I would like to link a Program or Services or Service Deliveries - or all of the above to a Grant Provider. The purpose is for reporting back to the Grant Provider. eg if Big Bertha Foundation provides a grant to the nonprofit to pay for 12 months of the Food Program, then I want to report back to BBF on the results of the program.
Has anyone already done this?
Hi josh, I just thought I would follow up! Let me know if you need any additional support. Feel free to message me.
I didn't see anything about automating the naming of Deliverables, so I thought I'd share what I came up with, in case it helps anyone. Open to other thoughts and suggestions.
I created a "New Deliverable" Action on Opportunities and a "Before Save" Flow to update the Deliverable name upon create or edit.
"New Deliverable" action:
- Setup->Object Manager->Opportunities->Buttons, Links, and Actions
- New Action
- Leave Action Type as "Create a Record"; Target Object=Deliverable; Label=New Deliverable; Save
- Edit Layout - remove Deliverable Name and add the fields you want users to populate when creating a new Deliverable. Consider adding Type, Due Date, Requirements, "Assigned to" (if you have created that field). Consider making fields required here - perhaps Type and Due Date. Save
- Predefined Field Values section at the bottom: Field Name: Deliverable Name, formula value = "x" (include the quotation marks (this is a placeholder until the Flow populates the name)
Flow:
- Setup->Flows->Record-Triggered Flow
- Start element: Object=Deliverable, Trigger: Record is created or updated, No Entry Conditions, "Fast Field Updates"
- Add an "Update Records" element: Leave it set to "Use the deliverable record that triggered the flow," No Filter Conditions, Set Field Values: Field=Name,
- Value - create new Resource (I called it vConcatenatedName) - Data Type=Text, Formula = {!$Record.npsp__Opportunity__r.Name} & " - " & TEXT({!$Record.npsp__Type__c}) & " - Due: " & TEXT({!$Record.npsp__Grant_Deadline_Due_Date__c}). This will produce Deliverable Names that look like this: <Opportunity Name> - <Deliverable Type> - Due: <Deliverable Due Date>. Modify the formula to meet your own naming convention/needs.
- Save (I called mine "Deliverables - Before Save - Update Name", Debug, Activate, and Test the Action and Flow. Create New Deliverables and modify existing Deliverables.
Please let me know if this helps or what other thoughts you may have.
#Power Of Us HUB #Power Of Us Hub Community #NPSP #Grant Deliverables
I tried creating a calendar of Deliverables and while the object is available to Calendar and I selected Due Date as the "field for start", no records are showing up in the calendar, even though we have deliverables due this month.
Does it have to do with the fact that the Deliverables object isn't viewable as its own tab? I can create a report of Donations with Deliverables, but there doesn't seem to be a way to look at a list view of just deliverables.
Hey @Rachel Fain,
I figured it out; we need to make a custom tab to make the Deliverables visible to the lightning environment.
The other thing we need to do (which is counterintuitive) is select a Filter; the filter is List views.
You would think that none means - no filter (Show all records), but none means select no list views (No records).
It tends to be an issue with older Salesforce org, so they must've fixed this in a later version of NPSP.
hope this works for you
I am trying to create a calendar with deliverable due dates and I am having issues getting the opportunity to display the deliverable not just the opportunity name. I will attach a screenshot of the settings for the calendar below. I think the issue is coming from the deliverable line in the actual opportunity but I want the individual deliverables to show up.
What the calendar
#Grant Deliverables #Shared Calendar #Nonprofit event currently leads me to
what I want the calendar event to lead to
Hi,
Sorry for the inconvenience. In case you don't receive a response here, may I also suggest joining the group below to collaborate with the experts for best practice and advice.
https://www.salesforce.org/help/power-of-us-hub/
Hope this helps.
Regards,
We are using grant deliverables, and I need them to show up on the calendar. I go through the steps to set it up (deliverables is a listed object) with no issues. However, nothing shows up, even though I have deliverables set up. Is anyone else having this issue?
