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Result: The above SOQL, when summarized resulted in 5 Gift/Pledge Records, which already has automatically created Task records. No manual record update or record creation done.

Gift/Pledge Number

Comments

2341283

With automatically generated task

2345964

With automatically generated task

2359231

With automatically generated task

2368046

With automatically generated task

2370440

With automatically generated task

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Code Block
languagesql
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'

Just another approach of checking, but the goal is the same - to identify if there are Gift/Pledge records that are in ‘Pending review’ that may need manual creation of relevant Task record.

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

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Process Builder - Description - HOLD RECEIPT - Disabled

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Result: The SOQL above produced 0 rows. This means that if the process builder was enabled during the Receipting process, no record will be processed by this particular node because no records met the defined condition/criteria, hence no record are to be manually updated. No manual record update or record creation done.

Node 2: Copy description to text area field

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Result: This SOQL statement returned 0 when executed, hence there’s no record to update or process manually. No manual record update or record creation done.