Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

flows\Opportunity_After_Save_On_Create_On_Update.flow-meta.xml

Expand
titleHow to Test

[test guide goes here]NOTE: The aim of this test guide is only to trigger the email notification that is being sent to Advancement-Services.Gifts@sydney.edu.au when Chart of Account type field in Opportunity record is changed.

Testing Steps:

  1. Log in as Gift Admin (user with Gift Administration permission set group assignment).

  2. Create a new Opportunity record (fill-in all the required fields, and address all validations) and save.

  3. Set the Opportunity Stage to “Gift Handover” and save.

  4. In the same Opportunity record, locate the “Implementation/Administration” tab and open the related GIN record.

  5. Edit the GIN record and change its Stage to “3. GA-Entry” and save.

  6. Open again the related Opportunity record (the one that was created in step #2) and edit it.

  7. Change the “Chart of Account Type” field to any value other than its current and “--None--” and save. An email should fire and sent to Advancement-Services.Gifts@sydney.edu.au. Check the content of the email.

  8. Once the email is received, click the link to open the Opportunity record.

Expected Result:

After clicking the link in the email, the same Opportunity record that was created in step #2 is opened.

Screenshots:

Image AddedImage AddedImage AddedImage Added

flows\Usyd_Contact_Address_History_Tracking.flow-meta.xml

...