Content Comparison

Table of Contents

minLevel	1
maxLevel	7
outline	true

...

Merge Document (Doc template)

Jarvis (Apsona) - Field Mapping

Date

«ReceiptDate»

Heading

«IF CareOf»«AccountName»

«ELSE IF AccrecordType !="Household"»

«AccountName»«ENDIF»

«IF CareOf»Care Of: «CareOf»

«ELSE IF Deceased»Sir/Madam

«ELSE IF LegalCreditCheckLess100Greater0»

«IF PSalutation»«PSalutation»«ENDIF»

«PFirstName» «PLastName»«IF PSuffix»«PSuffix»«ENDIF»

and «IFSSalutation»«SSalutation»«ENDIF»

«SFirstName» «SLastName»«IF SSuffix» «SSuffix»«ENDIF»

«ELSE IF LegalCreditCheck100»

«IF LegalCreditSalutation»«LegalCreditSalutation»«ENDIF»

«LegalCreditFirstName» «LegalCreditLastName»

«IF LegalCreditSuffix» «LegalCreditSuffix»«ENDIF»«ENDIF»

«IF MailingLine1»«MailingLine1»«ENDIF»

«IF MailingLine2»«MailingLine2»«ENDIF»

«IF MailingLine3»«MailingLine3»«ENDIF»

«IF City»«City»«ENDIF» «State» «PostCode»

«Country»

"CareOf":"Receipt____AQB__AccountId__c___USYD_Receipting_Care_of__c"
"AccrecordType":"Account____RecordTypeId"
"AccountName":"Receipt____AQB__AccountId__c___Name"
"Deceased":"Receipt____AQB__ContactId__c___AQB__Deceased__c"
"LegalCreditCheckLess100Greater0":"Calculated_Steps____>0<100"
where >0<100 :
({!Gift Recognition Credit.Gift Recognition Credit.Legal Credit %} > 0) &&
({!Gift Recognition Credit.Gift Recognition Credit.Legal Credit %} < 100) ? "PS" : ""

"LegalCreditCheck100": "Calculated_Steps____100%"
where 100% :
({!Gift Recognition Credit.Gift Recognition Credit.Legal Credit %}==100) ? "C" : ""

"PSalutation": "Account____AQB__PrimaryContact__c___Salutation"
"PFirstName": "Account____AQB__PrimaryContact__c___FirstName"
"PLastName": "Account____AQB__PrimaryContact__c___LastName"
"PSuffix": "Account____AQB__PrimaryContact__c___Suffix"
"SSalutation": "Account____AQB__SecondaryContact__c___Salutation"
"SFirstName": "Account____AQB__SecondaryContact__c___FirstName"
"SLastName": "Account____AQB__SecondaryContact__c___LastName"
"SSuffix": "Account____AQB__SecondaryContact__c___Suffix"
"LegalCreditSalutation": "Gift_Recognition_Credit____AQB__ContactId__c___Salutation"
"LegalCreditFirstName": "Gift_Recognition_Credit____AQB__ContactId__c___FirstName"
"LegalCreditLastName": "Gift_Recognition_Credit____AQB__ContactId__c___LastName"
"LegalCreditSuffix": "Gift_Recognition_Credit____AQB__ContactId__c___Suffix"
"MailingLine1": "Receipt____AQB__AccountId__c___AQB__AccountMailingStreetLineOne__c"
"MailingLine2": "Receipt____AQB__AccountId__c___AQB__AccountMailingStreetLineTwo__c"
"MailingLine3": "Receipt____AQB__AccountId__c___AQB__AccountMailingStreetLineThree__c"
"City": "Receipt____AQB__AccountId__c___BillingCity"
"State": "Receipt____AQB__AccountId__c___BillingState"
"PostCode": "Receipt____AQB__AccountId__c___BillingPostalCode"

Salutation

«SalutationJava»

Code Block

language	js

(function () {
    var accountType = {!Account.Account.Account Type};
	var grclc = {!Gift Recognition Credit.Gift Recognition Credit.Legal Credit %};
	var PLastName = {!Account.Primary Contact.Last Name} ? {!Account.Primary Contact.Last Name} : "";
	var PFirstName = {!Account.Primary Contact.First Name} ? {!Account.Primary Contact.First Name} : "";
	var SLastName = {!Account.Secondary Contact.Last Name} ? {!Account.Secondary Contact.Last Name} : "";
	var SFirstName = {!Account.Secondary Contact.First Name} ? {!Account.Secondary Contact.First Name} : "";
	var salutation1 = {!Account.Primary Contact.Salutation} ? {!Account.Primary Contact.Salutation} : "";
	var salutation2 = {!Account.Secondary Contact.Salutation} ? {!Account.Secondary Contact.Salutation} : "";
	var careof = {!Receipt.Account.Receipting Care of};
	
	var method = 0; // Dear Salutation + First Name + Last Name
	if ((PLastName != "" && salutation1 == "") || (SLastName != "" && salutation2 == "")){
		if ((PFirstName != "" && PFirstName.length > 1) || (SFirstName != "" && SFirstName.length > 1 )){
			method = 1; // Dear First Name
		} else {
			method = 2; // Dear Supporter
		}
	}
	if ((accountType == 'Household') && (grclc < 100) && (PLastName == SLastName)) {
			switch(method){	
				case 1:
					return (PFirstName + " " + "and" + " " + SFirstName + " " + SLastName);
					break;
				case 2:
					return ("Supporter");
					break;
				default:
					return (salutation1 + " " + "and" + " " + salutation2 + " " + SLastName);
			}
	} else if ((accountType == 'Household') && (grclc < 100) &&  (PLastName != SLastName)) {
				switch(method){
					case 1:
						return (PFirstName + " " + "and" + " " + SFirstName);
						break;
					case 2:
						return ("Supporter");
						break;
					default:
						return (salutation1 + " " + PLastName + " " + "and" + " " + salutation2 + " " + SLastName);
				}
			} else if ((accountType != 'Household') && (careof)){
					return ({!Receipt.Account.Receipting Care of});						
				} else if ((accountType != 'Household')){
							return ("Sir/ Madam");
				} else if ((grclc == 100)){
					
						switch(method){	
							case 1:
								return (PFirstName);
								break;
							case 2:
								return ("Supporter");
								break;
							default:
								return (salutation1 + " " + PLastName);
						}						
				} else {
					return "";
				}
 })()

Body

Date

«IF Pledge»«LastPaymentDate»«ELSE»«GiftDate»«ENDIF»

"LastPaymentDate": "Receipt__value__USYD_Gift_Date__c"
"GiftDate": "Receipt__value__AQB__GiftDate__c"

Received from

«GiftRecognitionCredit»

"GiftRecognitionCredit": "Receipt____AQB__GiftId__c___GRC_roll_up__c"

Flow: Gift Pledge Update - V6

Trigger: Gift/Pledge Created or Edited

If GRC exist:

concatenate contacts’:

Contact.Receipt Name

or

Contact.FirstName Contact.LastName

else:

Account.Account Name

Gift Pledge Update - V6

Amount

«GiftAmount»

"GiftAmount": "Receipt____AQB__Amount__c"

Receipt

«ReceiptNum»

"ReceiptNum": "Receipt____Name"

«COADesignation»

"COADesignation": "Receipt____USYD_Transaction_COA_Acc_Num_Roll_Up__c"

...

Apsona Multi Step Report

Merge Action

Template Field Map

Document Template

Email Template

Salutation Calculation field

Change History / Comments

Receipt - Email

Generate Email and Attach to Record

Code Block

language	json

"AccountName":"Receipt____AQB__AccountId__c___Name",
"AccrecordType":"Account____RecordTypeId",
"COADesignation":"Receipt____USYD_Transaction_COA_Acc_Num_Roll_Up__c",
"CareOf":"Receipt____AQB__AccountId__c___USYD_Receipting_Care_of__c",
"City":"Receipt____AQB__AccountId__c___BillingCity",
"Country":"Receipt____AQB__AccountId__c___BillingCountry",
"DFN1":"Receipt____USYD_Transaction_1_DFN__c",
"DFN2":"Receipt____USYD_Transaction_2_DFN__c",
"DFN3":"Receipt____USYD_Transaction_3_DFN__c",
"DFN4":"Receipt____USYD_Transaction_4_DFN__c",
"DFN5":"Receipt____USYD_Transaction_5_DFN__c",
"Deceased":"Receipt____AQB__ContactId__c___AQB__Deceased__c",
"GiftAmount":"Receipt____AQB__Amount__c",
"GiftDate":"Receipt__value__AQB__GiftDate__c",
"GiftRecognitionCredit":"Receipt____AQB__GiftId__c___GRC_roll_up__c",
"LastPaymentDate":"Receipt__value__USYD_Gift_Date__c",
"LegalCreditCheck100":"Calculated_Steps____100%",
"LegalCreditCheckLess100Greater0":"Calculated_Steps____>0<100",
"LegalCreditFirstName":"Gift_Recognition_Credit____AQB__ContactId__c___FirstName",
"LegalCreditLastName":"Gift_Recognition_Credit____AQB__ContactId__c___LastName",
"LegalCreditSalutation":"Gift_Recognition_Credit____AQB__ContactId__c___Salutation",
"LegalCreditSuffix":"Gift_Recognition_Credit____AQB__ContactId__c___Suffix",
"MailingLine1":"Receipt____AQB__AccountId__c___AQB__AccountMailingStreetLineOne__c",
"MailingLine2":"Receipt____AQB__AccountId__c___AQB__AccountMailingStreetLineTwo__c",
"MailingLine3":"Receipt____AQB__AccountId__c___AQB__AccountMailingStreetLineThree__c",
"PFirstName":"Account____AQB__PrimaryContact__c___FirstName",
"PLastName":"Account____AQB__PrimaryContact__c___LastName",
"PSalutation":"Account____AQB__PrimaryContact__c___Salutation",
"PSuffix":"Account____AQB__PrimaryContact__c___Suffix",
"Pledge":"Receipt____AQB__GiftId__c___RecordTypeId",
"PostCode":"Receipt____AQB__AccountId__c___BillingPostalCode",
"ReceiptDate":"Receipt__value__AQB__ReceiptDate__c",
"ReceiptNum":"Receipt____Name",
"SFirstName":"Account____AQB__SecondaryContact__c___FirstName",
"SLastName":"Account____AQB__SecondaryContact__c___LastName",
"SSalutation":"Account____AQB__SecondaryContact__c___Salutation",
"SSuffix":"Account____AQB__SecondaryContact__c___Suffix",
"SalutationJava":"Calculated_Steps____Salutation - Java",
"SpecialWording":"Receipt____USYD_Campaign_Special_Wording__c",
"State":"Receipt____AQB__AccountId__c___BillingState",
"Today":"Receipt__value__AQB__ReceiptDate__c"

USYD_New Standard Receipt Template - Aug 26th _ 2022.docx

View file

name	USYD_New Standard Receipt Template - Aug 26th _ 2022.docx

If Receipt.Acknowledgement type

Research Grant or

Non Research Grant

View file

name	Grant - Acknowledgement - BP.docx

Email Receipt

Yes

Jira Legacy

server	System JIRA
serverId	e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a
key	AVE-176

Template and mapping are updated for Email and non-email Apsona receipt reports.
The merge field formula on the template is removed and replaced with merge field which is mapped to a calculated field (Java) in Apsona.
This new java calculated field is also mapped to the Jarvis email template salutation.

Receipt - Non Email

Generate Document and Attach to Record

N/A

Yes

Reprint Receipt

Reprint Receipts

Code Block

language	json

"AccountName":"Receipt____AQB__AccountId__c___Name",
"COADesignation":"Receipt____USYD_Transaction_COA_Acc_Num_Roll_Up__c",
"CareOf":"Receipt____AQB__AccountId__c___USYD_Receipting_Care_of__c",
"City":"Receipt____AQB__AccountId__c___BillingCity",
"Country":"Receipt____AQB__AccountId__c___BillingCountry",
"DFN1":"Receipt____USYD_Transaction_1_DFN__c",
"DFN2":"Receipt____USYD_Transaction_2_DFN__c",
"DFN3":"Receipt____USYD_Transaction_3_DFN__c",
"DFN4":"Receipt____USYD_Transaction_4_DFN__c",
"DFN5":"Receipt____USYD_Transaction_5_DFN__c",
"Deceased":"Receipt____AQB__ContactId__c___AQB__Deceased__c",
"GiftAmount":"Receipt____AQB__Amount__c",
"GiftRecognitionCredit":"Receipt____AQB__GiftId__c___GRC_roll_up__c",
"LastNameDifferent":"Calculated_Steps____>0<100LastNameDiff",
"LastNameSame":"Calculated_Steps____>0<100LastNameSame",
"LegalCreditCheck100":"Calculated_Steps____100%",
"LegalCreditCheckLess100Greater0":"Calculated_Steps____>0<100",
"LegalCreditFirstName":"Gift_Recognition_Credit____AQB__ContactId__c___FirstName",
"LegalCreditLastName":"Gift_Recognition_Credit____AQB__ContactId__c___LastName",
"LegalCreditSalutation":"Gift_Recognition_Credit____AQB__ContactId__c___Salutation",
"LegalCreditSuffix":"Gift_Recognition_Credit____AQB__ContactId__c___Suffix",
"MailingLine1":"Receipt____USYD_Address_Street__c",
"PFirstName":"Account____AQB__PrimaryContact__c___FirstName",
"PLastName":"Account____AQB__PrimaryContact__c___LastName",
"PSalutation":"Account____AQB__PrimaryContact__c___Salutation",
"PSuffix":"Account____AQB__PrimaryContact__c___Suffix",
"PostCode":"Receipt____AQB__AccountId__c___BillingPostalCode",
"Receipt Gift Date ":"Receipt__value__USYD_Gift_Date__c",
"ReceiptDate":"Receipt__value__AQB__ReceiptDate__c",
"ReceiptNum":"Receipt____Name",
"SFirstName":"Account____AQB__SecondaryContact__c___FirstName",
"SLastName":"Account____AQB__SecondaryContact__c___LastName",
"SSalutation":"Account____AQB__SecondaryContact__c___Salutation",
"SSuffix":"Account____AQB__SecondaryContact__c___Suffix",
"SpecialWording":"Receipt____USYD_Campaign_Special_Wording__c",
"State":"Receipt____AQB__AccountId__c___BillingState"

USYD_New Standard Receipt Template_Reprint - Edited - BP.docx

View file

name	USYD_New Standard Receipt Template_Reprint - Edited - BP (3).docx

N/A

No

Consolidated Receipts - Email

Email Consolidated Receipts

Code Block

language	json

"City":"Account____BillingCity",
"Country":"Account____BillingCountry",
"Different":"Calculate_Step____LC Both Different Last Name",
"Gift/Pledge Number":"Gifts_Pledges____Name",
"MailingLine1":"Account____BillingStreet",
"PFirstName":"Account____AQB__PrimaryContact__c___FirstName",
"PLastName":"Account____AQB__PrimaryContact__c___LastName",
"PSalutation":"Account____AQB__PrimaryContact__c___Salutation",
"PUSYDContactID":"Account____AQB__PrimaryContact__c___USyd_Contact_ID__c",
"PostCode":"Account____BillingPostalCode",
"Primary":"Calculate_Step____LC-P",
"SFirstName":"Account____AQB__SecondaryContact__c___FirstName",
"SLastName":"Account____AQB__SecondaryContact__c___LastName",
"SSalutation":"Account____AQB__SecondaryContact__c___Salutation",
"SUSYDContactID":"Account____AQB__SecondaryContact__c___USyd_Contact_ID__c",
"Same":"Calculate_Step____LC Both Same Last Name",
"Secondary":"Calculate_Step____LC-S",
"State":"Account____BillingState",
"TodaysDate":"systemFields::today"

USYD_Consolidated Receipt Template_Updated.docx

View file

name	USYD_Consolidated Receipt Template_Updated (2).docx

Consolidated Receipt

Yes

Non Email Consolidated Receipts

No Email Consolidated Receipts

N/A

No

Reprint Consolidated Receipts

Consolidated Receipts - Reprint

USYD_Consolidated Receipt Template_Reprint.docx

View file

name	USYD_Consolidated Receipt Template_Reprint (1).docx

N/A

No

Dues

Receipt records without Sent Receipts

Receipt Related Jira Tickets

Jira Legacy

server	System JIRA
columns	key,summary,type,assignee,priority,status
columnIds	issuekey,summary,issuetype,assignee,priority,status
maximumIssues	40
jqlQuery	labels = 'Receipts'
serverId	e9de0c6d-9ef6-3ada-b4ce-7168c44d7e8a

...

Version	Old Version 55	New Version 56
Changes made by	rommel.ngo	rommel.ngo
Saved on	Apr 27, 2023	Apr 27, 2023

Versions Compared

Key

Receipt Related Jira Tickets