"Spouse Assignment" in Profile Information block?

Kevin Fletcher · August 27

Forgive my disorientation, but I haven't figured out navigating the new system yet.

We have Business Rules in NXT DBV that pop when opening a record where the record's spouse is assigned to a fundraiser. To my knowledge, that doesn't yet exist in WV, and I don't recall seeing if that's on the roadmap.

Either way, is there any way that I can program such information into the Profile Information block — say, for example, in the lines between Liz's Preferred Name and the space where the NXT Summary Note would display (i.e. "Spouse's Fundraiser: John Dough")?

Dan Snyder · August 28

@Kevin Fletcher I suspect there are a plethora of ideas for business rules in WV. In the meantime, @Carlene Johnson is correct. You can't add the information where you would like but you could create a custom tile with that information. You would just need to train those who want to see the information to move the tile to the top of their view.

Austen Brown · August 28

An adaptive card/custom tile like this would be very straight forward to do, if you went that route. Created this one in less than hour. It loads for any constituent record that is opened in Web View, information only appears if the constituent qualifies. The less calculations you have running in the flow, the faster the card appears on the record.

Carlene Johnson · August 27

I bet there is a way to do this and have it appear on a special tile or card using some SKY API - but that is beyond my skill level. It wouldn't be in the space you described, but it would be something! Calling in @Dan Snyder to see if he has thoughts?

Aldera Chisholm · August 28

Unrelated but props for using Roy Kent…

Alex Wong · August 28

there are quite a few adaptive card template in showcase for you to download and modify to your needs. Good luck

Carlene Johnson · August 29

https://community.blackbaud.com/discussion/comment/306262#Comment_306262

Love this example @Austen Brown!

Jaclyn Whitelock · August 29

Austen's adaptive card is such a cool way to solve this! That being said- I very much hope Blackbaud moves forward with Business Rules in webview by the end of 2026. It's something that's been brought up in town halls/webinars as an absolute NEED for workflows, which I agree with- it's a critical part of workflows in DB view and so many orgs use them; the ability to do it in webview is very important, as not everyone has an Austen on their team.

"Spouse Assignment" in Profile Information block?

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