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Object: AQB__RecurringGift__c
- praveen.sampath
Analytics
Fields
Name | Label | Type | Description |
|---|---|---|---|
Id | Record ID | ID |
|
OwnerId | Owner ID | LOOKUP |
|
IsDeleted | Deleted | CHECKBOX |
|
Name | Recurring Gift Number | AUTO NUMBER |
|
CreatedDate | Created Date | DATETIME |
|
CreatedById | Created By ID | LOOKUP |
|
LastModifiedDate | Last Modified Date | DATETIME |
|
LastModifiedById | Last Modified By ID | LOOKUP |
|
SystemModstamp | System Modstamp | DATETIME |
|
LastActivityDate | Last Activity Date | DATE |
|
LastViewedDate | Last Viewed Date | DATETIME |
|
LastReferencedDate | Last Referenced Date | DATETIME |
|
AQB__AccountId__c | Account | LOOKUP | The account for this Recurring Gift. |
AQB__Amount__c | Amount | CURRENCY(9,2) |
|
AQB__CampaignText__c | Campaign Text | TEXT(100) |
|
AQB__Campaign__c | Campaign | LOOKUP |
|
AQB__Comments__c | Comments | TEXT AREA(255) |
|
AQB__DateCommitted__c | Date Committed | DATE |
|
AQB__DateEnded__c | Date Ended | DATE |
|
AQB__DateStarted__c | Date Started | DATE |
|
AQB__Designation__c | Designation | LOOKUP |
|
AQB__ExternalReferenceNumber__c | External Reference Number | TEXT(40) |
|
AQB__Frequency__c | Frequency | PICKLIST |
|
AQB__FundraisingCampaignText__c | Fundraising Campaign Text | TEXT(100) |
|
AQB__FundraisingCampaign__c | Fundraising Campaign | LOOKUP |
|
AQB__Method__c | Method | PICKLIST | Indicates the method of payment for the recurring gift. This field is a notation only and not enforced by the system when payments are made. |
AQB__OwnerUnit__c | Owner Unit | PICKLIST | Designates the Unit of the User that created this record. This field is intended for use in creating Sharing Rules for the purpose of controlling access to the record. |
AQB__PledgeLink__c | Pledge Link | LOOKUP | Link to the Pledge for this recurring gift. |
aqcv_conversionid__c | aqcv conversionid | TEXT(255) | Unique id |
AQC_Contact__c | Contact | LOOKUP | AQ_Custom |
USyd_Annual_Receipt_Flag__c | Annual Receipt Flag | FORMULA (CHECKBOX) | Determines if a recurring gift will have an annual receipt. Receipt is provided once a year with the payment. |
USyd_Credit_Card_Type__c | Credit Card Type | PICKLIST | The type of card to be charged for recurring pledge payment. |
USyd_Last_three_digits_of_Credit_Card__c | Last three digits of Credit Card | TEXT(3) | The last 3 digits of a credit card to be charged for the recurring gift payment. |
USyd_Most_Recent_Payment_Date__c | Most Recent Payment Date | FORMULA (DATE) |
|
USyd_Next_Payment_Due_Date_Calc__c | Next Payment Due Date Calculated | FORMULA (DATE) | This is a calculation of the next payment due date and will be used if there is no value in the Next Payment Due Date static field. |
USyd_Number_of_Payments__c | Number of Payments | FORMULA (NUMBER)(18,0) | Review, a candidate for field deletion |
USyd_Pledge_Status__c | Pledge Status | FORMULA (TEXT)(1300) |
|
USyd_Send_Annual_Receipt__c | Send Annual Receipt | FORMULA (CHECKBOX) | Determines if a recurring gift will have an annual receipt |
USYD_Next_Payment_Due_Date__c | Next Payment Due Date Override | DATE | Use this to override the automated next payment due date |
AQB__Type__c | Type | PICKLIST |
|
AQB__PeriodicAmount__c | Amount | ROLL-UP SUMMARY |
|
USYD_btPaymentSchedule__c | BT Payment Schedule | LOOKUP | Lookup to its corresponding Blackthorn Payment Schedule record |
AQB__EngagementScoreCategory__c | Engagement Score Category | PICKLIST | Identifies the category group the engagement score will be totaled in to. |
AQB__EngagementScoreOverride__c | Engagement Score Override | CHECKBOX | This field will be used to change the value of the score manually to a value that does not meet the criteria of the defined rule within the Engagement Score parameter. |
AQB__EngagementScore__c | Engagement Score | NUMBER(4,0) | This field holds the score value associated with an override. |
Validation rules
Name | Label |
|---|---|
USyd_Last_three_digit_must_be_numeric | USyd_Last_three_digit_must_be_numeric |
USyd_No_Recurring_Fundraising_Campaign | USyd_No_Recurring_Fundraising_Campaign |
USyd_No_Recurring_Gift_Campaign | USyd_No_Recurring_Gift_Campaign |
USyd_No_Recurring_Gift_Designation | USyd_No_Recurring_Gift_Designation |
USyd_No_Recurring_Gift_Contact | USyd_No_Recurring_Gift_Contact |
USyd_No_Recurring_Method | USyd_No_Recurring_Method |
Triggers
Name | Label |
|---|---|
RecurringGiftTrigger | AQB.RecurringGiftTrigger |
Fields Details
Name | Id |
Label | Record ID |
Type | ID |
Required | Yes |
Name | OwnerId |
Label | Owner ID |
Type | LOOKUP |
Foreign key | Yes |
Required | Yes |
Name | IsDeleted |
Label | Deleted |
Type | CHECKBOX |
Required | Yes |
Default value | false |
Name | Name |
Label | Recurring Gift Number |
Type | AUTO NUMBER |
Required | Yes |
Name | CreatedDate |
Label | Created Date |
Type | DATETIME |
Required | Yes |
Name | CreatedById |
Label | Created By ID |
Type | LOOKUP |
Foreign key | Yes |
Required | Yes |
Name | LastModifiedDate |
Label | Last Modified Date |
Type | DATETIME |
Required | Yes |
Name | LastModifiedById |
Label | Last Modified By ID |
Type | LOOKUP |
Foreign key | Yes |
Required | Yes |
Name | SystemModstamp |
Label | System Modstamp |
Type | DATETIME |
Required | Yes |
Name | LastActivityDate |
Label | Last Activity Date |
Type | DATE |
Name | LastViewedDate |
Label | Last Viewed Date |
Type | DATETIME |
Name | LastReferencedDate |
Label | Last Referenced Date |
Type | DATETIME |
Name | AQB__AccountId__c |
Label | Account |
Type | LOOKUP |
Foreign key | Yes |
Help Text | The account for this Recurring Gift. |
Description | The account for this Recurring Gift. |
Name | AQB__Amount__c |
Label | Amount |
Type | CURRENCY(9,2) |
Help Text | The amount of the gift made on each occurrence. |
Name | AQB__CampaignText__c |
Label | Campaign Text |
Type | TEXT(100) |
Help Text | Text equivalent of Campaign. Updated via a workflow. |
Name | AQB__Campaign__c |
Label | Campaign |
Type | LOOKUP |
Foreign key | Yes |
Help Text | The Campaign Appeal that generated this recurring gift. |
Name | AQB__Comments__c |
Label | Comments |
Type | TEXT AREA(255) |
Help Text | Comments, notes, or instructions regarding this recurring gift. |
Name | AQB__DateCommitted__c |
Label | Date Committed |
Type | DATE |
Help Text | The date that the donor made the commitment to make this recurring gift. |
Name | AQB__DateEnded__c |
Label | Date Ended |
Type | DATE |
Help Text | The date that the last gift was made. |
Name | AQB__DateStarted__c |
Label | Date Started |
Type | DATE |
Help Text | The date that this recurring gift was first processed. |
Name | AQB__Designation__c |
Label | Designation |
Type | LOOKUP |
Foreign key | Yes |
Help Text | The designation for this recurring gift. |
Name | AQB__ExternalReferenceNumber__c |
Label | External Reference Number |
Type | TEXT(40) |
Unique | Yes |
Help Text | External reference established by payment processor to be used to link future transactions back to the recurring gift object. |
Name | AQB__Frequency__c |
Label | Frequency |
Type | PICKLIST |
Help Text | The frequency with which this gift is made. |
Picklist values | Daily |
Name | AQB__FundraisingCampaignText__c |
Label | Fundraising Campaign Text |
Type | TEXT(100) |
Help Text | Fundraising Campaign expressed as text for use in roll-up summaries. |
Name | AQB__FundraisingCampaign__c |
Label | Fundraising Campaign |
Type | LOOKUP |
Foreign key | Yes |
Help Text | The Fundraising Campaign associated with the Campaign Appeal that generated this Recurring Gift. If left blank, this field will automatically be populated based on the Campaign value when the Recurring Gift is created. |
Name | AQB__Method__c |
Label | Method |
Type | PICKLIST |
Help Text | Indicates the method of payment for the recurring gift. This field is a notation only and not enforced by the system when payments are made. |
Picklist values | ACH |
Description | Indicates the method of payment for the recurring gift. This field is a notation only and not enforced by the system when payments are made. |
Name | AQB__OwnerUnit__c |
Label | Owner Unit |
Type | PICKLIST |
Help Text | Designates the Unit of the User that created this record. This field is intended for use in creating Sharing Rules for the purpose of controlling access to the record. |
Picklist values | Advancement Services |
Description | Designates the Unit of the User that created this record. This field is intended for use in creating Sharing Rules for the purpose of controlling access to the record. |
Name | AQB__PledgeLink__c |
Label | Pledge Link |
Type | LOOKUP |
Foreign key | Yes |
Help Text | Link to the Pledge for this recurring gift. |
Description | Link to the Pledge for this recurring gift. |
Name | aqcv_conversionid__c |
Label | aqcv conversionid |
Type | TEXT(255) |
Unique | Yes |
Description | Unique id |
Name | AQC_Contact__c |
Label | Contact |
Type | LOOKUP |
Foreign key | Yes |
Help Text | This is the individual on the account that has made this recurring gift. |
Description | AQ_Custom |
Name | USyd_Annual_Receipt_Flag__c |
Label | Annual Receipt Flag |
Type | FORMULA (CHECKBOX) |
Required | Yes |
Help Text | Receipt is provided once a year with the payment. |
Description | Determines if a recurring gift will have an annual receipt. Receipt is provided once a year with the payment. |
Name | USyd_Credit_Card_Type__c |
Label | Credit Card Type |
Type | PICKLIST |
Picklist values | Visa |
Description | The type of card to be charged for recurring pledge payment. |
Name | USyd_Last_three_digits_of_Credit_Card__c |
Label | Last three digits of Credit Card |
Type | TEXT(3) |
Description | The last 3 digits of a credit card to be charged for the recurring gift payment. |
Name | USyd_Most_Recent_Payment_Date__c |
Label | Most Recent Payment Date |
Type | FORMULA (DATE) |
Name | USyd_Next_Payment_Due_Date_Calc__c |
Label | Next Payment Due Date Calculated |
Type | FORMULA (DATE) |
Help Text | Takes the next payment due date from pledge if available or takes the next payment due date override if current else calculates the next payment due date. |
Description | This is a calculation of the next payment due date and will be used if there is no value in the Next Payment Due Date static field. |
Name | USyd_Number_of_Payments__c |
Label | Number of Payments |
Type | FORMULA (NUMBER)(18,0) |
Description | Review, a candidate for field deletion |
Name | USyd_Pledge_Status__c |
Label | Pledge Status |
Type | FORMULA (TEXT)(1300) |
Name | USyd_Send_Annual_Receipt__c |
Label | Send Annual Receipt |
Type | FORMULA (CHECKBOX) |
Required | Yes |
Help Text | This is used as the default value in recurring gift batch creation. This value should be true when generating a consolidated receipt |
Description | Determines if a recurring gift will have an annual receipt |
Name | USYD_Next_Payment_Due_Date__c |
Label | Next Payment Due Date Override |
Type | DATE |
Help Text | Use this to override the automated next payment due date |
Description | Use this to override the automated next payment due date |
Name | AQB__Type__c |
Label | Type |
Type | PICKLIST |
Help Text | Indicates the type of Recurring Gift. |
Picklist values | Direct Gift |
Name | AQB__PeriodicAmount__c |
Label | Amount |
Type | ROLL-UP SUMMARY |
Help Text | Rollup summary of amount of all allocations. |
Name | USYD_btPaymentSchedule__c |
Label | BT Payment Schedule |
Type | LOOKUP |
Foreign key | Yes |
Help Text | Blackthorn Payment Schedule |
Description | Lookup to its corresponding Blackthorn Payment Schedule record |
Name | AQB__EngagementScoreCategory__c |
Label | Engagement Score Category |
Type | PICKLIST |
Help Text | If using the override option, the appropriate engagement score category will be stored in this field. |
Picklist values | Communications |
Description | Identifies the category group the engagement score will be totaled in to. |
Name | AQB__EngagementScoreOverride__c |
Label | Engagement Score Override |
Type | CHECKBOX |
Required | Yes |
Help Text | If a manual update is needed for the Engagement Score value that is outside the parameters of the rule defined, the Engagement Score Override can be used. Marking the override checkbox, selecting the corresponding category will allow the user to manually override the "Engagement Score" field. |
Default value | false |
Description | This field will be used to change the value of the score manually to a value that does not meet the criteria of the defined rule within the Engagement Score parameter. |
Name | AQB__EngagementScore__c |
Label | Engagement Score |
Type | NUMBER(4,0) |
Help Text | When completing an Engagement Score override users will select the category, check the override box, and fill the engagement score field value to the desired score value. All three fields will need to be placed on the desired object. |
Description | This field holds the score value associated with an override. |