Content Comparison

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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Set values for giftImplementations and updateGiftImplementationCounter variables, which will then get passed to the parent flow for field updates.

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Unit Testing Steps

A . Batch Item After Save | Populate Pledge Reminder Owner

Associate a gift/pledge to a batch item.

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4. Notice that after saving the batch item record, the Pledge Reminder Owner of the associated gift/pledge gets automatically updated. The Pledge Reminder Owner value of batch item is passed over to the associated gift/pledge’s Pledge Reminder Owner.

B . Batch Item After Save | Update Batch Item Tasks

Create a task(s) in a batch item. Select Bequest Intention or Bequest Confirmation as the subject.
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2. Update the batch item’s Campaign Appeal or Signator or Gift/Pledge Number. Whenever any of these three fields is updated. The subflow gets triggered.

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3. After the batch item is updated, notice that its related task(s) gets updated as well. Check the task’s Campaign/Gift/Pledge/Name to verify.

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C. Batch Item After Save | Update Related Gift Implementation

Prepare a batch with no set Review Status.
Create a batch item with no Link to Opportunity.
Update the Link to Opportunity of the batch item. Use an Opportunity that has related Gift Implementation records.
Once the batch item 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 batch item’s Link to Opportunity to a different Opportunity.
Once the batch item 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.

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	4. GA-Approval if latest batch item of Opportunity A is in a batch with review status of “Ready for Review.” 3. GA-Entry if review status of the batch of Opportunity A’s batch item is not “Ready for Review.”
NOT Ready for Review	Opportunity B	Opportunity A	3. GA-Entry	4. GA-Approval if latest batch item of Opportunity A is in a batch with review status of “Ready for Review.” 3. GA-Entry if review status of the batch of Opportunity A’s batch item is not “Ready for Review.”

D. Batch Item After Save | Notify Gift Implementation Group

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Version	Old Version 25	New Version 26
Changes made by	jeremy.malaluan	jeremy.malaluan
Saved on	May 14, 2023	May 15, 2023

Versions Compared

Key

Unit Testing Steps

A . Batch Item After Save | Populate Pledge Reminder Owner

B . Batch Item After Save | Update Batch Item Tasks

C. Batch Item After Save | Update Related Gift Implementation

D. Batch Item After Save | Notify Gift Implementation Group