Content Comparison

Processes/Subflows

• Create a Link to Third Party Pledge (Apex Trigger)

• USYD Campaign member status update when new transaction created (subflow)

• USYD Update Reporting Section Flags (subflow)

• USYD Populate Chart of Accounts in Transaction (subflow)

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Create a Link to Third Party Pledge (Apex Trigger)

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1. When a Transaction record is created or updated with the following fields:

   1. Transaction Record type = Soft Credit (Managed) OR Pledge Soft Credit (Managed)

2. THEN,

   1. Related Gift record’s Usyd_Gift_Driver_Derivation__c will be TRUE (Please expect this value to be overwritten by Gift Driver Derivation back to False)

1. When a Transaction record is created or updated with the following fields:

   1. Write Off? = TRUE

   2. Record type = Pledge

   3. Method = Pledge

   4. Balance LESS THAN 0

2. THEN,

   1. Related Gift record’s Pledge WO Designation will be Constituent Facing Name of Related Designation of Transaction record

   2. Related Gift record’s Pledge WO Notation will be Pledge Write Off Notation of Transaction record

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