Education Data Architecture Recipes
- Contact: Finding Last Completed Program Enrollment
- Contact: Finding Count of Completed Program Enrollments
- Course: Finding Next Course Offering Date
- Contact: Find Completed Courses
- Course Offering: Find Total Enrollment Count
Contact: Finding Last Completed Program Enrollment
Description:
On Contact, show date of most recently completed program enrollment for the student.
Objects, Fields, Relationships
| Field | Value |
|---|---|
| Parent Object | Contact |
| Child Object | hed__Program_Enrollment__c |
| Relationship Field | hed__Contact__c |
| Relationship Criteria (SOQL Query) | hed__Enrollment_Status__c = 'Completed' |
| Relationship Criteria Fields | hed__Enrollment_Status__c |
| Field to Aggregate | hed__End_Date__c |
| Order By Field | n/a |
| Aggregate Operation | LAST |
| Aggregate Result Field | DLRS_Date_Last_Completed_Program__c |
| Calculation Mode | Realtime |
| Schedule vs Child Trigger | Child Trigger deployed |
Any test code or other preparations needed:
The rollup can also be scheduled to run nightly if a child record is deleted for some reason.
Variations:
Show the date of the first completed program enrollment by using the FIRST aggregate operation.
Contributed By Nick Lindberg, University of Minnesota - Carlson School of Management
Contact: Finding Count of Completed Program Enrollments
Description:
On Contact, show the count of completed program enrollments for the student.
Objects, Fields, Relationships
| Field | Value |
|---|---|
| Parent Object | Contact |
| Child Object | hed__Program_Enrollment__c |
| Relationship Field | hed__Contact__c |
| Relationship Criteria (SOQL Query) | hed__Enrollment_Status__c = 'Completed' |
| Relationship Criteria Fields | hed__Enrollment_Status__c |
| Field to Aggregate | Name |
| Order By Field | n/a |
| Aggregate Operation | COUNT |
| Aggregate Result Field | DLRS_Completed_Academic_Programs__c |
| Calculation Mode | Realtime |
| Schedule vs Child Trigger | Child Trigger deployed |
Any test code or other preparations needed:
The rollup can also be scheduled to run nightly if a child record is deleted for some reason.
Variations:
Show the count of all completed and incomplete enrollments by adjusting the Relationship Criteria (!= ‘Completed’, for example).
Contributed By Nick Lindberg, University of Minnesota - Carlson School of Management
Course: Finding Next Course Offering Date
Description:
On Course, list the next course offering date.
Objects, Fields, Relationships
| Field | Value |
|---|---|
| Parent Object | hed__Course__c |
| Child Object | hed__Course_Offering__c |
| Relationship Field | hed__Course__c |
| Relationship Criteria (SOQL Query) | hed__Start_Date__c >= TODAY AND Class_Status__c != 'Cancelled Section' |
| Relationship Criteria Fields | hed__Start_Date__c, Class_Status__c |
| Field to Aggregate | hed__Start_Date__c |
| Order By Field | n/a |
| Aggregate Operation | MIN |
| Aggregate Result Field | DLRS_Next_Course_Offering_Date__c |
| Calculation Mode | Realtime |
| Schedule vs Child Trigger | Child Trigger deployed |
Contributed By Nick Lindberg, University of Minnesota - Carlson School of Management
Contact: Find Completed Courses
Description:
On Contact, list the number of completed courses for a student.
Objects, Fields, Relationships
| Field | Value |
|---|---|
| Parent Object | Contact |
| Child Object | hed__Course_Enrollment__c |
| Relationship Field | hed__Contact__c |
| Relationship Criteria (SOQL Query) | hed__Status__c='Completed' |
| Relationship Criteria Fields | hed__Status__c |
| Field to Aggregate | Name |
| Order By Field | n/a |
| Aggregate Operation | COUNT |
| Aggregate Result Field | DLRS_Completed_Courses__c |
| Calculation Mode | Realtime |
| Schedule vs Child Trigger | Child Trigger deployed |
Variations:
Show the count of incomplete courses by adjusting the Relationship Criteria (!= ‘Completed’, for example).
Contributed By Nick Lindberg, University of Minnesota - Carlson School of Management
Course Offering: Find Total Enrollment Count
Description:
On Course Offering, show the number of enrollments.
Objects, Fields, Relationships
| Field | Value |
|---|---|
| Parent Object | hed__Course_Offering__c |
| Child Object | hed__Course_Enrollment__c |
| Relationship Field | hed__Course_Offering__c |
| Relationship Criteria (SOQL Query) | hed__Status__c !='Drop' AND hed__Status__c !='Transfer' AND hed__Status__c !='Waitlist' AND hed__Status__c !='Withdrawn' |
| Relationship Criteria Fields | hed__Status__c |
| Field to Aggregate | Name |
| Order By Field | n/a |
| Aggregate Operation | COUNT |
| Aggregate Result Field | DLRS_Total_Enrollments__c |
| Calculation Mode | Realtime |
| Schedule vs Child Trigger | Child Trigger deployed |
Any test code or other preparations needed:
The rollup can also be scheduled to run nightly if a child record is deleted for some reason.
Variations:
Show the count of dropped or withdrawn enrollments by adjusting the Relationship Criteria.
Contributed By Nick Lindberg, University of Minnesota - Carlson School of Management