Missing Required Items Customization
As PORTAL users, we have a few ways of informing applicants and their families that they are missing required documents to complete their application. We can use the Missing Items postcard letter, update our PORTAL Web Services website, and even call the families.
The Missing_Required calculation uses the built-in process step logic to build a text block of the missing forms (with the items separated by carriage returns). Once we build this calculation, we can include it as a merge field in letters or broadcasts. The customization for each is slightly different.
Level 2 users — Instructions for this customization are published within the PORTAL documentation: Missing Required Items Customization.
