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a. Go to Setup > Process Automation > Process Automation Settings.
Create Approval Process
Go to Setup > Process Automation > Approval Process.
Create new Approval Process for
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15. After completing the setup. Click the “Activate” button to activate the Approval Process.
Enable Approval Process in ProntoGiving Settings
Enabling the Approval Process toggle will prevent the Batch Donation Entry records without approval to proceed. This will help the Admin to receive an “Approval Request” and approve or reject the BDE records. Only those Approved BDE records will be processed.
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If the toggle is disabled (ASPHPPADDON__Use_Approval_Process_for_Batches__c = false), the user can process the BDE record bypassing the Approval stage by clicking directly the Process Batch button.
BDE Components
Setup Settings
Go to Setup | Session Settings | Enable Content Delivery Network (CDN) = tick
User Interface
If some of the components in the Batch Donation Entries are not showing, you can show them by following these steps.
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Search for the components in the search bar and drag it in the center.
Click the Save button when done.
Show BDE Barcode Field in BDE UI
The BDE Barcode will only visible if the toggle is enabled in the settings. Go to ProntoGiving Settings | Donation | Settings | Barcode
a. Enable the toggle
Required Custom Fields
Please create the following fields under the BDE Item object before creating the BDE Templates and Item Record Mapping.
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Object | Field Label | Field API Name | Data Type |
Opportunity | Soft Credit Contact | Soft_Credit_Contact__c | (contact lookup) |
Opportunity | Soft Credit Account | Soft_Credit_Account__c | (account lookup) |
Recurring Donation | Soft Credit Contact | Soft_Credit_Contact__c | (contact lookup) |
Recurring Donation | Soft Credit Account | Soft_Credit_Account__c | (account lookup) |
BDE Item Fields to be Manually Deleted
Object | Field Label | Field API Name | Data Type |
BDE Item | Create BDE Item Only | Create_BDE_Item_Only__c | Checkbox |
BDE Item | RD Status | Revised_RD_Status__c | Picklist |
BDE Item | Next Donation | Revised_Next_Donation_Date__c | Date |
BDE Item | Revised Frequency | Revised_Frequency__c | Picklist |
BDE Item | Revised Campaign | Revised_Campaign__c | Lookup(Campaign) |
BDE Item | Revised Amount | Revised_Amount__c | Currency |
BDE Item | RDA Comments | RDA_Comments__c | Long Text Area |
BDE Item | ASPHPPADDON__Cheque_Account_Number__c | Text(80) | |
BDE Item | ASPHPPADDON__Cheque_Account_Number_2__c | Text(80) | |
BDE Item | ASPHPPADDON__Cheque_Bank_Name__c | Text(255) | |
BDE Item | ASPHPPADDON__Cheque_Date__c | Date | |
BDE Item | ASPHPPADDON__Cheque_Drawers_Name__c | Text Area(255) | |
BDE Item | ASPHPPADDON__Cheque_Number__c | Text(80) | |
BDE Item | ASPHPPADDON__Cheque_Transit_Number__c | Text(80) |
Batch Donation Entry Balancing
Go to ProntoGiving Settings > Batch Donation Entry > BDE 2.0 > Settings User Interface, on the “Batch Donation Entry Total Match Default” field click the dropdown besides to select “Unchecked”, “Checked”, and “Checked and Locked” then click “Save”.
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· If Checked and Locked - The Require Expected Total Match checkbox is checked and this field is read-only.
BDE
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Sync BDE Item Fields
Item Record Mapping
BDE Matching Criteria
BDE Settings
On the Batch Donation Entry > BDE 2.0 > Settings,
· if the “Use Approval Processs for Batch Donation Entries” toggle is Enabled, it requires that the Batch Donation Entry needs an approval before processing.
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