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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.
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Approval Process
Enable record locking and unlocking in Apex. Go to Setup > Process Automation > Process Automation Settings.
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Create Approval Process
Go to Setup > Process Automation > Approval Process. Create new Approval Process for Batch Donation Entry (if not yet created)
In Manage Approval Process For picklist, select the Batch Donation Entry and select the Use Standard Setup Wizard option.
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Create Final Approval Actions - for Update Batch Status Approved. Click the Add Existing button and select Field Update
Create Final Rejection Actions - for Update Batch Status To Be Processed. Click the Add Existing button and select Field Update.After completing the setup click the Activate button to activate the Approval Process.
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Enable Approval Process
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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” Approval Request and approve or reject the BDE records. Only those Approved BDE records will be processed.
Navigate to ProntoGiving Settings > Batch Donation Entry > BDE 2.0 > Settings > Use Approval Process for Batch Donation Entries. Enabling the toggle will allow processing of Batch Donation Entry records if status is marked as “Approved” only
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If the toggle is enabled (ASPHPPADDON__Use_Approval_Process_for_Batches__c = true), the user needs to click the Submit for Approval button to get approval before processing the BDE record, or else an error notification message will pop-up that the criteria is not met, because it is not yet approved. Only “Approved” BDE status will be processed.
Disabling the toggle will allow processing of Batch Donation Entry records even though the status is “To Be Processed”. 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.
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