Sharing my SKY Page Add-in templates for Blackbaud CRM and Altru

Glen Hutson

Excited to share the first examples of SKY Page Add-ins for Blackbaud CRM and Altru.

Though the likes of native tile Add-ins are not available for those solutions, Altru customers and Blackbaud CRM customers in Blackbaud Cloud Operations with BBID enabled can take advantage of SKY Page Add-ins. These are basically full stand-alone pages that are linked to the environment and can use the same features as other add-ins such as fly-outs, modals, etc as well as take advantage of low-code options.

The above eligible BBCRM customers can also embed these directly within the main BBCRM shell to give more of a unified experience. Access to Page Designer is required. Using this has also proven to enhance the experience of embedding Power BI reports.

With these options, certain customizations can be done without needing to know the ins-and-outs of the Infinity SDK.

These all rely on the Send an HTTP request action of the Blackbaud SKY Add-ins connector to interface with those solutions.

There are 3 examples available:

• An Adaptive Card based Constituent Weather that uses a constituent's zip/postal code to display current and forecast weather for that constituent. Similar to the RENXT example published before, this is a simple example of pulling data from another datasource and displaying it within the Blackbaud solution without having to worry about imports.
• An Adaptive Card based Information Update Request form to allow users that don't have edit rights the ability to send updated information to appropriate staff members for review.
  • There are both a Microsoft Outlook/Teams and generic-Email versions.
• What I'm calling “SKY Menu”. Since Page Add-ins can't be embedded into Altru, this gives a quick example on how you can construct a Power Automate powered menu to link out to the stand-alone versions of the above while also passing along the needed Record ID information to run. This could also be used in BBCRM. This also requires access to Page Designer.

Suggested skill level: Intermediate

Full documentation with all the details can be found at https://github.com/glenhutson/BlackbaudCustomizations/tree/main/BBCRM-Altru with subdirectories under that for each of the above referenced. I'd recommend starting with https://github.com/glenhutson/BlackbaudCustomizations/blob/main/BBCRM-Altru/SKYPageAddIns.md as that gives the broader background and overview of the installation and other steps required.