We use IOM to import to a gift batch. When we do this, there is no way to see the business rule annotations that normally pop up during manual gift entry.

 

Has anyone else dealt with this?

Hi Barbara,

 

Other folks have run into this before and have requested it be added to IOM functionality.  I'd encourage you to vote for it here.

 

Thanks,

 

John

Thanks John. I voted.

I plan to use API to find anyone that has an annotation on their record and kick them out as exceptions. I don't know how to find/reference the annotation nor how to kick to exceptions. I'd appreciate any assistance that anyone can offer!

I have had success with skipping a row if there in an annotation on the record, but I can't find how to reference if there is an annotation on gift records (i.e. the one that pops up when you try to add a new gift).

Here's what I have so far that works with regular annotations:

Public Overrides Sub AfterConstituentOpen (ByVal oRec As Blackbaud.PIA.RE7.BBREAPI.CRecord, ByVal Cancel As ImportOM.API.iCancel)
MyBase.AfterConstituentOpen(oRec, Cancel)

'look for annotation on primary donor record. If found, send row to exceptions with an 'Annotation' reason code
If Not orec.Fields(Blackbaud.PIA.RE7.BBREAPI.ERECORDSFields.RECORDS_fld_ANNOTATION_TEXT) = "" Then
Cancel.CancelRow("Annotation Present")
End if

I posted, and then had lunch. I should have done it in the opposite order. :)

I was looking for a field that doesn't exist. The pop-up upon gift entry is a business rule, and the code I was working on was based on annotations.

So, I'd still love for business rules to show during IOMs, but for our needs, switching these from business rules to annotations will work since it's a handful of people.

The business rules that we do have (for example, when a donor is in our leadership group, their gifts go to a different appeal) are already written into the IOMs.