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May R1 Fortnightly TAP Release (May 3, 2023)

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Release: May 3, 2023

Key

Remarks

WB and HOG Status

Confluence Page Link

SIT: Deployed

SIT: Testing

UAT Deployed

UAT Testing

Technical Validation

TAP-98

Opportunity Component, Trust Condition field should be made mandatory when Designation is NOT "PENDING"

(tick) WB approved 

(tick) HOG approved

TAP-98

(tick) Done

(tick) Done

(tick) Done

(tick) Done

  • Check if new validation rule "USYD_Required_Trust_for_Non_Pending_Des" in Opportunity Component object is deployed and ACTIVE

TAP-860

Lead Conversion not populating email address and phone on contact according to new business rule.

(tick) WB approved 

(tick) HOG approved

TAP-860

(tick) Done

(tick) Done

(tick) Done

(tick) Done

  • Check if "USYD Converted Lead Update flow" is deployed and ACTIVE

TAP-900

Opportunity - Usyd_Gift_theme__c - Picklist values change

(tick) WB approved 

(tick) HOG approved

TAP-900

(tick) Done

(tick) Done

(tick) Done

(tick) Done

  • Validate if picklist value for Opportunity.Usyd_Gift_Theme__c is changed from: "Student Support (Equity Access)" to: "Student Support (MySydney)"
  • Validate if the picklist value references for identified Reports are reflecting the new value: "Student Support (MySydney)"

Reports to check:

  • USYD Student Supports Campaign > Opportunity Due This Year
  • USYD Student Supports Campaign > Opportunity Due Total - CTD

TAP-1084

Indigenous Prospect Pool and Gift Theme

(tick) WB approved 

(tick) HOG approved

TAP-1084

(tick) Done

(tick) Done

(tick) Done

(tick) Done

  • Validate if picklist value for Opportunity.Usyd_Gift_Theme__c has been renamed from: "Indigenous Pathways" to "Indigenous"
  • New picklist value for Opportunity.AQC_Prospect_Pool__c should be available "Indigenous Strategy and Services"

TAP-1085

Parent Campaign field should not be mandatory

(tick) WB approved 

(tick) HOG approved

TAP-1085

(tick) Done

(tick) Done

(tick) Done

(tick) Done

  • Validate if "Parent Campaign" field is optional (w/o red asterisk) in CAMPAIGN object’s page layout:

USYD Lightning Contact Campaign Appeal Layout_Survey USYD Lightning Contact Campaign Appeal Layout_Post_event USYD Lightning Contact Campaign Appeal Layout_P2P USYD Lightning Contact Campaign Appeal Layout_Memorial USYD Lightning Contact Campaign Appeal Layout_Inst_comms USYD Lightning Contact Campaign Appeal Layout_Form USYD Lightning Contact Campaign Appeal Layout_Event USYD Lightning Contact Campaign Appeal Layout

TAP-1294

Update "Death" fields on contact to be editable by only GA & Sys Admin

(tick) WB approved 

(tick) HOG approved

TAP-1294

(tick) Done

(tick) Done

(tick) Done

(tick) Done

TAP-1322

Add the transaction history to page layout

(tick) WB approved 

(tick) HOG approved

TAP-1322

(tick) Done

(tick) Done

(tick) Done

(tick) Done

TAP-1425

Add New Picklist Values to Contact Mailing Address Modified Source

(tick) WB approved 

(tick) HOG approved

TAP-1425

(tick) Done

(tick) Done

(tick) Done

TAP-1433

Direct deposit batches must not feed to the general ledger so "Do Not Feed" should be ticked.

(tick) WB approved 

(tick) HOG approved

TAP-1433

(tick) Done

(tick) Done

(tick) Done

TAP-1434

Activate Chatter on Task

(tick) WB approved 

(tick) HOG approved

TAP-1434

(tick) Done

(tick) Done

(tick) Done

(tick) Done

(tick) Done

(tick) Done

TAP-1589

Update Rossie's position in receipt and pledge reminder templates

(tick) WB approved 

(tick) HOG approved

TAP-1589

(tick) Done

(tick) Done

(tick) Done

(tick) Done

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