List API - User Defined Fields
Hello,
My organization is currently working on an integration between our own product (Cadence) with the SKY API, and I have some questions about best practices for our particular use case.
Background:
A lot of the integrations that we build work with products that allow exposing groups of users where the user building the group can define whatever filter criteria they want to determine what users are in the group. (In salesforce this would be a report, in Raisers Edge NXT this would be a list, etc).
Currently, in Raisers Edge NXT, a user can predefine what columns/fields are in the list and what fields/field values they may want to filter on, etc
We allow users within our product to configure field mappings for a user import in our system. The goal we have is to allow our users to import constituents into our system and have the same list to work with within our product, that has the same data they are used to working with.
We allow the user to determine individual field mappings between the target system (Raisers Edge NXT) and our system. So if they want to pick a particular phone number field to use as the main phone number in our system, they could (or any other data they may have collected in Raisers Edge NXT)
Problem/Use Case:
The list of fields we expose for these field mappings is usually generated by examining the actual fields within the list the user defined and selected to drive that particular import.
So when we get a report query back from Salesforce, for example, the fields the user configured to be in the report are available for us to scan from the report metadata and create a dropdown the user can use to select a field in the target system. So we only ever allow them to select the fields that they configured already in whatever is the source of truth for a particular import.
Currently, the SKY API allows me to get a list of list IDs and filter the GET constituent call by the list ID. That works as expected. The issue I am running into now is there is no programmatic way for me to determine what fields the user put into their list in Raisers Edge NXT.
Is there a way to get a list of fields within a list the user defined in the Raisers Edge NXT web UI?
Comments
-
Hi, Kevin.
This is not currently possible, but we see the value in knowing what columns are being used.
We have some work underway to provide a more robust API and new endpoints around list management. So stay tuned for some more information on this. With these changes underway you could get the columns in a given list.
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