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FLOW: Find Gift Recipient or create as needed #186

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FLOW: Find Gift Recipient or create as needed #186

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d25642b
Created fields on Membership Submission form for Recipient lookup and…
DebbieN-SF Jun 25, 2024
d84b9d2
created flow DPEV Listener - Find/Create Recipient
DebbieN-SF Jul 2, 2024
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12 changes: 12 additions & 0 deletions force-app/main/default/flexipages/Membership_Form_Submission_Record_Page.flexipage-meta.xml
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Expand Up @@ -32,6 +32,18 @@
<type>Region</type>
</flexiPageRegions>
<flexiPageRegions>
<itemInstances>
<fieldInstance>
<fieldItem>Record.Recipient__c</fieldItem>
<identifier>RecordRecipient__cField</identifier>
</fieldInstance>
</itemInstances>
<itemInstances>
<fieldInstance>
<fieldItem>Record.Recipient_Import_Status__c</fieldItem>
<identifier>RecordRecipient_Import_Status__cField</identifier>
</fieldInstance>
</itemInstances>
<name>Facet-b79cc4cf-4e40-45ad-a1af-4b84b0736f05</name>
<type>Facet</type>
</flexiPageRegions>
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12 changes: 12 additions & 0 deletions force-app/main/default/flexipages/Membership_Form_Submission_Record_Page1.flexipage-meta.xml
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Expand Up @@ -32,6 +32,18 @@
<type>Region</type>
</flexiPageRegions>
<flexiPageRegions>
<itemInstances>
<fieldInstance>
<fieldItem>Record.Recipient__c</fieldItem>
<identifier>RecordRecipient__cField</identifier>
</fieldInstance>
</itemInstances>
<itemInstances>
<fieldInstance>
<fieldItem>Record.Recipient_Import_Status__c</fieldItem>
<identifier>RecordRecipient_Import_Status__cField</identifier>
</fieldInstance>
</itemInstances>
<name>Facet-b79cc4cf-4e40-45ad-a1af-4b84b0736f05</name>
<type>Facet</type>
</flexiPageRegions>
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236 changes: 236 additions & 0 deletions force-app/main/default/flows/DPEV_Listener_Find_Create_Recipient.flow-meta.xml
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@@ -0,0 +1,236 @@
<?xml version="1.0" encoding="UTF-8"?>
<Flow xmlns="http://soap.sforce.com/2006/04/metadata">
<apiVersion>49.0</apiVersion>
<assignments>
<name>Update_MFS_Error_Create</name>
<label>Update MFS - Error</label>
<locationX>314</locationX>
<locationY>602</locationY>
<assignmentItems>
<assignToReference>Get_MFS_record.Status__c</assignToReference>
<operator>Assign</operator>
<value>
<stringValue>Failed</stringValue>
</value>
</assignmentItems>
<assignmentItems>
<assignToReference>Get_MFS_record.Failure_Information__c</assignToReference>
<operator>Assign</operator>
<value>
<stringValue>Unable to create recipient contact record</stringValue>
</value>
</assignmentItems>
<connector>
<isGoTo>true</isGoTo>
<targetReference>Update_MFS</targetReference>
</connector>
</assignments>
<assignments>
<name>Update_MFS_Success</name>
<label>Update MFS - Success</label>
<locationX>50</locationX>
<locationY>602</locationY>
<assignmentItems>
<assignToReference>Get_MFS_record.Recipient__c</assignToReference>
<operator>Assign</operator>
<value>
<elementReference>Create_Recipient</elementReference>
</value>
</assignmentItems>
<connector>
<targetReference>Update_MFS</targetReference>
</connector>
</assignments>
<assignments>
<name>Update_MFS_Sucess</name>
<label>Update MFS - Sucess</label>
<locationX>578</locationX>
<locationY>494</locationY>
<assignmentItems>
<assignToReference>Get_MFS_record.Contact__c</assignToReference>
<operator>Assign</operator>
<value>
<elementReference>Get_MFS_Recipient.Id</elementReference>
</value>
</assignmentItems>
<connector>
<targetReference>Update_MFS</targetReference>
</connector>
</assignments>
<decisions>
<name>Recipient_Exists</name>
<label>Recipient Exists?</label>
<locationX>314</locationX>
<locationY>386</locationY>
<defaultConnector>
<targetReference>Update_MFS_Sucess</targetReference>
</defaultConnector>
<defaultConnectorLabel>Yes, Find</defaultConnectorLabel>
<rules>
<name>No_Create</name>
<conditionLogic>and</conditionLogic>
<conditions>
<leftValueReference>Get_MFS_Recipient</leftValueReference>
<operator>IsNull</operator>
<rightValue>
<booleanValue>true</booleanValue>
</rightValue>
</conditions>
<connector>
<targetReference>Create_Recipient</targetReference>
</connector>
<label>No, Create</label>
</rules>
</decisions>
<description>PE triggered flow, finds or creates a contact for the Gift Recipient from Membership Submission Form record.</description>
<environments>Default</environments>
<formulas>
<description>Combines the two street address lines</description>
<name>forBillingStreet</name>
<dataType>String</dataType>
<expression>{!Get_MFS_record.RecipientStreet__c} + &quot; &quot; + {!Get_MFS_record.RecipientStreet2__c}</expression>
</formulas>
<interviewLabel>DPEV Listener - Find/Create Recipient {!$Flow.CurrentDateTime}</interviewLabel>
<label>DPEV Listener - Find/Create Recipient</label>
<processMetadataValues>
<name>BuilderType</name>
<value>
<stringValue>LightningFlowBuilder</stringValue>
</value>
</processMetadataValues>
<processMetadataValues>
<name>CanvasMode</name>
<value>
<stringValue>AUTO_LAYOUT_CANVAS</stringValue>
</value>
</processMetadataValues>
<processMetadataValues>
<name>OriginBuilderType</name>
<value>
<stringValue>LightningFlowBuilder</stringValue>
</value>
</processMetadataValues>
<processType>AutoLaunchedFlow</processType>
<recordCreates>
<name>Create_Recipient</name>
<label>Create Recipient</label>
<locationX>50</locationX>
<locationY>494</locationY>
<connector>
<targetReference>Update_MFS_Success</targetReference>
</connector>
<faultConnector>
<targetReference>Update_MFS_Error_Create</targetReference>
</faultConnector>
<inputAssignments>
<field>Email</field>
<value>
<elementReference>Get_MFS_record.RecipientEmail__c</elementReference>
</value>
</inputAssignments>
<inputAssignments>
<field>FirstName</field>
<value>
<elementReference>Get_MFS_record.RecipientFirstName__c</elementReference>
</value>
</inputAssignments>
<inputAssignments>
<field>LastName</field>
<value>
<elementReference>Get_MFS_record.RecipientLastName__c</elementReference>
</value>
</inputAssignments>
<inputAssignments>
<field>MailingCity</field>
<value>
<elementReference>Get_MFS_record.RecipientCity__c</elementReference>
</value>
</inputAssignments>
<inputAssignments>
<field>MailingCountry</field>
<value>
<elementReference>Get_MFS_record.RecipientCountry__c</elementReference>
</value>
</inputAssignments>
<inputAssignments>
<field>MailingPostalCode</field>
<value>
<elementReference>Get_MFS_record.RecipientZip__c</elementReference>
</value>
</inputAssignments>
<inputAssignments>
<field>MailingState</field>
<value>
<elementReference>Get_MFS_record.RecipientState__c</elementReference>
</value>
</inputAssignments>
<inputAssignments>
<field>MailingStreet</field>
<value>
<elementReference>forBillingStreet</elementReference>
</value>
</inputAssignments>
<object>Contact</object>
<storeOutputAutomatically>true</storeOutputAutomatically>
</recordCreates>
<recordLookups>
<description>Get the Gift Recipient from the MFS record</description>
<name>Get_MFS_Recipient</name>
<label>Get MFS Recipient</label>
<locationX>314</locationX>
<locationY>278</locationY>
<assignNullValuesIfNoRecordsFound>false</assignNullValuesIfNoRecordsFound>
<connector>
<targetReference>Recipient_Exists</targetReference>
</connector>
<filterLogic>and</filterLogic>
<filters>
<field>Email</field>
<operator>EqualTo</operator>
<value>
<elementReference>Get_MFS_record.RecipientEmail__c</elementReference>
</value>
</filters>
<getFirstRecordOnly>true</getFirstRecordOnly>
<object>Contact</object>
<storeOutputAutomatically>true</storeOutputAutomatically>
</recordLookups>
<recordLookups>
<name>Get_MFS_record</name>
<label>Get MFS record</label>
<locationX>314</locationX>
<locationY>170</locationY>
<assignNullValuesIfNoRecordsFound>false</assignNullValuesIfNoRecordsFound>
<connector>
<targetReference>Get_MFS_Recipient</targetReference>
</connector>
<filterLogic>and</filterLogic>
<filters>
<field>Id</field>
<operator>EqualTo</operator>
<value>
<elementReference>Get_MFS_record.Id</elementReference>
</value>
</filters>
<getFirstRecordOnly>true</getFirstRecordOnly>
<object>Membership_Form_Submission__c</object>
<storeOutputAutomatically>true</storeOutputAutomatically>
</recordLookups>
<recordUpdates>
<name>Update_MFS</name>
<label>Update MFS</label>
<locationX>314</locationX>
<locationY>884</locationY>
<inputReference>Get_MFS_record</inputReference>
</recordUpdates>
<start>
<locationX>188</locationX>
<locationY>0</locationY>
<connector>
<targetReference>Get_MFS_record</targetReference>
</connector>
<object>DPEV_Gift_Recipient_Finder__e</object>
<triggerType>PlatformEvent</triggerType>
</start>
<status>Active</status>
</Flow>
2 changes: 1 addition & 1 deletion force-app/main/default/flows/DPEV_Listener_Membership_Finder.flow-meta.xml
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Expand Up @@ -216,7 +216,7 @@ Return the Opportunity</description>
<object>DPEV_Membership_Finder__e</object>
<triggerType>PlatformEvent</triggerType>
</start>
<status>Draft</status>
<status>Active</status>
<variables>
<description>Variable to hold Opportunity Line item to be updated</description>
<name>OpportunityProductforUpdate</name>
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12 changes: 10 additions & 2 deletions ...t/layouts/Membership_Form_Submission__c-Membership Form Submission Layout.layout-meta.xml
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Expand Up @@ -183,12 +183,16 @@
<behavior>Edit</behavior>
<field>Price_Book_Entry__c</field>
</layoutItems>
<layoutItems>
<behavior>Edit</behavior>
<field>Recipient__c</field>
</layoutItems>
</layoutColumns>
<layoutColumns>
<layoutItems>
<behavior>Edit</behavior>
<field>Account_Import_Status__c</field>
</layoutItems>
</layoutItems>
<layoutItems>
<behavior>Edit</behavior>
<field>Source_Code__c</field>
Expand All @@ -205,6 +209,10 @@
<behavior>Edit</behavior>
<field>Product_Import_Status__c</field>
</layoutItems>
<layoutItems>
<behavior>Edit</behavior>
<field>Recipient_Import_Status__c</field>
</layoutItems>
</layoutColumns>
<style>TwoColumnsLeftToRight</style>
</layoutSections>
Expand Down Expand Up @@ -247,7 +255,7 @@
<showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
<showSubmitAndAttachButton>false</showSubmitAndAttachButton>
<summaryLayout>
<masterLabel>00h8F000004BIMn</masterLabel>
<masterLabel>00h01000003MHOY</masterLabel>
<sizeX>4</sizeX>
<sizeY>0</sizeY>
<summaryLayoutStyle>Default</summaryLayoutStyle>
Expand Down
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