Gift Commitment Fields
Object API name: GiftCommitment
A Gift Commitment is a Nonprofit Cloud record for a recurring donation or pledge. Its individual payments are gift transactions. Dryad Receipting adds fields that control receipting for the whole commitment. Several of them are copied onto each new gift transaction (see Defaults and Overrides).
How to read the field tables: the Field column shows the label you see on screen, with the field's API name (the name used by admins, reports and integrations) underneath it. The Data Type column uses Salesforce's own terms. A type that starts with "Formula" is calculated automatically and can't be edited. Some fields carry a tag, explained in Tags Used on This Page.
Topics referred to with "see" (for example, Eligibility Statuses or Defaults and Overrides) are explained in the Core Concepts article.
Tags Used on This Page
- Special case – The field only matters in particular situations, for example for organizations, for gifts in kind, or when you issue receipts for several charities. The description says when.
Receipting Status
| Field | Data Type | Purpose |
|---|---|---|
Receipt Statusdryad__Receipt_Status__c | Formula (Text) | The commitment's receipting status: "Ineligible - Do not receipt", the status of its last receipt ("Receipted" or "Voided"), "Ineligible - No receipt template", "Ineligible - Donor address incomplete" (only when Enable All CRA Rules is on), or "Eligible". See Eligibility Statuses. |
Receipt Typedryad__Receipt_Type__c | Formula (Text) | "Acknowledgment" when "Acknowledgments Only" is the Do Not Receipt Reason on the commitment or on the donor. Otherwise "Donation". |
Do Not Receiptdryad__Do_Not_Receipt__c | Checkbox | Tick to stop tax receipts for this commitment. Copied onto each new gift transaction. A reason or comments are required. |
Do Not Receipt Reasondryad__Do_Not_Receipt_Reason__c | Picklist | Why the commitment isn't receipted. "Acknowledgments Only" sends acknowledgments instead of receipts. "Other" requires comments. Can only be chosen when Do Not Receipt is ticked. Copied onto new gift transactions. |
Do Not Receipt Commentsdryad__Do_Not_Receipt_Comments__c | Text Area | Notes explaining why the commitment isn't receipted. Copied onto new gift transactions. |
Last Receiptdryad__Last_Receipt__c | Lookup (Receipt) | The most recent receipt for any of the commitment's gifts. Updated automatically when one of its gifts gets a new receipt. |
Donor Details
These are the same receipt-ready donor details as on the gift transaction. They're used when a consolidated receipt is created for the commitment.
| Field | Data Type | Purpose |
|---|---|---|
Donor Namedryad__Donor_Name__c | Formula (Text) | The donor's full name: first and last name for a person, or the account name for an organization. |
Donor Emaildryad__Donor_Email__c | Formula (Text) | Where receipts will be emailed: the person's email, or for an organization its Receipt Email (or its Receipt Recipient's email). |
Donor Addressdryad__Donor_Address__c | Formula (Text) | The donor's address on a single line. |
Donor Address Multilinedryad__Donor_Address_Multiline__c | Formula (Text) | The donor's address on several lines. |
Donor Receipt Deliverydryad__Donor_Receipt_Delivery__c | Formula (Text) | The donor's Receipt Delivery preference ("Email" if it's blank). |
Donor Receipt Occurrencedryad__Donor_Receipt_Occurrence__c | Formula (Text) | The donor's Receipt Occurrence preference ("Single" if it's blank). |
Overrides
| Field | Data Type | Purpose |
|---|---|---|
Receipting Accountdryad__Receipting_Account__c | Lookup (Account) | Special case The charity account that issues receipts for this commitment, when you issue receipts for more than one charity. Copied onto new gift transactions. |
Receipt Templatedryad__Receipt_Template__c | Lookup (Receipt Template) | A receipt template to use for this commitment instead of the default. Copied onto new gift transactions. |
Email Template Iddryad__Email_Template_Id__c | Text | The ID of an email template to use instead of the default. Copied onto new gift transactions. |
Receipt Template Id Assigneddryad__Receipt_Template_Id_Assigned__c | Formula (Text) | The receipt template that will be used: the commitment's Receipt Template, then the Receipting Account's, then Receipt Settings, matched to the donor's language and the receipt type. |
Email Template Id Assigneddryad__Email_Template_Id_Assigned__c | Formula (Text) | The email template that will be used: the commitment's Email Template Id, then the Receipting Account's, then Receipt Settings, in the donor's language. |
System
| Field | Data Type | Purpose |
|---|---|---|
Batch Receipt Log Iddryad__Batch_Receipt_Log_Id__c | Text | For the app's use: marks the commitment as part of a batch run's preview report. |