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titleHow to Test

NOTE: The aim of this test guide is only to trigger the email notification that is being sent to Advancement-Services.Gifts@sydney.edu.au when Chart of Account type field in Opportunity record is changed.

Testing Steps:

  1. Log in as Gift Admin (user with Gift Administration permission set group assignment).

  2. Create a new Opportunity record (fill-in all the required fields, and address all validations) and save.

  3. Set the Opportunity Stage to “Gift Handover” and save.

  4. In the same Opportunity record, locate the “Implementation/Administration” tab and open the related GIN record.

  5. Prepare Put the GIN record on the side and prepare a batch with no set Review Status.

  6. Create a batch item with no Link to Opportunity.

  7. Update Re-open the batch item record, and update the Link to Opportunity of the child batch item(s). Use an Opportunity that has related Gift Implementation records (hint: use the opportunity created in step #2).

  8. Once the batch item(s) is saved, a batch item record-triggered flow is fired and updates the Gift Implementation Stage. Notice that the related Gift Implementation Stage of the Link to Opportunity is updated to: 3. GA-Entry.

  9. Open again the related Opportunity record (the one that was created in step #2) and edit it.

  10. Change the “Chart of Account Type” field to any value other than its current and “--None--” and save. An email should fire and sent to Advancement-Services.Gifts@sydney.edu.au. Check the content of the email.

  11. Once the email is received, click the link to open the Opportunity record.

Expected Result:

After clicking the link in the email, the same Opportunity record that was created in step #2 is opened.

Screenshots:

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titleHow to Test

Testing Steps:

  1. Log in as a Uyd Standard User or any user who can update an opportunity.

  2. Go to Opportunity Tab

  3. Select any opportunity that has an existing GIN record NOT having a “1. GI-Handover” Stage

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4. Update/Check the Acceptance from Delegate checkbox

Expected Output: advancement-services.gifts@sydney.edu.au will receive an email

Note: Please also verify the links from the email if they redirect you to the sandbox where you conducted your test.

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