Description:
...
| View file | ||
|---|---|---|
|
| View file | ||
|---|---|---|
|
| View file | ||
|---|---|---|
|
...
Metadata Changelog:
* Items in red are deactivated
v.0.0.2
Flow paths are added to relevant flows and are ommited as part of the indicated changes belowflows with Update Record element.
Added descriptions on flows (omitted on list).
Developer Name | Type | Description | sObject | New/Update | What it Does? |
|---|---|---|---|---|---|
USYD Update Related Gift Implementation | Flow | auto-launched flow | Gift/Pledge | New | Updates related Gift Implementation Stage to "5. GI - Kick Off" |
USYD Update Pledge Status (subflow) | Flow | auto-launched flow | Gift/Pledge | New | Updates pledge status if gift/pledge recordtype is Pledge and Pledge Status is Paid. |
USYD Update Credited Contacts and GRC Rollup (subflow) | Flow | auto-launched flow | Gift/Pledge | New | Updates Credited Contacts field and GRC roll-up field per related GRC records. |
USYD Update Text Area Description (subflow) | Flow | auto-launched flow | Gift/Pledge | New | Updates Usyd Pledge Area Description from Gift Description. |
USYD Create Application Log (subflow) | Flow | auto-launched flow | - | NewReusable flow that creates an application log record when fault paths are traversed. | Reusable flow that creates an application log record when fault paths are traversed. |
USYD_AQC_Donor_Contact_Type_Auto_Updater_subflow | Flow | auto-launched flow | Gift/Pledge | Update | Change: Added fault path on Update Record element |
USYD_Automate_task_for_GA_for_Pledge_subflow | Flow | auto-launched flow | Gift/Pledge | Update | Change: Added fault path on Update Record element |
USYD_Campaign_member_status_update_when_new_transaction_created_subflow | Flow | auto-launched flow | Transaction | Update | Change: Added fault path on Update Record element |
USYD_Description_HOLD_RECEIPT_subflow | Flow | auto-launched flow | Transaction | Update | Change: Added fault path on Update Record element |
USYD_Gift_Main_Flow | Flow | record-triggered flow | Gift/Pledge | Update | Change: Added fault path on Update Record element |
USYD_Gift_Implementation_Main_Flow | Flow | record-triggered flow | Gift Implementation | Update | Change: Added fault path on Update Record element |
USYD_Transaction_Main_Flow | Flow | record-triggered flow | Transaction | Update | Change: Added fault path on Update Record element |
USYD_Gift_Pledge_On_Create_After_Save_subflow | Flow | auto-launched flow | Gift/Pledge | Deleted | Updates related Gift Implementation Stage to "5. GI - Kick Off" |
USYD_Gift_Pledge_Update_subflow | Flow | auto-launched flow | Gift/Pledge | Deleted | Updates pledge status if gift/pledge recordtype is Pledge and Pledge Status is Paid.Updates Credited Contacts field and GRC roll-up field per related GRC records.Updates Usyd Pledge Area Description from Gift Description. |
v.0.0.1
Existing record-triggered flows and process builder flows are translated as auto-launched flows used as subflows on main record-triggered flows.
New record-triggered flows to handle all the subflows for triggering objects(Gift/Pledge, Gift Implementation, Transaction)
A custom label for static values used in flows.
One PB (Automate_task_for_GA_for_Pledge) translated as Apex trigger to better handle batch DML.
Developer Name | Type | Description | sObject | New/Update | What it Does? |
|---|---|---|---|---|---|
USYD_Automate_task_for_GA_for_Pledge_subflow | Flow | auto-launched flow | Gift/Pledge | New | Create task record if Pledge Status is "Pending Review". |
USYD_AQC_Donor_Contact_Type_Auto_Updater_subflow | Flow | auto-launched flow | Gift/Pledge | New | Checks related Account's primary and secondary contact and update these if required. |
USYD_Gift_Derivation_subflow | Flow | auto-launched flow | Gift/Pledge | New | Updates "Gift Driver Derivation" and "Usyd_Gift_Driver__c" after updating Actual Donor Type depending on Gift recordtype. |
USYD_Gift_Pledge_On_Create_After_Save_subflow | Flow | auto-launched flow | Gift/Pledge | New | Updates related Gift Implementation Stage to "5. GI - Kick Off" |
USYD_Gift_Pledge_Update_subflow | Flow | auto-launched flow | Gift/Pledge | New | Updates pledge status if gift/pledge recordtype is Pledge and Pledge Status is Paid.Updates Credited Contacts field and GRC roll-up field per related GRC records.Updates Usyd Pledge Area Description from Gift Description. |
USYD_Gift_Main_Flow | Flow | record-triggered flow | Gift/Pledge | New | Create/Update triggering flow on Gift/Pledge |
USYD_GIN_Stage_based_Update_Before_Save_subflow | Flow | auto-launched flow | Gift Implementation | New | Updates Last Modified By field on Gift Implementation and update record owner according to stage. Create alert when stage is GA-Manage/Consolidate. |
USYD_Usyd_Update_Gift_Implementation_Status_subflow | Flow | auto-launched flow | Gift Implementation | New | Checks If Gift Implemenation record's Funds Received Or Supporting Doc Are Change and updates status per matrix. |
USYD_Gift_Implementation_Main_Flow | Flow | record-triggered flow | Gift Implementation | New | Create/Update triggering flow on Gift Implementation |
USYD_Populate_Chart_of_Accounts_in_Transaction_subflow | Flow | auto-launched flow | Transaction | New | Set original class code and designation account number field. |
USYD_Transaction_Roll_up_to_Gift_Pledge_fields_subflow | Flow | auto-launched flow | Transaction | New | Relates Appeal record and calculates gift driver derivation/Pledge WO. |
USYD_Campaign_member_status_update_when_new_transaction_created_subflow | Flow | auto-launched flow | Transaction | New | Update the Campaign member status to "Donated" of Primary contact and secondary contact when exists as campaign member and campaign appeal id = campaign idUsed the same flow to update the Gift Driver Derivation field so that the Gift Driver will be recalculated |
USYD_Pledge_is_Due_To_Be_Paid_Out_subflow | Flow | auto-launched flow | Transaction | New | Creates a notification for Pledges due to be paid out according to account type. |
USYD_Description_HOLD_RECEIPT_subflow | Flow | auto-launched flow | Transaction | New | Updates Text Area Description and update child receipts of Gift when transaction is flagged as Hold. |
USYD_Transaction_Update_subflow | Flow | auto-launched flow | Transaction | New | Updates flags in Reporting Section and calculates and creates a link to third party pledge. |
USYD_Transaction_Main_Flow | Flow | record-triggered flow | Transaction | New | Create/Update triggering flow on Transaction |
CUSTOM_NOTIFICATION_TYPE_ID_SYDNEY_STANDARD_NOTIFICATION | CustomLabel | custom label | New | Static string Id that is used in flow and can be used elsewhere. | |
TransactionTrigger | Apex Class | Transaction | New | Calls the TransactionTriggerHandler’s method on before insert/update stage. | |
TransactionTriggerHandler.createLinkToThirdpartyPledge() | Apex Class | Transaction | New | This will populate custom field USYD_Third_Party_Pledge__c with the pledge number of the pledge being paid off by a third party. | |
TransactionTriggerHandlerTest | Apex Class | Transaction | New | Apex test handler class for code coverage. | |
Automate_task_for_GA_for_Pledge | PB | process builder | Gift/Pledge | Deactivated | translated to subflow(auto-launched flow) |
USYD_Populate_Chart_of_Accounts_in_Transaction | PB | process builder | Transaction | Deactivated | translated to subflow(auto-launched flow) |
Usyd_Transaction_surface_up_Pledge_WO_Notation_to_Gift | PB | process builder | Transaction | Deactivated | translated to subflow(auto-launched flow) |
pledge_is_due_to_paid_out | PB | process builder | Transaction | Deactivated | translated to subflow(auto-launched flow) |
Description_HOLD_RECEIPT | PB | process builder | Transaction | Deactivated | translated to subflow(auto-launched flow) |
AQC_Donor_Contact_Type_Auto_Updater | Flow | record-triggered flow | Gift/Pledge | Deactivated | translated to subflow(auto-launched flow) |
Gift_Pledge_On_Create_After_Save | Flow | record-triggered flow | Gift/Pledge | Deactivated | translated to subflow(auto-launched flow) |
USYD_Gift_Pledge_Update | Flow | record-triggered flow | Gift/Pledge | Deactivated | translated to subflow(auto-launched flow) |
Usyd_Gift_Driver_Derivation | Flow | record-triggered flow | Gift/Pledge | Deactivated | translated to subflow(auto-launched flow) |
GIN_Stage_based_Update_Before_Save | Flow | record-triggered flow | Gift Implementation | Deactivated | translated to subflow(auto-launched flow) |
Usyd_Update_Gift_Implementation_Status | Flow | record-triggered flow | Gift Implementation | Deactivated | translated to subflow(auto-launched flow) |
Usyd_Campaign_member_status_update_when_new_transaction_created | Flow | record-triggered flow | Transaction | Deactivated | translated to subflow(auto-launched flow) |
USYD_Transaction_Update | Flow | record-triggered flow | Transaction | Deactivated | translated to subflow(auto-launched flow) |