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Avengers Flows

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

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

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

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

  • [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

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

Flow: Usyd_SyncRTSFromContToAccount**

Recommendation/s: none

Flow: Usyd_SyncRTSReasonFromAccToContact**

Recommendation/s: none


** - 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


** - 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)

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)

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