Content Comparison

...

Button

Action Code

Report Source

Merge Action

Document Template

Generate Spend Plan PDF

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Data source: Spend Plan

a2P8v0000003fxJEAQ

Document merge: Attach report to spend plan record

Expand

{
"mergeDocInfo": {
"documentId": "0158v000000AjQxAAK",
"fileNameBaseColumn": "System_apsona_attachment_name__c",
"mergedFileBaseName": "Spending_Plan__c",
"outputDocumentFormat": "pdf",
"outputStructure": "zip",
"templateStore": "sf_document",
"repeatCountFieldId": null,
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"SGA_Stewardship_Expect": "",
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}
},
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},
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}
},
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}
],
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},
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"currencyFmt": "2"
}
},
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"postprocess": [
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}
]
}

0158v000000AjQxAAK

USyd Spending Plan - Apsona Template (Randallised)_v7.1.docx

View file

name	USyd Spending Plan - Apsona Template (Randallised)_v7.1.docx

Gift Summary Form

Image Added

Button

Action Code

Report Source

Merge Action

Document Template

Generate Gift Summary Form

eyJhY3Rpb25JZCI6ImEyUDh2MDAwMDAwMTdVdEVBSSIsImxpbmtGaWVsZElkIjoiSWQifQ==

a2P8v00000017UoEAI

GSF_Opportunity

Expand

{
"outputs": [
{
"tableName": "Opportunity",
"fieldId": "AQC_AcceptanceFromDelegate__c",
"columnLabel": "Acceptance from Delegate",
"aggrFn": null,
"fieldSpecStr": "Opportunity__AQC_AcceptanceFromDelegate__c"
},
{
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"fieldSpecStr": "Opportunity__Amount"
},
{
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},
{
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"fieldSpecStr": "Opportunity__USYD_Ask_Amount__c"
},
{
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},
{
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},
{
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"fieldSpecStr": "Opportunity__AQC_ApprovalOfBequestBudgetAmount__c"
},
{
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{
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},
{
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},
{
"tableName": "Opportunity",
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},
{
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{
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{
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},
{
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},
{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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{
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},
{
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{
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{
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{
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},
{
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"calcExpr": "{!Opp Name}+\" \"+\"Gift Summary Form\"",
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"name": "GSF_Opportunity",
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"reportId": "a2P8v00000017UoEAI"
}

a2P8v00000017UtEAI

Event Merge

Expand

{
"mergeDocInfo": {
"documentId": "0158v0000009VM6AAM",
"fileNameBaseColumn": "Document_name",
"mergedFileBaseName": "Opportunity",
"outputDocumentFormat": "docx",
"outputStructure": "zip",
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"AnonymityLevel": "Opportunity__AQC_AnonymityLevel__c",
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"BatchNumber": "",
"Budget": "Opportunity__AQC_Budget__c",
"Campaign": "CampaignId__Campaign__Name",
"CloseDate": "value___Opportunity__CloseDate___",
"ConditionsConditionPrecedents": "Opportunity__AQC_ConditionsConditionPrecedentsApply__c",
"ConditionsConditionPrecedentsApply": "Opportunity__AQC_ConditionsConditionPrecedentsApply__c",
"CreditedDate": "value___Opportunity__Usyd_Credited_Date__c___",
"DiscussionPaper": "Opportunity__AQC_DiscussionPaper__c",
"EmailCorrespondence": "Opportunity__AQC_EmailCorrespondence__c",
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"GINNumber": "AQC_GiftImplementation__c.AQC_Opportunity__c__AQC_GiftImplementation__c__Name",
"GiftProcessingExpectations": "Opportunity__Usyd_Gift_Processing_Expectations__c",
"GratefulPatient": "Opportunity__AQC_GratefulPatient__c",
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"NameInstrumentGift": "Opportunity__AQC_NameontheInstrumentofGift__c",
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"OppName": "Opportunity__Name",
"OriginalGiftNumber": "AQC_PreviousGift__c__AQB__Gift__c__Name",
"PledgeGrantReminderRequired": "Opportunity__AQC_PledgeGrantReminderRequired__c",
"PledgeReminderOwner": "AQC_PledgeReminderOwner__c__User__Name",
"PledgeReminderOwnerCategory": "Opportunity__USyd_Pledge_Reminder_Owner__c",
"ReceiptDelievery": "Opportunity__AQC_ReceiptDelivery__c",
"Stage": "Opportunity__StageName",
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"Type": "Opportunity__Type"
},
"sublists": {
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"ID": "ContactId__Contact__USyd_Contact_ID__c",
"ContactRole": "OpportunityContactRole__Role",
"ContactEmail": "ContactId__Contact__Email",
"LegalCredit": "ContactId__Contact__AQB__PrimaryGiftRecognitionCredit_Percent__c",
"GRC": "ContactId__Contact__AQB__SecondaryGiftRecognitionCreditPercent__c"
},
"filter": [
{
"op": "in",
"tableName": "OpportunityContactRole",
"fieldId": "Role",
"fieldSpecStr": "OpportunityContactRole__Role",
"value": [
"Academic Lead",
"Associated Contact",
"Consulted Party",
"Development Officer",
"External Referral",
"Grateful Patient Doctor",
"Subject Matter Expert [SME]",
"University Referral"
]
}
],
"linkage": {
"base": "Opportunity__Id",
"child": {
"fieldId": "OpportunityId"
}
},
"reportKind": "ssr"
},
"DelegateConsulted": {
"reportId": "a2P8v00000017UrEAI",
"templateFieldsMap": {
"Contact": "ContactId__Contact__Name",
"ContactRole": "OpportunityContactRole__Role"
},
"filter": [
{
"op": "in",
"tableName": "OpportunityContactRole",
"fieldId": "Role",
"fieldSpecStr": "OpportunityContactRole__Role",
"value": [
"Accepting Delegate"
]
}
],
"linkage": {
"base": "Opportunity__Id",
"child": {
"fieldId": "OpportunityId"
}
},
"reportKind": "ssr"
},
"OpportunityComponent": {
"reportId": "a2P8v00000017UpEAI",
"templateFieldsMap": {
"DesignationName": "AQB__ProposedDesignation__c__AQB__LLChartofAccounts__c__Name",
"DesignationName ": "AQB__ProposedDesignation__c__AQB__LLChartofAccounts__c__Name",
"Description": "AQB__OpportunityComponent__c__AQB__Description__c",
"DateDue": "value___AQB__OpportunityComponent__c__AQC_InstallmentDueDate__c___",
"Amount": "AQB__OpportunityComponent__c__AQB__Amount__c",
"Currency": "AQB__OpportunityComponent__c__Currency__c",
"DonorFacingName": "AQB__ProposedDesignation__c__AQB__LLChartofAccounts__c__AQB__Pretty_Nmae__c",
"DesignationCode": "AQB__ProposedDesignation__c__AQB__LLChartofAccounts__c__USyd_Designation_Code__c",
"AccountisPending": "AQB__OpportunityComponent__c__AQC_AccountIsPending__c",
"DesignationNumber": "AQB__ProposedDesignation__c__AQB__LLChartofAccounts__c__AQB__DesignationAccountNumber__c",
"PaymentReceived": "AQB__OpportunityComponent__c__Usyd_Payment_Received__c",
"MethodofPayment": "AQB__OpportunityComponent__c__Method_of_payment__c",
"TrustConditions": "AQB__OpportunityComponent__c__AQC_TrustConditions__c"
},
"filter": [],
"linkage": {
"base": "Opportunity__Id",
"child": {
"fieldId": "AQB__Opportunity__c"
}
},
"sort": [
{
"colName": "DateDue",
"dir": 1
}
],
"reportKind": "ssr"
},
"OppTeam": {
"reportId": "a2P8v00000017UqEAI",
"templateFieldsMap": {
"Member": "OpportunityTeamMember__Name",
"Role": "OpportunityTeamMember__Title"
},
"filter": [],
"linkage": {
"base": "Opportunity__Id",
"child": {
"fieldId": "OpportunityId"
}
},
"reportKind": "ssr"
},
"SoftCreditAcc": {
"reportId": "a2P8v00000017UsEAI",
"templateFieldsMap": {
"RelatedAccount": "AQB__RelatedAccount__c__Account__Name",
"ID": "AQB__RelatedAccount__c__Account__USyd_Account_ID__c",
"ReceivesSoftCredit": "AQB__RelationshipAccount__c__AQB__AwardSoftCredit__c",
"RelatedAccountRole": "AQB__RelatedAccountRole__c__AQB__LLAccountRole__c__Name"
},
"filter": [],
"linkage": {
"base": "AccountId__Account__Id",
"child": {
"fieldId": "AQB__AccountId__c"
}
},
"reportKind": "ssr"
}
},
"forAddressLabels": false,
"fmtOpts": {
"dateFmt": "dd/MM/yyyy",
"currencyFmt": "2"
}
},
"name": "GiftSummaryForm",
"postprocess": [
{
"action": "attach",
"objectName": "Opportunity",
"recordIdColId": "Opportunity__Id",
"storeInObject": "lexfile"
}
]
}

0158v0000009VM6AAM

GiftSummaryTemplateV3 - RN 052024.docx

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name	GiftSummaryTemplateV3 - RN 052024.docx

Version	Old Version 6	New Version Current
Changes made by	rommel.ngo	rommel.ngo
Saved on	Sept 27, 2024	Oct 31, 2024

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Gift Summary Form