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About saved applications (saved forms)
Saved Forms allow an individual to start work on an admissions application, save their progress and then return later to complete the application. The individual is not issued a username and password, but rather provided a unique link that brings him or her to the form in progress.
Prerequisites
Configure Campus Cafe to email using Google or Microsoft.
Create applications.
Required permissions
Module | Number | Description |
|---|---|---|
Admissions | 677 | Allow an application form to save in-progress applications |
System Admin | 435 | Configure confirmation page and email when form is saved |
Admissions | 677 | Set content of email sent to applicant |
Admissions | 1155 | View, edit or delete saved forms |
Allow a
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form to save in-progress applications
A form must be configured to allow an individual to save it in progress.
Navigate Go to Admissions > Portal Configuration.
Next to the form to allow to be saved click the pencil.
Click Edit Fields.
Click At the top, click View Additional Configuration Options.
Check Select (check) either or both of the below options:
Show "Save And Come Back Later" Button in the Footer Bar
Show "Save And Come Back Later" Button next to Submit Button
The setting saves automatically.
Configure
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confirmation page and email when form is saved
After saving a form the individual will be shown a link to save for them to return to the application in progress. To configure the text of the confirmation form and an email to the individual, complete the below steps.
Configure
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sender email
First, tell Campus Cafe the email address that will send the email with a link to to the saved application.
Go to Admin > Web AppLocate the Parameter .
In Search enter ADMISSIONS_EMAIL.In the value
Next to ADMISSIONS_EMAIL select (check) the box and click Edit Selected.
In Value box enter the email that will serve as the sender of the confirmation emailRefresh the cache by navigating .
Click Update.
to Admin > Refresh Data Cache
Configure
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email content
Tell Campus Cafe what text should appear in the email sent with a link to the saved application.
Go to Admissions > Portal Configuration.
Next to the form to configure click the pencil.
In the box under Text Text of Email And Confirmation Page When Form is Saved enter the text to appear on the page an individual sees after saving the form. This text will also be emailed to the individual. To automatically insert the student's first name enter "~FirstName" For the Last name enter "~LastName" and for the return link enter "~ReturnLink"This text can support HTML
Click Save.
View,
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Permission #1155 is required to access this function.
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edit or delete saved forms
You may want to view the applications that individuals have started but not finished. Perhaps you want to nudge the individuals to complete their applications or you need to sent the applicant a link to their in-progress form. Or you want to clear out forms for past semesters.
Go the Admissions dashboard and click the Forms in Progress Icon
or navigate go to Admissions > Saved Forms.
To view a from click the magnifying glass.
To edit a form click the pencil.
To delete a form click the X X .
Return to a
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saved form in progress / find saved form link
To return and complete a saved form, the individual who started it should click the unique link provided to them on the conformation page or in an email.
Recover a Saved Form Link
If an individual loses the link to return to the saved form, an administrator can provide the link.
Permission #1155 is required to access this function.
On Go the Admissions dashboard and click the Forms in Progress Icon
or navigate go to Admissions > Saved Forms.For the desired form locate , note the Token, which is like a unique serial number for that application.
In the below URL (web address) replace <your-school-code> with your institution's three-character code and replace <token> with the unique token for the specific form.
https://<your-school-code>-web.scansoftware.com:443/cafeweb/tapestry?service=external/ReturnToPortal&sp=<token>
For example, it may look like https://abc-web.scansoftware.com:443/cafeweb/tapestry?service=external/ReturnToPortal&sp=QINTWLXGYESend Share the URL to with the individualapplicant.