Scheduled Distributions – Populate Distribution Type workflow
Things to know:
Distribution Type is a field that was added to the Scheduled Distribution table on 3/14/2025. If your organization was live in akoyaGO prior to that date, you will need to run this process to auto-fill the distribution type on all your existing Scheduled Distribution records.
Distribution Type is a field that distinguishes whether a Scheduled Distribution is a grant or interfund distribution.
Step 1: Run in bulk from a view
From a view of active scheduled distributions, select all records and drop down the Flow command bar option. Select Populate Distribution Type.
This flow will look at each Scheduled Distribution record to see if Interfund Recipient is filled in. If it is, the Distribution Type will be set to Interfund. If Interfund Recipient is blank, the Distribution Type will be set to Grant.
Depending on the number of records you have selected, this process may take a moment.
If you have multiple pages of Scheduled Distributions, make sure to run this flow on all subsequent pages.