How to make a List with field = blank

Crystal Morgan

Need a List for gifts missing required fields (since we can't make campaign and appeal required in NXT), so my users can actively check if they have any data errors. I don't see how you can mark for campaign = blank or appeal = blank. I know you can do this in database view, but that's a static query and I'd have to update it every time I want my users to address their errors.

Any suggestions?

Dana Burton

@Crystal Morgan - Welcome to the community! I was able to build one in Database view for Appeal ID. For it to work, I had to add gift amount greater than $0 (not just Appeal ID or Campaign.)

I have a few queries I save that get checked for errors regularly. If checked weekly, it begins W-. If checked monthly, the name begins M-. There is one yearly query with the name beginning, you guessed it, Y-.

Alex Wong

@Crystal Morgan
You cannot do what you want in webview gift list unfortunately.

db view query you can do it

It is possible to build an error check automation using power automate and SKY API, but that will require you to have knowledge in this area. If you wish to get started, you can check it out here:

Crystal Morgan

Thanks @Alex Wong and @Dana Burton . It's unfortunate that this isn't something we can do easily with our current tools, and anyway, that it's only needed because you:
1. Can't make campaign and appeal required in NXT, and
2. Can't distinguish between Gift CRED permissions in NXT vs Database View, to push users to gift entry in the Database view only.

I will look into creating developer tools to hopefully stop users from making these common errors or add these queries to my list of monthly data checks. Here is the most upvoted idea post for this topic, so anyone here can easily vote it up more:

Dariel Dixon

@Crystal Morgan: I don't agree with #2 at all. I think that it's not a problem of permissions, but of training. If the gift entry needs to be done in database view to reduce errors, then that needs to be mandated. Full stop. It's not a matter of pushing gift entry users to enter gifts in database view, it's more along the lines of documenting the need for creating the mandate. This should not be hard to accomplish with proper training. And time to do the training and for users to learn and get comfortable with gift entry in database view. At my organization, we mandated that all gifts be entered via batch for a variety of reasons, but that helps with issues such as this.

Thanks @Alex Wong and @Dana Burton . It's unfortunate that this isn't something we can do easily with our current tools, and anyway, that it's only needed because you:
1. Can't make campaign and appeal required in NXT, and
2. Can't distinguish between Gift CRED permissions in NXT vs Database View, to push users to gift entry in the Database view only.

I will look into creating developer tools to hopefully stop users from making these common errors or add these queries to my list of monthly data checks. Here is the most upvoted idea post for this topic, so anyone here can easily vote it up more:

Dana Burton

@Crystal Morgan, I agree with @Dariel Dixon that training needs to be mandatory. But, that said and from experience at my org, there will be people who just don't care about accuracy. ?Job security for the rest of us, I guess.

The admin at your org can go into configuration, then fields and set both fields as required (though campaign didn't show up as a color-coded field I have selected when I tried this and appeal did.)

Have an amazing day! ?

Alex Wong

@Dana Burton
Web view does not adhere to database view configuration requirement, unfortunately

Crystal Morgan

@Dana Burton
I agree. If I don't ever want a user to do something, or I want them to always do it a certain way, then the system should let me restrict the thing or guide them through it. Training is fine where things are abstract or dependent changing factors (like entering gift information correctly), but the more you rely on training for things that have to be a specific way, the more you have to monitor for data errors, cause tension with your team when they're not following those guidelines, do re-trainings, etc. and that's the position I feel put in with this stuff. If there is a field on the page, I should be able to make it required - not have to train, monitor, and re-train people to not forget to enter that field and six others that I want to always be filled in.

I'm surprised any admin would disagree.

Dana Burton

@Crystal Morgan - I have changes I would like to see implemented (which in my mind is a no-brainer. LOL) I understand (and get tired of) retraining the same people over and over, either because they are in such a hurry they don't do it, or they don't care.

You can always post it in ideas!

Dariel Dixon

@Crystal Morgan I don't disagree that you should be able to restrict data entry in NXT. However, until that time comes, maybe you have to try something else in the interim. It's been in the works for some time. NXT is a work-in-progress, but that's been something that has been requested for a long time.

No one wants to be frustrated with other's data entry errors. If the errors that it is causing you more work, then consider seeing what can be done to resolve the issue. Database view has these restrictions already which is why it was suggested.

Crystal Morgan

@Dariel Dixon
Very true - we make due with what we have.

With that said, and I hate to use the S-word here, but it makes me miss Salesforce a ton. They don't do everything well, but their securities set-up is beautiful - I would venture to call it an example of what should be the industry standard.

In case anyone wants a better idea of what I'm talking about: https://trailhead.salesforce.com/content/learn/modules/data_security

Thank you everyone for giving your time here. I got such quick help and some great suggestions of workarounds. I very much appreciate you all and this community.

Alex Wong

@Crystal Morgan
here's something you can try if you want to go with an automation route for checking blank campaign and appeal.

MaryAnn Coyle

@Crystal Morgan If you have Queue, you can set it to refresh the static query for you. But you will have to monitor that the Queue runs as expected and that the web view list is refreshing properly.