Content Comparison

Action

Data

Expected Result

Enter the URL

https://sydneyuni-adv--bluesky.sandbox.lightning.force.com/

Enter username

Enter Password

Click on Log in to Sandbox

Successful Login

If not in the Affinaquest app, go to app launcher and type in Affinaquest in the search bar

Once in Affinaquest app, go to Gear Icon

Click on Set up - Blue icon

Click on Users tab

Click on Users

Click on login against the user ( GA User) having all permissions

Monica Kluegel

User 

choose current user

Go to LL-Chart of Account Tab

on List view

search & select  "VET, Animal Cancer Research, (HIFU)-2401"  and clone

VET, Animal Cancer Research, (HIFU)-2401

On LL- Chart of Accounts pop up screen - edit as followed

Designation Account Name

VET, Animal Cancer Research, (US)-2402

Constituent Facing Name

Veterinary Science, general cancer research, High Intensity Focused Ultrasound (HIFU) for animal cancer treatment- VET-134-2402

Donor Facing Name

cancer research US at the Sydney School of Veterinary Science at the University of Sydney

Designation Business Office G/L Name

2402-N2151-D1929

Designation Account Number Segment One

2402

Designation Account Number Segment Two

N2151

Designation Account Number Segment Three

D1929

Account type

Current Spend

Date of Inception

select today date

Active

ticked

Classification

Research

Restricted

Ticked

Find next sequential value of Designation Code by SOQL
SELECT ID
 , Name
 , USyd_Designation_Code__c
from AQB__LLChartofAccounts__c
where USyd_Designation_Code__c like 'VET-13%'
ORDER by USyd_Designation_Code__c DESC

next sequential number should be 136

Designation Code

VET-136

School Unit

Veterinary Science

Restrictions

To Be Reviewed

Click SAVE

Successful No error

Edit the new clone COA

Edit - Restricted to Donor

Search and select "Uni of Sydney USA Foundation"

Click SAVE

Successful No error

Screenshot of successful clone and added restriction

Logout of the User

Close the Browser