Content Comparison

Processes/Sub-flows

• USYD Automate task for GA for Pledge (subflow)

• USYD AQC Donor Contact Type Auto-Updater (subflow)

• USYD Update Related Gift Implementation

• USYD Updates pledge status if gift/pledge recordtype is Pledge and Pledge Status is Active or Paid (subflow)

• USYD Update Credited Contacts and GRC Rollup (subflow)

• USYD Update Text Area Description (subflow)

• USYD Pledge is due to be Paid Out (subflow)

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Anchor
USYD-Automate-task-for-GA-for-Pledge-(subflow) USYD-Automate-task-for-GA-for-Pledge-(subflow)

USYD Automate task for GA for Pledge (subflow)

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• Found that changes will be made even if change on field is not exactly changed.

Fix/Change:

Specific testing on this flow’s added criteria to check if Usyd_Gift_Driver_Derivation__c = false can only be done through debug of the flow as this is set to false when flow execution gets to USYD Gift Driver Derivation (subflow).

Unit testing:

1. Open a gift record and set Usyd_Gift_Driver_Derivation__c to false through anonymous apex.

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Gift : >Gift Type is Pledge OR
Gift > Recordtype       Record Type is Pledge or Matching Gift
Gift >: Balance Due is 0
Gift >: Payments is greater than 0
Gift >: Pledge Status is Active
Gift >: Recurring Gift Link is null 

Gift : >Gift Type is Pledge OR Gift > Recordtype
       Record Type is Pledge or Matching Gift
Gift >: Balance Due is 0
Gift >: Payments is greater than 0
Gift >: Pledge Status is Active
Gift >: Recurring Gift Link is notNOT null
Gift >: Recurring Gift >Link Date Ended is not null
Gift > Recurring Gift > Date Ended is lessNOT that or equal to current date

null, Current/Past Date

Gift : >Gift Type is Pledge OR
Gift > Recordtype       Record Type is Pledge or Matching Gift
Gift >: Balance Due is 0
Gift >: Payments is greater than 0
Gift >: Pledge Status is Active
Gift >: Recurring Gift Link is notNOT null
Gift >: Recurring Gift > Date Ended is null
Gift > Recurring Gift > Link Type is Continuity Pledge with End Date

Gift >: Gift Type is Pledge OR
Gift > Recordtype       Record Type is Pledge or Matching Gift
Gift >: Balance Due is greater than 0
Gift >: Pledge Status is Paid

Gift >: Gift Type is Pledge OR
      Gift >Record RecordtypeType is Pledge or Matching Gift
Gift >: Balance Due is greater than 0
Gift >: Pledge Status is null

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1. Open an existing Gift record and update its Description field.

   

2. Check to see that Text Area Description field is updated(field may not be on page layout).

   

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USYD Pledge is due to be Paid out (subflow)

Background of issue:

• Re-implemented as a subflow.

Fix/Change:

• Translated in its own flow(subflow).

Unit testing - Organization/Corporation Account recordtype:

1. Create a Pledge from Smart Batch for an Organization/Corporation Account

2. Set single payment due date 90 days from Today.

3. Pledge transaction should be linked to an opportunity.

4. After Closing the batch, expect a single notification for the Transaction created.

Unit testing - Household Account recordtype:

1. Create a Pledge from Smart Batch for an Organization/Corporation Account

2. Set single payment due date 90 days from Today.

3. After Closing the batch, expect a single notification for the Transaction created.