Fix Empty Data in Tax Receipt Batches

This guide is for Users who have generated Tax Receipt records via batch where key fields (e.g., donor name, donor address, etc.) are coming up empty. This can occur if the Set Tax Receipt Fields Flow is not optimized for large batch processing. This is intended as a temporary workaround. We recommend reviewing and troubleshooting your Set Tax Receipt Fields Flow to prevent empty fields from appearing in future Tax Receipt batches.

Chantelle Ng
31 steps
3 minutes

Salesforce

Cascadiareceipting

Create a new Flow

Select Start From Scratch.

Click Next.

Select Type: Record-Triggered Flow.

Click Create.

Select Object: Tax Receipt Batch Configure Trigger: A record is updated. Set Entry Conditions: All Conditions Are Met (AND): - Field: TaxReceiptBatch Name - Operator: Equals - Value: Tax Receipt Batch Number (e.g. TRB-00010) When to Run the Flow for Updated Records: Every time a record is updated and meets the condition requirements. Optimize the Flow for: Actions and Related Records.

Click the add icon.

Click Get Records.

We are retrieving the Tax Receipt records from the empty Tax Receipt Batch. Provide a descriptive Label and Description for this element. In this example, we used Batch's Tax Receipts as the label.

Get Records of this Object: Tax Receipt Condition Requirements: All Conditions are Met (AND): - Field: Tax Receipt Batch - Operator: Equal - Value: Record > Record ID How Many Records to Store: All Records.

Click the add icon.

Select the Loop Element.

We are currently looping through each Tax Receipt record in the Tax Receipt Batch to populate their respective fields. Provide a Label and Description.

Select Collection Variable: Tax Receipts from Batch's Tax Receipts.

Toggle the Toolbox, by clicking this icon button.

Click the New Resource button.

Resource Type: Variable API Name: varColTxtTaxReceipts Data Type: Text Allow multiple values (Collection): Check Availability Outside the Flow: Available for output

Click Done.

Go back to the Canvas, click the Add icon below For Each.

Select the Assignment Element.

Add a label and description.

Set Variable Values: - Variable: varColTxtTaxReceipts - Operator: Add - Value: Current Item from Loop Each Tax Receipt > Record ID

Click the Add icon after After Loop.

Select Subflow.

Select your Set Tax Receipts Fields Flow.

If you're unsure which Set Tax Receipt Fields Flows to reference, check Custom Settings > Cascadia Receipting Custom Settings to see which flow is being used when Tax Receipt records are generated.

In the SubFlow Element, provide a label and description in their respective fields.

Set varTaxReceiptIds to Included.

In varTaxReceiptIds, input the varColTxtTaxReceipts Resource.

Click Save.

Name and save the Flow.

Activate the Flow.

Fix Empty Data in Tax Receipt Batches

Chantelle Ng
31 steps
3 minutes

Salesforce

Cascadiareceipting

Create a new Flow

Select Start From Scratch.

Click Next.

Select Type: Record-Triggered Flow.

Click Create.

Click the add icon.

Click Get Records.

We are retrieving the Tax Receipt records from the empty Tax Receipt Batch. Provide a descriptive Label and Description for this element. In this example, we used Batch's Tax Receipts as the label.

Click the add icon.

Select the Loop Element.

We are currently looping through each Tax Receipt record in the Tax Receipt Batch to populate their respective fields. Provide a Label and Description.

Select Collection Variable: Tax Receipts from Batch's Tax Receipts.

Toggle the Toolbox, by clicking this icon button.

Click the New Resource button.

Resource Type: Variable API Name: varColTxtTaxReceipts Data Type: Text Allow multiple values (Collection): Check Availability Outside the Flow: Available for output

Click Done.

Go back to the Canvas, click the Add icon below For Each.

Select the Assignment Element.

Add a label and description.

Set Variable Values: - Variable: varColTxtTaxReceipts - Operator: Add - Value: Current Item from Loop Each Tax Receipt > Record ID

Click the Add icon after After Loop.

Select Subflow.

Select your Set Tax Receipts Fields Flow.

If you're unsure which Set Tax Receipt Fields Flows to reference, check Custom Settings > Cascadia Receipting Custom Settings to see which flow is being used when Tax Receipt records are generated.

In the SubFlow Element, provide a label and description in their respective fields.

Set varTaxReceiptIds to Included.

In varTaxReceiptIds, input the varColTxtTaxReceipts Resource.

Click Save.

Name and save the Flow.

Activate the Flow.