Best Of
Re: Running into a Confusing 403 Error
check the user you are using to run SKY API for one of the red circled rights
Re: Power BI - Record Limit
Hi Suzie,
Someone more knowledgeable than me will comment on the record limit issue. But I would say that using Power Automate to schedule Query exports to SharePoint, then pointing Power BI at that file (also on a scheduled refresh) give better data options for Power BI reporting. You're in the UK I think so could probably arrange a Teams walk through of that process and the trip hazards I found when I first did it. I'm just using one of the templates kindly shared by I think either Alex Wong/Ashley Moose so its mostly just tweaking those.
Shaun
Re: Power BI - Record Limit
@Suzie Capps Check out this post where Matt Thacker & Alex Wong discuss the methodology of getting larger data sets:
Hackathon Project Help
Hi everyone. I am posting a request for anyone who would like to join me in finishing a project for the Hackathon that is due on September 19th. I have attached a link to the submission on the Hackathon website as well as the power automate workflow that I have started.
- Jotform submission triggers workflow-
- Gift officer completes a registration form with as many attendees as they need to enter as long as they are linked to the same host record for each submission.
- Host's are usually major giving constituents that are inviting their personal contacts to an event so we don't want them to be completing this form and receiving confirmation emails about it. The gift officer will manage that.
- Data is parsed and proper Invitations Status, RSVP status, and host data is applied for each participant.
- The flow will look to see if the participant has a REID attached to their row of data and will go through a switch condition based on whether this condition is true or not.
- Once the flow has obtained the proper data and sent each row through the switch condition, it will add them to the event module and make sure there are no duplicates.
I have built out the variables for each of the data points but haven't started on the switch condition part yet. I don't think it will take too much to get it finished but if anyone wants to help take this on before the due date, I would love some help.
You can email me at kpollard@utmck.edu or respond to this post. Thank you to all of you genius minds out there. You inspire me.
Re: Everyone has that one tool they can't live without - what's yours?
SmartPaste, Import-o-Matic, Importacular are all great for saving time and making work more efficient.
Re: Adding appeal to gift records
adding comment to @Tatyana Leifman's reply - if you are using the unpost plug-in it requires user rights and for good reason. You must be very cautious and select the gift query of the gifts you want to unpost. If you hit the box without a query it will unpost every gift in RE!
And after adding appeal you will need to be sure all gifts are marked as posted again or you will mess up your accounting side as gifts will post again.
Re: Great Opportunity- Director of Advancement Services
@Francis Schodowski, I encourage you to update your post with the following information: Location, salary range, and if the position is on-site, remote, or hybrid.
Re: How to create an appeal code
This is the Knowledgebase for creating Campaigns, Funds, and Appeals - it should be a good starting point for you!
Re: Non-Constituent Attributes
Glad you got the answer.
To be clear, non-constituent record does not store constituent attribute, database doesn't define non-constituent having attribute.
What you are talking about and looking for, is relationship attribute that's linked to the relationship. (a relationship can exists between constituent and constituent or constituent and non-constituent). The relationship attribute will not show up in the "other side" of the relationship as constituent attribute even if that record is a constituent record.