Persona + Need + Purpose
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Label | API Name | Type | Type - Description | sObject | New/Update | Description/Change |
|---|---|---|---|---|---|---|
Batch Item Pledge Payment changes Notify Gift Implementation | Batch_Item_Pledge_Payment_changes_Notify_Gift_Implementation | PB | process builder | Batch Item | Deactivated | translated to subflow(auto-launched flow), USYD_NotifyGiftImplementationGroup |
Tax Amount Update from Total Amount Field | Tax_Amount_Update_from_Total_Amount_Field | PB | process builder | Batch Item | Deactivated | logic is now part of before save flow: USYD_BatchItemBeforeSave |
Pledge Reminder Owner Auto-populate | Pledge_Reminder_Owner_Auto_populate | PB | process builder | Batch Item | Deactivated | translated to subflow(auto-launched flow), USYD_PopulatePledgeReminderOwner; logic about setting the Text Area Description is now part of before save flow: USYD_BatchItemBeforeSave |
Usyd Update the Gift/Pledge number at Batch item task level when batch closed | Usyd_Update_the_Gift_Pledge_number_at_Batch_item_task_level_when_batch_closed | Flow | record-triggered flow | Batch Item | Deactivated | translated to subflow(auto-launched flow), USYD_UpdateBatchItemTasks |
Batch On Update After Save | Batch_On_Update_After_Save | Flow | record-triggered flow | Batch | Deactivated | Translated to a subflow: Batch Update Related Gift Implementation, and referenced it in Batch After Save |
Populate Pledge Reminder Owner | USYD_PopulatePledgeReminderOwner_subflow | Flow | auto-launched flow | Batch Item | New | translated from process builder; subflow of USYD_BatchItemAfterSave |
Notify Gift Implementation Group | USYD_NotifyGiftImplementationGroup_subflow | Flow | auto-launched flow | Batch Item | New | translated from process builder; scheduled; subflow of USYD_BatchItemAfterSave |
Update Batch Item Tasks | USYD_UpdateBatchItemTasks_subflow | Flow | auto-launched flow | Batch Item | New | translated from record-triggered flow; subflow of USYD_BatchItemAfterSave |
Update Related Gift Implementation | USYD_UpdateRelatedGiftImplementation_subflow | Flow | auto-launched flow | Batch Item | New | subflow of USYD_BatchItemAfterSave |
Batch Update Related Gift Implementation | USYD_BatchUpdateRelatedGiftImplementation_subflow | Flow | auto-launched flow | Batch | New | sublflow of USYD_BatchAfterSave |
Batch Item After Save | USYD_BatchItemAfterSave | Flow | record-triggered flow | Batch Item | New | after save, parent flow, Main triggering after-save flow for Batch Item object. |
Batch Item Before Save | USYD_BatchItemBeforeSave | Flow | record-triggered flow | Batch Item | New | before save; Caters fast-field updates for batch item object. |
Batch After Save | USYD_BatchAfterSave | Flow | record-triggered flow | Batch | New | after save, parent flow, Main triggering after-save flow for Batch object |
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Flow to continue with the same process of the Update GIN of Current Opportunity outcome.
2. Create a new flow Batch Item Before Save to cater fast field updates on the batch item level.
Batch Item Before Save
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Set a decision on when to update the tax amount in the triggering batch item record. Only update tax amount when Dues is set to True.
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Set Tax Amount by using the formula taxAmountCalculation: Total Amount/11.
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Set a decision on when to update the Text Area Description in batch item. Only do the update when Transaction 1 Description is not null or when it is changed to something different.
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Set the value for Text Area Description in batch item by copying what’s in the Transaction 1 Description.
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3. Optimize and translate flow Batch_On_Update_After_Save to a subflow Batch Update Related Gift Implementation and reference it in Batch After Save.
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