @@ -60,6 +60,10 @@ not be slowed down by the process of creating a new record in a potentially slow
the gradebook app directly from the logic hook, the record would not finish saving until a response was returned from
the gradebook app.

## Pull Request

The pull request associated with these changes is [#25](https://github.com/sugarcrm/school/pull/25).

## Trying the Use Case

Before trying the use case, be sure you have set up the cron scheduler.
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21 changes: 16 additions & 5 deletions docs/OnlineApplications.md
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## Online Applications ##
# Online Applications

Professor M wants to ensure he has a quality pipeline of students for his school. He has decided to allow prospective
students to apply online.

### Implementation Technique ###
## Implementation Technique

A [Web to Lead Form](http://support.sugarcrm.com/Knowledge_Base/Campaigns_Target_Lists/Creating_a_Web-to-Lead_Form/) was
created in Sugar and then customized to become the online application for the school.

### Implementation Details ###
## Implementation Details

[ApplyOnline.html](../package/src/custom/online_application_form/ApplyOnline.html) is a
customized Web to Lead Form. This form is the online application that students can complete. When students submit
Expand All @@ -21,7 +21,7 @@ this example. You could host these two files on any server.

When the form is submitted, a new Applicant (Lead) record is automatically created in the system.

### Extensions ###
## Extensions

| Module | Extension | Name | Description |
| --- | --- | ---| ---|
Expand All @@ -31,8 +31,19 @@ When the form is submitted, a new Applicant (Lead) record is automatically creat
| Leads | Vardefs | `programminglanguages_c` | Multienum field that displays the applicant's programming languages based on the options stored in the `languages` drop down list.|


### View Customizations ###
## View Customizations
| Module | View | Description |
| --- | --- | ---|
| Leads | Record | A new panel (Application) has been added to the record view below the Business Card. The panel displays the new custom fields for the application. |

## Pull Request

The pull request associated with these changes is [#78](https://github.com/sugarcrm/school/pull/78).

## Trying the Use Case

Ensure you have inserted the sample data using
[ProfessorM_PostmanCollection.json](../data/ProfessorM_PostmanCollection.json).

Navigate to http://{site_url}/custom/online_application_form/ApplyOnline.html and fill out the form. Navigate to the
Applicants module in Sugar and note that a new Applicant record has been created.
12 changes: 12 additions & 0 deletions docs/StudentHealthTracking.md
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Expand Up @@ -50,3 +50,15 @@ Report JSON data is then retrieved from dev instance using the `GET /rest/Report
|Student Health Report|Contacts|Summation with Details| A pie chart that is grouped by Student vital status. The details section shows student names, alias, etc. |
|Cause of Death|Contacts|Rows and Columns| A table of 'deceased' students that includes name, alias, and cause of death. |

## Pull Request

The pull request associated with these changes is [#24](https://github.com/sugarcrm/school/pull/24).

## Trying the Use Case

Update a student's health status by opening a Student record and updating the Vitals field. If you select **Deceased**,
the Death Information panel will appear so you can also input the Cause of Death and indicated if flowers have been
sent.

View the **Cause of Death Report** and the **Student Health Report** by navigating to the Reports module and clicking
on the appropriate report title.

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