Attention: Confluence is not suitable for the storage of highly confidential data. Please ensure that any data classified as Highly Protected is stored using a more secure platform.
If you have any questions, please refer to the University's data classification guide or contact ict.askcyber@sydney.edu.au

Skip to end of banner
Go to start of banner

Apsona Buttons

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 6 Current »

Batch Approval Reports

image-20240923-230420.png

Button

Action Code

Report Source

Merge Action

Document Template

Batch Approval Report

eyJhY3Rpb25JZCI6ImEyUDh2MDAwMDAwM3FKZkVBSSIsImxpbmtGaWVsZElkIjoiQVFCX19CYXRjaF9fYyJ9

a2P8v0000003qJaEAI

Data source:  Report  Batch Approval Report of Batch Item

 Click here to expand...

{
"mergeDocInfo": {
"documentId": "0158v000000AoeGAAS",
"fileNameBaseColumn": "AQB__Account__c__Account__Name",
"mergedFileBaseName": "AQB__Batch_Item__c",
"outputDocumentFormat": "docx",
"outputStructure": "pages",
"templateStore": "sf_document",
"repeatCountFieldId": null,
"templateFieldsMap": {
"AccType": "AQB__Account__c__Account__AQB__AccountType__c",
"BIAccount": "AQB__Account__c__Account__Name",
"BIAcknowledgement": "AQB__Acknowledgement__c__AQB__Acknowledgement__c__Name",
"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",
"BIDate": "value___AQB__Batch_Item__c__AQB__Date__c___",
"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",
"BIReference": "AQB__Batch_Item__c__AQB__ReferenceId__c",
"BISignatorCalcName": "AQB__Signator__c__Contact__Calc_Receipt_Name__c",
"BISignatorMailingAdd": "AQB__Signator__c__Contact__MailingAddress",
"BITotalAmount": "AQB__Batch_Item__c__AQB__Total_Amount__c",
"BSB": "AQB__Batch_Item__c__Usyd_BSB__c",
"BTAmount": "USYD_btTransaction__c__bt_stripe__Transaction__c__bt_stripe__Amount__c",
"BTPMNamePayment": "USYD_btTransaction__c__bt_stripe__Transaction__c__bt_stripe__Payment_Method_Holder_s_Name__c",
"BTPMNamePledge": "bt_stripe__Payment_Schedule__c.USYD_BatchItem__c__bt_stripe__Payment_Schedule__c__bt_stripe__Payment_Method__c",
"BTPSFrequency": "bt_stripe__Payment_Schedule__c.USYD_BatchItem__c__bt_stripe__Payment_Schedule__c__bt_stripe__Preset__c",
"BTPaymentMethodPayment": "USYD_btTransaction__c__bt_stripe__Transaction__c__bt_stripe__Payment_Method__c",
"BTPaymentMethodPledge": "bt_stripe__Payment_Schedule__c.USYD_BatchItem__c__bt_stripe__Payment_Schedule__c__bt_stripe__Payment_Method__c",
"BTPaymentSchedule": "bt_stripe__Payment_Schedule__c.USYD_BatchItem__c__bt_stripe__Payment_Schedule__c__Name",
"Bank": "AQB__Batch_Item__c__Usyd_Bank__c",
"BankDate": "value___AQB__Batch__c__AQB__Batch__c__AQB__Bank_Date__c___",
"BatchDate": "value___AQB__Batch__c__AQB__Batch__c__AQB__BatchDate__c___",
"BatchItemPledgeType": "AQB__Batch_Item__c__AQB__PledgeType__c",
"BatchNumber": "AQB__Batch__c__AQB__Batch__c__Name",
"BatchSource": "AQB__Batch__c__AQB__Batch__c__AQB__SourceofData__c",
"BatchType": "AQB__Batch__c__AQB__Batch__c__AQB__BatchType__c",
"CardType": "AQB__Batch_Item__c__AQB__CreditCard__c",
"ConditionalPledgeControlAmt": "AQB__Batch__c__AQB__Batch__c__AQB__ConditionalPledgeControlAmount__c",
"DoNotFeed": "AQB__Batch__c__AQB__Batch__c__AQC_Do_Not_Feed__c",
"Drawer": "AQB__Batch_Item__c__Usyd_Drawer__c",
"GPDate": "value___AQB__Batch_Item__c__AQB__DonorDate__c___",
"GiftPledgeNumber": "AQB__Gift__c__AQB__Gift__c__Name",
"PSAmount": "bt_stripe__Payment_Schedule__c.USYD_BatchItem__c__bt_stripe__Payment_Schedule__c__bt_stripe__Each_Amount__c",
"PaymentControlAmt": "AQB__Batch__c__AQB__Batch__c__AQB__PaymentControlAmount__c",
"PledgeControlAmt": "AQB__Batch__c__AQB__Batch__c__AQB__PledgeControlAmount__c",
"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"
},
"sublists": {
"Recognition": {
"reportId": "a2P8v0000003qJcEAI",
"templateFieldsMap": {
"RecContactCreditedName": "AQB__ContactId__c__Contact__Name",
"RecContactCreditedID": "AQB__ContactId__c__Contact__USyd_Contact_ID__c",
"RecIsPrimaryContact": "AQB__ContactId__c__Contact__AQB__IsPrimaryContact__c",
"RecIsSecondaryContact": "AQB__ContactId__c__Contact__AQB__IsSecondaryContact__c",
"RecLegalCreditPercent": "AQB__BatchItemRecognition__c__AQB__PrimaryGiftRecognitionCreditPercent__c",
"RecLegalCreditAmount": "AQB__BatchItemRecognition__c__AQB__PrimaryRecognitionAmount__c",
"RecRecCreditPercent": "AQB__BatchItemRecognition__c__AQB__SecondaryGiftRecognitionCreditPercent__c",
"RecRecCreditAmount": "AQB__BatchItemRecognition__c__AQB__SecondaryRecognitionAmount__c"
},
"filter": [],
"linkage": {
"base": "AQB__Batch_Item__c__Id",
"child": {
"fieldId": "AQB__BatchItemID__c"
}
},
"reportKind": "ssr"
},
"SoftCredits": {
"reportId": "a2P8v0000003qJbEAI",
"templateFieldsMap": {
"SCAccount": "AQB__Account__c__Account__Name",
"SCGiftsAnonymous": "AQB__BatchItemAutomatedSoftCredit__c__AQB__GiftsAreAnonymous__c",
"SCAnonymous": "AQB__BatchItemAutomatedSoftCredit__c__AQB__Anonymous__c",
"SCLinktoPledge": "AQB__LinkToPledge__c__AQB__Gift__c__Name",
"SCNumberofPayments": "AQB__BatchItemAutomatedSoftCredit__c__AQB__NumberOfPayments__c"
},
"filter": [
{
"op": "not in",
"tableName": "AQB__BatchItemAutomatedSoftCredit__c",
"fieldId": "AQB__LinkIndicator__c",
"fieldSpecStr": "AQB__BatchItemAutomatedSoftCredit__c__AQB__LinkIndicator__c",
"value": [
"Do not Create"
]
}
],
"linkage": {
"base": "AQB__Batch_Item__c__Id",
"child": {
"fieldId": "AQB__BatchItem__c"
}
},
"reportKind": "ssr"
},
"Transactions": {
"reportId": "a2P8v0000003qJdEAI",
"templateFieldsMap": {
"BITranID": "AQB__BatchItemTransaction__c__Name",
"Date": "value___AQB__BatchItemTransaction__c__AQB__Date__c___",
"DateDue": "value___AQB__BatchItemTransaction__c__AQB__DateDue__c___",
"CrDate": "value___AQB__BatchItemTransaction__c__AQB__CreditedYearOverrideDate__c___",
"BITranMethod": "AQB__BatchItemTransaction__c__AQB__Method__c",
"BITranCheque": "AQB__BatchItemTransaction__c__AQB__CheckNumber__c",
"Reference": "AQB__BatchItemTransaction__c__AQB__Reference__c",
"BITranAmount": "AQB__BatchItemTransaction__c__AQB__Amount__c",
"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"
},
"filter": [],
"linkage": {
"base": "AQB__Batch_Item__c__Id",
"child": {
"fieldId": "AQB__BatchItemID__c"
}
},
"reportKind": "ssr"
}
},
"forAddressLabels": false,
"fmtOpts": {
"dateFmt": "dd/MM/yyyy",
"currencyFmt": "2"
}
},
"name": "Batch Approval Report"
}

a2P8v0000003qJfEAI

Batch Approval Report

 Click here to expand...

{
"mergeDocInfo": {
"documentId": "0158v000000AoeGAAS",
"fileNameBaseColumn": "AQB__Account__c__Account__Name",
"mergedFileBaseName": "AQB__Batch_Item__c",
"outputDocumentFormat": "docx",
"outputStructure": "pages",
"templateStore": "sf_document",
"repeatCountFieldId": null,
"templateFieldsMap": {
"AccType": "AQB__Account__c__Account__AQB__AccountType__c",
"BIAccount": "AQB__Account__c__Account__Name",
"BIAcknowledgement": "AQB__Acknowledgement__c__AQB__Acknowledgement__c__Name",
"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",
"BIDate": "value___AQB__Batch_Item__c__AQB__Date__c___",
"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",
"BIReference": "AQB__Batch_Item__c__AQB__ReferenceId__c",
"BISignatorCalcName": "AQB__Signator__c__Contact__Calc_Receipt_Name__c",
"BISignatorMailingAdd": "AQB__Signator__c__Contact__MailingAddress",
"BITotalAmount": "AQB__Batch_Item__c__AQB__Total_Amount__c",
"BSB": "AQB__Batch_Item__c__Usyd_BSB__c",
"BTAmount": "USYD_btTransaction__c__bt_stripe__Transaction__c__bt_stripe__Amount__c",
"BTPMNamePayment": "USYD_btTransaction__c__bt_stripe__Transaction__c__bt_stripe__Payment_Method_Holder_s_Name__c",
"BTPMNamePledge": "bt_stripe__Payment_Schedule__c.USYD_BatchItem__c__bt_stripe__Payment_Schedule__c__bt_stripe__Payment_Method__c",
"BTPSFrequency": "bt_stripe__Payment_Schedule__c.USYD_BatchItem__c__bt_stripe__Payment_Schedule__c__bt_stripe__Preset__c",
"BTPaymentMethodPayment": "USYD_btTransaction__c__bt_stripe__Transaction__c__bt_stripe__Payment_Method__c",
"BTPaymentMethodPledge": "bt_stripe__Payment_Schedule__c.USYD_BatchItem__c__bt_stripe__Payment_Schedule__c__bt_stripe__Payment_Method__c",
"BTPaymentSchedule": "bt_stripe__Payment_Schedule__c.USYD_BatchItem__c__bt_stripe__Payment_Schedule__c__Name",
"Bank": "AQB__Batch_Item__c__Usyd_Bank__c",
"BankDate": "value___AQB__Batch__c__AQB__Batch__c__AQB__Bank_Date__c___",
"BatchDate": "value___AQB__Batch__c__AQB__Batch__c__AQB__BatchDate__c___",
"BatchItemPledgeType": "AQB__Batch_Item__c__AQB__PledgeType__c",
"BatchNumber": "AQB__Batch__c__AQB__Batch__c__Name",
"BatchSource": "AQB__Batch__c__AQB__Batch__c__AQB__SourceofData__c",
"BatchType": "AQB__Batch__c__AQB__Batch__c__AQB__BatchType__c",
"CardType": "AQB__Batch_Item__c__AQB__CreditCard__c",
"ConditionalPledgeControlAmt": "AQB__Batch__c__AQB__Batch__c__AQB__ConditionalPledgeControlAmount__c",
"DoNotFeed": "AQB__Batch__c__AQB__Batch__c__AQC_Do_Not_Feed__c",
"Drawer": "AQB__Batch_Item__c__Usyd_Drawer__c",
"GPDate": "value___AQB__Batch_Item__c__AQB__DonorDate__c___",
"GiftPledgeNumber": "AQB__Gift__c__AQB__Gift__c__Name",
"PSAmount": "bt_stripe__Payment_Schedule__c.USYD_BatchItem__c__bt_stripe__Payment_Schedule__c__bt_stripe__Each_Amount__c",
"PaymentControlAmt": "AQB__Batch__c__AQB__Batch__c__AQB__PaymentControlAmount__c",
"PledgeControlAmt": "AQB__Batch__c__AQB__Batch__c__AQB__PledgeControlAmount__c",
"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"
},
"sublists": {
"Recognition": {
"reportId": "a2P8v0000003qJcEAI",
"templateFieldsMap": {
"RecContactCreditedName": "AQB__ContactId__c__Contact__Name",
"RecContactCreditedID": "AQB__ContactId__c__Contact__USyd_Contact_ID__c",
"RecIsPrimaryContact": "AQB__ContactId__c__Contact__AQB__IsPrimaryContact__c",
"RecIsSecondaryContact": "AQB__ContactId__c__Contact__AQB__IsSecondaryContact__c",
"RecLegalCreditPercent": "AQB__BatchItemRecognition__c__AQB__PrimaryGiftRecognitionCreditPercent__c",
"RecLegalCreditAmount": "AQB__BatchItemRecognition__c__AQB__PrimaryRecognitionAmount__c",
"RecRecCreditPercent": "AQB__BatchItemRecognition__c__AQB__SecondaryGiftRecognitionCreditPercent__c",
"RecRecCreditAmount": "AQB__BatchItemRecognition__c__AQB__SecondaryRecognitionAmount__c"
},
"filter": [],
"linkage": {
"base": "AQB__Batch_Item__c__Id",
"child": {
"fieldId": "AQB__BatchItemID__c"
}
},
"reportKind": "ssr"
},
"SoftCredits": {
"reportId": "a2P8v0000003qJbEAI",
"templateFieldsMap": {
"SCAccount": "AQB__Account__c__Account__Name",
"SCGiftsAnonymous": "AQB__BatchItemAutomatedSoftCredit__c__AQB__GiftsAreAnonymous__c",
"SCAnonymous": "AQB__BatchItemAutomatedSoftCredit__c__AQB__Anonymous__c",
"SCLinktoPledge": "AQB__LinkToPledge__c__AQB__Gift__c__Name",
"SCNumberofPayments": "AQB__BatchItemAutomatedSoftCredit__c__AQB__NumberOfPayments__c"
},
"filter": [
{
"op": "not in",
"tableName": "AQB__BatchItemAutomatedSoftCredit__c",
"fieldId": "AQB__LinkIndicator__c",
"fieldSpecStr": "AQB__BatchItemAutomatedSoftCredit__c__AQB__LinkIndicator__c",
"value": [
"Do not Create"
]
}
],
"linkage": {
"base": "AQB__Batch_Item__c__Id",
"child": {
"fieldId": "AQB__BatchItem__c"
}
},
"reportKind": "ssr"
},
"Transactions": {
"reportId": "a2P8v0000003qJdEAI",
"templateFieldsMap": {
"BITranID": "AQB__BatchItemTransaction__c__Name",
"Date": "value___AQB__BatchItemTransaction__c__AQB__Date__c___",
"DateDue": "value___AQB__BatchItemTransaction__c__AQB__DateDue__c___",
"CrDate": "value___AQB__BatchItemTransaction__c__AQB__CreditedYearOverrideDate__c___",
"BITranMethod": "AQB__BatchItemTransaction__c__AQB__Method__c",
"BITranCheque": "AQB__BatchItemTransaction__c__AQB__CheckNumber__c",
"Reference": "AQB__BatchItemTransaction__c__AQB__Reference__c",
"BITranAmount": "AQB__BatchItemTransaction__c__AQB__Amount__c",
"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"
},
"filter": [],
"linkage": {
"base": "AQB__Batch_Item__c__Id",
"child": {
"fieldId": "AQB__BatchItemID__c"
}
},
"reportKind": "ssr"
}
},
"forAddressLabels": false,
"fmtOpts": {
"dateFmt": "dd/MM/yyyy",
"currencyFmt": "2"
}
},
"name": "Batch Approval Report"
}

0158v000000AoeGAAS

BatchApprovalReport (ASOP) 082023.docx

Modification Batch Approval Report

eyJhY3Rpb25JZCI6ImEyUDh2MDAwMDAwMDA4WkVBUSIsImxpbmtGaWVsZElkIjoiSWQifQ==

a2P8v000000008PEAQ

BatchCorrectionReport

 Click here to expand...

{
"outputs": [
{
"joinChain": {
"tableName": "AQB__BatchCorrectionItem__c",
"thatSide": "AQB__Batch__c"
},
"tableName": "AQB__BatchCorrectionItem__c",
"fieldId": "Id",
"columnLabel": "Record ID",
"aggrFn": null,
"fieldSpecStr": "AQB__BatchCorrectionItem__c.AQB__Batch__c__AQB__BatchCorrectionItem__c__Id"
},
{
"joinChain": {
"tableName": "AQB__BatchCorrectionItem__c",
"thatSide": "AQB__Batch__c"
},
"tableName": "AQB__BatchCorrectionItem__c",
"fieldId": "Name",
"columnLabel": "Batch Correction Item Name",
"aggrFn": null,
"fieldSpecStr": "AQB__BatchCorrectionItem__c.AQB__Batch__c__AQB__BatchCorrectionItem__c__Name"
},
{
"joinChain": {
"tableName": "AQB__BatchCorrectionItem__c",
"thatSide": "AQB__Batch__c"
},
"tableName": "AQB__BatchCorrectionItem__c",
"fieldId": "CreatedDate",
"columnLabel": "Created Date",
"aggrFn": "value",
"fieldSpecStr": "value___AQB__BatchCorrectionItem__c.AQB__Batch__c__AQB__BatchCorrectionItem__c__CreatedDate___"
},
{
"joinChain": {
"tableName": "AQB__BatchCorrectionItem__c",
"thatSide": "AQB__Batch__c"
},
"tableName": "AQB__BatchCorrectionItem__c",
"fieldId": "AQB__ChangeType__c",
"columnLabel": "Change Type",
"aggrFn": null,
"fieldSpecStr": "AQB__BatchCorrectionItem__c.AQB__Batch__c__AQB__BatchCorrectionItem__c__AQB__ChangeType__c"
},
{
"joinChain": {
"thisSide": "USyd_Related_Batch__c"
},
"tableName": "AQB__Batch__c",
"fieldId": "USyd_Batch_ID__c",
"columnLabel": "Batch ID",
"aggrFn": null,
"fieldSpecStr": "USyd_Related_Batch__c__AQB__Batch__c__USyd_Batch_ID__c"
},
{
"joinChain": {
"thisSide": "USyd_Related_Batch__c"
},
"tableName": "AQB__Batch__c",
"fieldId": "Name",
"columnLabel": "Batch Number",
"aggrFn": null,
"fieldSpecStr": "USyd_Related_Batch__c__AQB__Batch__c__Name"
},
{
"joinChain": {
"thisSide": "USyd_Related_Batch__c"
},
"tableName": "AQB__Batch__c",
"fieldId": "AQB__Bank_Date__c",
"columnLabel": "Bank Date_donotuse",
"aggrFn": "value",
"fieldSpecStr": "value___USyd_Related_Batch__c__AQB__Batch__c__AQB__Bank_Date__c___"
},
{
"joinChain": {
"thisSide": "USyd_Related_Batch__c"
},
"tableName": "AQB__Batch__c",
"fieldId": "AQB__BatchDate__c",
"columnLabel": "Batch Date_donotuse",
"aggrFn": "value",
"fieldSpecStr": "value___USyd_Related_Batch__c__AQB__Batch__c__AQB__BatchDate__c___"
},
{
"joinChain": {
"thisSide": "USyd_Related_Batch__c"
},
"tableName": "AQB__Batch__c",
"fieldId": "AQB__BatchType__c",
"columnLabel": "Batch Type_donotuse",
"aggrFn": null,
"fieldSpecStr": "USyd_Related_Batch__c__AQB__Batch__c__AQB__BatchType__c"
},
{
"joinChain": {
"thisSide": "USyd_Related_Batch__c"
},
"tableName": "AQB__Batch__c",
"fieldId": "AQB__PaymentControlAmount__c",
"columnLabel": "Payment Control Amount",
"aggrFn": null,
"fieldSpecStr": "USyd_Related_Batch__c__AQB__Batch__c__AQB__PaymentControlAmount__c"
},
{
"joinChain": {
"thisSide": "USyd_Related_Batch__c"
},
"tableName": "AQB__Batch__c",
"fieldId": "AQB__PledgeControlAmount__c",
"columnLabel": "New Unconditional Pledge Control Amount",
"aggrFn": null,
"fieldSpecStr": "USyd_Related_Batch__c__AQB__Batch__c__AQB__PledgeControlAmount__c"
},
{
"joinChain": {
"thisSide": "USyd_Related_Batch__c"
},
"tableName": "AQB__Batch__c",
"fieldId": "AQB__ConditionalPledgeControlAmount__c",
"columnLabel": "New Conditional Pledge Control Amount",
"aggrFn": null,
"fieldSpecStr": "USyd_Related_Batch__c__AQB__Batch__c__AQB__ConditionalPledgeControlAmount__c"
},
{
"joinChain": {
"tableName": "AQB__BatchCorrectionItem__c",
"thatSide": "AQB__Batch__c"
},
"tableName": "AQB__BatchCorrectionItem__c",
"fieldId": "AQB__AccountName__c",
"columnLabel": "Account Name",
"aggrFn": null,
"fieldSpecStr": "AQB__BatchCorrectionItem__c.AQB__Batch__c__AQB__BatchCorrectionItem__c__AQB__AccountName__c"
},
{
"joinChain": {
"thisSide": "USyd_Related_Batch__c"
},
"tableName": "AQB__Batch__c",
"fieldId": "AQB__SourceofData__c",
"columnLabel": "Source of Data_donotuse",
"aggrFn": null,
"fieldSpecStr": "USyd_Related_Batch__c__AQB__Batch__c__AQB__SourceofData__c"
},
{
"tableName": "AQB__Batch__c",
"fieldId": "Id",
"columnLabel": "Record ID_from batch",
"aggrFn": null,
"fieldSpecStr": "AQB__Batch__c__Id"
},
{
"tableName": "AQB__Batch__c",
"fieldId": "AQB__BatchDate__c",
"columnLabel": "Batch Date_from batch",
"aggrFn": "value",
"fieldSpecStr": "value___AQB__Batch__c__AQB__BatchDate__c___"
},
{
"tableName": "AQB__Batch__c",
"fieldId": "AQB__Bank_Date__c",
"columnLabel": "Bank Date_frombatch",
"aggrFn": "value",
"fieldSpecStr": "value___AQB__Batch__c__AQB__Bank_Date__c___"
},
{
"tableName": "AQB__Batch__c",
"fieldId": "AQB__SourceofData__c",
"columnLabel": "Source of Data_from batch",
"aggrFn": null,
"fieldSpecStr": "AQB__Batch__c__AQB__SourceofData__c"
},
{
"tableName": "AQB__Batch__c",
"fieldId": "Name",
"columnLabel": "Batch Number_frombatch",
"aggrFn": null,
"fieldSpecStr": "AQB__Batch__c__Name"
},
{
"tableName": "AQB__Batch__c",
"fieldId": "AQB__PaymentControlAmount__c",
"columnLabel": "Payment Control Amount_from batch",
"aggrFn": null,
"fieldSpecStr": "AQB__Batch__c__AQB__PaymentControlAmount__c",
"summaries": []
},
{
"tableName": "AQB__Batch__c",
"fieldId": "AQB__PledgeControlAmount__c",
"columnLabel": "New Unconditional Pledge Control Amount_frombatch",
"aggrFn": null,
"fieldSpecStr": "AQB__Batch__c__AQB__PledgeControlAmount__c",
"summaries": []
},
{
"tableName": "AQB__Batch__c",
"fieldId": "AQB__ConditionalPledgeControlAmount__c",
"columnLabel": "New Conditional Pledge Control Amount_from batch",
"aggrFn": null,
"fieldSpecStr": "AQB__Batch__c__AQB__ConditionalPledgeControlAmount__c",
"summaries": []
},
{
"tableName": "AQB__Batch__c",
"fieldId": "AQB__BatchType__c",
"columnLabel": "Batch Type_from batch",
"aggrFn": null,
"fieldSpecStr": "AQB__Batch__c__AQB__BatchType__c"
},
{
"joinChain": {
"thisSide": "AQB__User__c"
},
"tableName": "User",
"fieldId": "Username",
"columnLabel": "Username",
"aggrFn": null,
"fieldSpecStr": "AQB__User__c__User__Username"
},
{
"joinChain": {
"thisSide": "AQB__User__c"
},
"tableName": "User",
"fieldId": "Name",
"columnLabel": "Full Name",
"aggrFn": null,
"fieldSpecStr": "AQB__User__c__User__Name"
},
{
"tableName": "AQB__Batch__c",
"fieldId": "AQC_Do_Not_Feed__c",
"columnLabel": "Do Not Feed",
"aggrFn": null,
"fieldSpecStr": "AQB__Batch__c__AQC_Do_Not_Feed__c"
},
{
"joinChain": {
"tableName": "AQB__BatchCorrectionItem__c",
"thatSide": "AQB__Batch__c"
},
"tableName": "AQB__BatchCorrectionItem__c",
"fieldId": "AQB__LinkToGift__c",
"columnLabel": "Link to Gift/Pledge",
"aggrFn": null,
"fieldSpecStr": "AQB__BatchCorrectionItem__c.AQB__Batch__c__AQB__BatchCorrectionItem__c__AQB__LinkToGift__c"
},
{
"joinChain": {
"tableName": "AQB__Batch_Item__c",
"thatSide": "AQB__Batch__c"
},
"tableName": "AQB__Batch_Item__c",
"fieldId": "AQB__CampaignAppeal__c",
"columnLabel": "Campaign Appeal",
"aggrFn": null,
"fieldSpecStr": "AQB__Batch_Item__c.AQB__Batch__c__AQB__Batch_Item__c__AQB__CampaignAppeal__c"
},
{
"joinChain": {
"tableName": "AQB__Batch_Item__c",
"thatSide": "AQB__Batch__c"
},
"tableName": "AQB__Batch_Item__c",
"fieldId": "AQB__Acknowledgement__c",
"columnLabel": "Acknowledgement Type",
"aggrFn": null,
"fieldSpecStr": "AQB__Batch_Item__c.AQB__Batch__c__AQB__Batch_Item__c__AQB__Acknowledgement__c"
},
{
"joinChain": {
"tableName": "AQB__Batch_Item__c",
"thatSide": "AQB__Batch__c"
},
"tableName": "AQB__Batch_Item__c",
"fieldId": "AQB__AnnualReceipt__c",
"columnLabel": "Annual Receipt",
"aggrFn": null,
"fieldSpecStr": "AQB__Batch_Item__c.AQB__Batch__c__AQB__Batch_Item__c__AQB__AnnualReceipt__c"
},
{
"joinChain": {
"tableName": "AQB__Batch_Item__c",
"thatSide": "AQB__Batch__c"
},
"tableName": "AQB__Batch_Item__c",
"fieldId": "AQB__FundraisingCampaignForGift__c",
"columnLabel": "Fundraising Campaign for Gift",
"aggrFn": null,
"fieldSpecStr": "AQB__Batch_Item__c.AQB__Batch__c__AQB__Batch_Item__c__AQB__FundraisingCampaignForGift__c"
},
{
"joinChain": {
"tableName": "AQB__Batch_Item__c",
"thatSide": "AQB__Batch__c"
},
"tableName": "AQB__Batch_Item__c",
"fieldId": "AQB__LinkToOpportunity__c",
"columnLabel": "Link to Opportunity",
"aggrFn": null,
"fieldSpecStr": "AQB__Batch_Item__c.AQB__Batch__c__AQB__Batch_Item__c__AQB__LinkToOpportunity__c"
},
{
"joinChain": {
"tableName": "AQB__Batch_Item__c",
"thatSide": "AQB__Batch__c"
},
"tableName": "AQB__Batch_Item__c",
"fieldId": "USyd_Batch_Pledge_Reminder_Owner__c",
"columnLabel": "Pledge Reminder Owner",
"aggrFn": null,
"fieldSpecStr": "AQB__Batch_Item__c.AQB__Batch__c__AQB__Batch_Item__c__USyd_Batch_Pledge_Reminder_Owner__c"
},
{
"joinChain": {
"tableName": "AQB__Batch_Item__c",
"thatSide": "AQB__Batch__c"
},
"tableName": "AQB__Batch_Item__c",
"fieldId": "AQB__SendPledgeReminder__c",
"columnLabel": "Send Pledge Reminder",
"aggrFn": null,
"fieldSpecStr": "AQB__Batch_Item__c.AQB__Batch__c__AQB__Batch_Item__c__AQB__SendPledgeReminder__c"
}
],
"tabularLayout": {
"widthPx": [
120,
120,
120,
120,
120,
120,
120,
120,
120,
120,
120,
120,
120,
120,
120,
120,
120,
120,
299.00463,
120,
120,
120,
120,
199.00463,
120,
120,
120,
120,
120,
120,
120,
120,
120,
120
]
},
"name": "BatchCorrectionReport",
"recordRange": {
"from": 1,
"to": 20
},
"filterTerms": [],
"description": "",
"sort": [],
"reportId": "a2P8v000000008PEAQ"
}

a2P8v000000008ZEAQ

Document merge: Batch 2021-08-18_16:29

 Click here to expand...

{
"mergeDocInfo": {
"documentId": "0158v0000008tz1AAA",
"fileNameBaseColumn": "AQB__BatchCorrectionItem__c.AQB__Batch__c__AQB__BatchCorrectionItem__c__AQB__AccountName__c",
"mergedFileBaseName": "AQB__Batch__c",
"outputDocumentFormat": "docx",
"outputStructure": "pages",
"templateStore": "sf_document",
"repeatCountFieldId": null,
"templateFieldsMap": {
"AnnualReceipt": "AQB__Batch_Item__c.AQB__Batch__c__AQB__Batch_Item__c__AQB__AnnualReceipt__c",
"BIAccount": "AQB__BatchCorrectionItem__c.AQB__Batch__c__AQB__BatchCorrectionItem__c__AQB__AccountName__c",
"BIDate": "value___AQB__BatchCorrectionItem__c.AQB__Batch__c__AQB__BatchCorrectionItem__c__CreatedDate___",
"BankDate": "value___AQB__Batch__c__AQB__Bank_Date__c___",
"BatchDate": "value___AQB__Batch__c__AQB__BatchDate__c___",
"BatchNumber": "AQB__Batch__c__Name",
"BatchSource": "AQB__Batch__c__AQB__SourceofData__c",
"BatchType": "AQB__Batch__c__AQB__BatchType__c",
"Campaign": "AQB__Batch_Item__c.AQB__Batch__c__AQB__Batch_Item__c__AQB__CampaignAppeal__c",
"ConditionalPledgeControlAmt": "AQB__Batch__c__AQB__ConditionalPledgeControlAmount__c",
"DoNotFeed": "AQB__Batch__c__AQC_Do_Not_Feed__c",
"FundraisingCampaign": "AQB__Batch_Item__c.AQB__Batch__c__AQB__Batch_Item__c__AQB__FundraisingCampaignForGift__c",
"Opportunity": "AQB__Batch_Item__c.AQB__Batch__c__AQB__Batch_Item__c__AQB__LinkToOpportunity__c",
"PaymentControlAmt": "AQB__Batch__c__AQB__PaymentControlAmount__c",
"PledgeControlAmt": "AQB__Batch__c__AQB__PledgeControlAmount__c",
"PledgeNumber": "AQB__BatchCorrectionItem__c.AQB__Batch__c__AQB__BatchCorrectionItem__c__AQB__LinkToGift__c",
"PledgeReminderOwner": "AQB__Batch_Item__c.AQB__Batch__c__AQB__Batch_Item__c__USyd_Batch_Pledge_Reminder_Owner__c",
"SendPledgeReminder": "AQB__Batch_Item__c.AQB__Batch__c__AQB__Batch_Item__c__AQB__SendPledgeReminder__c",
"Type": "",
"User": "AQB__User__c__User__Name"
},
"sublists": {
"Num": {
"reportId": "a2P8v000000008UEAQ",
"templateFieldsMap": {
"Num": "AQB__BatchCorrectionTransaction__c__Name",
"NTrx": "AQB__BatchCorrectionTransaction__c__AQB__NewTransaction__c",
"Type": "AQB__BatchCorrectionTransaction__c__AQB__Type__c",
"VoidNote": "AQB__BatchCorrectionTransaction__c__AQB__VoidNotation__c",
"WriteoffNOte": "AQB__BatchCorrectionTransaction__c__AQB__PledgeWriteOffNotation__c",
"TChange": "AQB__BatchCorrectionTransaction__c__AQB__PledgeTypeChanged__c",
"OType": "AQB__BatchCorrectionTransaction__c__AQB__PledgeType__c",
"NType": "AQB__BatchCorrectionTransaction__c__AQB__Type__c",
"DateChange": "AQB__BatchCorrectionTransaction__c__AQB__DueDateChanged__c",
"OInstD": "value___AQB__BatchCorrectionTransaction__c__AQB__OriginalDateDue__c___",
" NInstD": "value___AQB__BatchCorrectionTransaction__c__AQB__DateDue__c___",
"AmtChange": "AQB__BatchCorrectionTransaction__c__AQB__AmountChanged__c",
"Amt ": "AQB__BatchCorrectionTransaction__c__AQB__Amount__c",
"OAmt": "AQB__BatchCorrectionTransaction__c__AQB__OriginalAmount__c",
"CAmt": "AQB__BatchCorrectionTransaction__c__AQB__AmountChanged__c",
"AckChange": "AQB__BatchCorrectionTransaction__c__AQB__AcknowledgementChanged__c",
"OAck": "AQB__OriginalAcknowledgement__c__AQB__Acknowledgement__c__Name",
"NAck": "AQB__OriginalAcknowledgement__c__AQB__Acknowledgement__c__Name",
"DChange": "AQB__BatchCorrectionTransaction__c__AQB__DesignationChanged__c",
"ODes": "AQB__OriginalDesignation__c__AQB__LLChartofAccounts__c__AQB__DesignationAccountNumber__c",
"NDes": "AQB__Designation__c__AQB__LLChartofAccounts__c__AQB__DesignationAccountNumber__c",
"CChange": "AQB__BatchCorrectionTransaction__c__AQB__CampaignAppealChanged__c",
"OCam": "AQB__OriginalCampaignAppeal__c__Campaign__Name",
" NCam": "AQB__CampaignAppeal__c__Campaign__Name"
},
"filter": [],
"linkage": {
"base": "AQB__BatchCorrectionItem__c.AQB__Batch__c__AQB__BatchCorrectionItem__c__Id",
"child": {
"fieldId": "AQB__BatchCorrectionItem__c"
}
},
"reportKind": "ssr"
}
},
"forAddressLabels": false,
"fmtOpts": {
"dateFmt": "dd/MM/yyyy",
"currencyFmt": "2"
}
},
"name": "Document merge: Batch 2021-08-18_16:29"
}

0158v0000008tz1AAA

BatchCorrectionReport - Edited BP - June - 2021.docx

iModules Batch Proof Report

eyJhY3Rpb25JZCI6ImEyUDRhMDAwMDAwMGhDUkVBWSIsImxpbmtGaWVsZElkIjoiQVFCX19CYXRjaF9fYyJ9

Data source:  Batch Item

a2P4a0000000hCREAY

PP-2384: iModules Batch Proof

 Click here to expand...

{
"mergeDocInfo": {
"documentId": "0154a000000IVsRAAW",
"fileNameBaseColumn": "AQB__Account__c",
"mergedFileBaseName": "AQB__Batch_Item__c",
"outputDocumentFormat": "docx",
"outputStructure": "pages",
"templateStore": "sf_document",
"repeatCountFieldId": null,
"templateFieldsMap": {
"BI.Account": "AQB__Account__c--to--Name",
"BI.CampaignAppeal": "AQB__CampaignAppeal__c--to--Name",
"BI.CreditCard": "AQB__CreditCard__c",
"BI.Date": "AQB__Date__c",
"BI.FundraisingCampaign": "AQB__CampaignAppeal__c--to--AQB__CampaignFund__c",
"BI.LinktoPledge": "AQB__LinkToPledge__c--to--AQB__RecurringGiftLink__c",
"BI.TotalAmount": "AQB__Total_Amount__c",
"Batch Date": "AQB__Batch__c--to--AQB__BatchDate__c",
"Batch Number": "AQB__Batch__c--to--Name",
"Batch Owner": "AQB__Batch__c--to--OwnerId",
"Signator.ContactMailingAddress": "AQB__Signator__c--to--AQB__Contact_Mailing_Address__c",
"Signator.Email": "AQB__Signator__c--to--Email"
},
"sublists": {
"BITransactions": {
"reportId": "a2P4a0000000hDdEAI",
"templateFieldsMap": {
"BITransaction.ID": "AQB__BatchItemTransaction__c__Name",
"BITransaction.Reference": "AQB__BatchItemTransaction__c__AQB__Reference__c",
"BITransaction.Designation": "AQB__Designation__c__AQB__LLChartofAccounts__c__Name",
"BITransaction.Amount": "AQB__BatchItemTransaction__c__AQB__Amount__c"
},
"filter": [],
"linkage": {
"base": "Id",
"child": {
"fieldId": "AQB__BatchItemID__c"
}
},
"reportKind": "ssr"
}
},
"forAddressLabels": false,
"fmtOpts": {
"dateFmt": "dd/MM/yyyy",
"currencyFmt": "2"
}
},
"name": "PP-2384: iModules Batch Proof"
}

0154a000000IVsRAAW

PP-2384, iModules Proof Report.docx

Credit Card Batch Proof Report

eyJhY3Rpb25JZCI6ImEyUDh2MDAwMDAwM3FKVkVBWSIsImxpbmtGaWVsZElkIjoiQVFCX19CYXRjaF9fYyJ9

Data source:  Batch Item

a2P8v0000003qJVEAY
ASOP-523: Credit Card Batch Proof

 Click here to expand...

{
"mergeDocInfo": {
"documentId": "0158v000000AoeBAAS",
"fileNameBaseColumn": "AQB__Account__c",
"mergedFileBaseName": "AQB__Batch_Item__c",
"outputDocumentFormat": "docx",
"outputStructure": "pages",
"templateStore": "sf_document",
"repeatCountFieldId": null,
"templateFieldsMap": {
"BI.Account": "USYD_btTransaction__c--to--bt_stripe__Account_Name__c",
"BI.Acknowledgement": "USYD_btTransaction__c--to--USYD_Acknowledgement__c",
"BI.Anonimity": "USYD_btTransaction__c--to--USYD_AnonymityLevel__c",
"BI.BT Name": "USYD_btTransaction__c--to--Name",
"BI.BTCreator": "USYD_btTransaction__c--to--CreatedById",
"BI.BTDate": "USYD_btTransaction__c--to--CreatedDate",
"BI.CampaignAppeal": "USYD_btTransaction__c--to--USYD_Campaign__c",
"BI.CardHolder": "USYD_btTransaction__c--to--bt_stripe__Payment_Method_Holder_s_Name__c",
"BI.CreditCard": "USYD_btTransaction__c--to--bt_stripe__Payment_Method_Brand__c",
"BI.Date": "AQB__Date__c",
"BI.Description": "USYD_btTransaction__c--to--bt_stripe__Description__c",
"BI.ExpiryM": "AQB__ExpirationMonth__c",
"BI.ExpiryY": "AQB__ExpirationYear__c",
"BI.FundraisingCampaign": "AQB__CampaignAppeal__c--to--AQB__CampaignFund__c",
"BI.Gift Acceptance": "USYD_btTransaction__c--to--USYD_GiftAcceptanceStatus__c",
"BI.LastFour": "USYD_btTransaction__c--to--bt_stripe__Payment_Method_Last_4__c",
"BI.LinktoPledge": "AQB__LinkToPledge__c--to--AQB__RecurringGiftLink__c",
"BI.PaymentMethod": "USYD_btTransaction__c--to--bt_stripe__Payment_Method__c",
"BI.TotalAmount": "USYD_btTransaction__c--to--bt_stripe__Amount__c",
"BTAmount": "USYD_btTransaction__c--to--bt_stripe__Amount__c",
"Batch Date": "AQB__Batch__c--to--AQB__BatchDate__c",
"Batch Number": "AQB__Batch__c--to--Name",
"Batch Owner": "AQB__Batch__c--to--OwnerId",
"Batch User": "AQB__Batch__c--to--AQB__User__c",
"Channel": "USYD_btTransaction__c--to--USYD_Channel__c",
"Created By": "AQB__Batch__c--to--CreatedById",
"Recurring": "AQB__RecurringGiftLinkIndicator__c",
"Signator.Contact": "USYD_btTransaction__c--to--bt_stripe__Related_Contact__c"
},
"sublists": {
"BITransactions": {
"reportId": "a2P8v0000003qJQEAY",
"templateFieldsMap": {
"BITransaction.ID": "AQB__BatchItemTransaction__c__Name",
"BITransaction.Reference": "AQB__BatchItemTransaction__c__AQB__Reference__c",
"BITransaction.Designation": "AQB__Designation__c__AQB__LLChartofAccounts__c__Name",
"BITransaction.Amount": "AQB__BatchItemTransaction__c__AQB__Amount__c"
},
"filter": [],
"linkage": {
"base": "Id",
"child": {
"fieldId": "AQB__BatchItemID__c"
}
},
"reportKind": "ssr"
}
},
"forAddressLabels": false,
"fmtOpts": {
"dateFmt": "dd/MM/yyyy",
"currencyFmt": "2"
}
},
"name": "ASOP-523: Credit Card Batch Proof"
}

0158v000000AoeBAAS

ASOP-523 Credit Card Proof Report.docx

Event Briefs

image-20240925-234131.png

Button

Action Code

Report Source

Merge Action

Document Template

Event Brief

eyJhY3Rpb25JZCI6ImEyUDh2MDAwMDAwMDA3cUVBQSIsImxpbmtGaWVsZElkIjoiSWQifQ==

a2P8v000000006TEAQ

Event Brief

 Click here to expand...

{
"layout": {
"blocks": [],
"autofill": false,
"colWidthsByBlock": [
[
null,
320
]
]
},
"children": [
{
"name": "Event",
"description": "",
"query": {
"objectName": "AQB__Event__c",
"neededFields": [
{
"tableName": "AQB__Event__c",
"fieldId": "Id",
"aggrFn": null,
"fieldSpecStr": "Id",
"label": "Event.Record ID"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__AffiliatedOrganizationSponsor__c",
"aggrFn": null,
"fieldSpecStr": "AQB__AffiliatedOrganizationSponsor__c",
"label": "Event.Affiliated Organization Sponsor"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__Comment__c",
"aggrFn": null,
"fieldSpecStr": "AQB__Comment__c",
"label": "Event.Comment"
},
{
"tableName": "AQB__Event__c",
"fieldId": "CreatedById",
"aggrFn": null,
"fieldSpecStr": "CreatedById",
"label": "Event.Created By"
},
{
"tableName": "AQB__Event__c",
"fieldId": "CreatedDate",
"aggrFn": "Month",
"fieldSpecStr": "CreatedDate",
"label": "Event.Created Date: Month"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__EndDate__c",
"aggrFn": "value",
"fieldSpecStr": "AQB__EndDate__c",
"label": "Event.End Date"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__EventLocality__c",
"aggrFn": null,
"fieldSpecStr": "AQB__EventLocality__c",
"label": "Event.Event Locality"
},
{
"tableName": "AQB__Event__c",
"fieldId": "Name",
"aggrFn": null,
"fieldSpecStr": "Name",
"label": "Event.Event Name"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__Event_Type__c",
"aggrFn": null,
"fieldSpecStr": "AQB__Event_Type__c",
"label": "Event.Event Type"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__HostingAccount__c",
"aggrFn": null,
"fieldSpecStr": "AQB__HostingAccount__c",
"label": "Event.Hosting Account"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQC_Hosting_Faculty_School__c",
"aggrFn": null,
"fieldSpecStr": "AQC_Hosting_Faculty_School__c",
"label": "Event.Hosting Faculty/School"
},
{
"tableName": "AQB__Event__c",
"fieldId": "OwnerId",
"aggrFn": null,
"fieldSpecStr": "OwnerId",
"label": "Event.Owner"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__Note__c",
"aggrFn": null,
"fieldSpecStr": "AQB__Note__c",
"label": "Event.Note"
},
{
"tableName": "AQB__Event__c",
"fieldId": "RecordTypeId",
"aggrFn": null,
"fieldSpecStr": "RecordTypeId",
"label": "Event.Record type"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__Date__c",
"aggrFn": "value",
"fieldSpecStr": "AQB__Date__c",
"label": "Event.Start Date"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__Status__c",
"aggrFn": null,
"fieldSpecStr": "AQB__Status__c",
"label": "Event.Status"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__TotalNumberofGuests__c",
"aggrFn": null,
"fieldSpecStr": "AQB__TotalNumberofGuests__c",
"label": "Event.Total Number of Guests"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__Total_NumberofGuestsAttended__c",
"aggrFn": null,
"fieldSpecStr": "AQB__Total_NumberofGuestsAttended__c",
"label": "Event.Total Number of Guests Attended"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__TotalNumberofRegistrants__c",
"aggrFn": null,
"fieldSpecStr": "AQB__TotalNumberofRegistrants__c",
"label": "Event.Total Number of Registrants"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__Total_Registration_Revenue__c",
"aggrFn": null,
"fieldSpecStr": "AQB__Total_Registration_Revenue__c",
"label": "Event.Total Registration Revenue"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__City__c",
"aggrFn": null,
"fieldSpecStr": "AQB__City__c",
"label": "Event.Venue City"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__Country__c",
"aggrFn": null,
"fieldSpecStr": "AQB__Country__c",
"label": "Event.Venue Country"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__VenueStreetAddressLineThree__c",
"aggrFn": null,
"fieldSpecStr": "AQB__VenueStreetAddressLineThree__c",
"label": "Event.Venue Street Address Line Three"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__VenueStreetAddressOne__c",
"aggrFn": null,
"fieldSpecStr": "AQB__VenueStreetAddressOne__c",
"label": "Event.Venue Street Address One"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__VenueStreetAddressTwo__c",
"aggrFn": null,
"fieldSpecStr": "AQB__VenueStreetAddressTwo__c",
"label": "Event.Venue Street Address Two"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__StopDateandTime__c",
"aggrFn": "value",
"fieldSpecStr": "AQB__StopDateandTime__c",
"label": "Event.End Date and Time"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__StartDateandTime__c",
"aggrFn": "value",
"fieldSpecStr": "AQB__StartDateandTime__c",
"label": "Event.Start Date and Time"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__Venue__c",
"aggrFn": null,
"fieldSpecStr": "AQB__Venue__c",
"label": "Event.Venue"
},
{
"tableName": "User",
"fieldId": "OwnerId->Name",
"aggrFn": null,
"fieldSpecStr": "Name",
"label": "Owner.Full Name"
},
{
"tableName": "User",
"fieldId": "OwnerId->Phone",
"aggrFn": null,
"fieldSpecStr": "Phone",
"label": "Owner.Phone"
}
],
"filter": [],
"recordCount": 100000,
"firstRecord": 1,
"bindingConnective": "and"
}
}
],
"description": "",
"name": "Event Brief"
}

a2P8v000000007qEAA

Event Merge

 Click here to expand...

{
"mergeDocInfo": {
"documentId": "0158v0000009hVtAAI",
"fileNameBaseColumn": "Event____AQB__AffiliatedOrganizationSponsor__c",
"mergedFileBaseName": "AQB__Event__c",
"outputDocumentFormat": "docx",
"outputStructure": "pages",
"templateStore": "sf_document",
"repeatCountFieldId": null,
"templateFieldsMap": {
"AccoladeAwarddate1": "",
"AccoladeAwarddate2": "",
"AccoladeAwarddate3": "",
"AccoladeName1": "",
"AccoladeName2": "",
"AccoladeName3": "",
"Capacity": "",
"Commentary": "",
"Date": "Event__value__AQB__StartDateandTime__c",
"Degree1": "",
"Degree2": "",
"Degree3": "",
"Degree4": "",
"Eventattended1": "",
"Eventattended2": "",
"Eventattended3": "",
"GraduationYear1": "",
"GraduationYear2": "",
"GraduationYear3": "",
"GraduationYear4": "",
"KeyPoints": "",
"Largestgift": "",
"Location": "Event____AQB__Venue__c",
"Meeting Objective": "",
"MostRecentGiftDate": "",
"MostrecentGift": "",
"MostrecentgiftDesignationName": "",
"Numberofguests": "",
"Opportunity1Name": "",
"Opportunity2Name": "",
"Owner": "Event____OwnerId___Name",
"OwnerPhone": "Event____OwnerId___Phone",
"Photo": "",
"PrimaryManager": "",
"TotalGiven": ""
},
"sublists": {
"Bio": {
"reportId": "a2P8v000000006sEAA",
"templateFieldsMap": {
"Name": "EventRegistration____AQB__Contact__c___Name",
"Degree1": "Education____Usyd_Award_Short_Desc__c__0",
"GraduationYear1": "Education____USYD_Abbreviated_Grad_Year__c__0",
"Degree2": "Education____Usyd_Award_Short_Desc__c__1",
"GraduationYear2": "Education____USYD_Abbreviated_Grad_Year__c__1",
"Degree3": "Education____Usyd_Award_Short_Desc__c__2",
"GraduationYear3": "Education____USYD_Abbreviated_Grad_Year__c__2",
"Degree4": "Education____Usyd_Award_Short_Desc__c__3",
"GraduationYear4": "Education____USYD_Abbreviated_Grad_Year__c__3",
"AccoladeName1": "Accolades____AQB__Accolade_Name__c___Name__0",
"AccoladeAwarddate1": "Accolades__Year__AQB__DateAwarded__c__0",
"AccoladeName2": "Accolades____AQB__Accolade_Name__c___Name__1",
"AccoladeAwarddate2": "Accolades__Year__AQB__DateAwarded__c__1",
"AccoladeName3": "Accolades____AQB__Accolade_Name__c___Name__2",
"AccoladeAwarddate3": "Accolades__Year__AQB__DateAwarded__c__2",
"AccountLink": "EventRegistration____AQB__Contact__c___AccountId",
"Numberofguests": "EventRegistration____AQB__NumberofGuests__c",
"Photo": "Contact____AQB__ContactPicture__c",
"Commentary": "Note____AQB__Note__c",
"Capacity": "Account____AQB__Capacity__c",
"PrimaryManager": "PrimaryManager____AQB__User__c___Name",
"TotalGiven": "Account____AQB__TotalGiftPledges__c",
"MostrecentGift": "Account____AQB__MostRecentGiftAmount__c",
"MostRecentGiftDate": "Account__value__AQB__MostRecentGiftDate__c",
"MostrecentDesignationName": "Chart_of_Accounts____AQB__Pretty_Nmae__c",
"Largestgift": "Account____AQB__LargestGiftPledge__c",
"LargestgiftDate": "Account__value__AQB__LargestGiftPledgeDate__c",
"LargestgiftDesignation": "Account____USYD_Largest_Gift_Pledge_Designation__c___AQB__Pretty_Nmae__c",
"OppType1": "Open_Oppty____RecordTypeId__0",
"Opportunity1Name": "Open_Oppty____Name__0",
"Amount1": "Open_Oppty____Amount__0",
"Stage1": "Open_Oppty____StageName__0",
"OppType2": "Open_Oppty____RecordTypeId__1",
"Opportunity2Name": "Open_Oppty____Name__1",
"Amount2": "Open_Oppty____Amount__1",
"Stage2": "Open_Oppty____StageName__1",
"Eventattended1": "Event_Attendance____AQB__Event__c__0",
"Eventattended2": "Event_Attendance____AQB__Event__c__1",
"Eventattended3": "Event_Attendance____AQB__Event__c__2"
},
"filter": [
{
"op": "not in",
"joinChain": {
"thisSide": "AQB__Contact__c"
},
"tableName": "Contact",
"fieldId": "AQB__Type__c",
"fieldSpecStr": "AQB__Contact__c__Contact__AQB__Type__c",
"value": [
"Staff"
]
}
],
"linkage": {
"base": "Event____Id",
"child": {
"fieldId": "AQB__Event__c"
}
},
"sort": [
{
"colName": "TotalGiven",
"dir": 0
}
],
"reportKind": "msr"
},
"Delegates": {
"reportId": "a2P8v000000006sEAA",
"templateFieldsMap": {
"FullName": "EventRegistration____AQB__Contact__c___Name"
},
"filter": [
{
"op": "in",
"joinChain": {
"thisSide": "AQB__Contact__c"
},
"tableName": "Contact",
"fieldId": "AQB__Type__c",
"fieldSpecStr": "AQB__Contact__c__Contact__AQB__Type__c",
"value": [
"Staff"
]
}
],
"linkage": {
"base": "Event____Id",
"child": {
"fieldId": "AQB__Event__c"
}
},
"reportKind": "msr"
}
},
"forAddressLabels": false,
"fmtOpts": {
"dateFmt": "dd/MM/yyyy",
"currencyFmt": "2"
}
},
"name": "Event Merge"
}

0158v0000009hVtAAI

USYD _Event Brief _BP.docx

Mass Event Brief

eyJhY3Rpb25JZCI6ImEyUDh2MDAwMDAwM3FKdUVBSSIsImxpbmtGaWVsZElkIjoiSWQifQ==

a2P8v0000003qJpEAI

Mass Event Brief 2

 Click here to expand...

{
"layout": {
"blocks": [],
"autofill": true,
"colWidthsByBlock": [
[
null,
320,
null,
null,
null,
null,
202.88889,
316
]
]
},
"children": [
{
"name": "Event",
"description": "",
"query": {
"objectName": "AQB__Event__c",
"neededFields": [
{
"tableName": "AQB__Event__c",
"fieldId": "Id",
"aggrFn": null,
"fieldSpecStr": "Id",
"label": "Event.Record ID"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__AffiliatedOrganizationSponsor__c",
"aggrFn": null,
"fieldSpecStr": "AQB__AffiliatedOrganizationSponsor__c",
"label": "Event.Affiliated Organization Sponsor"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__Comment__c",
"aggrFn": null,
"fieldSpecStr": "AQB__Comment__c",
"label": "Event.Comment"
},
{
"tableName": "AQB__Event__c",
"fieldId": "CreatedById",
"aggrFn": null,
"fieldSpecStr": "CreatedById",
"label": "Event.Created By"
},
{
"tableName": "AQB__Event__c",
"fieldId": "CreatedDate",
"aggrFn": "Month",
"fieldSpecStr": "CreatedDate",
"label": "Event.Created Date: Month"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__EndDate__c",
"aggrFn": "value",
"fieldSpecStr": "AQB__EndDate__c",
"label": "Event.End Date"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__EventLocality__c",
"aggrFn": null,
"fieldSpecStr": "AQB__EventLocality__c",
"label": "Event.Event Locality"
},
{
"tableName": "AQB__Event__c",
"fieldId": "Name",
"aggrFn": null,
"fieldSpecStr": "Name",
"label": "Event.Event Name"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__Event_Type__c",
"aggrFn": null,
"fieldSpecStr": "AQB__Event_Type__c",
"label": "Event.Event Type"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__HostingAccount__c",
"aggrFn": null,
"fieldSpecStr": "AQB__HostingAccount__c",
"label": "Event.Hosting Account"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQC_Hosting_Faculty_School__c",
"aggrFn": null,
"fieldSpecStr": "AQC_Hosting_Faculty_School__c",
"label": "Event.Hosting Faculty/School"
},
{
"tableName": "AQB__Event__c",
"fieldId": "OwnerId",
"aggrFn": null,
"fieldSpecStr": "OwnerId",
"label": "Event.Owner"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__Note__c",
"aggrFn": null,
"fieldSpecStr": "AQB__Note__c",
"label": "Event.Note"
},
{
"tableName": "AQB__Event__c",
"fieldId": "RecordTypeId",
"aggrFn": null,
"fieldSpecStr": "RecordTypeId",
"label": "Event.Record type"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__Date__c",
"aggrFn": "value",
"fieldSpecStr": "AQB__Date__c",
"label": "Event.Start Date"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__Status__c",
"aggrFn": null,
"fieldSpecStr": "AQB__Status__c",
"label": "Event.Status"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__TotalNumberofGuests__c",
"aggrFn": null,
"fieldSpecStr": "AQB__TotalNumberofGuests__c",
"label": "Event.Total Number of Guests"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__Total_NumberofGuestsAttended__c",
"aggrFn": null,
"fieldSpecStr": "AQB__Total_NumberofGuestsAttended__c",
"label": "Event.Total Number of Guests Attended"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__TotalNumberofRegistrants__c",
"aggrFn": null,
"fieldSpecStr": "AQB__TotalNumberofRegistrants__c",
"label": "Event.Total Number of Registrants"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__Total_Registration_Revenue__c",
"aggrFn": null,
"fieldSpecStr": "AQB__Total_Registration_Revenue__c",
"label": "Event.Total Registration Revenue"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__City__c",
"aggrFn": null,
"fieldSpecStr": "AQB__City__c",
"label": "Event.Venue City"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__Country__c",
"aggrFn": null,
"fieldSpecStr": "AQB__Country__c",
"label": "Event.Venue Country"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__VenueStreetAddressLineThree__c",
"aggrFn": null,
"fieldSpecStr": "AQB__VenueStreetAddressLineThree__c",
"label": "Event.Venue Street Address Line Three"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__VenueStreetAddressOne__c",
"aggrFn": null,
"fieldSpecStr": "AQB__VenueStreetAddressOne__c",
"label": "Event.Venue Street Address One"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__VenueStreetAddressTwo__c",
"aggrFn": null,
"fieldSpecStr": "AQB__VenueStreetAddressTwo__c",
"label": "Event.Venue Street Address Two"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__StopDateandTime__c",
"aggrFn": "value",
"fieldSpecStr": "AQB__StopDateandTime__c",
"label": "Event.End Date and Time"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__StartDateandTime__c",
"aggrFn": "value",
"fieldSpecStr": "AQB__StartDateandTime__c",
"label": "Event.Start Date and Time"
},
{
"tableName": "AQB__Event__c",
"fieldId": "AQB__Venue__c",
"aggrFn": null,
"fieldSpecStr": "AQB__Venue__c",
"label": "Event.Venue"
},
{
"tableName": "User",
"fieldId": "OwnerId->Name",
"aggrFn": null,
"fieldSpecStr": "Name",
"label": "Owner.Full Name"
},
{
"tableName": "User",
"fieldId": "OwnerId->Phone",
"aggrFn": null,
"fieldSpecStr": "Phone",
"label": "Owner.Phone"
}
],
"filter": [],
"recordCount": 100000,
"firstRecord": 1,
"bindingConnective": "and"
}
}
],
"description": "",
"name": "Mass Event Brief 2"
}

a2P8v0000003qJuEAI

Merge Action Mass Events 2

 Click here to expand...

{
"mergeDocInfo": {
"documentId": "0158v000000Aoh5AAC",
"fileNameBaseColumn": "Event____AQB__AffiliatedOrganizationSponsor__c",
"mergedFileBaseName": "AQB__Event__c",
"outputDocumentFormat": "docx",
"outputStructure": "pages",
"templateStore": "sf_document",
"repeatCountFieldId": null,
"templateFieldsMap": {
"ACCDate2": "",
"ACCdate1": "",
"AccDate3": "",
"AccoladeName1": "",
"AccoladeName2": "",
"AccoladeName3": "",
"Capacity": "",
"Comment": "",
"Degree1": "",
"Degree2": "",
"Degree3": "",
"Degree4": "",
"EndDate": "Event__value__AQB__StopDateandTime__c",
"Event Name": "Event____Name",
"Eventattended1": "",
"Gradyear1": "",
"Gradyear2": "",
"Gradyear3": "",
"Gradyear4": "",
"Largestgift": "",
"Location": "Event____AQB__Venue__c",
"NumberofGuests": "",
"Opportunity1Name": "",
"Opportunity2Name": "",
"OpportunityName": "",
"Photo": "",
"PrimaryManager": "",
"StartDate": "Event__value__AQB__StartDateandTime__c",
"Subject": "",
"TotalGiving": "",
"VolunteerRT1": "",
"VolunteerRT2": "",
"VolunteerRT3": ""
},
"sublists": {
"Bio": {
"reportId": "a2P8v0000003Wa5EAE",
"templateFieldsMap": {
"Name": "Event_Guest____AQB__Contact__c___AQB__Name__c",
"Degree1": "Education____Usyd_Award_Short_Desc__c__0",
"Gradyear1": "Education____USYD_Abbreviated_Grad_Year__c__0",
"Degree2": "Education____Usyd_Award_Short_Desc__c__1",
"Gradyear2": "Education____USYD_Abbreviated_Grad_Year__c__1",
"Degree3": "Education____Usyd_Award_Short_Desc__c__2",
"Gradyear3": "Education____USYD_Abbreviated_Grad_Year__c__2",
"Degree4": "Education____Usyd_Award_Short_Desc__c__3",
"Gradyear4": "Education____USYD_Abbreviated_Grad_Year__c__3",
"AccoladeName1": "Accolades____AQB__Accolade_Name__c___Name__0",
"AccDate1": "Accolades__Year__AQB__DateAwarded__c__0",
"AccoladeName2": "Accolades____AQB__Accolade_Name__c___Name__1",
"ACCDate2": "Accolades__Year__AQB__DateAwarded__c__1",
"AccoladeName3": "Accolades____AQB__Accolade_Name__c___Name__2",
"AccDate3": "Accolades__Year__AQB__DateAwarded__c__2",
"Photo": "Contact____AQB__ContactPicture__c",
"Summary1": "Giving_summary____Name__0",
"Summary2": "Giving_summary____Name__1",
"AccountLink": "Event_Guest____AQB__Contact__c___AccountId",
"PrimaryManager": "PrimaryManager____AQB__User__c___Name",
"Comment": "Note____AQB__Note__c",
"VolunteerRT1": "Volunteer____RecordTypeId__0",
"VolunteerComm1": "Volunteer____Usyd_Committee_Program__c__0",
"VolunteerRT2": "Volunteer____RecordTypeId__1",
"VolunteerComm2": "Volunteer____Usyd_Committee_Program__c__1",
"VolunteerRT3": "Volunteer____RecordTypeId__2",
"VolunteerComm3": "Volunteer____Usyd_Committee_Program__c__2",
"Eventattended1": "Most_recent_Event_Attended____AQB__Event__c__0",
"Subject": "Activity_Report____AQB__Subject__c",
"Activitydate": "Activity_Report__value__AQB__Date__c",
"Owner": "Activity_Report____USYD_owner_name__c",
"OppType1": "Open_Oppty____RecordTypeId__0",
"Opportunity1Name": "Open_Oppty____Name__0",
"Amount1": "Open_Oppty____Amount__0",
"Stage1": "Open_Oppty____StageName__0",
"OppType2": "Open_Oppty____RecordTypeId__1",
"Opportunity2Name": "Open_Oppty____Name__1",
"Amount2": "Open_Oppty____Amount__1",
"Stage2": "Open_Oppty____StageName__1",
"OppType": "Confirmed_bequests____RecordTypeId__0",
"OpportunityName": "Confirmed_bequests____Name__0",
"Amount": "Confirmed_bequests____Amount__0",
"Stage": "Confirmed_bequests____StageName__0",
"Capacity": "Account____AQB__Capacity__c",
"TotalGiving": "Account____AQB__TotalGiftPledges__c",
"Largestgift": "Account____AQB__LargestGiftPledge__c",
"LargestgiftDate": "Account__value__AQB__LargestGiftPledgeDate__c",
"LargestgiftDesignation": "Account____USYD_Largest_Gift_Pledge_Designation__c___AQB__Pretty_Nmae__c"
},
"filter": [
{
"op": "not in",
"joinChain": {
"thisSide": "AQB__Contact__c"
},
"tableName": "Contact",
"fieldId": "AQB__Type__c",
"fieldSpecStr": "AQB__Contact__c__Contact__AQB__Type__c",
"value": [
"Staff"
]
}
],
"linkage": {
"base": "Event____Id",
"child": {
"fieldId": "AQB__Event__c",
"joinChain": {
"thisSide": "AQB__Event_Registration__c"
}
}
},
"sort": [
{
"colName": "TotalGiving",
"dir": 0
}
],
"reportKind": "msr"
}
},
"forAddressLabels": false,
"fmtOpts": {
"dateFmt": "dd/MM/yyyy",
"currencyFmt": "2"
}
},
"name": "Merge Action Mass Events 2"
}

0158v000000Aoh5AAC

Usyd - Event Brief - Mass Event - (New Edition) 2023 - H.docx

Spend plan

image-20240925-234227.png

Button

Action Code

Report Source

Merge Action

Document Template

Generate Spend Plan PDF

eyJhY3Rpb25JZCI6ImEyUDh2MDAwMDAwM2Z4SkVBUSIsImxpbmtGaWVsZElkIjoiSWQifQ==

Data source:  Spend Plan

a2P8v0000003fxJEAQ

Document merge: Attach report to spend plan record

 Click here to expand...

{
"mergeDocInfo": {
"documentId": "0158v000000AjQxAAK",
"fileNameBaseColumn": "System_apsona_attachment_name__c",
"mergedFileBaseName": "Spending_Plan__c",
"outputDocumentFormat": "pdf",
"outputStructure": "zip",
"templateStore": "sf_document",
"repeatCountFieldId": null,
"templateFieldsMap": {
" Version ": "Version__c",
"ASSIGNED_ORG_UNIT": "Org_Unit__c",
"Activity_Summary": "Activity_Summary__c",
"Authorising_Delegate_Name": "Authorising_Delegate_Name__c",
"CAPITAL_EXP_PROJ": "Capital_Expenditure_Project__c",
"CURRENT_CONTACTS": "Current_Contacts__c",
"Consult_Outcome_desc": "",
"Date_Today": "systemFields::now",
"Delegate_Position": "Delegate_Position__c",
"EAF_Explanation": "",
"EAF_Planned_Exp_Amount": "",
"Expiry_Date": "Expiry_Date__c",
"GMR_Donor_Wishes": "",
"Higher_Delegate": "Higher_Delegation_Required__c",
"Higher_Delegate_Position": "Higher_Delegation__c",
"Last_Authorisation_Date": "Latest_Activation_Date__c",
"Original_Authorisation_Date": "Original_Authorisation_Date__c",
"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"
}
]
}

0158v000000AjQxAAK

USyd Spending Plan - Apsona Template (Randallised)_v7.1.docx

  • No labels