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anderson.pagtabunan

anderson.pagtabunan

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USYD GIN - Stage based Update - Before Save (subflow)

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Record Conditions

Result

Code Block
Gift Implementation > Stage is 1. GI-Handover

Record > Last Stage Modified Date is Current Date

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Gift Implementation > Stage is 3. GA-Entry

Record > Last Stage Modified Date is Current Date

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Gift Implementation > Stage is 4. GA-Approval

Record > Last Stage Modified Date is Current Date

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Gift Implementation > Stage is 5. GI - Kick Off

Record > Last Stage Modified Date is Current Date

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Gift Implementation > Stage is 7. Funding Complete

Record > Last Stage Modified Date is Current Date

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Gift Implementation > Stage is 8. Commitment Written-Off

Record > Last Stage Modified Date is Current Date

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Gift Implementation > Stage is 26. GA-ConsolidateManage

Record > Last Stage Modified Date is Current DateEmail notification is sent out to advancement-services.gifts@sydney.edu.au regarding the Gift Implementation

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Gift Implementation > Stage is 62. GA-ManageConsolidate

Record > Last Stage Modified Date is Current Date

Email notification is sent out to advancement-services.gifts@sydney.edu.au regarding the Gift Implementation

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  1. Create or open an existing Gift Implementation record.

  2. Update the Stage field according to the table above and check that it results to what is expected.

    1. On testing the Email notification, this may not be possible without any access on the email distro. Kindly coordinate with the respective people involved in the email distro(advancement-services.gifts@sydney.edu.au).

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USYD Usyd_Update Gift Implementation Status (subflow)