[TAPSS-60] MS team - Review Flows for Avengers Tickets
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Get Records: Get Account Type Id For Current Records Account can be removed; it retrieves the Id of Account Record Type: Household, and this checking can be done in Decision: Check Related Account Type.
remove Get Records: Get Account Type Id For Current Records Account
remove Variable: HouseholdAccountRecordTypeId
note: why was this variable set available as input and output? This is a Record-Triggered Flow, and cannot be referenced as a sub flow in a master flow.
Update condition in Decision: Check Related Account Type to directly reference the Related Account record’s Record Type, i.e.,
Code Block $Record > Account ID > Record Type ID > Record Type Name = Household
Review by Yeng:
Rename Flow API Name to USYD_UpdateLegalAndGiftRecognitionCredit
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Flow Label | Flow API Name | |
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old | USYD Update Legal & Gift Recognition Credit Percentage | USYD_Update_Legal_Gift_Recognition_Credit_ |
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Percentage | ||
new | USYD Update Legal & Gift Recognition Credit Percentage | USYD_UpdateLegalAndGiftRecognitionCredit |
Add description
This Flow updates Contact fields: Legal Credit % and Gift Recognition Credit %
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[TAPSS-1125] AVE-254 - Replicate AQ Address Synching for RTS reason field
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Recommendation/s: none
Review by Yeng:
Rename Flow API Name to USYD_SyncContactToAccountRTSReason
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Flow Label | Flow API Name | |
|---|---|---|
old | Usyd_SyncRTSFromContToAccount | Usyd_SyncRTSFromContToAccount |
new | Usyd_SyncRTSFromContToAccount | USYD_SyncContactToAccountRTSReason |
Flow: Usyd_SyncRTSReasonFromAccToContact**
Recommendation/s: none
Review by Yeng:
Rename Flow API Name to USYD_SyncAccountToContactRTSReason (old API Name: )
Flow Label | Flow API Name | |
|---|---|---|
old | Usyd_SyncRTSReasonFromAccToContact |
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Usyd_SyncRTSReasonFromAccToContact | ||
new | Usyd_SyncRTSReasonFromAccToContact | USYD_SyncAccountToContactRTSReason |
** - checked in Avengers sandbox, not found in SIT
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Recommendation/s: none
Review by Yeng:
Rename Flow API Name to USYD_SummariseContactCampaignInteraction
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Flow Label | Flow API Name | |
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old | USYD Campaign Summary Fields | USYD_Campaign_Summary_Fields |
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new | USYD Campaign Summary Fields | USYD_SummariseContactCampaignInteraction |
** - checked in Avengers sandbox, not found in SIT
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In Update Records: Update Influential Field On Contact, filter can be updated to consider checking the current value of the field that will be updated (Is Influential Alumni)
Review by Yeng:
Rename Flow API Name to USYD_UntickInfluentialFieldOnContact
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Flow Label | Flow API Name | |
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old | Usyd_UncheckInfluentialFieldContact | Usyd_UncheckInfluentialFieldContact |
new | Usyd_UncheckInfluentialFieldContact |
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USYD_UntickInfluentialFieldOnContact |
Flow: Usyd_UpdateInfluentialFieldonContact
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Remove the creation of an alert in the Account, this is not necessary
Create Records: CreateAlertonAccount
Instead, add WithAccount = true in the CreateAlertOnContact. This way, the alert will also display on the Account page
Create Records: CreateAlertOnContact
Rename Flow API Name to USYD_TickInfluentialFieldOnContact (old API Name:
Flow Label | Flow API Name | |
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old | Usyd_UpdateInfluentialFieldonContact | Usyd_UpdateInfluentialFieldonContact |
new | Usyd_UpdateInfluentialFieldonContact |
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USYD_TickInfluentialFieldOnContact |