USP_DATALIST_PLANNEDGIFTACKNOWLEDGEMENTPROCESSEMAILOUTPUT

Returns a list of records from the planned gift acknowledgement process in email output form.

Parameters

Parameter Parameter Type Mode Description
@SELECTIONID uniqueidentifier IN SelectionID
@PLANNEDGIFTLETTERCODEID uniqueidentifier IN LetterCodeID
@MAXROWS int IN Input parameter indicating the maximum number of rows to return.
@OWNERID uniqueidentifier IN
@STARTDATE datetime IN
@EXCLUDEDECEASED bit IN
@EXCLUDEINACTIVE bit IN
@INCLUSIONS xml IN
@EXCLUSIONS xml IN
@CURRENTAPPUSERID uniqueidentifier IN Input parameter indicating the ID of the current user.
@SECURITYFEATUREID uniqueidentifier IN Input parameter indicating the ID of the feature to use for site security checking.
@SECURITYFEATURETYPE tinyint IN Input parameter indicating the type of the feature to use for site security checking.

Definition

Copy


                create procedure dbo.USP_DATALIST_PLANNEDGIFTACKNOWLEDGEMENTPROCESSEMAILOUTPUT
                (
                    @SELECTIONID uniqueidentifier = null,
                    @PLANNEDGIFTLETTERCODEID uniqueidentifier,
                    @MAXROWS int,
                    @OWNERID uniqueidentifier = null,
                    @STARTDATE datetime = null,
                    @EXCLUDEDECEASED bit = null,
                    @EXCLUDEINACTIVE bit = null,
                    @INCLUSIONS xml = null,
                    @EXCLUSIONS xml = null,
                    --@OVERRIDEREQUIREDEXCLUSIONS bit = 0,

                    --@REQUIREDEXCLUSIONS xml = null

                    @CURRENTAPPUSERID uniqueidentifier = null,
                    @SECURITYFEATUREID uniqueidentifier = null,
                    @SECURITYFEATURETYPE tinyint = null
                )
                as
                    declare @BYPASSSECURITY bit;
                    declare @BPID uniqueidentifier;
                    set @BPID = '8C332468-7D1F-4434-9ECD-C828FC3B6099';
                    set @BYPASSSECURITY = 0;
                    set @CURRENTAPPUSERID = @OWNERID;

                    if @OWNERID is not null
                    begin
                        select @BYPASSSECURITY = dbo.UFN_APPUSER_ISSYSADMIN(@OWNERID);

                        if @BYPASSSECURITY = 0 
                            select @BYPASSSECURITY = dbo.UFN_SECURITY_APPUSER_GRANTED_BUSINESSPROCESS_IN_NONRACROLE(@OWNERID, @BPID);
                    end
                    else
                        set @BYPASSSECURITY = 1;

                    if @BYPASSSECURITY = 0
                    begin
                        if @SELECTIONID is null 
                        begin
                            set nocount on;

                            with PLANNEDGIFTLETTER_CTE as (
                                select top(@MAXROWS)
                                    PLANNEDGIFTLETTER.PLANNEDGIFTID
                                from
                                    dbo.PLANNEDGIFTLETTER with (nolock)
                                where
                                    PLANNEDGIFTLETTER.PLANNEDGIFTLETTERCODEID = @PLANNEDGIFTLETTERCODEID and
                                    PLANNEDGIFTLETTER.PROCESSDATE is null and
                                    PLANNEDGIFTLETTER.ACKNOWLEDGEDATE is null
                            )

                            select top(@MAXROWS)
                                [STANDARDVIEW].PLANNEDGIFTID,
                                [STANDARDVIEW].CONSTITUENTID,
                                [STANDARDVIEW].CONSTITUENTNAME,
                                [STANDARDVIEW].ADDRESSEE,
                                [STANDARDVIEW].SALUTATION,
                                [STANDARDVIEW].CONTACT,
                                [STANDARDVIEW].POSITION,
                                [STANDARDVIEW].EMAILADDRESS,
                                [STANDARDVIEW].VEHICLECODE,
                                [STANDARDVIEW].VEHICLE,
                                [STANDARDVIEW].EXPECTEDMATURITY,
                                [STANDARDVIEW].ISREVOCABLE,
                                [STANDARDVIEW].ISANONYMOUS,
                                [STANDARDVIEW].NETPRESENTVALUE,
                                [STANDARDVIEW].NETPRESENTVALUEDATE,
                                [STANDARDVIEW].REMAINDERVALUE,
                                [STANDARDVIEW].REMAINDERVALUEDATE,
                                [STANDARDVIEW].RECOGNITIONAMOUNT,
                                [STANDARDVIEW].GIFTAMOUNT,
                                [STANDARDVIEW].GIFTDATE,
                                [STANDARDVIEW].PAYOUTRATE,
                                [STANDARDVIEW].PAYOUTAMOUNT,
                                [STANDARDVIEW].PAYMENTFREQUENCYCODE,
                                [STANDARDVIEW].PAYMENTPERIODSTART,
                                [STANDARDVIEW].PAYMENTPERIODEND,
                                [STANDARDVIEW].DISCOUNTRATE,
                                [STANDARDVIEW].DESIGNATION1NAME,
                                [STANDARDVIEW].DESIGNATION1AMOUNT,
                                [STANDARDVIEW].DESIGNATION2NAME,
                                [STANDARDVIEW].DESIGNATION2AMOUNT,
                                [STANDARDVIEW].BENEFICIARY1NAME,
                                --[STANDARDVIEW].BENEFICIARY1RELATIONSHIP,

                                [STANDARDVIEW].BENEFICIARY1AGE,
                                [STANDARDVIEW].BENEFICIARY1DEPENDENCY,
                                [STANDARDVIEW].BENEFICIARY1TYPE,
                                --[STANDARDVIEW].CONSTITUENTISBENEFICIARY1,

                                [STANDARDVIEW].BENEFICIARY2NAME,
                                --[STANDARDVIEW].BENEFICIARY2RELATIONSHIP,

                                [STANDARDVIEW].BENEFICIARY2AGE,
                                [STANDARDVIEW].BENEFICIARY2DEPENDENCY,
                                [STANDARDVIEW].BENEFICIARY2TYPE,
                                --[STANDARDVIEW].CONSTITUENTISBENEFICIARY2,

                                [STANDARDVIEW].POOLEDINCOMEFUNDCODEID,
                                [STANDARDVIEW].POOLEDINCOMEFUNDTOTALUNITS,
                                [STANDARDVIEW].POOLEDINCOMEFUNDPERCENT,
                                [STANDARDVIEW].ASSETTYPE,
                                [STANDARDVIEW].ASSETDESCRIPTION,
                                [STANDARDVIEW].ASSETVALUE,
                                [STANDARDVIEW].ASSETCOSTBASIS,
                                [STANDARDVIEW].ASSETVALUATIONMETHODCODE,
                                [STANDARDVIEW].ASSETVALUATIONSOURCE,
                                [STANDARDVIEW].RELATIONSHIP1NAME,
                                [STANDARDVIEW].RELATIONSHIP1TYPE,
                                [STANDARDVIEW].RELATIONSHIP2NAME,
                                [STANDARDVIEW].RELATIONSHIP2TYPE
                            from
                                PLANNEDGIFTLETTER_CTE PGL with (nolock)
                            inner join
                                dbo.V_QUERY_PLANNEDGIFTACKNOWLEDGEMENTEMAILOUTPUT STANDARDVIEW with (nolock) on PGL.PLANNEDGIFTID = STANDARDVIEW.PLANNEDGIFTID
                            inner join
                                dbo.UFN_SECURITY_APPUSER_GRANTED_CONSTITIDS_FORBUSINESSPROCESS(@OWNERID, @BPID) as CONSTIT_RACS on [STANDARDVIEW].CONSTITUENTID = CONSTIT_RACS.ID
                            inner join 
                                    dbo.UFN_BUSINESSPROCESSCOMMPREF_GETINCLUDEDCONSTITUENT(@STARTDATE, @EXCLUDEDECEASED, @EXCLUDEINACTIVE, @INCLUSIONS, @EXCLUSIONS) AS EXC ON [STANDARDVIEW].CONSTITUENTID = EXC.ID
                            where(
                                select count(*
                                from dbo.UFN_SITEID_MAPFROM_PLANNEDGIFTID([STANDARDVIEW].PLANNEDGIFTID) PLANNEDGIFTSITE 
                                where (dbo.UFN_APPUSER_ISSYSADMIN(@CURRENTAPPUSERID) = 1 or exists (select 1 from dbo.UFN_SITESFORUSERONFEATURE(@CURRENTAPPUSERID,@SECURITYFEATUREID,@SECURITYFEATURETYPE) where SITEID=[PLANNEDGIFTSITE].[SITEID] or (SITEID is null and [PLANNEDGIFTSITE].[SITEID] is null)))
                            ) > 0
                            order by
                                STANDARDVIEW.CONSTITUENTNAME;
                        end

                        else
                        begin
                            set nocount on;

                            with PLANNEDGIFTLETTER_CTE as (
                                select top(@MAXROWS)
                                    PLANNEDGIFTLETTER.PLANNEDGIFTID
                                from
                                    dbo.PLANNEDGIFTLETTER with (nolock)
                                inner join 
                                    dbo.UFN_IDSETREADER_GETRESULTS_GUID(@SELECTIONID) SELECTION on PLANNEDGIFTLETTER.PLANNEDGIFTID = SELECTION.ID and @SELECTIONID is not null
                                where
                                    PLANNEDGIFTLETTER.PLANNEDGIFTLETTERCODEID = @PLANNEDGIFTLETTERCODEID and
                                    PLANNEDGIFTLETTER.PROCESSDATE is null and
                                    PLANNEDGIFTLETTER.ACKNOWLEDGEDATE is null
                            )

                            select top(@MAXROWS)
                                [STANDARDVIEW].PLANNEDGIFTID,
                                [STANDARDVIEW].CONSTITUENTID,
                                [STANDARDVIEW].CONSTITUENTNAME,
                                [STANDARDVIEW].ADDRESSEE,
                                [STANDARDVIEW].SALUTATION,
                                [STANDARDVIEW].CONTACT,
                                [STANDARDVIEW].POSITION,
                                [STANDARDVIEW].EMAILADDRESS,
                                [STANDARDVIEW].VEHICLECODE,
                                [STANDARDVIEW].VEHICLE,
                                [STANDARDVIEW].EXPECTEDMATURITY,
                                [STANDARDVIEW].ISREVOCABLE,
                                [STANDARDVIEW].ISANONYMOUS,
                                [STANDARDVIEW].NETPRESENTVALUE,
                                [STANDARDVIEW].NETPRESENTVALUEDATE,
                                [STANDARDVIEW].REMAINDERVALUE,
                                [STANDARDVIEW].REMAINDERVALUEDATE,
                                [STANDARDVIEW].RECOGNITIONAMOUNT,
                                [STANDARDVIEW].GIFTAMOUNT,
                                [STANDARDVIEW].GIFTDATE,
                                [STANDARDVIEW].PAYOUTRATE,
                                [STANDARDVIEW].PAYOUTAMOUNT,
                                [STANDARDVIEW].PAYMENTFREQUENCYCODE,
                                [STANDARDVIEW].PAYMENTPERIODSTART,
                                [STANDARDVIEW].PAYMENTPERIODEND,
                                [STANDARDVIEW].DISCOUNTRATE,
                                [STANDARDVIEW].DESIGNATION1NAME,
                                [STANDARDVIEW].DESIGNATION1AMOUNT,
                                [STANDARDVIEW].DESIGNATION2NAME,
                                [STANDARDVIEW].DESIGNATION2AMOUNT,
                                [STANDARDVIEW].BENEFICIARY1NAME,
                                --[STANDARDVIEW].BENEFICIARY1RELATIONSHIP,

                                [STANDARDVIEW].BENEFICIARY1AGE,
                                [STANDARDVIEW].BENEFICIARY1DEPENDENCY,
                                [STANDARDVIEW].BENEFICIARY1TYPE,
                                --[STANDARDVIEW].CONSTITUENTISBENEFICIARY1,

                                [STANDARDVIEW].BENEFICIARY2NAME,
                                --[STANDARDVIEW].BENEFICIARY2RELATIONSHIP,

                                [STANDARDVIEW].BENEFICIARY2AGE,
                                [STANDARDVIEW].BENEFICIARY2DEPENDENCY,
                                [STANDARDVIEW].BENEFICIARY2TYPE,
                                --[STANDARDVIEW].CONSTITUENTISBENEFICIARY2,

                                [STANDARDVIEW].POOLEDINCOMEFUNDCODEID,
                                [STANDARDVIEW].POOLEDINCOMEFUNDTOTALUNITS,
                                [STANDARDVIEW].POOLEDINCOMEFUNDPERCENT,
                                [STANDARDVIEW].ASSETTYPE,
                                [STANDARDVIEW].ASSETDESCRIPTION,
                                [STANDARDVIEW].ASSETVALUE,
                                [STANDARDVIEW].ASSETCOSTBASIS,
                                [STANDARDVIEW].ASSETVALUATIONMETHODCODE,
                                [STANDARDVIEW].ASSETVALUATIONSOURCE,
                                [STANDARDVIEW].RELATIONSHIP1NAME,
                                [STANDARDVIEW].RELATIONSHIP1TYPE,
                                [STANDARDVIEW].RELATIONSHIP2NAME,
                                [STANDARDVIEW].RELATIONSHIP2TYPE
                            from
                                PLANNEDGIFTLETTER_CTE PGL
                            inner join
                                dbo.V_QUERY_PLANNEDGIFTACKNOWLEDGEMENTEMAILOUTPUT STANDARDVIEW with (nolock) on PGL.PLANNEDGIFTID = STANDARDVIEW.PLANNEDGIFTID
                            inner join
                                dbo.UFN_SECURITY_APPUSER_GRANTED_CONSTITIDS_FORBUSINESSPROCESS(@OWNERID, @BPID) as CONSTIT_RACS on [STANDARDVIEW].CONSTITUENTID = CONSTIT_RACS.ID
                            inner join 
                                    dbo.UFN_BUSINESSPROCESSCOMMPREF_GETINCLUDEDCONSTITUENT(@STARTDATE, @EXCLUDEDECEASED, @EXCLUDEINACTIVE, @INCLUSIONS, @EXCLUSIONS) AS EXC ON [STANDARDVIEW].CONSTITUENTID = EXC.ID
                            where(
                                select count(*
                                from dbo.UFN_SITEID_MAPFROM_PLANNEDGIFTID([STANDARDVIEW].PLANNEDGIFTID) PLANNEDGIFTSITE 
                                where (dbo.UFN_APPUSER_ISSYSADMIN(@CURRENTAPPUSERID) = 1 or exists (select 1 from dbo.UFN_SITESFORUSERONFEATURE(@CURRENTAPPUSERID,@SECURITYFEATUREID,@SECURITYFEATURETYPE) where SITEID=[PLANNEDGIFTSITE].[SITEID] or (SITEID is null and [PLANNEDGIFTSITE].[SITEID] is null)))
                            ) > 0
                            order by
                                STANDARDVIEW.CONSTITUENTNAME;
                        end
                    end
                else
                    begin 
                        if @SELECTIONID is null 
                        begin
                            set nocount on;

                            with PLANNEDGIFTLETTER_CTE as (
                                select top(@MAXROWS)
                                    PLANNEDGIFTLETTER.PLANNEDGIFTID
                                from
                                    dbo.PLANNEDGIFTLETTER with (nolock)
                                where
                                    PLANNEDGIFTLETTER.PLANNEDGIFTLETTERCODEID = @PLANNEDGIFTLETTERCODEID and
                                    PLANNEDGIFTLETTER.PROCESSDATE is null and
                                    PLANNEDGIFTLETTER.ACKNOWLEDGEDATE is null
                            )

                            select top(@MAXROWS)
                                [STANDARDVIEW].PLANNEDGIFTID,
                                [STANDARDVIEW].CONSTITUENTID,
                                [STANDARDVIEW].CONSTITUENTNAME,
                                [STANDARDVIEW].ADDRESSEE,
                                [STANDARDVIEW].SALUTATION,
                                [STANDARDVIEW].CONTACT,
                                [STANDARDVIEW].POSITION,
                                [STANDARDVIEW].EMAILADDRESS,
                                [STANDARDVIEW].VEHICLECODE,
                                [STANDARDVIEW].VEHICLE,
                                [STANDARDVIEW].EXPECTEDMATURITY,
                                [STANDARDVIEW].ISREVOCABLE,
                                [STANDARDVIEW].ISANONYMOUS,
                                [STANDARDVIEW].NETPRESENTVALUE,
                                [STANDARDVIEW].NETPRESENTVALUEDATE,
                                [STANDARDVIEW].REMAINDERVALUE,
                                [STANDARDVIEW].REMAINDERVALUEDATE,
                                [STANDARDVIEW].RECOGNITIONAMOUNT,
                                [STANDARDVIEW].GIFTAMOUNT,
                                [STANDARDVIEW].GIFTDATE,
                                [STANDARDVIEW].PAYOUTRATE,
                                [STANDARDVIEW].PAYOUTAMOUNT,
                                [STANDARDVIEW].PAYMENTFREQUENCYCODE,
                                [STANDARDVIEW].PAYMENTPERIODSTART,
                                [STANDARDVIEW].PAYMENTPERIODEND,
                                [STANDARDVIEW].DISCOUNTRATE,
                                [STANDARDVIEW].DESIGNATION1NAME,
                                [STANDARDVIEW].DESIGNATION1AMOUNT,
                                [STANDARDVIEW].DESIGNATION2NAME,
                                [STANDARDVIEW].DESIGNATION2AMOUNT,
                                [STANDARDVIEW].BENEFICIARY1NAME,
                                --[STANDARDVIEW].BENEFICIARY1RELATIONSHIP,

                                [STANDARDVIEW].BENEFICIARY1AGE,
                                [STANDARDVIEW].BENEFICIARY1DEPENDENCY,
                                [STANDARDVIEW].BENEFICIARY1TYPE,
                                --[STANDARDVIEW].CONSTITUENTISBENEFICIARY1,

                                [STANDARDVIEW].BENEFICIARY2NAME,
                                --[STANDARDVIEW].BENEFICIARY2RELATIONSHIP,

                                [STANDARDVIEW].BENEFICIARY2AGE,
                                [STANDARDVIEW].BENEFICIARY2DEPENDENCY,
                                [STANDARDVIEW].BENEFICIARY2TYPE,
                                --[STANDARDVIEW].CONSTITUENTISBENEFICIARY2,

                                [STANDARDVIEW].POOLEDINCOMEFUNDCODEID,
                                [STANDARDVIEW].POOLEDINCOMEFUNDTOTALUNITS,
                                [STANDARDVIEW].POOLEDINCOMEFUNDPERCENT,
                                [STANDARDVIEW].ASSETTYPE,
                                [STANDARDVIEW].ASSETDESCRIPTION,
                                [STANDARDVIEW].ASSETVALUE,
                                [STANDARDVIEW].ASSETCOSTBASIS,
                                [STANDARDVIEW].ASSETVALUATIONMETHODCODE,
                                [STANDARDVIEW].ASSETVALUATIONSOURCE,
                                [STANDARDVIEW].RELATIONSHIP1NAME,
                                [STANDARDVIEW].RELATIONSHIP1TYPE,
                                [STANDARDVIEW].RELATIONSHIP2NAME,
                                [STANDARDVIEW].RELATIONSHIP2TYPE
                            from
                                PLANNEDGIFTLETTER_CTE PGL with (nolock)
                            inner join
                                dbo.V_QUERY_PLANNEDGIFTACKNOWLEDGEMENTEMAILOUTPUT STANDARDVIEW with (nolock) on PGL.PLANNEDGIFTID = STANDARDVIEW.PLANNEDGIFTID
                            inner join 
                                    dbo.UFN_BUSINESSPROCESSCOMMPREF_GETINCLUDEDCONSTITUENT(@STARTDATE, @EXCLUDEDECEASED, @EXCLUDEINACTIVE, @INCLUSIONS, @EXCLUSIONS) AS EXC ON [STANDARDVIEW].CONSTITUENTID = EXC.ID
                            where(
                                select count(*
                                from dbo.UFN_SITEID_MAPFROM_PLANNEDGIFTID([STANDARDVIEW].PLANNEDGIFTID) PLANNEDGIFTSITE 
                                where (dbo.UFN_APPUSER_ISSYSADMIN(@CURRENTAPPUSERID) = 1 or exists (select 1 from dbo.UFN_SITESFORUSERONFEATURE(@CURRENTAPPUSERID,@SECURITYFEATUREID,@SECURITYFEATURETYPE) where SITEID=[PLANNEDGIFTSITE].[SITEID] or (SITEID is null and [PLANNEDGIFTSITE].[SITEID] is null)))
                            ) > 0
                            order by
                                STANDARDVIEW.CONSTITUENTNAME;
                        end

                        else
                        begin
                            set nocount on;

                            with PLANNEDGIFTLETTER_CTE as (
                                select top(@MAXROWS)
                                    PLANNEDGIFTLETTER.PLANNEDGIFTID
                                from
                                    dbo.PLANNEDGIFTLETTER with (nolock)
                                inner join 
                                    dbo.UFN_IDSETREADER_GETRESULTS_GUID(@SELECTIONID) SELECTION on PLANNEDGIFTLETTER.PLANNEDGIFTID = SELECTION.ID and @SELECTIONID is not null
                                where
                                    PLANNEDGIFTLETTER.PLANNEDGIFTLETTERCODEID = @PLANNEDGIFTLETTERCODEID and
                                    PLANNEDGIFTLETTER.PROCESSDATE is null and
                                    PLANNEDGIFTLETTER.ACKNOWLEDGEDATE is null
                            )

                            select top(@MAXROWS)
                                [STANDARDVIEW].PLANNEDGIFTID,
                                [STANDARDVIEW].CONSTITUENTID,
                                [STANDARDVIEW].CONSTITUENTNAME,
                                [STANDARDVIEW].ADDRESSEE,
                                [STANDARDVIEW].SALUTATION,
                                [STANDARDVIEW].CONTACT,
                                [STANDARDVIEW].POSITION,
                                [STANDARDVIEW].EMAILADDRESS,
                                [STANDARDVIEW].VEHICLECODE,
                                [STANDARDVIEW].VEHICLE,
                                [STANDARDVIEW].EXPECTEDMATURITY,
                                [STANDARDVIEW].ISREVOCABLE,
                                [STANDARDVIEW].ISANONYMOUS,
                                [STANDARDVIEW].NETPRESENTVALUE,
                                [STANDARDVIEW].NETPRESENTVALUEDATE,
                                [STANDARDVIEW].REMAINDERVALUE,
                                [STANDARDVIEW].REMAINDERVALUEDATE,
                                [STANDARDVIEW].RECOGNITIONAMOUNT,
                                [STANDARDVIEW].GIFTAMOUNT,
                                [STANDARDVIEW].GIFTDATE,
                                [STANDARDVIEW].PAYOUTRATE,
                                [STANDARDVIEW].PAYOUTAMOUNT,
                                [STANDARDVIEW].PAYMENTFREQUENCYCODE,
                                [STANDARDVIEW].PAYMENTPERIODSTART,
                                [STANDARDVIEW].PAYMENTPERIODEND,
                                [STANDARDVIEW].DISCOUNTRATE,
                                [STANDARDVIEW].DESIGNATION1NAME,
                                [STANDARDVIEW].DESIGNATION1AMOUNT,
                                [STANDARDVIEW].DESIGNATION2NAME,
                                [STANDARDVIEW].DESIGNATION2AMOUNT,
                                [STANDARDVIEW].BENEFICIARY1NAME,
                                --[STANDARDVIEW].BENEFICIARY1RELATIONSHIP,

                                [STANDARDVIEW].BENEFICIARY1AGE,
                                [STANDARDVIEW].BENEFICIARY1DEPENDENCY,
                                [STANDARDVIEW].BENEFICIARY1TYPE,
                                --[STANDARDVIEW].CONSTITUENTISBENEFICIARY1,

                                [STANDARDVIEW].BENEFICIARY2NAME,
                                --[STANDARDVIEW].BENEFICIARY2RELATIONSHIP,

                                [STANDARDVIEW].BENEFICIARY2AGE,
                                [STANDARDVIEW].BENEFICIARY2DEPENDENCY,
                                [STANDARDVIEW].BENEFICIARY2TYPE,
                                --[STANDARDVIEW].CONSTITUENTISBENEFICIARY2,

                                [STANDARDVIEW].POOLEDINCOMEFUNDCODEID,
                                [STANDARDVIEW].POOLEDINCOMEFUNDTOTALUNITS,
                                [STANDARDVIEW].POOLEDINCOMEFUNDPERCENT,
                                [STANDARDVIEW].ASSETTYPE,
                                [STANDARDVIEW].ASSETDESCRIPTION,
                                [STANDARDVIEW].ASSETVALUE,
                                [STANDARDVIEW].ASSETCOSTBASIS,
                                [STANDARDVIEW].ASSETVALUATIONMETHODCODE,
                                [STANDARDVIEW].ASSETVALUATIONSOURCE,
                                [STANDARDVIEW].RELATIONSHIP1NAME,
                                [STANDARDVIEW].RELATIONSHIP1TYPE,
                                [STANDARDVIEW].RELATIONSHIP2NAME,
                                [STANDARDVIEW].RELATIONSHIP2TYPE
                            from
                                PLANNEDGIFTLETTER_CTE PGL
                            inner join
                                dbo.V_QUERY_PLANNEDGIFTACKNOWLEDGEMENTEMAILOUTPUT STANDARDVIEW with (nolock) on PGL.PLANNEDGIFTID = STANDARDVIEW.PLANNEDGIFTID
                            inner join 
                                    dbo.UFN_BUSINESSPROCESSCOMMPREF_GETINCLUDEDCONSTITUENT(@STARTDATE, @EXCLUDEDECEASED, @EXCLUDEINACTIVE, @INCLUSIONS, @EXCLUSIONS) AS EXC ON [STANDARDVIEW].CONSTITUENTID = EXC.ID
                            where(
                                select count(*
                                from dbo.UFN_SITEID_MAPFROM_PLANNEDGIFTID([STANDARDVIEW].PLANNEDGIFTID) PLANNEDGIFTSITE 
                                where (dbo.UFN_APPUSER_ISSYSADMIN(@CURRENTAPPUSERID) = 1 or exists (select 1 from dbo.UFN_SITESFORUSERONFEATURE(@CURRENTAPPUSERID,@SECURITYFEATUREID,@SECURITYFEATURETYPE) where SITEID=[PLANNEDGIFTSITE].[SITEID] or (SITEID is null and [PLANNEDGIFTSITE].[SITEID] is null)))
                            ) > 0
                            order by
                                STANDARDVIEW.CONSTITUENTNAME;
                        end                          
                    end