Best Of
Re: ACH Files and Payment Remittances
@Kevin Brazell
Yes, but if you don't select them in a timely manner, they're gone. Previously, the ACH payment remittance checks and bank upload file automatically downloaded into your Downloads file.
Re: Accounts Payable Pre-payment Report
@Sheryl Guyer
I noticed that when I generated the pre-payment report last week, the payments were marked as paid--even though they had not been processed.
Re: Adding shortcut for pending applications to dashboard like the legacy does now. ?
@Krystle Dove - while not like the legacy applications that auto-populates, I created a “resources” panel on my dashboard which has various links to resources I use regularly.
I added a link to the New Portal Applications queue. Right clicking allows me to open the New Portal queue more quickly than going to the dropdown. Not ideal, but a bit quicker.
Re: Security settings for new event registrant form
@Alan French Check the permissions on the “Individual Record Add Data Form”. This is the form that is referenced in the XML for the Registrant Unified Add Form on my system.
For those that want to know how I found it, I did the following:
Navigate to the event registrants tab.
Enter design mode.
Right click on the Add Registrant button and select view XML
Locate the form field for CONSTITUENTID:
In the form field definition find the SearchList element. This will give the ID for the search list used (Constituent Search on my box) and the associated add data forms.
ID 6949e415-6cd0-4af5-be9f-acebd318f478 is the “Individual Record Add Data Form”.
Navigate to Administration > Application
In the Features section, select Data Form Search.
Search for anything (I searched for individual, but it doesn't matter) and selected the first one.
This opens the "Data Form Instance" page for that form.
Replaced the recordid in the url with the guid above to go to that form's page.
If you have the ability to run sql, you can also run
select templatename
from DATAFORMTEMPLATECATALOG
inner join DATAFORMINSTANCECATALOG ON DATAFORMINSTANCECATALOG.DATAFORMTEMPLATECATALOGID = DATAFORMTEMPLATECATALOG.ID
and DATAFORMINSTANCECATALOG.ID = '6949e415-6cd0-4af5-be9f-acebd318f478'
Re: Has anyone made a connection with Rasier's Edge NXT API using Copy Activity in Data Flow In fabrics?
@Liz DixonEversole, Hi Liz, I just emailed you today. Thank you in advance!
Re: Best way for parents to digitally sign forms?
@Coco Parham Thank you! This is helpful to know especially the PDF part.
Re: bbcon 2025 - Is the investment worthwhile?
@BrieAnna Clothier Last year I looked at lots of different talks I would have loved to go to if I was able to attend but as I live in England it's a bit expensive to get there.
Validation of Invoice Import is awful
Not a fan of the NXT import function for invoices. The database version had a lot more visibility at the line level. I ran an import and 5 of my transactions did not validate. The validation report was no help because it does not tell me which specific records did not validate. Is there a box I forgot to check which will tell me which items are not validating? Basically it said it was the last 5 lines but I know that is incorrect because I accidentally ran it instead of validating first and some of those uploaded. Thanks!
Re: Tracking Google Analytics on NXT donation forms (Standard + Optimized)
@Leo Rezende
We're just starting to explore this as well. There's documentation on adding GA4 tracking to your online forms here. I'm fairly new to Google Analytics and found Blackbaud's documentation to be a bit lacking, but I created a data stream and added the ID to my settings in Raiser's Edge.
So far, I'm not seeing any data come through - I don't know if that's something that takes a little while to show up or not.
I'll post back here if I get it working. If you find the documentation helpful and get things set up for your org, I'd be interested to hear how you did it.
Re: Batch commit reports in NXT webview
@David Gumbel Unfortunately the Gift Batch Validation report in db view is hard format.
Fund is shown - top line column 5. Headers list all the info pieces - yes, a number we don't need either.
