RE-Decoded

A technical look at the Raiser's Edge API from Blackbaud


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Filling a .NET dropdown with code table entries

September 23rd, 2008 by David Zeidman

One of the good things about the CCodeTablesServer class is the ability to fill a combo with code table entries. For example if I have a custom form and want to be able to allow the user to select say, a title, I can simply call the CCodeTablesServer class method LoadCombo and my combo is filled up with titles. Well it is if I am using a COM environment such as VB6. But what do I do if I am using .NET? Read the rest of this entry »

Posted in Intermediate | 3 Comments »

Battling on with the Batch API

September 16th, 2008 by David Zeidman

I have on several occasions expressed my delight about the arrival of the Batch API. I am still enthusiastic but somewhat war weary having spent this passed week trying to solve problems that have appeared. Clearly the Batch API was not rigorously tested before it was released as otherwise the sort of errors I am getting would not have appeared. In case you have been struggling too or in case you thinking about using this functionality here is what I have been up against.
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Posted in Intermediate | 3 Comments »

Filtering Individual Relationships

August 14th, 2008 by David Zeidman

In my endeavour of documenting the undocumented I would like to present this little nugget of an unwritten feature. I wanted to filter a constituent’s individual relationship based on a reciprocal type and on the to date not being populated i.e. the relationship was still valid. I’ll use the filter object I thought. Read the rest of this entry »

Posted in Intermediate | No Comments »

The Case of the Missing Tabs

July 25th, 2008 by David Zeidman

Here is a strange problem that I encountered. I wanted to show the constituent form with constituent data. I also wanted to know if the user had saved and closed or just closed the form afterwards. If I had not been interested in knowing this information then I would have simply done the following: Read the rest of this entry »

Posted in Intermediate | No Comments »

Gift Type IDs – A Reference

July 14th, 2008 by David Zeidman

A while ago I wrote an article about filtering on gifts. I find myself regularly having to reference the knowledgebase link which itself links to an Access database file. Here is a snippet from that other article.

A word on the GiftTypes filter. Here you can filter on cash, pay-cash, pledge, etc. However this is not simply the text but rather an id that the type refers to. This too is not well documented. There is a link in the knowledgebase (http://www.blackbaud.com/esupport/es…r=0&id=BB17413) that gives this information or it can be derived by looking at the SQL or a query.
For example:

oFilter.GiftTypes.Add 1, "Cash" oFilter.GiftTypes.Add 2, "Pay-Cash"

I got somewhat tired of having to download that mdb file each time and some of the gift types stuck, many I forget. So here is the list (mainly for my own reference but for the benefit of anyone else who needs this list):

Gift Types ID Description
1 Cash
2 Pay-Cash
3 MG Pay-Cash
4 Covenant Payment
8 Pledge
9 Stock
10 Stock (Sold)
11 Pay-Stock
12 MG Pay-Stock
13 Pay-Stock (Sold)
14 MG Pay-Stock (Sold)
15 Gift In Kind
16 Pay-Gift In Kind
17 MG Pay-Gift In Kind
18 Other
19 Pay-Other
20 MG Pay-Other
21 Write Off
22 MG Write Off
24 Net Covenant
25 Gross Covenant
26 Deposited Convenant
27 MG Pledge
28 Adjustment
29 Covenant Write Off
30 Recurring Gift
31 Recurring Pay-Cash
32 GL Reversal
33 Amendment
34 Planned Gift

Posted in Intermediate | 1 Comment »

VBA User Fields in Export

July 9th, 2008 by David Zeidman

In export for a recurring gift it is not possible to pull out the bank details specific to that gift. You can only pull the name of the bank or all the banks on the constituent’s record. It is not possible to pull the account number and sort code. This is really important when there are bank issues with recurring gifts that need to be sorted out.

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Posted in Intermediate | 1 Comment »

Creating Attributes with the BatchAPI

July 3rd, 2008 by David Zeidman

Following my previous article on creating a batch with a notepad I am following it up with a some code that adds attributes. This is more or less shown on the Blackbus thread that I referenced but I wanted to clarify some of the steps having gone through the procedure myself. Read the rest of this entry »

Posted in Intermediate | 3 Comments »

Using the Batch API with Notepads or Attributes

June 20th, 2008 by David Zeidman

I have started to use the Batch API in earnest now. I have said previously that it is a great long overdue piece of functionality but I am beginning to understand why it was never included earlier. As with much of the API the newly added Batch API is not well documented. A good example of how to use it was given and can be found on Blackbaud’s knowledgbase (BB418575) but it is somewhat limited. It does not explain for example how to add an attribute or a notepad to a gift batch. This was discussed on a Blackbus thread.  Adding the items to the batch header was quite straight forward but adding the actual values proved more difficult. Here I try to shed some light on the process.

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Posted in Intermediate | 1 Comment »

Using the RE Controls – Part 1

May 15th, 2008 by David Zeidman

There are a lot of controls that The Raiser’s Edge uses and that you can use in your code to give it a similar look and feel. This article is an introduction to using one of these controls – the SuperEdit70Ex. Like most of the API this is not documented. Indeed this really is not documented. There is no extra documentation other than by looking at the object browser.

  Read the rest of this entry »

Posted in Intermediate | 3 Comments »

RE7VBA tool not working as expected

April 7th, 2008 by David Zeidman

When you write code using the RE7VBA tool that compiles the VBA code into a DLL to be deployed, the environment is very similar to the built in VBA environment. There is the same development environment and access to the same code. So you would think that switching between the two would not be a problem.

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