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"Posting_Period": "Posting_Period_calc__c",
"Reporting_Pref_Expect": "",
"SGA_Implementation_TF": "",
"SGA_Other_Expect": "",
"SGA_Stewardship_Expect": "",
"SPENDING_PLAN_ID": "Name",
"SPEND_PRINCIPLE": "Spend_Principle__c",
"SP_Capital_Redemptions": "System_Total_Capital_Redemptions__c",
"Spending_Plan_Admin": "Spending_Plan_Administrator__c--to--Name",
"Spending_Plan_Categories": "System_Spending_Categories_List__c",
"Spending_Plan_Title": "Title__c",
"Start_Date": "Start_Date__c",
"Status": "Status__c",
"Strategic_Alignment": "Strategic_Alignment__c",
"recordId": "Id"
},
"sublists": {
"Consult": {
"reportId": "Assigned_Person__c",
"templateFieldsMap": {
"Consult_Party_Name": "Party_Name__c",
"Consult_Party_Role": "Role__c",
"Consult_Activity_Type": "Type__c",
"Consult_Outcome_desc": "Decisiion_Comments__c",
"Consult_OutcomeDate": "Decision_Date__c"
},
"filter": [],
"linkage": {
"base": "Id",
"child": {
"fieldId": "Spending_Plan_ID__c"
}
},
"reportKind": "object"
},
"EAF": {
"reportId": "Planned_Funding__c",
"templateFieldsMap": {
"EAF_Yr": "Financial_Year__c",
"EAF_GMR_Gift_Name": "Gift_Name__c",
"EAF_RCPC": "RCPC__c",
"EAF_Brought_Forward": "Brought_Forward_Calc__c",
"EAF_Available_for_award": "Available_for_Awarding_Calc__c",
"EAF_Planned_Exp_Amount": "Planned_Expenditure_Amount__c",
"EAF_Awardable_Remaining": "Awardable_Remaining_Calc__c"
},
"filter": [],
"linkage": {
"base": "Id",
"child": {
"fieldId": "Spending_Plan_ID__c"
}
},
"sort": [
{
"colName": "EAF_RCPC",
"dir": 1
}
],
"reportKind": "object"
},
"GMR": {
"reportId": "a2P8v0000003fxEEAQ",
"templateFieldsMap": {
"SGA_Id": "GMR_Gift__c__GMR_Gifts__c__Name",
"Sga_Gift_Name": "GMR_Gift__c__GMR_Gifts__c__Gift_Name__c",
"SGA_Year": "GMR_Gift__c__GMR_Gifts__c__Year_of_Gift__c",
"SGA_Trust_Status": "GMR_Gift__c__GMR_Gifts__c__Trust_Status__c",
"GMR_Trust_Condition": "GMR_Gift__c__GMR_Gifts__c__Trust_Condition_Abstract__c",
"GMR_Donor_Wishes": "GMR_Gift__c__GMR_Gifts__c__Donor_Wishes_Abstract__c",
"SGA_Implementation_TF": "Source_Gift__c__Implementation_Time_Frame_Expectation__c",
"SGA_Stewardship_Expect": "Source_Gift__c__Stewardship_Preferences_Expectation__c",
"Reporting_Pref_Expect": "Source_Gift__c__Reporting_Preference_Expectation__c",
"SGA_Other_Expect": "Source_Gift__c__Other_Expectations__c"
},
"filter": [],
"linkage": {
"base": "Id",
"child": {
"fieldId": "Spending_Plan_ID__c"
}
},
"reportKind": "ssr"
},
"Milestone": {
"reportId": "Task",
"templateFieldsMap": {
"Milestone_Due_Date": "ActivityDate",
"Milestone_Spend_Category": "Spending_Category__c",
"Milestone_Subject": "Subject",
"Milestone_Assigned_To": "System_Assigned_To_Name__c",
"Milestones_Comments": "Description"
},
"filter": [
{
"op": "in",
"tableName": "Task",
"fieldId": "RecordTypeId",
"fieldSpecStr": "Task__RecordTypeId",
"value": [
"0128v0000004I1LAAU"
]
},
{
"op": "is not null",
"tableName": "Task",
"fieldId": "Milestone_Type__c",
"fieldSpecStr": "Task__Milestone_Type__c"
}
],
"linkage": {
"base": "Id",
"child": {
"fieldId": "WhatId"
}
},
"sort": [
{
"colName": "Milestone_Due_Date",
"dir": 1
}
],
"reportKind": "object"
},
"PE": {
"reportId": "Planned_Expenditure__c",
"templateFieldsMap": {
"PE_Year": "Year__c",
"PE_Responsibility_Centre": "Responsibility_Centre__c",
"PE_Project_Code": "Project_Code__c",
"PE_Class_Code_Desc": "Exp_CC_Desc__c",
"PE_Activity": "Expenditure_Summary__c",
"PE_Amount": "Amount__c"
},
"filter": [],
"linkage": {
"base": "Id",
"child": {
"fieldId": "Spending_Plan_ID__c"
}
},
"sort": [
{
"colName": "PE_Year",
"dir": 1
}
],
"reportKind": "object"
},
"SGA": {
"reportId": "Source_Gift__c",
"templateFieldsMap": {
"Sga_Gift_Name": "Gift_Name__c",
"SGA_RCPC": "RCPC__c",
"SGA_Obligation": "Obligation__c",
"SGA_Captial_Balance": "Parent_Balance_Calc__c",
"SGA_Spend_Units": "Spend_Units_Calc__c",
"SGA_Child_Balance": "Child_Balance_Calc__c"
},
"filter": [],
"linkage": {
"base": "Id",
"child": {
"fieldId": "Spending_Plan_ID__c"
}
},
"sort": [
{
"colName": "Sga_Gift_Name",
"dir": 1
}
],
"reportKind": "object"
}
},
"forAddressLabels": false,
"fmtOpts": {
"dateFmt": "MM/dd/yyyy",
"currencyFmt": "2"
}
},
"name": "Document merge: Attach report to spend plan record",
"postprocess": [
{
"action": "attach",
"objectName": "Spending_Plan__c",
"recordIdColId": "Id",
"storeInObject": "lexfile"
}
]
}

{
"outputs": [
{
"tableName": "Opportunity",
"fieldId": "AQC_AcceptanceFromDelegate__c",
"columnLabel": "Acceptance from Delegate",
"aggrFn": null,
"fieldSpecStr": "Opportunity__AQC_AcceptanceFromDelegate__c"
},
{
"tableName": "Opportunity",
"fieldId": "Amount",
"columnLabel": "Amount",
"aggrFn": null,
"fieldSpecStr": "Opportunity__Amount"
},
{
"tableName": "Opportunity",
"fieldId": "AQC_AnonymityLevel__c",
"columnLabel": "Anonymity Level",
"aggrFn": null,
"fieldSpecStr": "Opportunity__AQC_AnonymityLevel__c"
},
{
"tableName": "Opportunity",
"fieldId": "USYD_Ask_Amount__c",
"columnLabel": "Ask Amount",
"aggrFn": null,
"fieldSpecStr": "Opportunity__USYD_Ask_Amount__c"
},
{
"tableName": "Opportunity",
"fieldId": "Ask_made__c",
"columnLabel": "Ask made?",
"aggrFn": null,
"fieldSpecStr": "Opportunity__Ask_made__c"
},
{
"tableName": "Opportunity",
"fieldId": "AQC_Budget__c",
"columnLabel": "Budget",
"aggrFn": null,
"fieldSpecStr": "Opportunity__AQC_Budget__c"
},
{
"tableName": "Opportunity",
"fieldId": "AQC_ApprovalOfBequestBudgetAmount__c",
"columnLabel": "Approval of Bequest Budget Amount",
"aggrFn": null,
"fieldSpecStr": "Opportunity__AQC_ApprovalOfBequestBudgetAmount__c"
},
{
"tableName": "Opportunity",
"fieldId": "IsClosed",
"columnLabel": "Closed",
"aggrFn": null,
"fieldSpecStr": "Opportunity__IsClosed"
},
{
"tableName": "Opportunity",
"fieldId": "AQC_ConditionsConditionPrecedentsApply__c",
"columnLabel": "Conditions/Condition Precedents Apply",
"aggrFn": null,
"fieldSpecStr": "Opportunity__AQC_ConditionsConditionPrecedentsApply__c"
},
{
"tableName": "Opportunity",
"fieldId": "AQC_Trust_Conditions__c",
"columnLabel": "Trust Conditions",
"aggrFn": null,
"fieldSpecStr": "Opportunity__AQC_Trust_Conditions__c"
},
{
"tableName": "Opportunity",
"fieldId": "Usyd_Copy_of_will__c",
"columnLabel": "Copy of will",
"aggrFn": null,
"fieldSpecStr": "Opportunity__Usyd_Copy_of_will__c"
},
{
"tableName": "Opportunity",
"fieldId": "AQB__DateProposalSubmitted__c",
"columnLabel": "Date Proposal Submitted",
"aggrFn": "value",
"fieldSpecStr": "value___Opportunity__AQB__DateProposalSubmitted__c___"
},
{
"tableName": "Opportunity",
"fieldId": "AQB__DaysinCurentStage__c",
"columnLabel": "Days in Current Stage",
"aggrFn": null,
"fieldSpecStr": "Opportunity__AQB__DaysinCurentStage__c"
},
{
"tableName": "Opportunity",
"fieldId": "AQC_DonorExpectationsApply__c",
"columnLabel": "Donor Expectations Apply",
"aggrFn": null,
"fieldSpecStr": "Opportunity__AQC_DonorExpectationsApply__c"
},
{
"tableName": "Opportunity",
"fieldId": "AQB__FundingComplete__c",
"columnLabel": "Funding Complete",
"aggrFn": null,
"fieldSpecStr": "Opportunity__AQB__FundingComplete__c"
},
{
"tableName": "Opportunity",
"fieldId": "AQB__GiftDate__c",
"columnLabel": "Gift Date",
"aggrFn": "value",
"fieldSpecStr": "value___Opportunity__AQB__GiftDate__c___"
},
{
"tableName": "Opportunity",
"fieldId": "Usyd_Credited_Date__c",
"columnLabel": "Credited Date",
"aggrFn": "value",
"fieldSpecStr": "value___Opportunity__Usyd_Credited_Date__c___"
},
{
"tableName": "Opportunity",
"fieldId": "AQB__GiftAmount__c",
"columnLabel": "Gift Amount",
"aggrFn": null,
"fieldSpecStr": "Opportunity__AQB__GiftAmount__c"
},
{
"tableName": "Opportunity",
"fieldId": "AQB__Goal_Type__c",
"columnLabel": "Goal Type",
"aggrFn": null,
"fieldSpecStr": "Opportunity__AQB__Goal_Type__c"
},
{
"tableName": "Opportunity",
"fieldId": "AQB__GoalYear__c",
"columnLabel": "Goal Year",
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"fieldSpecStr": "Opportunity__AQB__GoalYear__c"
},
{
"tableName": "Opportunity",
"fieldId": "AQB__GoalAmount__c",
"columnLabel": "Goal Amount",
"aggrFn": null,
"fieldSpecStr": "Opportunity__AQB__GoalAmount__c"
},
{
"tableName": "Opportunity",
"fieldId": "AQC_GratefulPatient__c",
"columnLabel": "Grateful Patient?",
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"fieldSpecStr": "Opportunity__AQC_GratefulPatient__c"
},
{
"tableName": "Opportunity",
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"columnLabel": "Implementation Time Frame Expectation",
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"fieldSpecStr": "Opportunity__AQC_ImplementationTimeFrameExpectation__c"
},
{
"tableName": "Opportunity",
"fieldId": "Name",
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"fieldSpecStr": "Opportunity__Name"
},
{
"tableName": "Opportunity",
"fieldId": "Usdy_Name_of_Giving_vehicle__c",
"columnLabel": "Name of Giving vehicle",
"aggrFn": null,
"fieldSpecStr": "Opportunity__Usdy_Name_of_Giving_vehicle__c"
},
{
"tableName": "Opportunity",
"fieldId": "AQC_NameontheInstrumentofGift__c",
"columnLabel": "Name on the Instrument of Gift",
"aggrFn": null,
"fieldSpecStr": "Opportunity__AQC_NameontheInstrumentofGift__c"
},
{
"tableName": "Opportunity",
"fieldId": "Id",
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"fieldSpecStr": "Opportunity__Id"
},
{
"tableName": "Opportunity",
"fieldId": "Type",
"columnLabel": "Opportunity Type",
"aggrFn": null,
"fieldSpecStr": "Opportunity__Type"
},
{
"tableName": "Opportunity",
"fieldId": "AQC_SumofOpportunityComponents__c",
"columnLabel": "Sum of Opportunity Components",
"aggrFn": null,
"fieldSpecStr": "Opportunity__AQC_SumofOpportunityComponents__c"
},
{
"tableName": "Opportunity",
"fieldId": "USyd_Pledge_Reminder_Owner__c",
"columnLabel": "Pledge Reminder Owner Category",
"aggrFn": null,
"fieldSpecStr": "Opportunity__USyd_Pledge_Reminder_Owner__c"
},
{
"tableName": "Opportunity",
"fieldId": "AQC_PledgeGrantReminderRequired__c",
"columnLabel": "Pledge/Grant Reminder Required?",
"aggrFn": null,
"fieldSpecStr": "Opportunity__AQC_PledgeGrantReminderRequired__c"
},
{
"tableName": "Opportunity",
"fieldId": "AQC_ProbateCopyOfWill__c",
"columnLabel": "Probate/Copy of Will",
"aggrFn": null,
"fieldSpecStr": "Opportunity__AQC_ProbateCopyOfWill__c"
},
{
"tableName": "Opportunity",
"fieldId": "AQC_ReceiptDelivery__c",
"columnLabel": "Receipt Delivery",
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"fieldSpecStr": "Opportunity__AQC_ReceiptDelivery__c"
},
{
"tableName": "Opportunity",
"fieldId": "RecordTypeId",
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"fieldSpecStr": "Opportunity__RecordTypeId"
},
{
"tableName": "Opportunity",
"fieldId": "AQC_ReportingPreferenceExpectation__c",
"columnLabel": "Reporting Preference Expectation",
"aggrFn": null,
"fieldSpecStr": "Opportunity__AQC_ReportingPreferenceExpectation__c"
},
{
"tableName": "Opportunity",
"fieldId": "StageName",
"columnLabel": "Stage",
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"fieldSpecStr": "Opportunity__StageName"
},
{
"tableName": "Opportunity",
"fieldId": "AQC_StewardshipPreferencesExpectation__c",
"columnLabel": "Stewardship Preferences Expectation",
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"fieldSpecStr": "Opportunity__AQC_StewardshipPreferencesExpectation__c"
},
{
"joinChain": {
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},
"tableName": "Account",
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"fieldSpecStr": "AccountId__Account__Name"
},
{
"joinChain": {
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},
"tableName": "Account",
"fieldId": "Id",
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"aggrFn": null,
"fieldSpecStr": "AccountId__Account__Id"
},
{
"tableName": "Opportunity",
"fieldId": "AQC_ApprovedByGiftImplementation__c",
"columnLabel": "Approved by Gift Implementation",
"aggrFn": null,
"fieldSpecStr": "Opportunity__AQC_ApprovedByGiftImplementation__c"
},
{
"tableName": "Opportunity",
"fieldId": "AQC_FinalProposal__c",
"columnLabel": "Final Proposal",
"aggrFn": null,
"fieldSpecStr": "Opportunity__AQC_FinalProposal__c"
},
{
"tableName": "Opportunity",
"fieldId": "AQC_DiscussionPaper__c",
"columnLabel": "Discussion Paper",
"aggrFn": null,
"fieldSpecStr": "Opportunity__AQC_DiscussionPaper__c"
},
{
"tableName": "Opportunity",
"fieldId": "AQC_EmailCorrespondence__c",
"columnLabel": "Email Correspondence",
"aggrFn": null,
"fieldSpecStr": "Opportunity__AQC_EmailCorrespondence__c"
},
{
"tableName": "Opportunity",
"fieldId": "AQC_InstrumentOfGift__c",
"columnLabel": "Instrument of Gift",
"aggrFn": null,
"fieldSpecStr": "Opportunity__AQC_InstrumentOfGift__c"
},
{
"joinChain": {
"thisSide": "AQC_PreviousGift__c"
},
"tableName": "AQB__Gift__c",
"fieldId": "Name",
"columnLabel": "Gift/Pledge Number",
"aggrFn": null,
"fieldSpecStr": "AQC_PreviousGift__c__AQB__Gift__c__Name"
},
{
"joinChain": {
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},
"tableName": "Campaign",
"fieldId": "Name",
"columnLabel": "Name",
"aggrFn": null,
"fieldSpecStr": "CampaignId__Campaign__Name"
},
{
"joinChain": {
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"thatSide": "AQC_Opportunity__c"
},
"tableName": "AQC_GiftImplementation__c",
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"aggrFn": null,
"fieldSpecStr": "AQC_GiftImplementation__c.AQC_Opportunity__c__AQC_GiftImplementation__c__Name"
},
{
"tableName": "Opportunity",
"fieldId": "Usyd_Gift_Processing_Expectations__c",
"columnLabel": "Gift Processing Expectations",
"aggrFn": null,
"fieldSpecStr": "Opportunity__Usyd_Gift_Processing_Expectations__c"
},
{
"tableName": "Opportunity",
"fieldId": "AQC_ChartofAccountType__c",
"columnLabel": "Chart of Account Type",
"aggrFn": null,
"fieldSpecStr": "Opportunity__AQC_ChartofAccountType__c"
},
{
"tableName": "Opportunity",
"fieldId": "AQC_Sub_type__c",
"columnLabel": "Sub-type",
"aggrFn": null,
"fieldSpecStr": "Opportunity__AQC_Sub_type__c"
},
{
"tableName": "Opportunity",
"fieldId": "CloseDate",
"columnLabel": "Close Date",
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"fieldSpecStr": "value___Opportunity__CloseDate___"
},
{
"joinChain": {
"thisSide": "AQC_PledgeReminderOwner__c"
},
"tableName": "User",
"fieldId": "Name",
"columnLabel": "Full Name",
"aggrFn": null,
"fieldSpecStr": "AQC_PledgeReminderOwner__c__User__Name"
},
{
"joinChain": {
"thisSide": "AccountId"
},
"tableName": "Account",
"fieldId": "USyd_Account_ID__c",
"columnLabel": "Account ID",
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"fieldSpecStr": "AccountId__Account__USyd_Account_ID__c"
},
{
"tableName": "Opportunity",
"fieldId": "AQC_ConditionsConditionPrecedents__c",
"columnLabel": "Conditions/Condition Precedents",
"aggrFn": null,
"fieldSpecStr": "Opportunity__AQC_ConditionsConditionPrecedents__c"
},
{
"fieldId": "Document_name",
"columnLabel": "Document name",
"aggrFn": null,
"calcExpr": "{!Opp Name}+\" \"+\"Gift Summary Form\"",
"fieldSpecStr": "Document_name",
"dataType": "string"
}
],
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},
"name": "GSF_Opportunity",
"recordRange": {
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},
"filterTerms": [],
"description": "",
"sort": [],
"reportId": "a2P8v00000017UoEAI"
}

{
"mergeDocInfo": {
"documentId": "0158v0000009VM6AAM",
"fileNameBaseColumn": "Document_name",
"mergedFileBaseName": "Opportunity",
"outputDocumentFormat": "docx",
"outputStructure": "zip",
"templateStore": "sf_document",
"repeatCountFieldId": null,
"templateFieldsMap": {
"AcceptanceDelegate": "Opportunity__AQC_AcceptanceFromDelegate__c",
"AccountName": "AccountId__Account__Name",
"AnonymityLevel": "Opportunity__AQC_AnonymityLevel__c",
"BatchDate": "",
"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",
"FinalProposal": "Opportunity__AQC_FinalProposal__c",
"GINNumber": "AQC_GiftImplementation__c.AQC_Opportunity__c__AQC_GiftImplementation__c__Name",
"GiftProcessingExpectations": "Opportunity__Usyd_Gift_Processing_Expectations__c",
"GratefulPatient": "Opportunity__AQC_GratefulPatient__c",
"ID": "AccountId__Account__USyd_Account_ID__c",
"InstrumentofGift": "Opportunity__AQC_InstrumentOfGift__c",
"NameInstrumentGift": "Opportunity__AQC_NameontheInstrumentofGift__c",
"NameofGivingVehicle": "Opportunity__Usdy_Name_of_Giving_vehicle__c",
"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",
"SubType": "Opportunity__AQC_Sub_type__c",
"Type": "Opportunity__Type"
},
"sublists": {
"