Flow Name: Chargent Order: Update order as recurrent¶

Last Updated: 2025-05-30 Source Code: Chargent_Order_Update_order_as_recurrent.flow-meta.xml

API Name: Chargent_Order_Update_order_as_recurrent Status: Active Type: Custom Trigger: ChargentOrder creation (before save)

Business Purpose¶

Configures ChargentOrders for PAC (Political Action Committee) contribution recurring payments by setting up payment parameters based on Account-level PAC contribution settings when the account is marked as recurring.

Process Flow¶

1. Account Lookup: Retrieves related Account record
2. Recurring Status Check: Verifies Account has isRecurring__c = true
3. PAC Configuration Update: Updates ChargentOrder with:
4. ChargentOrders_Recurring_Pac__c = true (marks as PAC recurring)
5. ChargentOrders__Charge_Amount__c = subtotal amount
6. ChargentOrders__Payment_Frequency__c = Account's PAC_Contribution_Type__c
7. ChargentOrders__Payment_Start_Date__c = current date
8. ChargentOrders__Payment_Status__c = "Recurring"

flowchart TD
    Start([Start: ChargentOrder Create<br/>Before Save Trigger]) --> GetAcct[Get Related Account]

    GetAcct --> Check{Account<br/>isRecurring__c<br/>= TRUE?}

    Check -->|No| End([End])
    Check -->|Yes| Update[Update ChargentOrder:<br/>• Recurring_Pac__c = TRUE<br/>• Charge_Amount__c = subtotal<br/>• Payment_Frequency__c = Account PAC Type<br/>• Payment_Start_Date__c = TODAY<br/>• Payment_Status__c = "Recurring"]

    Update --> End

    style Start fill:#e1f5ff
    style GetAcct fill:#f0e1ff
    style Check fill:#fff4e1
    style Update fill:#ffe1e1
    style End fill:#e1f5ff

Key Business Rules¶

• Only processes when Account is marked as recurring (isRecurring__c = true)
• Sets up PAC-specific recurring payment configuration
• Payment frequency comes from Account's PAC contribution type
• Payment start date set to current flow execution date
• Before-save trigger for immediate configuration

Dependencies¶

• ChargentOrders__ChargentOrder__c with PAC and payment-related fields
• Account object with isRecurring__c and PAC_Contribution_Type__c fields
• Account relationship through ChargentOrders__Account__c
• Coordination with other Chargent flows for recurring processing

Changes¶

No specific PR references noted in flow description.

⚠️ Pre-Go-Live Concerns¶

CRITICAL - Fix Before Go-Live¶

• No error handling for Account lookup or ChargentOrder update failures
• Missing validation that PAC_Contribution_Type__c is valid

HIGH - Address Soon After Go-Live¶

• No validation that required Account fields are populated
• Hardcoded "Recurring" status could fail if picklist values change
• Missing audit trail for PAC configuration setup

MEDIUM - Future Enhancement¶

• Add error handling and validation logic
• Externalize hardcoded payment status value
• Add logging for PAC recurring setup events

LOW - Monitor¶

• Monitor for failed PAC recurring setups
• Validate payment frequency mapping accuracy
• Track successful recurring PAC configuration rates

Maintenance Notes¶

Simple flow focused on PAC contribution setup. Low complexity but lacks error handling. Critical for PAC contribution functionality. Consider adding validation and error handling before production deployment.