| Start |
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Select Automatic Inputs as the input
type.
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Select Engagement Visualization Template
Capability as the prompt template type.
|
| Get Records |
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In Label, enter Get Contact, and then
press Tab to automatically populate the API name.
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Select Salesforce Object as the data
source.
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Select Contact as the object.
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Select All Conditions Are Met (AND) as
the condition requirement.
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In Field, find and select Id.
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Select Equals as the operator.
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In Value, select $Input > ContextRecord >
Contact ID.
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Select Only the first record.
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Select Automatically store all
fields.
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| Add Prompt Instructions |
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In Label, enter Add Contact Name to the
Prompt, and then press Tab to automatically
populate the API name.
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In Prompt Instructions, enter { "Name" :
"{!Get_Contact.Name}", "Details": [.
|
| Get Records |
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In Label, enter Get Account Contact,
and then press Tab to automatically populate the API name.
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Select Data Cloud Object as the data
source.
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Select Default as the data space.
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Select Account Contact as the object.
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Select All Conditions Are Met (AND) as
the condition requirements.
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In Field, find and select
ssot__IndividualId__c.
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Select Equals as the operator.
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Select Not Sorted as the sort order.
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Select Only the first record.
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Select Automatically store all
fields.
|
| Get Records |
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In Label, enter Get Gift Transactions,
and then press Tab to automatically populate the API name.
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Select Data Cloud Object as the data
source.
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Select Default as the data space.
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Select GiftTransaction as the object.
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Select All Conditions Are Met (AND) as
the condition requirements.
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In Field, find and select
ssot__DonorId__c.
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Select Equals as the operator.
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In Value, select Account Contact from
Get_Account_Contact > ssot__AccountId__c.
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Click Add Condition.
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In Field, find and select
ssot__TransactionDate__c.
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Select Greater Than or Equal as the
operator.
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In Value, select CurrentYear.
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Select Not Sorted as the sort order.
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Select All records.
-
Select Automatically store all
fields.
|
| Loop |
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In Label, enter Loop through Gift
Transactions.
Press Tab to automatically populate the API name.
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Select Get Gift Transactions as the
collection variable.
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Select First item to last item.
|
| Add Prompt Instructions |
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In Label, enter Add Gift Transaction to the
Prompt, and then press Tab to automatically
create the API name.
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In Prompt Instructions, enter { "Description" :
"{!Loop_through_Gift_Transactions.ssot__Description__c}",
"Current Amount" :
"{!Loop_through_Gift_Transactions.ssot__CurrentAmount__c}",
"Gift Type":
"{!Loop_through_Gift_Transactions.ssot__GiftType__c}",
"Transaction Date":
"{!Loop_through_Gift_Transactions.ssot__TransactionDate__c}"
},.
|
| Add Prompt Instructions |
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In Label, enter Add Ending Prompt, and
then press Tab to automatically populate the API name.
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In Prompt Instructions, enter ]}..
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