Trigger Guide
Use this workbook to define criteria and student messaging for financial aid notifications; for example, when an Master Promissory Note Entrance Counseling Completion is required.
Workbook Description
The file name for this workbook is TRIGGER.csv.
- Field Name.
- Column: Spreadsheet column associated with the field.
- Required?: Denote if you're required to populate the field or not.
- Field Type and Accepted Values:
- String: These are usually alphanumeric.
- Integer: Numeric, a whole number.
- Double: Numeric with places to the right of the decimal.
- Enumeration: List of values.
- Boolean: True or False, Yes or No.
- Groovy script: A logical query using groovy script.
- Date: yyyy-mm-dd format.
- Description.
Field Name | Column | Required? | Field Type | Description |
Message Class | A | Y |
Enumeration Use the single letter in your workbook column:
|
Type of message to be configured. |
Message When No Longer Required | B | N |
String Alphanumeric ASCII text, up to 4,000 characters. |
Message only appears in FAS UI. |
Message When Required | C | N |
String Alphanumeric ASCII text, up to 4,000 characters. |
Message only appears in FAS UI. |
Required Criteria | D | N | Groovy script |
Type of student for which message is required. Valid logical query, Groovy script, and any combination of the
following parameters:
For Groovy Script:
|
Required Trigger Event | E | N |
Enumeration
|
Select when the outbound message is required. To use more than one, separate by "~" symbol. |
MPN Type | F | N |
Enumeration
|
Select the type of MPN the rule applies to. Only applicable to M message class. |
Entrance Type | G | N |
Enumeration
|
Select the type of entrance counseling the rule applies to. Only applicable to E message class. |
Plus Credit Decision Type | H | N |
Enumeration
|
Select the type of PLUS loan the rule applies to. Only applicable to P message class. |
Informed Borrower Type (Annual Student Loan Acknowledgement) | I | N |
Enumeration
|
Select the type of loan the rule applies to. Only applicable to I message class. |
FAFSA Requested Flag | J | ? | Boolean |
This is related to
the FAFSA Requesting flag in the Student Demographic
Information.
|
Override Pre-Defined FAFSA Logic | K | ? | Boolean |
|
Enable the Configuration in the UI
You do not have to complete any setup in the user interface to enable this configuration.
Required Permissions
You must have a role with the following General Permission or Document Permission through Roles Management in order to enable and view the configuration in the UI:
- Student
Navigation to Student Notifications in FAS
Query a student and navigate to
You can filter the Student Notifications based on the Student Notification Status (for example, Open, Closed, All). On the Student Notification screen, the user will select the desired option from a drop-down menu.
Navigation to Student Notifications in Student Self-Service
Query a student and navigate to
.