Recipe: Assign Templates for Major Donations

This step-by-step guide walks System Administrators through assigning specific templates for one-time donation tax receipts above a certain amount. Use this if your organization would like major donations to use a different receipt and email template.

Chantelle Ng
16 steps
51 seconds

Cascadiareceipting

Permissions & Tips

User Permission Needed: - View Setup and Configuration - Customize Application - Manage Flow - Cascadia Receipting User

You must create a Receipt Template record that you want to assign for the major gifts. Find out how here.

Guide

Go to Setup > Flow > Select your Cascadia Receipting Set Fields Flow

Click "Get Records".

Click "Add Field".

Click "Amount".

Click "Save As New Version" and Activate your Flow.

Go to Setup > Flow > Select your Cascadia Receipting Set Template Flow

Click "Decision".

Under Outcome Order, click "+".

Outcome Label: Major Gift Resource: {!varRec_OpportunityRecord.Amount}\ Operator: Greater Than or Equal\ Value: Input the amount value that your organization considers a major donation

Under your new decision branch, click the "+" icon.

Select the "Assignment" Element.

Label: Major Gift Template

Assign the Tax Receipt's Receipt Template: - Variable: {!varTxt_TaxReceiptTemplate} - Operator: Equals - Value: Input the name of your major gift Receipt Template record

Click Add Assignment.

Assign the Tax Receipt's Email Template: - Variable: {!varTxt_EmailTemplate} - Operator: Equals - Value: Input the name of your major gift Email Template record

Save and Activate your Flow.