Default controls for blackthorn | donations are controlled by a Custom Setting called "blackthorn | donations Settings". You can access this from Setup | Custom Settings | and click Manage next to blackthorn | donations Settings.
Each field has help text outlining the default handling.
- Note, checkbox fields set to true by default will not appear 'checked' on the New screen when manually creating a record, but they will automatically set to true after saving the record.
- Add the Recurring Donation field and Form Submission field onto your Opportunity layout
- If the Form Submission field has a value, it means the Opportunity was created by a Blackthorn | Donations form.
- If the Opportunity has a Recurring Donation value, it means the Opportunity was created by a Recurring Donation.
To fire related Workflow/Process Builder automation, filter on #2 and #3 above to say "This Opportunity was created by Blackthorn | Donations and it's part of a Recurring Donation".
There is a field on Transaction called First Recurring Donation Transaction (API name donation360First_Transactionc). That field gets sets to True if the Transaction is the first in the series of related Recurring Donations. Use that field in your Workflow/Process Builder filter criteria.
Updated about 2 years ago