Default Configurations

• Application
• Account
• Contact
• Inbound Interest
• Lifecycle

Specify the schema name of an entity that you want to include. For information about record assignment, see About Record Assignment.

To send additional information of the contact to the Ellucian Degree Works web application, the required contact fields must be passed as query parameters in the configured URL.

Example

To send a contact’s Name and ZIP/Postal Code where the query parameter names in Degree works for these fields are “studentname” and “zipcode” respectively, the URL must be set up as follows where Anthology Reach field names are enclosed in <>.

https://campusuniv.edu/degreeworks?studentname=<fullname>&zipcode=<address1_postalcode>

For a contact whose Full Name is James Brown” and ZIP code is 53431, the URL launched by the user will be https://campusuniv.edu/degreeworks?studentname=James%20Brown&zipcode=53431.

For more information, see Integrating with Gravatar.

For more information, see Integrating with Gravatar.

Separate multiple rule IDs with the comma character (,).

Note: If the ID of the rule that is triggered is not indicated in this field, the user will be prevented from saving the duplicate record.

The URL pointing to the Azure functions for various features in Reach, such as:

• Student Integration

• Address Geo Coding

• Staff Survey

• Import and Export flows, etc.

For example, in the campus survey feature, invitation, campus survey, and reminder emails will be sent from the selected user's email address.

• Query
• Query Condition
• Query Condition Group

• Account
• Application
• Application Registration
• Contact
• Decision
• Inbound Interest

Indicates whether to hide or display the Refresh App PDF button on the Application Review page for regenerating the Review Form PDF when an application record is updated.

It can have one of the following values:

• No - Hides the Refresh App PDF button from the Application review page.

• Yes - Displays the Refresh App PDF button for regenerating the Review Form PDF.

The number of days before the due date when the reminder email for campus surveys must be triggered.

• An associated success network record is automatically created.
• It determines the value that is set in the Staff Role field in the success network record.

You can edit the workflow to set the Staff Role field to a value that is unique to the institution.

Specify the additional email address field name of the Staff contact to which the portal notes must be sent in addition to the primary email address of the Staff. Example, emailaddress2,emailaddress3.

Note: The staff member in a Success Network can be a Contact as well as a User in the system. The configuration option to add additional email address is applicable for Staff members of type Contacts only. For User records only the primary email address can be used.

• CMC Portal - Student

Institutions can update this field and specify the portal roles configured for the applicant.

Institutions can update this field and specify portal roles configured for the recommender.

• CMC Portal - Agent
• Users

With these roles the contact can login to an agent portal. Additional roles that institutions want to assign to contacts can be added here.

• CMC Portal - Faculty / Instructor
• Users

Note: The selected user must have a valid email account.

If multiple success network records are associated with a student, the Owner will be inherited from the most recently updated success network record.

You are required to set:

• The mapping between the lifecycle stages and their corresponding lifecycle status reasons for a selected BPF)

• The lifecycle types that will be associated with the selected BPF.

Note: On associating a new BPF with a lifecycle type value that’s previously associated with another BPF, the previous association will be cleared and the new association will be saved. Hence its recommended that you avoid associating a new BPF with lifecycle type values that are already associated with other BPFs. For more information, see Working With Lifecycle Status Reasons.

On subsequent runs of the flows, the value in this field will be automatically updated with the date and time when group membership records were previously integrated.

On subsequent runs of the flows, the value in this field will be automatically updated with the Id parameter of the last successfully imported record.

New address records created in Anthology Reach that match the address type configured in this field will be integrated from Anthology Reach to Anthology Student.

The values in the Address Type field is populated from the values configured in the Address Type field in the Address entity.

The default value is STARTRTM.

The default value is STOPRTM.

Institutions where Anthology Reach is implemented can integrate with Occupation Insight. A unique URL and API key will be generated by Occupation Insight for each institution.

For information about:

• Staff calendar settings, see Settings Prior to Working With Appointments.
• Troubleshooting Staff Calendar issues, see Troubleshooting Staff Calendar Sync Issues.

The value can also be changed to 30, 60 or 120.

Example

It’s June 1st, and on the portal, the student Parker cannot view the Book Appointment link in slots that are more than 90 days away, Hence the link will not be displayed after August 29, which is the 90th day after June 1st.

This occurs even if Parker’s student advisor is available beyond the 90-day duration.

Important

Syncing with the associated calendar is a resource-intensive activity. Hence, it’s recommended to make changes to the value of this option during non-business hours or weekends.

The typed value will prevent students from booking appointments on the portal if the slot occurs within the specified number of hours from the current time.

Example 1

If it's 9 AM now, and a student want to book an appointment for 2 PM. Even though the slot is available, the student will not be able to book the appointment because the value 8 is typed in this field. This will mean that the earliest appointment that the student can book will be at 5 PM.

Example 2

Current date and time: 10th April, 4 PM

The typed value is 8, and the student Parker views the 11th April, 5 PM appointment slot on the portal.

Scenario 1: At the current time, Parker can schedule the appointment.

Scenario 2: At 9:30 AM on 11th April, Parker will be prevented from scheduling the appointment as it’s within 8 hours of the start time.

Indicates the Staff calendar default delivery type. It can have one of the following values:

• In-person

• Virtual

When a value is selected, and users in Anthology Reach and students on the Portal click the Show Availability button on the Schedule Appointment page, the Book Appointment option will be cleared if appointments in the advisor's OFFICIAL calendar (Google calendar or Microsoft Outlook calendar) coincide with slots on the Schedule Appointment page.

By default, this option is disabled.

Note: Ensure that the correct email address is set in the Primary Email field in the advisor's record. For example, for the Outlook Calendar option, the advisor's email address in the Outlook environment must be specified in the Primary Email field.

Important

Syncing with the associated calendar is a resource-intensive activity. Hence, it’s recommended to make changes to the value of this option during non-business hours or weekends.

Indicates the number of booking slots to be created in each loop within the flow.

Note: To update the value in this field, contact the Anthology Reach product management team.

Values that are set are global durations and can be overridden by user-specific settings (My Work > User Configuration). For more information, see Settings Prior to Working With Appointments.

Example

The global setting 30 minutes is set for the appointment type Career Planning. Parker, the advisor at Acme University changes this global value to 60 minutes, as his user specific setting.

When students meet up with Parker for career planning appointments, the duration of such meetings will be 60 minutes (Parker's user setting) instead of 30 minutes (the global setting).

Important

• Unless stated otherwise, Google calendar settings apply to stand-alone and recurring appointments and appointment creation and update scenarios.
• Google Calendar settings must be tested thoroughly in the institution's sandbox environment and must then be implemented in a production scenario. Administrators must ensure that the settings are completely understood, and must also ensure that the options are not changed midway in a production environment.

• Primary Calendar - Appointments will be synced with the owner’s primary Google calendar.
• Custom Reach Calendar - If this value is set, the field Google Calendar Name will be displayed.

Note: When Primary Calendar is selected, the event, i.e., the synced appointment in Google, will be available in Google's primary calendar for appointment owners.

In Google:

• The name of the custom calendar that's created or updated in Anthology Reach will be displayed.
• If the appointment owner changes the name of the custom calendar to a different name, it will be overwritten with the name specified in this field on the next sync of appointments from Anthology Reach to Google.

The custom calendar will inherit the timezone of the user's primary calendar.

• All – All attendees, i.e., those belonging to the G Suite domain, those with Gmail IDs but which do not belong to the G Suite domain, and attendees with non-Google email addresses, will all be notified by email.
• External Only – Only attendees with non-Google email addresses will be notified by email. Other attendees, i.e., those belonging to the G Suite domain and those with Gmail IDs but which do not belong to the G Suite domain, will not be notified by email.
• None – Email notifications will not be sent to any attendee in the event.

Settings in this tab enable values to be displayed automatically in the following fields of the contact and account forms when the user types a value in the Address – Street 1 field:

• Address – Street 2
• City
• State/Province
• Country/Region
• Zip/Postal code

Example

An institution requires that United States of America must be saved as the approved format even if the value retrieved is USA, or Great Britain must be saved instead of GBR. To enable this behavior the following mapping must be specified in this field:

(“USA”:175490231, “GBR”: 120000435)

This setting will ensure that even if the value retrieved is USA or GBR, values will be saved and displayed as United States of America or Great Britain because the retrieved values are mapped to the numeric database equivalent value of the approved format.

Administrators can obtain a country’s numeric database equivalent value from the Value field in the Country global option set:

By default, this field is blank indicating that the address autocomplete feature is enabled for all countries. To enable the feature only for specific countries, specify the 2-character code for such countries in this field, separated by commas. For example, IN,US.

In such a scenario, the autocomplete feature will be enabled only for the specified countries, and will be disabled for all other countries.

Note: For information about 2-character code formats of country names, see ISO documentation.