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Merge Action

Document Template

Batch Approval Report

eyJhY3Rpb25JZCI6ImEyUDh2MDAwMDAwM3FKZkVBSSIsImxpbmtGaWVsZElkIjoiQVFCX19CYXRjaF9fYyJ9

a2P8v0000003qJaEAI

Data source: Report Batch Approval Report of Batch Item

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{
"mergeDocInfo": {
"documentId": "0158v000000AoeGAAS",
"fileNameBaseColumn": "AQB__Account__c__Account__Name",
"mergedFileBaseName": "AQB__Batch_Item__c",
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"BIAnnualReceipt": "AQB__Batch_Item__c__AQB__AnnualReceipt__c",
"BIAnonymityLevel": "AQB__Batch_Item__c__AQB__AnonymityLevel__c",
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"BILinktoPledge": "AQB__LinkToPledge__c__AQB__Gift__c__Name",
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"BIReceiptNeedsApproval": "AQB__Batch_Item__c__AQB__ApproveReceipt__c",
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"BISignatorMailingAdd": "AQB__Signator__c__Contact__MailingAddress",
"BITotalAmount": "AQB__Batch_Item__c__AQB__Total_Amount__c",
"BSB": "AQB__Batch_Item__c__Usyd_BSB__c",
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"BatchType": "AQB__Batch__c__AQB__Batch__c__AQB__BatchType__c",
"CardType": "AQB__Batch_Item__c__AQB__CreditCard__c",
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"PaymentControlAmt": "AQB__Batch__c__AQB__Batch__c__AQB__PaymentControlAmount__c",
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"PledgeReminder": "AQB__Batch_Item__c__AQB__SendPledgeReminder__c",
"PledgeReminderOwner": "USyd_Batch_Pledge_Reminder_Owner__c__User__Name",
"User": "AQB__Batch__c__AQB__Batch__c__AQB__User__c",
"WriteoffNotation": "AQB__Batch_Item__c__AQB__PledgeWriteOffNotation__c"
},
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"RecIsSecondaryContact": "AQB__ContactId__c__Contact__AQB__IsSecondaryContact__c",
"RecLegalCreditPercent": "AQB__BatchItemRecognition__c__AQB__PrimaryGiftRecognitionCreditPercent__c",
"RecLegalCreditAmount": "AQB__BatchItemRecognition__c__AQB__PrimaryRecognitionAmount__c",
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},
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},
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},
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"BITranMethod": "AQB__BatchItemTransaction__c__AQB__Method__c",
"BITranCheque": "AQB__BatchItemTransaction__c__AQB__CheckNumber__c",
"Reference": "AQB__BatchItemTransaction__c__AQB__Reference__c",
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"BITranDesignation": "AQB__Designation__c__AQB__LLChartofAccounts__c__Name",
"BITranDesignationNum": "AQB__Designation__c__AQB__LLChartofAccounts__c__AQB__DesignationAccountNumber__c",
"ConditionalPledge": "AQB__BatchItemTransaction__c__AQB__ConditionalPledge__c",
"BITranDesignationCode": "AQB__Designation__c__AQB__LLChartofAccounts__c__USyd_Designation_Code__c"
},
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}
},
"name": "Batch Approval Report"
}

a2P8v0000003qJfEAI

Batch Approval Report

Expand

{
"mergeDocInfo": {
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"fileNameBaseColumn": "AQB__Account__c__Account__Name",
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"BIAnnualReceipt": "AQB__Batch_Item__c__AQB__AnnualReceipt__c",
"BIAnonymityLevel": "AQB__Batch_Item__c__AQB__AnonymityLevel__c",
"BICampaign": "AQB__CampaignAppeal__c__Campaign__Name",
"BICampaignCode": "AQB__CampaignAppeal__c__Campaign__USyd_Campaign_Code__c",
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"BIDescription": "AQB__Batch_Item__c__AQB__Description__c",
"BIDoNotReceipt": "AQB__Batch_Item__c__AQB__NoReceipt__c",
"BIFundraisingCampaign": "AQB__FundraisingCampaignForGift__c__AQB__CampaignFund__c__Name",
"BILinktoOpportunity": "AQB__LinkToOpportunity__c__Opportunity__Name",
"BILinktoPledge": "AQB__LinkToPledge__c__AQB__Gift__c__Name",
"BILinktoRecurringGift": "AQB__LinkToRecurringGift__c__AQB__RecurringGift__c__Name",
"BIMethod": "AQB__Batch_Item__c__AQB__Method__c",
"BINameonCard": "AQB__Batch_Item__c__AQB__NameOnCard__c",
"BIReceiptNeedsApproval": "AQB__Batch_Item__c__AQB__ApproveReceipt__c",
"BIRecurringGiftAmount": "AQB__LinkToRecurringGift__c__AQB__RecurringGift__c__AQB__Amount__c",
"BIRecurringGiftFrequency": "AQB__LinkToRecurringGift__c__AQB__RecurringGift__c__AQB__Frequency__c",
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"BISignatorMailingAdd": "AQB__Signator__c__Contact__MailingAddress",
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"BTPaymentMethodPayment": "USYD_btTransaction__c__bt_stripe__Transaction__c__bt_stripe__Payment_Method__c",
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"Drawer": "AQB__Batch_Item__c__Usyd_Drawer__c",
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"GiftPledgeNumber": "AQB__Gift__c__AQB__Gift__c__Name",
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"PaymentControlAmt": "AQB__Batch__c__AQB__Batch__c__AQB__PaymentControlAmount__c",
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"PledgeReminder": "AQB__Batch_Item__c__AQB__SendPledgeReminder__c",
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"User": "AQB__Batch__c__AQB__Batch__c__AQB__User__c",
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},
"SoftCredits": {
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"SCLinktoPledge": "AQB__LinkToPledge__c__AQB__Gift__c__Name",
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},
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{
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},
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}

0158v000000AoeGAAS

BatchApprovalReport (ASOP) 082023.docx

View file

name	BatchApprovalReport (ASOP) 082023.docx

Modification Batch Approval Report

eyJhY3Rpb25JZCI6ImEyUDh2MDAwMDAwMDA4WkVBUSIsImxpbmtGaWVsZElkIjoiSWQifQ==

a2P8v000000008PEAQ

BatchCorrectionReport

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{
"outputs": [
{
"joinChain": {
"tableName": "AQB__BatchCorrectionItem__c",
"thatSide": "AQB__Batch__c"
},
"tableName": "AQB__BatchCorrectionItem__c",
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},
{
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{
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{
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{
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},
{
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BatchCorrectionReport - Edited BP - June - 2021.docx

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name	BatchCorrectionReport - Edited BP - June - 2021.docx

iModules Batch Proof Report

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PP-2384: iModules Batch Proof

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PP-2384, iModules Proof Report.docx

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name	PP-2384, iModules Proof Report.docx

Credit Card Batch Proof Report

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0158v000000AoeBAAS

ASOP-523 Credit Card Proof Report.docx

View file

name	ASOP-523 Credit Card Proof Report.docx

...

Button

Action Code

Report Source

Merge Action

Document Template

Generate Spend Plan PDF

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"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"
}
]
}

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"
},
{
"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?",
"aggrFn": null,
"fieldSpecStr": "Opportunity__AQC_GratefulPatient__c"
},
{
"tableName": "Opportunity",
"fieldId": "AQC_ImplementationTimeFrameExpectation__c",
"columnLabel": "Implementation Time Frame Expectation",
"aggrFn": null,
"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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"aggrFn": null,
"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",
"aggrFn": null,
"fieldSpecStr": "Opportunity__AQC_ReceiptDelivery__c"
},
{
"tableName": "Opportunity",
"fieldId": "RecordTypeId",
"columnLabel": "Record type",
"aggrFn": null,
"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",
"aggrFn": null,
"fieldSpecStr": "Opportunity__StageName"
},
{
"tableName": "Opportunity",
"fieldId": "AQC_StewardshipPreferencesExpectation__c",
"columnLabel": "Stewardship Preferences Expectation",
"aggrFn": null,
"fieldSpecStr": "Opportunity__AQC_StewardshipPreferencesExpectation__c"
},
{
"joinChain": {
"thisSide": "AccountId"
},
"tableName": "Account",
"fieldId": "Name",
"columnLabel": "Account Name",
"aggrFn": null,
"fieldSpecStr": "AccountId__Account__Name"
},
{
"joinChain": {
"thisSide": "AccountId"
},
"tableName": "Account",
"fieldId": "Id",
"columnLabel": "Account Account ID",
"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": {
"thisSide": "CampaignId"
},
"tableName": "Campaign",
"fieldId": "Name",
"columnLabel": "Name",
"aggrFn": null,
"fieldSpecStr": "CampaignId__Campaign__Name"
},
{
"joinChain": {
"tableName": "AQC_GiftImplementation__c",
"thatSide": "AQC_Opportunity__c"
},
"tableName": "AQC_GiftImplementation__c",
"fieldId": "Name",
"columnLabel": "Gift Implementation Name",
"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",
"aggrFn": "value",
"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",
"aggrFn": null,
"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"
}
],
"tabularLayout": {
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},
"name": "GSF_Opportunity",
"recordRange": {
"from": 1,
"to": 100000
},
"filterTerms": [],
"description": "",
"sort": [],
"reportId": "a2P8v00000017UoEAI"
}

a2P8v00000017UtEAI

Event Merge

Expand

{
"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": {
"ContactRoles": {
"reportId": "a2P8v00000017UrEAI",
"templateFieldsMap": {
"Contact": "ContactId__Contact__Name",
"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"
]
}
],
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"base": "Opportunity__Id",
"child": {
"fieldId": "OpportunityId"
}
},
"reportKind": "ssr"
},
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"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"
},
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"linkage": {
"base": "Opportunity__Id",
"child": {
"fieldId": "OpportunityId"
}
},
"reportKind": "ssr"
},
"SoftCreditAcc": {
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"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

View file

name	GiftSummaryTemplateV3 - RN 052024.docx

Version	Old Version 5	New Version Current
Changes made by	rommel.ngo	rommel.ngo
Saved on	Sept 26, 2024	Oct 31, 2024

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Gift Summary Form