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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Prepare a batch with no set Review Status.
Create a batch item with no Link to Opportunity.
Update the Link to Opportunity of the child batch item(s). Use an Opportunity that has related Gift Implementation records.
Once the batch item(s) is saved. , notice that the related Gift Implementation Stage of the Link to Opportunity is updated to: 3. GA-Entry.
Now go back to the batch and update the review status to: Ready for Review.
Then, update the child batch item’s item(s)’s Link to Opportunity to a different Opportunity.
Once the batch item(s) is saved, notice that the related Gift Implementation Stage of the Link to Opportunity is updated to: 4. GA-Approval. Also, notice that the related Gift Implementation Stage of the Prior Link to Opportunity may be updated to 3. GA-Entry or 4. GA-Approval depending on the batch review status of the batch item of the Prior Link to Opportunity.
Stage of related Gift Implementation is being set to 3. GA-Entry when Batch Review Status is Null or Not Ready for Review; 4. GA-Approval when Batch Review Status is Ready for Review.
Other Scenarios:
Batch Review Status | Batch Item Link to Opportunity | Batch Item Prior Link to Opportunity | Gift Implementation Stage of Link to Opportunity | Gift Implementation Stage of Prior Link to Opportunity |
|---|---|---|---|---|
NULL | Opportunity A | NULL | 3. GA-Entry | N/A |
NOT Ready for Review | Opportunity A | NULL | 3. GA-Entry | N/A |
Ready for Review | Opportunity B | Opportunity A | 4. GA-Approval |
|
NOT Ready for Review | Opportunity B | Opportunity A | 3. GA-Entry |
|
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Create a batch item and check the following:
Set Dues to TRUE.
Enter an amount in the Total Amount field.
Enter a text in Transaction 1 Description.
Once the batch item record is saved, notice the following:
The Tax Amount is now calculated.
Values from Transaction 1 Description are copied over to the Text Area Description.
Batch After Save | Batch Update Related Gift Implementation
Create a batch with a batch item. Make sure that the batch item has a Link to Opportunity, and that the Opportunity has a Gift Implementation.
Update the batch review status from NULL to Ready for Review.
Once the batch is saved, notice that the related Gift Implementation Stage of the Link to Opportunity of the child batch items of the triggering batch is updated to 4. GA-Approval.
Stage of related Gift Implementation is being set to 3. GA-Entry when Batch Review Status is Null or Not Ready for Review; 4. GA-Approval when Batch Review Status is Ready for Review.
Other Scenarios:
Batch Review Status | Batch Item Link to Opportunity | Gift Implementation Stage of Link to Opportunity |
|---|---|---|
NULL | Opportunity A | 3. GA-Entry |
NOT Ready for Review | Opportunity A | 3. GA-Entry |
Ready for Review | Opportunity A | 4. GA-Approval |