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This will hold the list of TAP items scheduled for releaseRelease: April 20, 2023

Key

Remarks

WB and HOG Status

Confluence Page Link

SIT: Deployed

SIT: Testing

UAT Deployed

UAT Testing

Deployed to PROD / Date Deployed to PROD

Technical Validation

Pre/Post Deploy Steps

TAP-253

Column header in their List View called Action - calculated field

(tick) WB approved 

(tick) HOG approved

TAP-253

(tick) Done

(tick) Done

(tick) Done

(tick) Done

(tick) Done

(tick) Done

  •  Post Deployment Steps Here

TAP-1044 / TAP-1220

MS - ASR Reporting which includes fields and filters from Gift, GRC, Transaction, Campaign Member, Contact objects

(tick) WB approved 

(tick) HOG approved

TAP Small Items

(tick) Done

(tick) Done

(tick) Done

(tick) Done

(tick) Done

(tick) Done

N/A

TAP-1078

Adding picklist value ''Parent of Student- Alumni' in the secondary contact type

(tick) WB approved 

(tick) HOG approved

TAP Small Items

(tick) Done

(tick) Done

(tick) Done

(tick) Done

(tick) Done

(tick) Done

  •  Check the Field Dependency of Secondary Contact Type field

TAP-1137

Update Gift Theme, Gift Date, Prospect Pool for all Opportunities where blank and stage = Gift Handover/Closed Won

(tick) WB approved 

(tick) HOG approved

TAP-1137

(tick) Done

(tick) Done

(tick) Done

(tick) Done

(tick) Done

(tick) Done

N/A

TAP-1166

Unable to save a manually created Institutional Education Object

(tick) WB approved 

(tick) HOG approved

TAP-1166

(tick) Done

(tick) Done

(tick) Done

(tick) Done

(tick) Done

(tick) Done

  •  Post Deployment Steps Here

TAP-1172

Separate case - giving data did not move across to new accounts

(tick) WB approved 

(tick) HOG approved

TAP Small Items

(tick) Done

(tick) Done

(tick) Done

(tick) Done

(tick) Done

(tick) Done

N/A

TAP-1181

Error Occurred During Flow "Service Portal": This error occurred when the flow tried to create records

(tick) WB approved 

(tick) HOG approved

TAP-1181

(tick) Done

(tick) Done

(tick) Done

(tick) Done

(tick) Done

(tick) Done

N/A

TAP-1250

1 - all Research Philanthropy transactions (if designation type = Research Grant or Non research Grant) without attached opportunity to it should be excluded from funds received. A simple check on credited opportunity would do. . Can only apply for transactions with CREDITED YEAR starts 1/1/2023

(tick) WB approved 

(tick) HOG approved

TAP-1250

(tick) Done

(tick) Done

(tick) Done

(tick) Done

(tick) Done

(tick) Done

N/A

...