Hi all, anyone who has worked with the Advisor Link Success Plan Templates? I would like to add a File upload to a Template Task that would then populate to the Task for the student when creating a Success plan from template. Has anyone had any success with this?
Hey @Dawn Fisher Thanks for the ping. This is in theory, I have not tried this but I don't see why it wouldn't work. This automation would work the same as if you also created custom fields on the Success Plan template and wanted to populated them on the related student items.
What you'd need is a flow to say when the task for the student is created with the specific XYZ criteria, ie name of task that relates to the template tasks with the file/fields, is to look up that template grab the related fields/file and place them on this child record. This I think would take about a day to develop with and then some testing time.
Hope this helps! Also if you post to @Student Success Hub this would have more hits for those in regards to the application formally known as Advisor Link ;)
