Sharing my Adaptive Card template: Proposal/Opportunity Entry
Dan Snyder
Community All-Star
UPDATED NOV. 2025 before URL changes
- Description: This adaptive card helps to control data entry when it comes to proposals/opportunities allowing for less clean up and expanded required fields beyond the out of the box options.
- Required connections:
- SKY Developer Account
- Blackbaud Raisers Edge NXT Constituents
- Blackbaud Raisers Edge NXT Interactions
- Blackbaud Raisers Edge NXT Prospects
- Blackbaud Raisers Edge NXT
- Blackbaud SKY Add-ins
- Excel Online (I use it in second flow, but may not be necessary for everyone)
- Suggested skill level required to use this template: Intermediate
- Category: Data Management
- Instructions: Rather than recreate the wheel, I really used two blog posts from the Blackbaud Community. Data Entry with Adaptive Cards (part 1) and Data Entry with Adaptive Cards (part 2). I will be presenting on this during #bbdevdays (June 2023) if you want some more information and to see it “in action”.
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