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The Smart Form Manager Tool is available in the Regent Tools menu for users with the ‘Smart Form Manager Tool’ permission enabled.
The Document Assignment Tool is comprised of a top section with selection options for Institution Name and Query Name and a bottom section for the selection of Documents to be assigned.
NOTE: This tool is designed to be used at the Institution level. Only one Campus per Institution should be configured.
Getting Started
Schools will need to:
Be on or upgrade to the Regent Award 6.5.0.0 Release or a subsequent Release
Update Enterprise Permission
Create Smart Form
Update Document Tracking Setup
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When configuring a DRP, the ‘Name’ must match the name of the document configured in Document Setup. Use caution when Document Names have special characters such as an apostrophe or dash that it is using the identical Document Name and has not been updated by the editor. If no match is found to an existing Document Name configured when executing the DRP expression, an error message is displayed, ‘Document name of <Document Name> is not found'.
Shortkeys:
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UserName
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YearDescription
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Trim - returns string - Removes leading and trailing whitespace. eg: SnapUtility.Trim(" Hello ") returns "Hello".
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TrimUpper - returns string - Performs both UpperCase and Trim commands.
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EqualOfAny - returns boolean - Performs TrimUpper and checks if the first argument is in the list of remaining arguments (this function is case insensitive). eg: SnapUtility.EqualOfAny("Hi", "Does", "hi", "exist") returns true. IsNumber - returns number - Checks to see if the first argument is a number. If it is not, the second argument is returned. eg: SnapUtility.IsNumber("Dog", -1) returns -1. CheckNumber CompareDate - returns number - Checks to see how two dates compare. If the first date is after the second date, the function will return a positive number. If the second date is after the first one, the function will return a negative number. If the dates are the same, the function will return 0. If the arguments cannot be resolved to dates, the function returns NaN. eg: SnapUtility.CompareDate('07/19/2013', '08/01/2013') returns -1. IsCurrentDateBetween - returns boolean - Checks to see if the current date falls in a range (non-inclusive). eg: SnapUtility.IsCurrentDateBetween('01/01/2013', '01/01/3000') returns true. IsCurrentDateAfter - returns boolean - Checks if the current date falls after a specified date. eg: SnapUtility.IsCurrentDateAfter('01/01/2013') returns true. IsCurrentDateBefore - returns boolean - Checks if the current date falls before a specified date. eg: SnapUtility.IsCurrentDateBefore('01/01/2013') returns false. AddDaysToDate - returns Date - Adds a specified number of days to the specified date. eg: SnapUtility.AddDaysToDate('01/01/2013', 9) returns '01/10/2013'.
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| title | Document Requirement Persistence Fields |
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DRP Field Name | Required/Optional | DRP Field Description | DRP Field Type | Question Field Options |
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Document Name | Required | This is the name of the document configured in Regent to update or create based on the persistence logic. | Textbox | | Scope | Required | This is the document scope associated with the document requirement to update or create. | Dropdown | Note: Payment Period and Academic Year scopes are not available options. | Default Status | Required | This is the status the document requirement is set to upon the completion of the Smart Form. Although required, this status is only used when the Smart Form is not configured for electronic signatures. | Dropdown | | Activity Log Entry Status | Required | This is the Activity Type for the
Activity Log Entry in Regent logging status changes and new document requirements. | Dropdown | | Esigned Status | Required | This is the status the document requirement is set to upon the completion of the Smart Form. Although required, this status is only used when the Smart Form is configured for electronic signatures. | Textbox | | Condition Expression | Required | Any valid, Boolean expression. Answers to questions in the corresponding smart form can be accessed by wrapping the question code in curly braces. Logical operators, such as, AND (&&), and OR (||) may be used in combination with built-in expressions, such as, SnapUtility.EqualOfAny, and SnapUtility.ReasonEqualToAny. The SnapUtility.ReasonEqualToAny is a special function that can not be used in combination with other expressions and will perform the requested action on existing, student documents where the document reason matches any of the values provided to the function. If an expression did not evaluate to true or false, that means the expression is not valid and contains syntax errors. If the expression is invalid, persistence actions for this document requirement will be ignored. | Textbox | | Create on No Match | Optional | If checked, the DRP will be create in REM even if the smart form document can not be found for the specified create statuses. The document will be created based on the "Attachment Type" field selection. | Checkbox | Selected Unselected (Default)
| For Transfer | Optional | This is a legacy setting and is no longer used. | Checkbox | Selected Unselected (Default)
| REM Linked Document | Optional | If checked, the DRP document | Checkbox | Selected (Default) Unselected
| Document Reason | Optional | | Textbox | | Update Statuses | Optional | The DRP student document requirement in REM, will have its status set to the default or esigned status if the smart form document status is in the list of updated statuses. | | | Available Statuses | Optional | The list of available document requirement statuses. | | | Create Statuses | Optional | When the current student document status matches a status in the list of create statuses, a new document is created. | | | Document Persistence Additional Information & Advanced Settings | File Name | Optional | This is a legacy setting and is no longer used. | Textbox | | Template Name | Required | This is a legacy setting and is no longer used. | Textbox | | Attachment Type | | This is a legacy setting and is no longer used. | Dropdown | |
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Student Persistence
Student Persistence updates the Student Portal Authorization fields in Regent based on Student Authorizations and update add or update a student document requirement in Regent. Document Requirements are added and updated upon the completion, including signature(s), of the Smart Form. The document requirement is only added or updated if the expression results are true.
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