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FLOW UPDATE: Find gift recipient #163

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FLOW UPDATE: Find gift recipient #163

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63ec74a
Created a recipient lookup field and added a decision element on the …
RamyaManokaran Feb 7, 2024
33c6e8b
Updated Membership Form Submission Business process flow
RamyaManokaran Feb 7, 2024
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80 changes: 62 additions & 18 deletions force-app/main/default/flows/BPEV_Listener_Membership_Form_Business_Process.flow-meta.xml
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Original file line number Diff line number Diff line change
@@ -1,9 +1,10 @@
<?xml version="1.0" encoding="UTF-8"?>
<Flow xmlns="http://soap.sforce.com/2006/04/metadata">
<apiVersion>49.0</apiVersion>
<decisions>
<name>Is_Account_Lookup_Set</name>
<label>Is Account Lookup Set?</label>
<locationX>1374</locationX>
<locationX>1636</locationX>
<locationY>278</locationY>
<defaultConnector>
<targetReference>Call_Account_Platform_Event</targetReference>
Expand Down Expand Up @@ -35,10 +36,10 @@
<decisions>
<name>Is_Contact_Lookup_Set</name>
<label>Is Contact Lookup Set?</label>
<locationX>1114</locationX>
<locationX>1374</locationX>
<locationY>386</locationY>
<defaultConnector>
<targetReference>Call_Contact_Platform_Event</targetReference>
<targetReference>Copy_1_of_Call_Contact_Platform_Event</targetReference>
</defaultConnector>
<defaultConnectorLabel>No Contact</defaultConnectorLabel>
<rules>
Expand All @@ -52,7 +53,7 @@
</rightValue>
</conditions>
<connector>
<targetReference>Is_Product_Lookup_Set</targetReference>
<targetReference>Is_Recipient_Lookup_Set</targetReference>
</connector>
<label>Contact Exists</label>
</rules>
Expand All @@ -61,7 +62,7 @@
<name>Is_Pricebook_Entry_Lookup_Set</name>
<label>Is The Pricebook Entry Lookup Set?</label>
<locationX>380</locationX>
<locationY>710</locationY>
<locationY>818</locationY>
<defaultConnector>
<targetReference>Call_the_Pricebook_Entry_Finder</targetReference>
</defaultConnector>
Expand All @@ -86,7 +87,7 @@
<name>Is_Product_Lookup_Set</name>
<label>Is Product Lookup Set?</label>
<locationX>858</locationX>
<locationY>494</locationY>
<locationY>602</locationY>
<defaultConnector>
<targetReference>Call_Product_Platform_Event</targetReference>
</defaultConnector>
Expand Down Expand Up @@ -114,11 +115,36 @@
<label>Product Exists</label>
</rules>
</decisions>
<decisions>
<name>Is_Recipient_Lookup_Set</name>
<label>Is Recipient Lookup Set?</label>
<locationX>1114</locationX>
<locationY>494</locationY>
<defaultConnector>
<targetReference>Call_Contact_Platform_Event</targetReference>
</defaultConnector>
<defaultConnectorLabel>Default Outcome</defaultConnectorLabel>
<rules>
<name>Recipient_Contact_Exists</name>
<conditionLogic>and</conditionLogic>
<conditions>
<leftValueReference>GET_Membership_Form_Submission_Record.Recipient_Contact__r.Id</leftValueReference>
<operator>IsNull</operator>
<rightValue>
<booleanValue>true</booleanValue>
</rightValue>
</conditions>
<connector>
<targetReference>Is_Product_Lookup_Set</targetReference>
</connector>
<label>Recipient Contact Exists</label>
</rules>
</decisions>
<decisions>
<name>Is_the_Campaign_Lookup_Set</name>
<label>Is the Campaign Lookup Set?</label>
<locationX>611</locationX>
<locationY>602</locationY>
<locationY>710</locationY>
<defaultConnector>
<targetReference>Call_Find_Campaign_Platform_Event</targetReference>
</defaultConnector>
Expand Down Expand Up @@ -150,7 +176,7 @@
<name>Is_The_Opportunity_Lookup_Set</name>
<label>Is The Opportunity Lookup Set?</label>
<locationX>182</locationX>
<locationY>818</locationY>
<locationY>926</locationY>
<defaultConnector>
<targetReference>Call_The_Opportunity_Platform_Event</targetReference>
</defaultConnector>
Expand All @@ -172,6 +198,7 @@
</rules>
</decisions>
<description>Checks for existing population of lookup fields on the Membership Form record and triggers platform events for creation if necessary.</description>
<environments>Default</environments>
<interviewLabel>BPEV Listener - Membership Form Business Process {!$Flow.CurrentDateTime}</interviewLabel>
<label>BPEV Listener - Membership Form Business Process</label>
<processMetadataValues>
Expand All @@ -197,7 +224,7 @@
<description>Calls the DPEV Account Find/Create Platform Event</description>
<name>Call_Account_Platform_Event</name>
<label>Call Account Platform Event</label>
<locationX>1634</locationX>
<locationX>1898</locationX>
<locationY>386</locationY>
<inputAssignments>
<field>Record_Id__c</field>
Expand All @@ -213,7 +240,7 @@
<name>Call_Contact_Platform_Event</name>
<label>Call Contact Platform Event</label>
<locationX>1370</locationX>
<locationY>494</locationY>
<locationY>602</locationY>
<inputAssignments>
<field>Membership_Form_Submission_Id__c</field>
<value>
Expand All @@ -227,7 +254,7 @@
<name>Call_Find_Campaign_Platform_Event</name>
<label>Call Find Campaign Platform Event</label>
<locationX>842</locationX>
<locationY>710</locationY>
<locationY>818</locationY>
<inputAssignments>
<field>Record_Id__c</field>
<value>
Expand All @@ -242,7 +269,7 @@
<name>Call_Product_Platform_Event</name>
<label>Call Product Platform Event</label>
<locationX>1106</locationX>
<locationY>602</locationY>
<locationY>710</locationY>
<inputAssignments>
<field>Record_Id__c</field>
<value>
Expand All @@ -256,7 +283,7 @@
<name>Call_The_Opportunity_Platform_Event</name>
<label>Call The Opportunity Platform Event</label>
<locationX>314</locationX>
<locationY>926</locationY>
<locationY>1034</locationY>
<inputAssignments>
<field>Record_Id__c</field>
<value>
Expand All @@ -270,7 +297,7 @@
<name>Call_the_Pricebook_Entry_Finder</name>
<label>Call the Pricebook Entry Finder</label>
<locationX>578</locationX>
<locationY>818</locationY>
<locationY>926</locationY>
<inputAssignments>
<field>Record_Id__c</field>
<value>
Expand All @@ -280,15 +307,31 @@
<object>DPEV_Pricebook_Finder__e</object>
<storeOutputAutomatically>true</storeOutputAutomatically>
</recordCreates>
<recordCreates>
<description>Calls the DPEV Contact Finder Platform event</description>
<name>Copy_1_of_Call_Contact_Platform_Event</name>
<label>Copy 1 of Call Contact Platform Event</label>
<locationX>1634</locationX>
<locationY>494</locationY>
<inputAssignments>
<field>Membership_Form_Submission_Id__c</field>
<value>
<elementReference>GET_Membership_Form_Submission_Record.Id</elementReference>
</value>
</inputAssignments>
<object>DPEV_Contact_Finder__e</object>
<storeOutputAutomatically>true</storeOutputAutomatically>
</recordCreates>
<recordLookups>
<name>GET_Membership_Form_Submission_Record</name>
<label>GET Membership Form Submission Record</label>
<locationX>1374</locationX>
<locationX>1636</locationX>
<locationY>170</locationY>
<assignNullValuesIfNoRecordsFound>false</assignNullValuesIfNoRecordsFound>
<connector>
<targetReference>Is_Account_Lookup_Set</targetReference>
</connector>
<filterLogic>and</filterLogic>
<filters>
<field>Id</field>
<operator>EqualTo</operator>
Expand All @@ -304,7 +347,8 @@
<name>Update_MFS_status_Imported</name>
<label>Update MFS status - Imported</label>
<locationX>50</locationX>
<locationY>926</locationY>
<locationY>1034</locationY>
<filterLogic>and</filterLogic>
<filters>
<field>Id</field>
<operator>EqualTo</operator>
Expand All @@ -324,13 +368,13 @@
<object>Membership_Form_Submission__c</object>
</recordUpdates>
<start>
<locationX>1248</locationX>
<locationX>1510</locationX>
<locationY>0</locationY>
<connector>
<targetReference>GET_Membership_Form_Submission_Record</targetReference>
</connector>
<object>BPEV_Membership_Form_Submission__e</object>
<triggerType>PlatformEvent</triggerType>
</start>
<status>Active</status>
<status>Draft</status>
</Flow>
6 changes: 5 additions & 1 deletion ...t/layouts/Membership_Form_Submission__c-Membership Form Submission Layout.layout-meta.xml
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Original file line number Diff line number Diff line change
Expand Up @@ -22,6 +22,10 @@
<behavior>Edit</behavior>
<field>SalePrice__c</field>
</layoutItems>
<layoutItems>
<behavior>Edit</behavior>
<field>Recipient_Contact__c</field>
</layoutItems>
</layoutColumns>
<layoutColumns>
<layoutItems>
Expand Down Expand Up @@ -188,7 +192,7 @@
<layoutItems>
<behavior>Edit</behavior>
<field>Account_Import_Status__c</field>
</layoutItems>
</layoutItems>
<layoutItems>
<behavior>Edit</behavior>
<field>Source_Code__c</field>
Expand Down
14 changes: 14 additions & 0 deletions .../default/objects/Membership_Form_Submission__c/fields/Recipient_Contact__c.field-meta.xml
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Original file line number Diff line number Diff line change
@@ -0,0 +1,14 @@
<?xml version="1.0" encoding="UTF-8"?>
<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
<fullName>Recipient_Contact__c</fullName>
<deleteConstraint>SetNull</deleteConstraint>
<description>This looks up for the recipient contact</description>
<externalId>false</externalId>
<label>Recipient Contact</label>
<referenceTo>Contact</referenceTo>
<relationshipLabel>Membership Form Submissions (Recipient Contact)</relationshipLabel>
<relationshipName>Membership_Form_Submissions1</relationshipName>
<required>false</required>
<trackTrending>false</trackTrending>
<type>Lookup</type>
</CustomField>