SIS Saving Events

Saving events are triggered just prior to data in a form being saved to database and are most often used to CreateValidationItems on a form. You can configure Error, Information, or Warning messages that are displayed if any of the data entered on the form fails the configured validation rules. Event are captured and visible at the UI level. VB .NET code is required to intercept these events. Saving event workflows must be stored on the host that is running the application on which the event is captured, for example, Anthology Student. The workflow Check Approved Grants for Comments is an example of a workflow for a saving event. You can create any combination of workflow activities to formulate custom business rules that the system uses to ensure that quality data is being entered. You can use workflows to:

  • Set, change, or remove values for specific fields.
  • Perform validation on one or more fields.
  • Trigger additional activities to be performed based on event data.
SIS Saving Events
Contracts Anthology Student Form Entity Mapping
Student Master Form
Cmc.Nexus.Contracts > Cmc.Nexus > Person Student > Student Master (frmAmStudMaster or frmAMStudMasterShort) Cmc.Nexus

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Student Master form.

Example: A workflow assigns an email address to a student. When the Status field is changed from New Lead to Interviewed, the student's primary email address is moved to the Other email field and the primary email field is populated with a new email address that is created using the first three letters of FirstName and the first five letters of LastName followed by @myschool.edu.

Student Enrollment Wizard
Cmc.Nexus.Contracts > Cmc.Nexus > Person Daily > Admissions > Enroll Student (frmAmEnroll)
or
View > Academic Records > Enrollment (frmAmEnroll)
Cmc.Nexus

Cmc.Nexus.Sis.Academics

This event enables you to create workflow activities that are triggered when the Next button is clicked on any step (page) of the Student Enrollment wizard and when the Finish button is clicked. You can create workflows that are triggered at specific points in the enrollment process.

Example: A workflow checks the student's address when an attempt is made to enroll the student in a program that is not approved in the state where the student lives. The workflow prevents the enrollment if the student's address is not in a state where the program is approved.

Financial Aid Academic Year Form
Cmc.Nexus.Contracts > Cmc.Nexus.Sis.FinancialAid > Student Academic Year Student > Financial Aid > Academic Year (frmFaStudentAY) Cmc.Nexus.Sis.FinancialAid

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Financial Aid Academic Year form.

Financial Aid Loan Form
Cmc.Nexus.Contracts > Cmc.Nexus.Sis.FinancialAid > Student Loan Detail Student > Financial Aid > Packaging > Add > New Source of Aid > Loan (frmFaStudLoan) Cmc.Nexus.Sis.FinancialAid

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Financial Aid Loan form.

Example: Your institution requires students to complete an online course on financial responsibility if they request loans of more than $2,500 per academic year. You create a workflow that checks the gross loan amount and alerts the user when the amount is greater than $2,500 for an academic year so that the loan is not packaged prior to the completion of the online course.

Financial Aid Grant / Scholarship Form
Cmc.Nexus.Contracts > Cmc.Nexus.Sis.FinancialAid > Student Grant Detail Student > Financial Aid > Packaging > Add > New Source of Aid > Grant (frmFaStudGrant) Cmc.Nexus.Sis.FinancialAid

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Financial Aid Grant / Scholarship form.

Example: Your institution requires approvers to add comments when they approve a grant / scholarship for a student. You create a workflow that checks for entries in the Comments field when the form is saved with a status of 'Approved'. See workflow example Check Approved Grants for Comments.

Financial Aid Grant / Scholarship Form (Source = Pell)
Cmc.Nexus.Contracts > Cmc.Nexus.Sis.FinancialAid > Student Award Pell Student > Financial Aid > Packaging > Add > New Source of Aid > Grant, Source = Pell (frmFaStudPell) Cmc.Nexus.Sis.FinancialAid

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Financial Aid Grant / Scholarship form with Source selection of 'Pell'.

Example: Your institution requires approvers to add comments when they approve a Pell grant for a student. You create a workflow that checks for entries in the Comments field when the form is saved with a status of 'Approved'.

Financial Aid Cash Payment/Other Form
Cmc.Nexus.Contracts > Cmc.Nexus.Sis.StudentAccounts > Student Payment Plan Student > Financial Aid > Packaging > Add > New Source of Aid > Student Payment/Other (frmFaStudCashOther) Cmc.Nexus.Sis.StudentAccounts

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Financial Aid Cash Payment/Other form.

Example: Your institution requires multiple payments if the cash amounts is above $800. You create a workflow that validates the number of payments when the form is saved with a cash amount above $800.

Post Charges Form
Cmc.Nexus.Contracts > Cmc.Nexus.Sis.StudentAccounts > Account Charge Transaction Daily > Student Accounts > Post Charges
OR
Student Accounts > Ledger Cards > Post Charges
(frmSaTransTrxs)
Cmc.Nexus.Sis.StudentAccounts

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Post Charges form.

Example: The Academic Year, Term, and Payment Period fields are not required fields on the Post Charges form in Anthology Student, but your institution requires these fields to be populated when charges are posted.

You create a validation workflow that checks whether the user specified the Academic Year, Term, and Payment Period. If these fields are not populated, an error message is displayed and the user cannot save the transaction or adjustment.

See Context Property for hints about how to determine the type of event (PostCharge or AdjustCharge).

Class Scheduling Form
Cmc.Nexus.Contracts > Cmc.Nexus.Sis.Academics > Class Section Daily > Academic Records > Schedule Classes (New/Edit) (frmAdClassSchedOne) Cmc.Nexus.Sis.Academics

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Class Schedule form.

Proper course section configuration is important for the SIS to function properly. Decisions made on this form such as attendance type, delivery method, and shift can have a ripple affect in the SIS application if they are not set properly. Outside of the required fields, workflows can ensure that courses are configured properly.

Examples:

  • A workflow checks that the section number starts with the current year of the start date, e.g., 2015SPRING-01, or checks if the section number already exists, otherwise an information message is displayed.

  • A workflow checks that enrollment status credits do not exceed course credits, otherwise an error message is displayed.

  • A workflow checks that courses with a delivery type of 'Online' have the code '-O' at the end of the section number, otherwise an error message is displayed.

  • A workflow checks that courses are only scheduled to start on a Tuesday, otherwise a warning message is displayed.

Transaction Adjustment Form
Cmc.Nexus.Contracts > Cmc.Nexus.Sis.StudentAccounts > Account Charge Transaction View > Student Accounts > Ledger Cards > Adjust Transaction
OR
Student Accounts > Ledger Cards > Adjust Transaction
(frmSaLedgerAdjustment)
Cmc.Nexus.Sis.StudentAccounts

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Transaction Adjustment form. Workflow activities can help to ensure the posting of accurate charges and adjustments on student accounts. Workflows compensate for the fact that the data dictionary in Anthology Student does not always allow administrators to set required fields or validate the data of required fields before saving a form.

Example: The Academic Year and Term are not required fields on the Transaction Adjustment form in Anthology Student, but your institution requires these fields to be populated when charges are posted.

You create a validation workflow that checks whether the user specified the Academic Year and Term. If these fields are not populated, an error message is displayed, and the user cannot save the transaction adjustment.

See Context Property for hints about how to determine the type of event (PostCharge or AdjustCharge).

Courses Code Setup Form
Cmc.Nexus.Contracts > Cmc.Nexus.Sis.Academics > Course Lists > Academic Records > Courses > Add/Edit > Courses Code Setup (frmAdCourse) Cmc.Nexus.Sis.Academics

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Courses Code Setup form.

Example:

A workflow checks if the PublishCode matches the Course Code. When the codes don't match, a custom validation message similar to the following appears in Anthology StudentINFORMATION: The PublishCode does NOT match the Course Code - Students will only see the PublishCode on their transcripts.

Address Form
Cmc.Nexus.Contracts > Cmc.Nexus > Person Address Contact Manager > Addresses (frmSyStudAddresses) Cmc.Nexus

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Address form. The Entity is the PersonAddress.

Example:

A workflow provides custom validation messages on the fields of the Address form, e.g., Address Type, Title, Last Name, First Name, Seasonal Dates, Effective Dates, so that Contact Manager activities always use correct address information.

Athletics Form
Cmc.Nexus.Contracts > Cmc.Nexus.Sis.StudentService > Student Athletic Detail View > Student Services >Athletics (frmSsAthletics) Cmc.Nexus.StudentServices

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Athletics form.

Note: The Context property for this event is "StudentAthleticDetail Saving Com". For more information, see Context Property.

Disability Services Form
Cmc.Nexus.Contracts > Cmc.Nexus.Sis.StudentService > Student Disability Detail View > Student Services > Disabilities (FrmSsDisabilityService) Cmc.Nexus.StudentServices

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Disability Service form.

Note: The Context property for this event is "StudentDisabilityDetail Saving Com". For more information, see Context Property.

Veteran Information Form
Cmc.Nexus.Contracts > Cmc.Nexus.Sis.StudentService > Student Veteran Detail View > Student Services > Veteran Information(FrmSsVeteranInformation) Cmc.Nexus.StudentServices

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Veteran Information form.

Note: The Context property for this event is "StudentVeteranDetail Saving Com". For more information, see Context Property.

Anthology Contract Anthology Student Form Entity Mapping
Student Master Form
Cmc.Nexus.Contracts > Cmc.Nexus > Person Student > Student Master (frmAMStudMasterShort) Cmc.Nexus

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Student Master form.

Example:

A workflow assigns an email address to a student. When the Status field is changed from New Lead to Interviewed, the student's primary email address is moved to the Other email field and the primary email field is populated with a new email address that is created using the first three letters of FirstName and the first five letters of LastName followed by @myschool.edu.

Student Enrollment Wizard
Cmc.Nexus.Contracts > Cmc.Nexus > Person Daily > Admissions > Enroll Student (frmAmEnroll) Cmc.Nexus Entity: Cms.Nexus.Sis Cmc.Nexus.Sis.Academics

This event enables you to create workflow activities that are triggered when the Next button is clicked on any step (page) of the Student Enrollment wizard and when the Finish button is clicked. You can create workflows that are triggered at specific points in the enrollment process.

Example: A workflow checks the student's address when an attempt is made to enroll the student in a program that is not approved in the state where the student lives. The workflow prevents the enrollment if the student's address is not in a state where the program is approved.

Financial Aid Academic Year Form
Cmc.Nexus.Contracts > Cmc.Nexus.Sis.FinancialAid > Student Academic Year Student > Financial Aid > Academic Year (frmFaStudentAY) Cmc.Nexus.Sis.FinancialAid

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Financial Aid Academic Year form.

Financial Aid Loan Form
Cmc.Nexus.Contracts > Cmc.Nexus.Sis.FinancialAid > Student Loan Detail Student > Financial Aid > Packaging > Add > New Source of Aid > Loan (frmFaStudLoan) Cmc.Nexus.Sis.FinancialAid

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Financial Aid Loan form.

Example: Your institution requires students to complete an online course on financial responsibility if they request loans of more than $2,500 per academic year. You create a workflow that checks the gross loan amount and alerts the user when the amount is greater than $2,500 for an academic year so that the loan is not packaged prior to the completion of the online course.

Financial Aid Grant / Scholarship Form
Cmc.Nexus.Contracts > Cmc.Nexus.Sis.FinancialAid > Student Grant Detail Student > Financial Aid > Packaging > Add > New Source of Aid > Grant (frmFaStudGrant) Entity: Cmc.Nexus.Sis.FinancialAid

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Financial Aid Grant / Scholarship form.

Example: Your institution requires approvers to add comments when they approve a grant / scholarship for a student. You create a workflow that checks for entries in the Comments field when the form is saved with a status of 'Approved'. See workflow example Check Approved Grants for Comments.

Financial Aid Grant / Scholarship Form (Source = Pell)
Cmc.Nexus.Contracts > Cmc.Nexus.Sis.FinancialAid > Student Award Pell Student > Financial Aid > Packaging > Add > New Source of Aid > Grant, Source = Pell (frmFaStudPell) Entity: Cmc.Nexus.Sis.FinancialAid

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Financial Aid Grant / Scholarship form with Source selection of 'Pell'.

Example: Your institution requires approvers to add comments when they approve a Pell grant for a student. You create a workflow that checks for entries in the Comments field when the form is saved with a status of 'Approved'.

Financial Aid Cash Payment/Other Form
Cmc.Nexus.Contracts > Cmc.Nexus.Sis.StudentAccounts > Student Payment Plan Student > Financial Aid > Packaging > Add > New Source of Aid > Student Payment/Other (frmFaStudCashOther) Cmc.Nexus.Sis.StudentAccounts

This event enables you to create workflow activities that are triggered when the Save button is clicked on the Financial Aid Cash Payment/Other form.

Example: Your institution requires multiple payments if the cash amounts is above $800. You create a workflow that validates the number of payments when the form is saved with a cash amount above $800.