Avengers Flows

[TAPSS-60] MS team - Review Flows for Avengers Tickets

• [TAP-1631, TAPSS-1084] AVE-147 - Ensure Legal Credit Percentage on new Contact

• [TAP-1634, TAPSS-1125] AVE-254 - Replicate AQ Address Synching for RTS reason field

• [TAP-1635, TAPSS-1201] AVE-258 - Summary Fields about a Contact's Campaigns engagement

• [TAP-1636, TAPSS-1126] AVE-284 - Change Flows for when a contact is added to Influential Campaign that creates alert on Contact

[TAPSS-1084] AVE-147 - Ensure Legal Credit Percentage on new Contact

Flow: USYD Update Legal & Gift Recognition Credit Percentage

Recommendation/s:

1. Get Records: Get Account Type Id For Current Records Account can be removed; it retrieves the Id of Account Record Type: Household, and this checking can be done in Decision: Check Related Account Type.

   1. remove Get Records: Get Account Type Id For Current Records Account

   2. remove Variable: HouseholdAccountRecordTypeId
      note: why was this variable set available as input and output? This is a Record-Triggered Flow, and cannot be referenced as a sub flow in a master flow.

2. Update condition in Decision: Check Related Account Type to directly reference the Related Account record’s Record Type, i.e.,

   $Record > Account ID > Record Type ID > Record Type Name = Household

Review by Yeng:

• Rename Flow API Name to USYD_UpdateLegalAndGiftRecognitionCredit

• Add description

This Flow updates Contact fields: Legal Credit % and Gift Recognition Credit %

[TAPSS-1125] AVE-254 - Replicate AQ Address Synching for RTS reason field

Flow: Usyd_SyncRTSFromContToAccount**

Recommendation/s: none

Review by Yeng:

• Rename Flow API Name to USYD_SyncContactToAccountRTSReason

Flow: Usyd_SyncRTSReasonFromAccToContact**

Recommendation/s: none

Review by Yeng:

• Rename Flow API Name to USYD_SyncAccountToContactRTSReason

** - checked in Avengers sandbox, not found in SIT

[TAP-1635] AVE-258 - Summary Fields about a Contact's Campaigns engagement

Flow: USYD Campaign Summary Fields**

Recommendation/s: none

Review by Yeng:

• Rename Flow API Name to USYD_SummariseContactCampaignInteraction

** - checked in Avengers sandbox, not found in SIT

[TAPSS-1126] AVE-284 - Change Flows for when a contact is added to Influential Campaign that creates alert on Contact

Flow: Usyd_UncheckInfluentialFieldContact

Recommendation/s:

1. In Update Records: Update Influential Field On Contact, filter can be updated to consider checking the current value of the field that will be updated (Is Influential Alumni)

Review by Yeng:

• Rename Flow API Name to USYD_UntickInfluentialFieldOnContact

Flow: Usyd_UpdateInfluentialFieldonContact

Recommendation/s:

1. In Update Records: Update Influential Field On Contact, filter can be updated to consider checking the current value of the field that will be updated (Is Influential Alumni)

Review by Yeng:

1. Remove the creation of an alert in the Account, this is not necessary

   1. Create Records: CreateAlertonAccount

2. Instead, add WithAccount = true in the CreateAlertOnContact. This way, the alert will also display on the Account page

   1. Create Records: CreateAlertOnContact

3. Rename Flow API Name to USYD_TickInfluentialFieldOnContact