Content Comparison

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Issues/Errors Encountered and Workaround

Background

During the initial attempt of Receipting process, some related flows and process builders were producing errors, halting the completion of the process. These flows and process builders are listed below:

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Expand
title Screenshots of the errors that were encountered

The Workaround

Since the Receipting process is important, and there’s no quick fix that can address the errors being encountered when the above process builders and flows are enabled, it was decided that these automations will just be disabled, and then manually do the intended updates/operation of each, once the Receipting process is completed.

Process Builder - Automate task for GA for Pledge - Disabled

The process builder creates Task record for each updated Gift/Pledge record that went into ‘Pending review’ status. Since this is disabled during the Receipting process, due checks were done to determine if there are Gift/Pledge records that require manual creation of the relevant Task record.

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Below are the steps done to check if there are records that require manual creation of Task record:

First check: SOQL to see if there are Gifts/Pledges records that are in ‘Pending review’ covering the FY.

SELECT Id, AQB__Gift__r.name,AQB__Gift__r.USyd_Pledge_Status__c
FROM AQB__Transaction__c
WHERE DAY_ONLY(CreatedDate) >= 2022-07-01
  AND DAY_ONLY(CreatedDate) <= 2023-06-30
  AND AQB__Gift__r.USyd_Pledge_Status__c = 'Pending review'

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Second check: SOQL to check if there are Gift/Pledge that are in ‘Pending review’ based Transaction records' related Receipt’s creation date (vs Receipting date).

SELECT COUNT()
FROM AQB__Transaction__c
WHERE DAY_ONLY(AQB__Receipt__r.CreatedDate) = 2023-07-07
  AND AQB__Gift__r.USyd_Pledge_Status__c='Pending review'

Result: The above SOQL yielded 0 result. This means no Gift/Pledge record requires manual creation of auto-generated Task record.

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Process Builder - Description - HOLD RECEIPT - Disabled

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title Screenshot

This process builder is triggered when Transaction is created or edited. This process builder has two criteria nodes, and so the details below were segregated per criteria node. Here are the criteria nodes based on each criteria node name:

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