Best Of
Re: Clarification on Use of Constituency Code vs. Attribute for Board Members in Raiser's Edge
I wanted to leave this alone but I couldn't. Why would you do this? What purpose does that serve? Having duplicated codes seems like a nightmare to maintain and query against. Like I stated before, dates cause some problems but none that can't be resolved with proper query structure (@Carlene Johnson I'm looking at you…)
Re: Gift Dates for NXT Online Donation Forms
@Jennifer Briganti we are waiting for the ability to have NXT forms issue a CRA compliant receipt instantly without waiting for the gifts to be reviewed and approved (just like Online Express has done for many years). In Canada, the details of a gift can be put in an email body if you want, but that isn't an official receipt for income tax purposes. It has to be a pdf doc.
Re: Former Constituent Code still being included in queries
A better solution instead of dealing with dates, is to have a constituent code of FORMER VOLUNTEER, that way, he would not have pulled and you would not have to worry about dates. We do this for Staff and Board Members. Makes like much more easier.
Official Notes Cannot be Sorted
The sorting functionality in the "Manage Official Notes" interface has been updated in the latest release, which went live yesterday, but upon reviewing the interface, it appears that the sorting option is currently unavailable. When clicking on the headers (Grade, Student, Author, etc), the header displays a ^ to indicate the column is sorting, but nothing happens. We need to be able to sort Official Notes by Author (particularly for end-of-year Advisor Comments) in order to review and approve them, but we cannot sort the record and we cannot filter only Author as well.
This is going to be a problem!
Re: Give feedback and a chance to win a $25 gift card!
I did the survey, but I do not know how you can give gift cards when no contact information is asked for.
Re: Give feedback and a chance to win a $25 gift card!
I also completed the survey, however no contact information was asked for. Perhaps contact info is automatically captured and submitted when survey is completed?
Re: What is your favorite part of your job?
@Lauren Henderson - Of course! Thanks for the recommendation!
Re: Sharing my Adaptive Card Template: Simplified Consent Management
@Dan Snyder Ahhhhh yes thank you! Got it to work 😀
Re: New flow HTTP trigger URLs and webhooks
I also posted about this and is waiting for @Ben Wong to assist
Microsoft Request Trigger - Webhook Change — Blackbaud Community
Re: Premium Power Automate connectors to parse csv?
Hi Alex, really appreciate your response and apologies for the delay in getting back to you - I must not have notifications turned on for this community and my work on this flow has moved fast (often breaking things :)).
I was finally able to get Power Automate to take the original EFT file, save as an xlsx file, and turn the data into a table, which solved the whole issue - the next step in the flow takes the data from that new table and copies it to my master processing document (you are correct that already exists) and Excel takes it from there.
I'm actually pretty proud of the flow, especially given my relative naïveté when it comes to Power Automate. This is part of a larger process we are developing for saving, normalizing, reviewing/coding and batching EFT transactions into NXT. Just in case anyone comes across this post I will list out this particular flow below, but when it is final final I'll probably share a new post with more details of the entire process.
Trigger: When a file is created in Sharepoint
Schedule: Wait 30 seconds (I was noticing the file wasn't fully saved sometimes when the flow would trigger)
Get file content: take the identifier from the file
Create table: using the identifier from get file, with a default range of A1:O100 (no files are ever larger than this)
List rows present in table: using the table just created
Filter array: to clear out the blank rows
Apply to each > Add row into a table: points to the corresponding table in my master processing workbook
Send an email: Notifies users that there are new transactions to review
Move file: puts the original xlsx file in an archive folder in Sharepoint
