CRM Tile question. Modifying a delivered Tile from Blackbaud

Stuart Scarborough

Hello all, We have a request to modify the prospect status tile found on the constituent page. We need to replace the edit prospect status form with a custom form we created and add the prospect.PROSPECTMANAGERSTARTDATE field to the tile. Can you customize /not extend a BB delivered tile and how? Also I am new to working with Tiles, what table in the database stores the catalog of Tiles so I can find the guid of this tile. Are tiles managed like smartfield , global changes etc with a smartfield catalog table etc. Is there any good examples or documentation I can look for

Ben Lambert

Hi Stuart, just to clarify - are you referring to the constituent page in Raiser's Edge NXT? Or the constituent page in Blackbaud CRM?

Stuart Scarborough

Ben, thanks for quick reply. This is dealing with customizing any blackbaud delivered Tile on the constituent page in CRM


-stuart

Ben Lambert

Hi Stuart,


Thanks for clarifying - I'm going to tag Crystal Bruce‍ to see if we can get this question moved to the Blackbaud CRM developers forum:
https://community.blackbaud.com/forums/viewcategory/511

Ray Bergman

Hi Ben Lambert‍ - discussion has been moved.

Steven Finnell

Hey Stuart,


I'm not sure if I have a different version of CRM than you or what but the Prospect Status tile shows a field labeled "Prospect manager since". When I inspect the HTML it shows that its pulling from a value labled PROSPECTMANAGERSTARTDATE so I believe this information should already exist on the tile.


As far as if it's possible to build off the existing spec, I don't think it is and even if it were I think you would be better served by recreating the tile and having a new custom version that you control. In order to build a tile you'll need a View Data Form spec and a UI Model.


Here's a link to the official Blackbaud documentation on how to build a Constituent tile: https://www.blackbaud.com/files/support/guides/infinitydevguide/infsdk-developer-help.htm#../Subsystems/data-forms/Content/data-forms/view-data-forms-tiles.htm%3FTocPath%3DData%2520Forms%7CView%2520Data%2520Forms%7CConstituent%2520Tiles%7C_____0

Harry Frank

Here is the guide for creating constituent tiles:

https://www.blackbaud.com/files/support/guides/infinitydevguide/infsdk-developer-help.htm#../Subsystems/data-forms/Content/data-forms/view-data-forms-tiles.htm%3FTocPath%3DData%2520Forms%7CView%2520Data%2520Forms%7CConstituent%2520Tiles%7C_____0


They are basically just view data forms with a small format UI model. To make a view form into a you add the <SummaryTile> element.


I would copy the spec for the existing tile's view form, change the name and GUID, and make your changes, and load it as a separate tile. You will probably need to make changes to a copy of the UI model as well if you are adding fields.

Stuart Scarborough

Thanks for your direction. We will create a custom Tile as suggested below to handle the users needs. Thanks again for your help.