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Published 20 hours ago • verified publisher icon SFDO-Community-Sprints

Gift Entry: Create and Edit Gift Entry Templates

Open Billflorio opened this issue 3 years ago • 7 comments

This is about making custom GE templates. #468 is about saving the default template (maybe we can blend in here?)

https://help.salesforce.com/s/articleView?id=sfdo.NPSP_GE_Create_Template.htm&type=5

https://docs.google.com/document/d/1vEQLOBQjDm5z-Q_6WoOS70LjFe33Oe318gnwErCE0-Y/edit#

Billflorio avatar May 31 '21 22:05 Billflorio

@barbarachristensen Please give Raksha Sanganee and Padmini Katekar access to this google doc. Thanks!

melissabarber avatar Sep 17 '21 17:09 melissabarber

@barbarachristensen - Padmini Katekar and Raksha Sanganee would like to continue working on this card

padkat avatar Sep 17 '21 21:09 padkat

We completed till page 3

padkat avatar Sep 17 '21 21:09 padkat

RECOMMENDATION NEXT SPRINT-- Someone who knows gift entry well revisit this and do the following:

  • Decide how to separate or combine the 2 docs under the Gift Entry Template docs-- https://help.salesforce.com/s/articleView?id=sfdo.NPSP_Gift_Entry_Templates.htm&type=5
    -- There are 2 kinds of templates to build, Single Gift and Batch Gift Entry (which is all the same as single mostly but has batch settings as well), plus notes on how to save/handle the packaged Default Template. Do we need a video for each type, how to handle the default bit which is small, etc? Aim for 2-3m vids and conceptual flow with a good opener. Maybe we can cover copying the default template as a quick setup at the front and the batch at the end in 3m?

  • Finish the script(s) as decided. The doc linked above has various sections in chunk, it may be largely written and just need clean up and some opener/closer text.

  • Any scripts not finished at sprint: be sure each script is in its own card (468 card already made) tag be in notes

barbarachristensen avatar Jan 16 '23 02:01 barbarachristensen

Updated script: https://docs.google.com/document/d/1OlkxkuPN1Jjru9b_fLPfSM2xqXZJBRhrP9nYUt-1U8k/edit

Taken some of the original and reorganised it and simplified it. I've kept batch gift entry and single gift entry templating in the same video since it is basically the same thing and I think it can fit within 2-3mins.

dankingsley avatar Jan 18 '23 12:01 dankingsley

@barbarachristensen I have created a brand new google doc as the doc above did not have the template:

https://docs.google.com/document/d/1vEQLOBQjDm5z-Q_6WoOS70LjFe33Oe318gnwErCE0-Y/edit#

But see Dan's notes for the rest of the updates :)

Salesforce-Em avatar Jan 18 '23 14:01 Salesforce-Em

Fully written at sprint (thanks Dan!!) Just needs a review by a GE expert. I can do it when I'm back

barbarachristensen avatar Jan 20 '23 16:01 barbarachristensen