Information Source on Add an Individual form

Liz Hackett

Hi everyone.
Is the Information Source which is mandatory on the Add an individual form, shown anywhere obvious on the individual record?  And where is it hiding in Adhoc Query??!!

Rick Root

I believe it gets put as the information source for the contact information... as well as the "Constituent Source" which you can see on the History -> Origin tab.


Not sure off the top of my head where in query it is.

Lori Thompson

Hi Liz,


Is this what you are looking for?  Hope this is helpful.


Lori

 

Liz Hackett

Thanks Rick Root‍ and Lori Thompson‍ 

That's what I thought, Rick, but it doesn't


I added a new record in our staging environment and added in the Information Source using the Add an Individual form, but no contact details.


It didn't appear under the History/Origin, although the date added does! 


So if you don't add any contact data, such as a phone number, email, on the Add an Individual form, it looks like it doesn't save that info source anywhere.... but it must be in the tables in the background.

(I'm a fan of 'Hamilton' ?)


 

Kelli Crispin

The Information Source from the Add Individual form only populates on the contact information. Rick Root‍ may have forgotten that we customized the Add Individual and Add Organization forms so that the Information Source populates the constituent Origination info. We thought it was pretty amazing that Blackbaud didn't build CRM to have an Information Source automatically added to the constituent. Seems like a no-brainer to me.

Rick Root

Kelli Crispin:

The Information Source from the Add Individual form only populates on the contact information. Rick Root‍ may have forgotten that we customized the Add Individual and Add Organization forms so that the Information Source populates the constituent Origination info. We thought it was pretty amazing that Blackbaud didn't build CRM to have an Information Source automatically added to the constituent. Seems like a no-brainer to me.

Hah, I was just going to ask you about this

Liz Hackett

Thank you Kelli Crispin‍ and Rick Root‍ 

Kelli, would be interested in how your org customised it to populate the History/Origin field

Rick Root

Liz Hackett:

Thank you Kelli Crispin‍ and Rick Root‍ 

Kelli, would be interested in how your org customised it to populate the History/Origin field

I can answer that one.


We have done numerous form extensions to the Add Individual and Add Organization forms  One in particular adds a Constituency field allowing us to add a Constituency when we add a record.  That extension also has a hidden INFOSOURCECODEID field.


The UI Model for the form extensions copies the INFOSOURCECODE from the main form to the hidden field on the extension (plus sets some defaults for certain fields if the user didn't enter them)


The save procedure

• Sets a default INFOSOURCECODEID if it's blank and we determine from the app user's roles that they're an events person
• inserts a row into CONSTITUENTORIGINATION
• also sets the infosourcecodeid i the PHONE, EMAILADDRESS, and ADDRESSVALIDATIONUPDATE tables.

 

Paul Piko

The UI Model for the form extensions copies the INFOSOURCECODE from the main form to the hidden field on the extension (plus sets some defaults for certain fields if the user didn't enter them)

Hi, thanks for the description of your technique. Could you give a bit more detail about how the extension form accesses information from the main form? Or point me to some docs/sample that shows how that is done?

Paul Piko

It's OK, I found the example on how to access the parent form

https://www.blackbaud.com/files/support/guides/infinitydevguide/Subsystems/dataforms-developer-help/Content/InfinityDataForms/coAddingEventsToExistingFields.htm