Persona + Need + Purpose
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Label | API Name | Type | Type - Description | sObject | New/Update | Description/Change |
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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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Notify Gift Implementation Group
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Set Entry Conditions. This restricts the subflow to only process batch item records with a record type of pledge write off.
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Get the Group object with a Developer Name of Gift Implementation
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Set the Recipient List by assigning the previously captured group ID to a collection variable.
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Create a Notification by filling out the Standard Notification Template. Use Text variables to prep its title and body, etc.
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a. Users may sometime add/update a Link to Opportunity in Batch Item at a later time on occasions that they realize that they missed adding a Link to Opportunity/entered an incorrect Link to Opportunity. This flow will cater to this type of scenario.
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Set Entry Condition. This restricts the subflow to only process batch item records with their Link to Opportunity updated. If Link to Opportunity is updated from blank to something, the Update GIN of Current Opportunity outcome gets satisfied. Else, e.g. Link to Opportunity is updated from one opportunity to another, the Update GIN of Current and Prior Opportunity outcome gets satisfied.
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Is Link to Opportunity Updated?
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Outcome: Update Gift Implementation of Current Opportunity
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Fetch all child GINs Gift Implementations of Link to Opportunity.
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Check if any child GINs Gift Implementations are fetched.
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Loop through all the fetched child GINs Gift Implementations of Link to Opportunity.
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Set the GIN Stage on all fetched child GINs Gift Implementations of Prior Link to Opportunity accordingly. Set GIN Stage to “3. GA-Entry” when Batch Review Status Not “Ready for Review”; Set to “4. GA-Approval” when Batch Review Status is Ready for Review. Update a toggle field in GIN object to signify that its the flow that will make the makethe field update.
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Set GINs giftImplementations and udpateGINCounter variablesupdateGiftImplementationCountervariables, which will then get passed to parent flow for field updates.
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Update GIN of Current and Prior Opportunity outcome
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Fetch the latest batch item record associated to Prior Link to Opportunity.
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Fetch child GINs Gift Implementations of Prior Link to Opportunity.
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Check if any child GINs are fetched.
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Loop through all fetched child GINs of Prior Link to Opportunity.
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Set the GIN Stage on all fetched child GINs Gift Implementations of Prior Link to Opportunity accordingly. Set GIN Stage to “3. GA-Entry” when Batch Review Status Not “Ready for Review”; Set to “4. GA-Approval” when Batch Review Status is Ready for Review. Update a toggle field in GIN object to signify that its the flow that will make the field update.
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Set the GINs and udpateGINCounter variables, which will then get passed to the parent flow for field updates.
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Flow to continue with the same process of the Update GIN Gift Implementation of Current Opportunity outcome.
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