December 21st, 2007 by David Zeidman
I had an error that bugged me for a while when I could not work out what the problem was.
I had a list of gifts that I wanted to create on different constituents. I had the constituent id, the date, amount, fund, appeal, campaign, everything that I thought was required.
I got the following error message when trying to save the newly created gift:
Required Field Missing: Fund
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Posted in Intermediate | 2 Comments »
December 7th, 2007 by David Zeidman
Here are the most popular plugins for the month of November from the plugin directory. This is based on the click through for more information link.
- Audit Trail
- Action Reminder Updater
- Convio DataSync Connector RE
- Blackbaud NetCommunity Integration
- Constituent Document Linker
- Bank Checker Solution
- Create Preferred Address
- Alternate Address Deleter
- Custom Reports
Cannot find the plugin that you are looking for? Get in contact with us and find out how we can make your Raiser’s Edge processes more efficient and make savings in both time and money.
Posted in Not Code | Comments Off
December 5th, 2007 by David Zeidman
Two common tasks seem to be integrating RE with an Excel file. This can mean two things. Either from a plugin or some RE:VBA code opening a Excel file and extracting the data or it can mean that from within Excel VBA access the RE objects to retrieve some data. The way you handle the two scenarios is quite different.
If you are trying to connect to Raiser’s Edge from Excel you will need the API module. You connect to RE using the REAPI object and initialize it with a serial number and optionally user name and password. You then use the API in exactly the same way as you would from within RE, i.e. via VBA or any other API application.
If you want to open up Excel from RE then you will need to create the application objects. This is shown in the example below:
Dim objExcel As Excel.Application ' Excel application
Dim objBook As Excel.Workbook ' Excel workbook
Dim objSheet As Excel.Worksheet ' Excel Worksheet
Dim oConstit As New CRecord oConstit.Init REApplication.SessionContext
Set objExcel = CreateObject("excel.application") 'Starts the Excel Session
Set objBook = objExcel.Workbooks.Open("C:test.xls")
For Each objSheet In objBook.Sheets
If UCase(objSheet.Name) = "Sheet1" Then
objSheet.Range("A3").Text = oConstit.Fields(RECORDS_fld_FULL_NAME)
If Not objBook Is Nothing Then
Set objBook = Nothing
If Not objExcel Is Nothing Then
Set objExcel = Nothing
This is quite self-explanatory code, although Excel has an object model just as RE does which is very large and takes a while to get to understand. There is plenty of Excel API information on MSDN.
Posted in Beginner | 1 Comment »