Description:
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Metadata Changelog:
* Items in red are deactivated
v.0.4.0
removed subflows these subflows from GIft Main Flow and convert to their own record-triggered flows
USYD Automate task for GA for Pledge
USYD AQC Donor Contact Type Auto-Updater
USYD Update Related Gift Implementation
original flow name (Update Pledge Status)
set GetRecord element to be on Gift Main Flow and pass this data to subflows
modify the subflow to require and accept GRC records
USYD Gift Driver Derivation subflow
USYD Update Credited Contacts and GRC Rollup subflow
Developer Name | Type | Type - Description | sObject | New/Update | Description/Change |
|---|---|---|---|---|---|
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Developer Name | Type | Type - Description | sObject | New/Update | Description/Change |
|---|---|---|---|---|---|
USYD_Gift_Main_Flow | Flow | record-triggered flow | Gift/Pledge | Update | Change: Simplified flow path elements to handle create/update at the subflow level. |
USYD_Updates_pledge_status_if_gift_pledge_recordtype_is_Pledge_and_Pledge_Status | Flow | auto-launched flow | Gift/Pledge | New | Updates pledge status if gift/pledge recordtype is Pledge and Pledge Status is Paid. |
USYD_Automate_task_for_GA_for_Pledge_subflow | Flow | auto-launched flow | Gift/Pledge | Update | Change: Allow dynamic setting of Gifts Administration Group Id for use in ‘Create Task’ element. |
USYD_Update_Pledge_Status_subflow | Flow | auto-launched flow | Gift/Pledge | delete | Renamed to USYD_Updates_pledge_status_if_gift_pledge_recordtype_is_Pledge_and_Pledge_Status |
v.0.2.1
Flows divided and named according to their function
Renamed flows where names does not describe their function
Developer Name | Type | Type - Description | sObject | New/Update | Description/Change |
|---|---|---|---|---|---|
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_Update_Reporting_Section_Flags_subflow | Flow | auto-launched flow | Transaction | New | Calculates Send Pledge Reminder, Funds Raised Flag Static, Funds Received Flag Static, and Special Category Flag fields. |
USYD_Gift_Main_Flow | Flow | record-triggered flow | Gift/Pledge | Update | Change:* Added USYD Update Related Gift Implementation as subflow* Added USYD Update Pledge Status (subflow) as subflow* Added USYD USYD Update Credited Contacts and GRC Rollup (subflow) as subflow* Added USYD Update Text Area Description (subflow) as subflow* Removed USYD Gift Pledge On Create After Save (subflow) subflow* Removed USYD Gift Pledge Update (subflow) subflow |
USYD_Gift_Pledge_On_Create_After_Save_subflow | Flow | auto-launched flow | Gift/Pledge | Deleted | Renamed to USYD Update Related Gift Implementation |
USYD_Gift_Pledge_Update_subflow | Flow | auto-launched flow | Gift/Pledge | Deleted | Translated to the following flows* USYD Update Pledge Status (subflow)* USYD Update Credited Contacts and GRC Rollup (subflow)* USYD Update Text Area Description (subflow) |
USYD_Transaction_Update_subflow | Flow | auto-launched flow | Transaction | Deleted | Renamed to Usyd Update Reporting Section Flags (subflow) |
USYD_Update_Pledge Status | Flow | auto-launched flow | Deactivated | translated to subflow(auto-launched flow) USYD Update Related Gift Implementation | |
USyd_GRC_Rollup | Flow | auto-launched flow | Deactivated | translated to subflow(auto-launched flow) USYD Update Credited Contacts and GRC Rollup (subflow) |
v.0.2.0
Fault paths are added to flows with Update Record element.
Added descriptions on new flows.
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Developer Name | Type | Type - Description | sObject | New/Update | Description/Change |
|---|---|---|---|---|---|
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_Driver_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_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_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_Gift_Main_Flow | Flow | record-triggered flow | Gift/Pledge | New | * Create/Update triggering flow on Gift/Pledge* Encapsulates all related subflows of triggering sObject |
USYD_Gift_Implementation_Main_Flow | Flow | record-triggered flow | Gift Implementation | New | * Create/Update triggering flow on Gift Implementation* Encapsulates all related subflows of triggering sObject |
USYD_Transaction_Main_Flow | Flow | record-triggered flow | Transaction | New | * Create/Update triggering flow on Transaction* Encapsulates all related subflows of triggering sObject |
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_Automate_task_for_GA_for_Pledge_subflow |
USYD_Populate_Chart_of_Accounts_in_Transaction | PB | process builder | Transaction | Deactivated | translated to subflow(auto-launched flow) USYD_Populate_Chart_of_Accounts_in_Transaction_subflow |
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) USYD_Pledge_is_Due_To_Be_Paid_Out_subflow |
Description_HOLD_RECEIPT | PB | process builder | Transaction | Deactivated | translated to subflow(auto-launched flow) USYD_Description_HOLD_RECEIPT_subflow |
AQC_Donor_Contact_Type_Auto_Updater | Flow | record-triggered flow | Gift/Pledge | Deactivated | translated to subflow(auto-launched flow) USYD_AQC_Donor_Contact_Type_Auto_Updater_subflow |
Gift_Pledge_On_Create_After_Save | Flow | record-triggered flow | Gift/Pledge | Deactivated | translated to subflow(auto-launched flow) USYD_Gift_Pledge_On_Create_After_Save_subflow |
USYD_Gift_Pledge_Update | Flow | record-triggered flow | Gift/Pledge | Deactivated | translated to subflow(auto-launched flow) USYD_Gift_Pledge_Update_subflow |
Usyd_Gift_Driver_Derivation | Flow | record-triggered flow | Gift/Pledge | Deactivated | translated to subflow(auto-launched flow) USYD_Gift_Driver_Derivation_subflow |
GIN_Stage_based_Update_Before_Save | Flow | record-triggered flow | Gift Implementation | Deactivated | translated to subflow(auto-launched flow) USYD_GIN_Stage_based_Update_Before_Save_subflow |
Usyd_Update_Gift_Implementation_Status | Flow | record-triggered flow | Gift Implementation | Deactivated | translated to subflow(auto-launched flow) USYD_Usyd_Update_Gift_Implementation_Status_subflow |
Usyd_Campaign_member_status_update_when_new_transaction_created | Flow | record-triggered flow | Transaction | Deactivated | translated to subflow(auto-launched flow) USYD_Campaign_member_status_update_when_new_transaction_created_subflow |
USYD_Transaction_Update | Flow | record-triggered flow | Transaction | Deactivated | translated to subflow(auto-launched flow) USYD_Transaction_Update_subflow |