REQUIREMENTS
GA require a way to filter gifts in their List View (queue) based on whether they can action it or not
They have proposed a field on the GA consolidate screen that will display the status of a particular GIN object, as being ready to enter or held back for some reason, called ‘Status’
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Supplementary Top Up Gift (Pledge)
Supplementary Top Up Gift (One Off Gift)
Deployment Note: Include the picklist assignment to the 3 Opportunity record types [Gift/Pledge, Gift in Will, Unsolicited]
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Component Name | API Name | Type | Parent Object | Operation (New/Update) |
Usyd_Opportunity_BeforeInsert | Usyd_Opportunity_BeforeInsert | Trigger | Opportunity | Update |
Usyd_OpportunityTriggerHandler | Usyd_OpportunityTriggerHandler | Apex Class | N/A | New |
Usyd_OpportunityTriggerHandlerTest | Usyd_OpportunityTriggerHandlerTest | Apex Class | N/A | New |
Usyd_Update Gift Implementation Status | Usyd_Update_Gift_Implementation_Status | Flow | Gift Implementation | New |
Gift Implementation Status Matrix | Gift_Implementation_Status_Matrix__mdt | Metadata | N/A | New |
Status | Status__c | Field | Gift Implementation | New |
Sub-type | AQC_Sub_type__c | Field | Opportunity | Update |
Gift Implementation Status | Gift_Implementation_Status | Global Value Set | N/A | New |
GA Consolidate | GA_Consolidate | List View | Gift Implementation | Update |
Gift Implementation Layout | Gift Implementation Layout | Page Layout | Gift Implementation | Update |
Gift/Pledge | Gift/Pledge | Record Type | Gift Implementation | Update |
Gifts in Will | Gifts in Will | Record Type | Gift Implementation | Update |
Unsolicited | Unsolicited | Record Type | Gift Implementation | Update |
AQC Opportunity to Gift | AQC_Opportunity_to_Gift | Permission Set | N/A | Update |
Combination01 | Combination01 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination02 | Combination02 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination03 | Combination03 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination04 | Combination04 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination05 | Combination05 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination06 | Combination06 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination07 | Combination07 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination08 | Combination08 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination09 | Combination09 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination10 | Combination10 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination11 | Combination11 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination12 | Combination12 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination13 | Combination13 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination14 | Combination14 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination15 | Combination15 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination16 | Combination16 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination17 | Combination17 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination18 | Combination18 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination19 | Combination19 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination20 | Combination20 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination21 | Combination21 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination22 | Combination22 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination23 | Combination23 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination24 | Combination24 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination25 | Combination25 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination26 | Combination26 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination27 | Combination27 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination28 | Combination28 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination29 | Combination29 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination30 | Combination30 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination31 | Combination31 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination32 | Combination32 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination33 | Combination33 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination34 | Combination34 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination35 | Combination35 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination36 | Combination36 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination37 | Combination37 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination38 | Combination38 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination39 | Combination39 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination40 | Combination40 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination41 | Combination41 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination42 | Combination42 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination43 | Combination43 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
PRE DEPLOYMENT STEPS
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Combination44 | Combination44 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination45 | Combination45 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination46 | Combination46 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination47 | Combination47 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination48 | Combination48 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination49 | Combination49 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination50 | Combination50 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
Combination51 | Combination51 | Custom Metadata Type Record | Gift_Implementation_Status_Matrix__mdt | New |
PRE DEPLOYMENT STEPS
Extract report in PROD for Opportunities with Sub-type "Supplementary/Top Up Gift" with the following fields:
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Existing Value | Rename | Purpose |
|---|---|---|
New Philanthropic Grant (Pledge) | New Philanthropic Grant | To make way for the update of picklist api names. This will be deactivated once the new picklist api names will be deployed |
Supplementary Top Up Grant (Pledge) | Supplementary Top Up Grant | To make way for the update of picklist api names. This will be deactivated once the new picklist api names will be deployed |
POST DEPLOYMENT STEPS - Removed as this is done as part of deployment
Note:As Gift/Pledge record type is a managed packaged, we cannot update the picklist values from the CI/CD or metadata itself. Thus, this step will have to be performed manually.
Go to Setup and Object ManagerOpen Opportunity ObjectSelect record typesUnderPicklists Available for Editingsection, clickEditbutton beside theSub-typefieldAdd the following picklist values to theSelected ValuessectionSupplementary Top Up Gift (Pledge)Supplementary Top Up Gift (One Off Gift)
Since the renaming of the API names of the picklist values are treated as new picklists to the Sub-type field in Opportunity object, We also need to manually add the new picklist values in the Gift/Pledge record type.
6. Add the following picklist values to the Selected Values section
a. New Philanthropic Grant (Pledge)
b. Supplementary Top Up Grant (Pledge)