/
Apsona Buttons

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

Apsona Buttons

Batch Approval Reports

image-20240923-230420.png

 

Button

Action Code

Report Source

Merge Action

Document Template

Button

Action Code

Report Source

Merge Action

Document Template

Batch Approval Report

eyJhY3Rpb25JZCI6ImEyUDh2MDAwMDAwM3FKZkVBSSIsImxpbmtGaWVsZElkIjoiQVFCX19CYXRjaF9fYyJ9

a2P8v0000003qJaEAI

Data source:  Report  Batch Approval Report of Batch Item

{
"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

{
"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

{
"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

{
"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

{
"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

0158v000000AoeBAAS

ASOP-523 Credit Card Proof Report.docx

Event Briefs

 

image-20240925-234131.png

Button

Action Code

Report Source

Merge Action

Document Template

Button

Action Code

Report Source

Merge Action

Document Template

Event Brief

eyJhY3Rpb25JZCI6ImEyUDh2MDAwMDAwMDA3cUVBQSIsImxpbmtGaWVsZElkIjoiSWQifQ==

a2P8v000000006TEAQ

Event Brief

a2P8v000000007qEAA

Event Merge

0158v0000009hVtAAI

USYD _Event Brief _BP.docx

 

Mass Event Brief

eyJhY3Rpb25JZCI6ImEyUDh2MDAwMDAwM3FKdUVBSSIsImxpbmtGaWVsZElkIjoiSWQifQ==

a2P8v0000003qJpEAI

Mass Event Brief 2

a2P8v0000003qJuEAI

Merge Action Mass Events 2

0158v000000Aoh5AAC

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

Spend plan

 

Button

Action Code

Report Source

Merge Action

Document Template

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

0158v000000AjQxAAK

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

Gift Summary Form

 

 

Button

Action Code

Report Source

Merge Action

Document Template

Button

Action Code

Report Source

Merge Action

Document Template

Generate Gift Summary Form

eyJhY3Rpb25JZCI6ImEyUDh2MDAwMDAwMTdVdEVBSSIsImxpbmtGaWVsZElkIjoiSWQifQ==

a2P8v00000017UoEAI

GSF_Opportunity

a2P8v00000017UtEAI

Event Merge

0158v0000009VM6AAM

GiftSummaryTemplateV3 - RN 052024.docx

 

 

Related content

UAT - AQ v26, Smart batch 1.0
UAT - AQ v26, Smart batch 1.0
Read with this
TAPSS-2037 - AQ Version 25 UAT Testing
TAPSS-2037 - AQ Version 25 UAT Testing
Read with this
Migrating Apsona items from Sandbox to Sandbox
Migrating Apsona items from Sandbox to Sandbox
More like this
TAP-1589: Update Rossie's position in receipt and pledge reminder templates
TAP-1589: Update Rossie's position in receipt and pledge reminder templates
More like this