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Persona + Need + Purpose

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Expected Result: Validation Rule should fire with error message “Please check that the gift pledge exists and credited opportunity updated at Gift level

Actual Result: Error message thrown “Please check that the gift pledge exists and credited opportunity updated at Gift level

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#2 Update Gift Implementation Stage manually to GA - Entry or GA - Approval

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  1. Log in as a GA user

  2. Go to an opportunity with a Gift Implementation record

  3. Open the Gift Implementation record

  4. Update manually the Stage to “GA - Entry“ or “GA - Approval“.

Note: These stages can only be updated thru Flow from (Batch Item flow trigger)

Expected Result: Validation Rule should fire with error message “This stage is updated automatically and cannot be set manually. Please contact Gift Administration for more information

Actual Result: Error message thrown “This stage is updated automatically and cannot be set manually. Please contact Gift Administration for more information

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Components

Component Name

API Name

Type

Parent Object

Operation (New/Update)

Usyd_Require_GiftPledge_Kick_Off_Stage

Usyd_Require_GiftPledge_Kick_Off_Stage

Validation Rule

AQC_GiftImplementation__c

New

Usyd_Disable_Users_To_Update_Gift_Stage

Usyd_Disable_Users_To_Update_Gift_Stage

Validation Rule

AQC_GiftImplementation__c

New

Usyd VR Bypass Toggle

Usyd_VR_Bypass_Toggle__c

Custom Field

AQC_GiftImplementation__c

New

Gift Implementation Layout

Gift_Implementation_Layout

Page Layout

AQC_GiftImplementation__c

Update

System Administrator

Profile

N/A

Update

Read Only

Profile

N/A

Update

AQC Opportunity to Gift

AQC_Opportunity_to_Gift

Permission Set

N/A

Update