Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

This will hold the list of TAP items scheduled for release

TAP - April Release 1

Key

Remarks

WB and HOG Status

Confluence Page Link

SIT: Deployed

SIT: Testing

UAT Deployed

UAT Testing

Deployed to PROD / Date Deployed to PROD

Technical Validation

Pre/Post Deploy Steps

TAP-253

Column header in their List View called Action - calculated field

(tick) WB approved 

(tick) HOG approved

TAP-253

(tick) Done

(tick) Done

(tick) Done

  •  Post Deployment Steps Here

TAP-1078

Adding picklist value ''Parent of Student- Alumni' in the secondary contact type

(tick) WB approved 

(tick) HOG approved

TAP Small Items

(tick) Done

(tick) Done

(tick) Done

  •  Check the Field Dependency of Secondary Contact Type field

TAP-1137

Update Gift Theme, Gift Date, Prospect Pool for all Opportunities where blank and stage = Gift Handover/Closed Won

(tick) WB approved 

(tick) HOG approved

TAP-1137

(tick) Done

(tick) Done

(tick) Done

TAP-1166

Unable to save a manually created Institutional Education Object

(tick) WB approved 

(tick) HOG approved

TAP-1166

(tick) Done

(tick) Done

(tick) Done

  •  Post Deployment Steps Here

TAP-1172

Separate case - giving data did not move across to new accounts

(tick) WB approved 

(tick) HOG approved

TAP Small Items

(tick) Done

(tick) Done

(tick) Done

TAP-1181

Error Occurred During Flow "Service Portal": This error occurred when the flow tried to create records

(tick) WB approved 

(tick) HOG approved

TAP-1181

(tick) Done

(tick) Done

(tick) Done

TAP-1250

1 - all Research Philanthropy transactions (if designation type = Research Grant or Non research Grant) without attached opportunity to it should be excluded from funds received. A simple check on credited opportunity would do. . Can only apply for transactions with CREDITED YEAR starts 1/1/2023

(tick) WB approved 

(tick) HOG approved

TAP-1250

(tick) Done

(tick) Done

(tick) Done

...