Hi, Apologies if i'm going over old ground here but i'd be grateful if I can run my build past you guys to make sure i'm not missing anything. I have installed the NPSP extension and set up GAU objects that link to Allocations from Donations and Disbursements from my Funding Programs. As far as I can see this is tracking the incoming and outgoings relating to a particular funding program correctly on the GAU.
My question then is is there any way to keep the Funding Program fields updated based on the data in the GAU? I think what i'm looking for is a method of automatically updating the Total Program Amount filed on the Funding Program based on the Allocations assigned to the corresponding GAU. If not, am I right in thinking that the only way to update this field is manually?
Thanks in advance
Liam, not knowing anything about the #Outbound Funds package I imagine that by using a #Flow someone could make that automation happen. I doubt you could make the connect between those objects in Process Builder. I hope that helps!
