Best Of
Re: Confirming Opportunity fields from DBV missing in Web View
@Chris Zello - Yep, your correct - plus, the notes tab doesn't exactly translate to WV. The summary field available at the top of the opportunity will be saved as a note in DBV, but you can't add additional notes via WV nor will additional notes from DBV appear in WV.
Re: One invoice with 5 lines into FENXT - not sure how to set it up in Excel
@Denise Appelgren I see it now. Let me try this and I might have more questions at the import stage. TY Denise
Re: Trouble with connecting Power BI to App
@Rebecca Sundquist
Thank you Rebecca. I was able to connect to Blackbaud data last week. And you are correct, the problem was the zip file I downloaded.
Re: Trouble with connecting Power BI to App
@Rosa Crichton, when you do not see Blackbaud (Beta) (Custom) show up in the Get Data list, this is an indication that your .mez file isn't saved in the right location or has another issue.
Your Blackbaud.mez file should be in your user's file path for Documents\\Power BI Desktop\\Custom Connectors. For me, my user's path is under OneDrive, which is common.
If your file path looks right, then it might be a problem with the .mez file. If you manually unzipped and then re-zipped the file, a common mistake is to accidentally zip up the whole folder so that there is an extra folder to drill through before getting into the files within. When manually zipping up the files, be sure to select all of the individual files to zip, rather than zipping up the folder containing the files.
Hopefully you've stumbled through one of these common issues and can get back on track with these tips.
Re: HELP! Directory is Showing Opted Out Information
@Candi Roberts I want to be sure you know about the overnight Directory refresh. Because of the wildly large number of privacy setting combinations that are possible among millions of records, there is heavy impact to performance when we run Profile access and Privacy updates. Because of this, we run directory/profile access updates each night. Is today the day of or day(s) after you made changes to privacy settings?
Either way, a Support case is absolutely the right call! If anything looks off, they'll send the case to Core developers to investigate.
Re: Luminate Online Web Services (SOAP) - breaking change notifications
@Szymon Zaleski Thanks for reaching out, Szymon.
At this time, all updates—including changes to data objects and service references—are documented in the LWS Release Notes. We recommend checking this page regularly for the most up-to-date information: Luminate Web Services Release Notes
Re: Allow journal entries to cash accounts without adjusting the bank register
@Ashley Snow We have the same issue. It doesn't usually take overnight, but it takes several hours. I end up changing it towards the end of the day and then from home, later that night, I do the entries I need to do (and not hitting the bank register) and then change the rule back to not allowing the entries. I agree that it shouldn't take so long since from database it would change immediately. This is another example of the product getting worse, not better, with the web view.
Re: Selecting Donors from Query
@Sean Pflueger
you have a big misunderstanding.
Constituent List SKY API execute and download the list of constituent in ONE power automate flow action. You don't “realize” a download, but the action does it, without the download, you don't get any data to work with, no ID, nothing.
Query API works differently, you request a query to be execute is only ONE action, then you need another action (in a loop) to check if the query execution is complete, then finally download the result in another action, from this last action is where you get the ID (and any other info you defined in the query execution).
Once you have a list of ID (from List Constituent action or download query output action), you can then use apply to each ID and do something to it.
I downloaded and import the flow zip file you included, inside your Apply to each, you have a create a constituent custom fields 2 action to create a constituent custom field for the constituent record identified by the ID field of the array returned downloaded" from the List constituents action. This should work to add the custom field each of the constituent in your List constituents action. The only thing is, the custom field you are trying to add (Donor Flow) is unique (meaning you can only have ONE per constituent) will fail if the constituent already have this custom field.
Your statement “When I say it applied Custom Code (field) to random IDs…” does not make sense unless you made change to the flow that is different than what I saw in your zip file. You should look at the flow's run history (it sounds like you ran it once at least so you can check) and see what happen to the Create a constituent custom field 2 action inside the Apply to each, maybe post that to get additional help
Re: New Google Classroom Integration??
Just wondering if this is still on track. This would be great to work on during the summer for the upcoming school year.
-Brent
Action Tracks In RE NXT - Will this happen?
How many folks use Action Tracks in RE Database View? Our organization uses actions tracks for our membership and it is VITAL for us. So far it seems that that action tracks will not be in RE NXT. How many folks find this to be detrimental to your organization? This is why I find disabling RE Database View down the road to be very problematic. If all the functions in RE Database cannot be in RE NXT, then Blackbaud should at least keep a barebones RE Database View available for just these types of functions. I for one and I am sure there are many others do not want to see RE Database go away completely.
