...
Go to ProntoGiving Settings | Schedule Process | Settings
Batches | Batch Class Name | Descriptions | Default Scheduled Hour |
|---|---|---|---|
Delete Donation Page Error Logs | ASPHPPADDON__Donation_Page_Error_Log__c | Donation Page Error Logs records are created if errors are encountered in Donation Page/Forms. All Donation Page Error_Logs with lookup to Opportunities that are Closed/Won with CreatedDate <LAST_N_DAYS> (settings) It remove records because they’re no longer significant. | |
Process BDE Items | ASPHPPADDON__BDE_Item__c | Processing BDE Items via list view Query all BDE Items with Processing Status “Pending Processing” | Every 6pm |
Recurring Donations
Batches | Batch Class Name | Descriptions | Default Scheduled Hour |
|---|---|---|---|
Recurring Donations Monitoring | BatchUpdateRecurringFields | Every Hour | |
Update Number Of Failed Recurring Donations | BatchUpdateNumberOfFailedRD | Query all non-closed RDs and counts the number of (latest) consecutive closed lost opportunities. | Every Midnight |
Close Open Recurring Donations with Contact Flagged as Deceased | BatchCloseOpenRDWithDeceasedContact | Query all non-closed RDs with Contact npsp__Deceased__c == TRUE Open-Ended Status = Closed Status = Cancelled | Every Midnight |
Number of Fails before Cancelling Recurring Donation | Based on “Number of Failed Recurring Donations” field on RD record, if the field matches the set limit in ProntoGiving Settings, RD Status is updated to “Cancelled”, thus Open-Ended Status is updated to “Closed” | ||
Update Paused Donation-s due to Restart |
Update Opportunity Stages via ProntoGiving
This config is for ProntoGiving to update Opportunities instead of ProntoPayments.
In Custom Settings > ProntoPayments Settings, set Use ProntoPayments to Update Opportunity to FALSE.
...
Set Update Opportunities in the last N days
In ProntoGiving Settings, provide the Update Opportunities in the last N days. This field indicates the date range of the opportunities to be updated to Closed Won/Lost. If not provided, query will then be Close Date For All Time.
Remove old Update Opportunity Stage schedules
This is now removed because this process is called every time payment processing runs.
...
Setup Retry Function
Check if these toggles are enabled,
o ProntoPayments Settings>Set n as the maximum Donation Retries for bank transactions
o ProntoPayments Settings>Set as the maximum Donation Retries for credit card transactions