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titleHow to Test

Testing Steps:

1) . Login to Salesforce as a user who is a member of the Business Insights Team or Data Reporting and Systems (public group).

2) . Open an existing Batch record (or create one if none exists - requires additional permission).

3) . Once the Batch record opens, take note of the current batch record’s domain (base/root URL), i.e.:

SIT: https://sydneyuni-adv--bluesky.sandbox.lightning.force.com/

UAT: https://sydneyuni-adv--uat.sandbox.lightning.force.com/

PROD: https://sydneyuni-adv.lightning.force.com/

4) . In the Batch record page, locate and click the “Pledge Schedule Review” button.

Expected Result:

The report title “USYD Batch Pledge Schedule Review” should open in the same window where the Batch record was opened, and the report’s base URL is the same as the Batch record’s based URL (as noted in step #3)

Screenshots:

[test guide goes here]
Expand
titleHow to Test

Testing Steps:

1. Login to Salesforce as a user who is a member of the Business Insights Team, Data Reporting and Systems, Gifts Administration or Advancement Portfolio (public group).

2. Open an existing Batch record (or create one if none exists - requires additional permission).

3. Once the Batch record opens, take note of the current batch record’s domain (base/root URL), i.e.:

SIT: https://sydneyuni-adv--bluesky.sandbox.lightning.force.com/

UAT: https://sydneyuni-adv--uat.sandbox.lightning.force.com/

PROD: https://sydneyuni-adv.lightning.force.com/

4. In the Batch record page, locate and click the “Batch Review Report” button (if it is not shown, click the drop-down button next to “Pledge Schedule Review” button).

 

Expected Result:

The report title “Gift Processing Validation” should open in the same window where the Batch record was opened, and the report’s base URL is the same as the Batch record’s based URL (as noted in step #3)

Screenshots:

Image AddedImage Added

[test guide goes here]
Expand
titleHow to Test

Testing Steps:

1. Login to Salesforce as a user who is a member of the Business Insights Team, Data Reporting and Systems, Gifts Administration or Advancement Portfolio (public group).

2. Open an existing Batch record (or create one if none exists - requires additional permission).

3. Once the Batch record opens, take note of the current batch record’s domain (base/root URL), i.e.:

SIT: https://sydneyuni-adv--bluesky.sandbox.lightning.force.com/

UAT: https://sydneyuni-adv--uat.sandbox.lightning.force.com/

PROD: https://sydneyuni-adv.lightning.force.com/

4. In the Batch record page, locate and click the “Batch Account Phone Report” button (if it is not shown, click the drop-down button next to “Pledge Schedule Review” button).

 

Expected Result:

The report title “Lists Account Phones of Batch Items” should open in the same window where the Batch record was opened, and the report’s base URL is the same as the Batch record’s based URL (as noted in step #3)

Screenshots:

Image Added

Image Added

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