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Interaction Edit Action - how to default the user as the owner?

Lisa Fields

I have a datalist set up for users to complete pending interactions but the owner is blank. Is there a way to default the owner as the current app user? The owner field is blank.

I have tried defaulting the FundraiseID field and the app user GUID/Cons GUID but no luck so far. Any ideas?

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Crystal Bruce

@Lisa Fields Hi Lisa! I'm going to move this to Blackbaud CRM general discussion for more views. Thanks!

Lisa Fields

@Crystal Bruce:
Should my other post be moved too? Is dev not the right place to post page design questions?
@Lisa Fields Hi Lisa! I'm going to move this to Blackbaud CRM general discussion for more views. Thanks!

Will Mercer

@Lisa Fields I don't see how you would do this in any page other the constituent page. You'd need an expression that returns the linked constituent ID for the current app user, which doesn't exist. Then you could use this as a default value for the fundraiserid field in that form.

If this action is completed on the constituent page and it is present on the linked constituents constituent record then you could use the page context to populate this field. If you do find any other solutions it would be great to know as there is obvious utility in this functionality.

Lisa Fields

@Will Mercer
Thanks for your reply. I did get a little confused. I guess the disconnect is that the App user GUID and their linked Constituent GUID are different?

What if I could surface the App user's linked constituent GUID in the datalist?

Will Mercer

@Lisa Fields yes they are different. The app user and the linked constituent have their own distinct GUID values. Surfacing the constituet GUID in the list could work. For example, we have a data list that contains prospects and prospect managers and we use the prospect manager constituent ID to populate the fundraiserid in the interaction form. That uses section field context rather than page context.

David Bourne

Hi @Lisa Fields - we built a customisation that allows us to do exactly this. It requires a PageExpressionForm that exposes the AppUserInformation, which enables the Interaction Owner to be defaulted to the current user when the form is opened. I'll ask @David Waness (who developed the solution) to post more info onto this thread.

David Wanless

Dear @Lisa Fields,

As David Bourne said, we built a customisation for this.

Here's the XML for it:

ViewDataFormTemplateSpec.TWS.PageExpressionForm.AppUserInformation.xml

I can't post the DLL here, as it's blocked, but if you contact me we're happy to share it at no cost (and with no responsibility).

We use it all over the place. It would be nice if Blackbaud would add something like this to the core functionality, as it's very useful.

Ciao,

David Wanless

david.wanless@wilderness.org.au

Lisa Fields

@David Wanless thanks for this.

I do have a question. How would this work in BBCRM? Would it add new options to the default field list or add expression options? Need to understand how this would work please ?

David Wanless

Dear @Lisa Fields,

In Page Designer,

Click the Properties button for a Page
Under ExpressionDataForms choose TWS.PageExpressionForm.AppUserInformation
Save
On the Section where you want to use it, choose 'Edit actions'
Under Default values, for the field you want to populate, e.g., FUNDRAISERID, for PageExpressionField choose APP_USER_CONSTITUENT_GUID
Ok, Save etc.

Ciao,

David.

P.S. Note that I also created a string version when I initially built this, but the APP_USER_CONSTITUENT_GUID
version works just fine.

Lisa Fields

@David Wanless sorry but you lost me. My page that I want to use this on is 4 tabs of 4 datalists which have pending interactions.

How do I add the Expression?

David Wanless

Dear @Lisa Fields,

Which part of my step by step instructions doesn't work for you? Which numbered point did you get up to? The Properties button in step 1 is at the top left of the Page.

Ciao,

David.

David Wanless

Dear @Lisa Fields,

P.S. You'll need to repeat steps 4-6 for each Data List.

Ciao,

David.

David Wanless

Dear @Lisa Fields,

Also, and I probably should have added this, you'll need to install the customisation before any of this is possible. You can either compile your own using the XML I sent you, or I can send you the DLL. If you want the DLL, please send me an email so that I have your email address.

I've already shared it with one other person who asked.

Ciao,

David

david.wanless@wilderness.org.au

Lisa Fields

@David Wanless ok I think this was the confusion. I'm going to share this with a colleague who's more tech knowledgeable than me.

I have one question though. Is it the Page properties or the Datalist properties? They all sit on the same page within tabs/sections.

Lisa Fields

@Lisa Fields:
@David Wanless thanks for this.
I do have a question. How would this work in BBCRM? Would it add new options to the default field list or add expression options? Need to understand how this would work please ?

Thanks again for this David. I caught up with a colleague and we have enough info to look at this now.

Just a quick additional question as my colleague asked, what if the Owner field is already filled? Is there a way to only fill it if it's empty by using the defaults?

David Wanless

Dear @Lisa Fields,

That's not something we've ever wanted to do, as we always want the person who updates it to become the Owner. However, I would think it may well be possible using some conditional logic in the default calculations.

Kind regards,

David.