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Go to Setup > Object Manager > BDE Templates > Fields & Relationships > Type. Picklist values should only be Offline Donation, Direct Debit and Credit Card.
Set Approval Process
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Enable record locking and unlocking in Apex.
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Go to Setup > Process Automation > Process Automation Settings.
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Create Approval Process
Go to Setup > Process Automation > Approval Process. Create Create new Approval Process for Batch Donation Entry (if not yet created)
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In Manage Approval Process For picklist, select the Batch Donation Entry and select the Use Standard Setup Wizard option.
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The Process Name should be “Batch Donation Entry Approval Process”. Click Next to proceed.
Under the
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Use this approval process of the following picklist select “formula
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evaluates to true” and copy the formula below. Click Next to proceed.
Formula:
AND($Setup.ASPHPPADDON__ProntoGiving_Settings__c.ASPHPPADDON__Use_Approval_Process_for_Batches__c = true, NOT(ISPICKVAL(ASPHPPADDON__Bulk_Donation_Status__c, 'Processed')), NOT(ISPICKVAL(ASPHPPADDON__Bulk_Donation_Status__c, 'Done')), NOT(ISPICKVAL(ASPHPPADDON__Bulk_Donation_Status__c, 'Approved')) )
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In the Record Editability Properties section, choose the “Admins ONLY can edit records
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during the approval process”. Click Next to proceed.
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Choose the BDE Approval Process Template (BDE 2.0). Click Next to proceed
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Choose the fields to display in the Approval Request page. Click
Next to proceed.
Select
:
Batch Donation Entry Name
Bulk Donation Status
Description
Expected Total Amount of Donations
Expected Number of Donations
Click Next to proceed
Select Record Creator as the "Allowed Submitters”. Click Save to finish.
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After saving, you will be redirected
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to this page.
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Create Initial Submission Actions for Update Batch Status Awaiting Approval
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.
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Click the
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Add Existing button and select
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Field Update
Create Approval
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Steps
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Click the
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New Approval
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Step button
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Enter Name and Description, click
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Name
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Unique Name
Next
Step 1: User Approval
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, Unique Name Step_1_User
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. c. Specify Step Criteria
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_Approval
Specify step criteria: Select “Enter this step if the following” criteria are met, else reject record and copy the values below.
Field | Operator | Value |
Batch Donation Entry: Bulk Donation Status | equals | To Be Processed,Awaiting Approval |
. d. Select Select Approver step .. e. Click and click Save when done..
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Create Final Approval Actions - for Update Batch Status Approved
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.
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Click the
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Add Existing button and select
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Field Update
Create Final Rejection Actions - for Update Batch Status To Be Processed
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.
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Click the
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Add Existing button and select
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Field Update
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.
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After completing the setup
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click the
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Activate button to activate the Approval Process.
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Enable Approval Process in ProntoGiving Settings
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