Description:
Alert users that they shouldn’t be changing the Opportunity Components or create new without GA approval once the GIN stage is GA-Consolidate onwards.
Users should move the stage only from GI-Handover to GA-Consolidate only
Track fields at Opportunity Component level
Update Opportunity layout
Persona + Need + Purpose
As a Gift Administration officer
I want to be able to display an alert at Opportunity level when GIN stage moved to GA-Consolidate
Alert message to be confirmed by Monica Kluegel
End the alert when GIN stage set to 8. Commitment Written - Off
So that the Gift Implementation officer can see an alert at Opportunity level
In addition, Add field tracking for Opportunity component
Account | Amount |
Payment Received | Currency |
Description | Gift Implementation |
Installment Due Date(Pledge Only) | Trust Conditions |
Proposed Designation | Method of payment |
New Account | Opportunity |
Add field history tracking at Opportunity level to field Verbal Acceptance and Gift Amount
Add a validation rule at GIN level if user moves to a stage NE GA-Consolidate from GI-Handover
Improve the page layout of Open activities on the Opportunity record
Remove the following fields
Name
Task (tickbox)
Priority
Reorder Remaining fields (Left to Right) in below order
Subject, Due Date, Status, Assigned to
Technical Design Notes:
Create a subflow to add an alert when stage set to GA-Consolidate and deactivate the alert when stage changed to 8. Commitment Written Off at Opportunity level (GIN - Stage based alerts(subflow)
Use the existing flow “USYD GIN-Stage based Update(subflow) and call the subflow when stage GA-Consolidate and Commitment Written-Off
Write a validation rule that user’s can move only to GA-Consolidate from the Stage GI-Handover
Enable History tracking for the object Opportunity component
Enable Account, Amount, Currency, Description, Trust conditions, installment date, Proposed designation, method of payment, new account, Opportunity, Payment received
Enable Verbal Acceptance and Gift Amount fields at Opportunity level for tracking
Adjust the Open activities related list at Opportunity level for Gift/Pledge record type
Test Scenarios:
Test Case 1:
Open a GIN record at GI-Handover stage
Change the stage any but not GA-Consolidate - You should receive an error that you can’t skip the GA-Consolidate stage
Test Case 2:
Change the stage to GA-Consolidate
You will see an alert in RED color at the GIN related Opportunity
Test Case 3:
Check the alert text, start date, related to
Test Case 4:
Change the GIN stage to 8. Commitment Written Off
Alert has end date set
Test Case 5:
If the user check the Opportunity past end date (there is an automation that set’s the flag to INACTIVE) and alert disappears from Opportunity
Test Case 6:
Opportunity fields - Verbal Acceptance and Gift Amount changes are trackable now
Change the Verbal acceptance and Gift amount field values
Go to Opportunity field history related tab
Test Case 7:
Opportunity component history
Change the opportunity component field values
Go to related tab at Opportunity Component level to see the tracking
Test Case 8:
Go to Gift Implementation record and check the Open activities tab fields and order
