Article setup templates

You can customize these layouts to show different fields. Then, make the compact layout the primary layout for the Success Plan and Success Plan Template objects. By default, all record types are set to Inherit from Primary, so they will inherit from the updated primary compact layout after your changes are saved.

You can give your support staff the ability to apply the same Success Plan to multiple students. When you add the Apply Success Plan button to the Case list view page, your support staff can then use that page to either create a new template, or apply an existing template to up to 50 students.

Support staff need access to a Visualforce page to be able to mass-apply a Success Plan Template to multiple students, so grant that access now. Was this article helpful? Pricing: Paid. Learn About Success Plans, Templates, and Tasks Success Plans help students stay focused, organized, and on track to achieve a goal or milestone.

Note If you originally installed Student Success Hub 1. Success Plan Template record types must correspond to Success Plan record types. Do the following, depending on which version of Student Success Hub you originally installed. In the page canvas, select the Success Plans tab. Make your edits and save your changes.

In the Tab component, select the Tab for Success Plans. Save your changes. General Information We use three kinds of cookies on our websites: required, functional, and advertising. Required Cookies Always Active. Functional Cookies Functional Cookies. Advertising Cookies Advertising Cookies. Back Button Back Vendor Search. Filter Button. Consent Leg. View Third Party Cookies. This default payroll setup will only flow to new employees added, therefore it's important to set up the templates first, then the Employees.

If employees are setup up before the default templates, then each employee must be set up separately. Make sure the last Payroll Year-end date is entered. Select State Tax IDs and complete the information in the table. Select Local Tax IDs and complete the information in the table. Select Other State IDs and complete the information in the table. Default Payroll Information Set up pay and withholding items common to all employees on this screen.

Switch to the Default Payroll Information tab. Add tokens to personalize your message further. Text on button This text will be visible on the button.

Button color Use this icon to customize the color of the 'Contact us directly' button. Button text color Use this icon to customize the color of the text on the 'Contact us directly' button. This is done on the 'Feedback Page' section. Message You can customize the feedback request message in this section and add tokens to personalize the message.

Show callback option If you wish to allow the customer to request a callback, enable the 'Show callback option' button.

If enabled, the customer will see a message and choose whether or not they want to get a callback. Message This message is visible to the customer and shows the callback request. Preview button Click on this button if you wish to preview the page at any point. You can customize three different fields detailed under: Heading Allows you to add a customized heading to your 'Thank you page'. Message Allows you to add a customized 'Thank you' message.

Trending Articles Why can't I see a custom 'Reviews' tab with all my reviews showing up on my business Facebook page? How to embed Birdeye widget on your business website iFrame? Which countries does Birdeye support? Nothing found. Create a case. Contact Support. By default, the email subject line will be set as 'Follow Up', use the 'Email subject line' box to customize the subject line.

If you want to enable customer response, select the 'Business location's email address' option.