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Go to ProntoGiving Settings | Schedule Process | Settings | Process BDE Items
The user can specify how many records will be processed per batch iteration. This can be done by setting up the number on this field. If the Number of Records per iteration field has no value, the hard-coded default value is 10 records per iteration
Click Save Batch Size button
The user can then click the Run Batch button
The progress of the batch can be monitored in the Setup | Environments | Jobs | Apex Jobs
Step 2: Scheduled Batch Run
The user can set the schedule easily through the ProntoGiving Settings scheduler page. Navigate to ProntoGiving Settings | Schedule Process | Settings
Under the Single/Bulk Donations section, there’s a process name called Process BDE Items
The user can set the time through the field provided in the settings
Click the Schedule Batch button to start the schedule
To check whether the schedule is set successfully, the Schedule Batch button is changed to Stop Batch. You can also verify it in Setup | Environments | Jobs | Scheduled Jobs
Sync BDE Item Fields
Insert Automations
An option to automate the process in adding a volume of Active Values to Batch Donation Entry Item from the Opportunity Stage, Account Record Type, Campaign Record Type and Opportunity Record Type.
Note: The BDE Item Object Values should have the same Values with Opportunity, Account and Campaign Object. If it will not coincide, a conflict might occur if there is any future processing in BDE Item.
Check the existing values from Opportunity Stage and Record Type, Account Record Type and Campaign Record Type, before Syncing to Batch Donation Item fields. Making sure that there are values to be synced.
Step 1: Check Opportunity Stage (Clicking ‘New’ button will insert new value)
Navigate toSetup | Object Manager | Opportunity | Fields & Relationships | Stage | Opportunity Stages Picklist Values
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Step 2: Check Accounts Record Type (Clicking ‘New’ button will insert new value)
Navigate toSetup | Object Manager | Account | Field & Relationship | Type | Account Type Picklist Values
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Step 3: Check Campaign Record Type (Clicking ‘New’ button will insert new value)
Navigate toSetup | Object Manager | Campaign | Field & Relationship | Type | Campaign Type Picklist Values
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Step 4: Check Opportunity Values (clicking ‘new’ button will insert new value).
Navigate to Setup | Object Manager | Opportunity | Fields & Relationships | Type | Opportunity Type Picklist Values.
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Step 5: Sync Button Behaviours
Navigate to ProntoGiving Settings | Batch Donation Entry | BDE 2.0 | Settings | Sync BDE Item Fields
Clicking Opportunity Stage Sync button, the active values from Opportunity Stage will be copied to BDE Item field “ASPHPPADDON__Opportunity_Stage__c” (picklist) as values
Clicking Account Record Type Sync button, the active values from Account Record Type will be copied to BDE Item field “ASPHPPADDON__Primary_Account_Record_Type__c” (picklist) as values
Clicking Campaign Record Type Sync button, the active values from Campaign Record Type will be copied to BDE Item field “ASPHPPADDON__Campaign_Record_Type__c” (picklist) as values
Clicking Opportunity Record Type Sync button, the active values from opportunity Record Type will be copied to BDE Item field “ASPHPPADDON__Opportunity_Record_Type__c” (picklist) as values.
Step 6: Test Syncing Process
To check if it is successfully synced and populated in Batch Donation Entry Item fields, go to
Setup | BDE Item | Field & Relationship | ASPHPPADDON__Opportunity_Stage__c | Values
Setup | BDE Item | Field & Relationship | ASPHPPADDON__Primary_Account_Record_Type__c | Values
Setup | BDE Item | Field & Relationship | ASPHPPADDON__Campaign_Record_Type__c | Values
Setup | BDE Item | Field & Relationship | ASPHPPADDON__Opportunity_Record_Type__c | Values
Insert Manually
You have other option to manually add a single value to BDE Item fields or to Opportunity, Account, Campaign object fields.
Note: The BDE Item Object Values should have the same Values with Opportunity, Account and Campaign Object. If it will not coincide, a conflict might occur if there is any future processing in BDE Item.
BDE Item Fields
Step 1: Insert Opportunity Stage value manually
Navigate to Setup | Object Manager | BDE Item | Fields & Relationships | Opportunity Stage | Picklist Values.
Click New button to insert new value. Select Save button when done.
Step 2: Insert Account Record Type value manually
Navigate toSetup | Object Manage | BDE Item | Fields & Relationships | Primary Account Record Type | Picklist Values.
Click New button to insert new value and click Save button when done.
Step 3: Insert Campaign Record Type value manually
Navigate toSetup | Object Manager | BDE Item | Fields & Relationships | Campaign Record Type | Picklist Values
Click New button to insert new value and select Save button when done.
Step 4: Insert Opportunity Record Type value manually
Navigate to Setup | Object Manager | BDE Item | Fields & Relationships | Opportunity Record Type | Picklist Values
Click New button to insert new value and select Save button when done.
Note: Make sure to Add Values also in Opportunity, Account Campaign Object fields (B), right after you’ve finished adding on the BDE item fields. (Proceed on Step B)
B. Opportunity, Account, Campaign
Step 1: Insert Opportunity Stage value manually
Navigate toSetup | Object Manager | Opportunity | Fields & Relationships | Stage | Picklist Values.
Click New button to insert new value. Complete the following fields:
Stage Name:
Type:
Description
Probability
Forecast Category
Select Save button when done.
Step 2: Insert Opportunity Record Type manually
Navigate toSetup | Object Manager | Opportunity | Fields & Relationships | Type | Picklist Values
Click New button to insert new value and select Save.
Step 3. Insert Account Record Type manually
Navigate to Setup | Object Manager | Account | Fields & Relationships | Type | Picklist Values.
Click New button to insert new value and select Save.
Step 4. Insert Campaign Record Type manually
Navigate toSetup | Object Manager | Campaign | Fields & Relationships | Type | Picklist Values
Click New button to insert new value and select Save.