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 |
USYD Create Application Log (subflow) | USYD_Create_Application_Log_subflow | Flow | auto-launched flow | - | New | Reusable flow that creates an application log record when fault paths are traversed |
CUSTOM_NOTIFICATION_TYPE_ID_SYDNEY_STANDARD_NOTIFICATION | CUSTOM_NOTIFICATION_TYPE_ID_SYDNEY_STANDARD_NOTIFICATION | Custom Label | Labels | - | New | Custom Notification Type Id: Sydney Standard Notification |
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Create a new flow Batch Item After Save.
record-triggered, when a record is created or updated; After Save.
Triggering object: Batch Item.
Create fault paths to document errors.
flow chart:
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Batch Item After Save
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A. Translate the following processes (process builders) to flows as subflows and reference them in Batch Item After Save:
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Set a Scheduled Path: gets triggered 1 hour after creation of batch item.
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Notify Gift Implementation Group (PB converted to Flow)
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b. Tax Amount Update from Total Amount Field
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i. new name: Populate Pledge Reminder Owner.
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Populate Pledge Reminder Owner (PB converted to Flow)
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Set Entry condition. This restricts the subflow to process only those batch item records with a pledge reminder owner field populated.
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Set values for Tasks and updateTasksCounter variables, which then get passed to the parent flow for field updates.
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Update Related Gift Implementation (New Flow)
C. Create a new subflow Update Related Gift Implementation and have this referenced in Batch Item After Save.
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2. Create a new flow Batch Item Before Save to cater fast field updates on the batch item level.
Batch Item Before Save (New Flow - PB absorbed)
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Set a decision on when to update the tax amount in the triggering batch item record. Only update tax amount when Dues is set to True.
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3. Optimize and translate flow Batch_On_Update_After_Save to a subflow Batch Update Related Gift Implementation and reference it in Batch After Save.
Batch After Save
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Batch Update Related Gift Implementation (New Flow)
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Set Entry Condition. This restricts the subflow to only process batch records when its Review Status is updated to another status.
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Make sure that tester is a member of the Gift Implementation group.
Create a batch item with a record type of Pledge Write Off, and a write off notation of any of the following:
Pledge dates changed
Pledge dates and amounts changed
Pledge Instalment amount changed
Total Pledge amount increased
Total Pledge amount decreased
Make sure that the batch item has the following:
Link to Pledge
Credited Opportunity is populated
Transaction 1 Designation
Account
Once the batch item is saved, wait for an hour. (You may also adjust the offset number/option in the Batch Item After Save flow’s schedule path to a lower wait time for testing so that you would not have to wait too long, just set it back to its original configuration after your testing).
Once the wait time is finished, expect for a notification like so,
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Batch Item Before Save
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.
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