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How to display constituent record

Omatic -- the Interactive Import Module -- has the ability to display popups - e..g search result popup, advanced address editing popup, Bio1 data change popup, as well as the RE box for a specific address record or even a full constituent record.

 

 

It sure would be great if I could use the customizable API to display the full constituent record BeforeSave depending on various If conditions.

 

 

I am attempting to learn the API, but I'm running into a wall due to what seems like a lack of documentation. (Maybe I'm looking in the wrong places.)

 

 

 

But, from what I can tell, the API doesn't seem to contain any functionality to allow me to display the constituent record.

 

 

 

I have also tried looking into the REAPI, but I'm similarly struggling to find any reference to a method that does this.

 

 

 

Also, when Omatic displays the constituent record, why are some of the tabs missing?


Best Answer

Hi Isaac

 

That's possible, here's a very rough example - add this to the BeforeConstituentSave. Obviously you'll have to build in your own IF conditions. No promises from there on though.....

 

'*****************************

Dim oForm1 As CConstituentForm

oForm1 = New CConstituentForm

oForm1.Init( import.SessionContext)

'This must be done first or an error will be raised.

oForm1.ConstituentObject = oRec

'This will display the form modally, and retain the oRec object when it closes

oForm1.ShowForm(true,,true)

oform1.CloseDown

oform1 = nothing

'******************************

 

The purely RE (ie non-IOM) code is documented in the REAPI guide, which you'd find here

"C:\Program Files (x86)\Blackbaud\The Raisers Edge 7\Help\REVBA.chm"

although they use the example of a campaign form, not a constituent.

 

As for why IOM doesn't show all the tabs, I believe that depends on whether you're in validation mode. See this link

https://omaticsoftware.freshdesk.com/support/discussions/topics/28000006784

Good luck

Nick


Answer

Hi Isaac

 

That's possible, here's a very rough example - add this to the BeforeConstituentSave. Obviously you'll have to build in your own IF conditions. No promises from there on though.....

 

'*****************************

Dim oForm1 As CConstituentForm

oForm1 = New CConstituentForm

oForm1.Init( import.SessionContext)

'This must be done first or an error will be raised.

oForm1.ConstituentObject = oRec

'This will display the form modally, and retain the oRec object when it closes

oForm1.ShowForm(true,,true)

oform1.CloseDown

oform1 = nothing

'******************************

 

The purely RE (ie non-IOM) code is documented in the REAPI guide, which you'd find here

"C:\Program Files (x86)\Blackbaud\The Raisers Edge 7\Help\REVBA.chm"

although they use the example of a campaign form, not a constituent.

 

As for why IOM doesn't show all the tabs, I believe that depends on whether you're in validation mode. See this link

https://omaticsoftware.freshdesk.com/support/discussions/topics/28000006784

Good luck

Nick


1 person likes this

Oh, I forgot you'll probably need this at the top of the profile module to make the compiler happy:


Imports Blackbaud.PIA.RE7.BBREAPI




1 person likes this

Thank you, this is what I needed.  :-)

Of course, I will try to handle record changes non interactively, but when all else fails, I can display a msgbox, then pop up the constituent record.

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