Sharing my Adaptive Card template: Proposal/Opportunity Entry

Dan Snyder

- 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 Church Management (Do not need to have the product, just for the authentication step)
• 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”.

ProposalEntryAdaptiveCard_20230529122829.zip

ProposalEntryAdaptiveCardTrigger_20230529123022.zip