We will show you workflow ideas taken, usually as bits and pieces, from real-world examples and experiences from your fellow customers.
One customer was able to replace an entire information system with a simple custom table.
Data Event Triggers
This feature was then utilized to perform some real-time automated tasks based on actions taken with student records. Multiple uses of this feature will be shown beyond the initial workflow presented.
Custom Fields (Online Enrollment)
Since Data Event Triggers help with actions on student records, let's extend this workflow to make use of a custom question in Online Enrollment.
With our new custom question in Online Enrollment, we can now make use of Data Event Triggers to automatically generate fees. Using the method shown, these fees will be synced nightly into the Livingtree platform with no additional work necessary by the DBA.
Continuing with the process, we can drive dynamic Student Groups based on Analytics Indicators that we can create. Let's use the data from our custom table.
Student Groups may be used to create Communications Groups in the Aeries Communications platform. Paired with the dynamic groups offered by Analytics, we can create a seamless experience for our end users.
New Year Rollover
Finally, we will look at the proper New Year Rollover options needed to ensure everything mentioned above is properly copied into your new year database.