Get only Pay-Stock/Property Gifts into a Flow

Options

As you may know, RE NXT web view lists any DBV gift types beginning with “Pay-” as “Pledge Payment”. I need to include only “Pay-Stock/Property” gifts into a flow. What's the best way to do this?

Ideally, I'd like to do this without creating a new tracking method on the gift record, while relying solely on the WV connectors.

Comments

  • Glen Hutson
    Glen Hutson Blackbaud Employee
    Tenth Anniversary Kudos 3 Name Dropper Participant

    @Austen Brown:

    As you may know, RE NXT web view lists any DBV gift types beginning with “Pay-” as “Pledge Payment”. I need to include only “Pay-Stock/Property” gifts into a flow. What's the best way to do this?

    Ideally, I'd like to do this without creating a new tracking method on the gift record, while relying solely on the WV connectors.

    I scoured the raw API results to see if there was anything to key off of and I'm not seeing it. My own surmising is that even though you can do stock/property gifts in RENXT WebView, Pledge/PledgePayments aren't, so some of those details aren't yet in the API. I've got a note on my cal to inquire within on Monday. Blackbaud is closed for Vet's day, I'm just geek…

  • Alex Wong
    Alex Wong Community All-Star
    Ninth Anniversary Kudos 5 PowerUp Challenge #3 Gift Management Name Dropper

    @Austen Brown
    there's nothing specific on stock stuff from gift api right now. So unless you already utilize existing field expose on API that has some indication that it is stock gift, you are out of luck with “standard” solution.

    workaround can include using new “tag” that is expose by sky api field, or use RE:Queue to bring out the info you need.

  • Austen Brown
    Austen Brown Community All-Star
    Ninth Anniversary Kudos 5 Name Dropper Participant

    @Alex Wong & @Glen Hutson - Thanks so much for commenting and confirming my suspicions.

Categories