In other words, why use code instead of clicks?
I'm looking at Send Acknowledgments as a model for planning out a similar process to send tax receipts. I want to make sure I understand its design choices before I start stomping around inside Salesforce. Is this connected to TDTM?
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So I haven’t looked at the latest changes to the send email ack as I implemented a system long before there was automation in NPSP for it. so I’m gonna take your assertions as fact.
If I were designing it, I would make the button change a field so that automation could take over from there in a declarative way that would be East to maintain. And this would also enable the field to be set in other ways besides manual button pushing.