Creating custom fields in Notepad that link to fields in other records

Myra Veltkamp
Myra Veltkamp
Second Anniversary
in Blackbaud Raiser's Edge NXT®: General Discussions

Our team is trying to create a new field in the Notepad of a constituent record that pulls data from a Fund record. We've been told by BB support that this isn't possible, but I'm curious if anyone has developed a workaround for something similar. Maybe linking an existing field to a table?

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  • Austen Brown
    Austen Brown Community All-Star
    Ninth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 bbcon 2025 Attendee Badge

    @Myra Veltkamp - Welcome to BB Community! BB Support is correct, there is no native way to accomplish what you are looking to do. However, there is a potential that you could build a workflow in Power Automate to accomplish this for you using the Create New Table Entry API endpoint -

    Here's additional information on what PA has to offer and how to get started if you're interested:


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