Custom Parts Example: Constituent Search

Design requirements: Create a custom individual search (Blackbaud CRM constituent) form for Blackbaud Internet Solutions

A label will appear at the top of the display form. The label's text depends on a constituency selected in the editor form.

Individual Search

Individual Search: <constituency> constituency

Individual Search: Staff constituency

The display form will include a Search criteria section that includes labels and text boxes for first, middle, and last name.

The display form will include a Search button. When clicked, the search button will initiate a individual constituent search in the Blackbaud CRM database. The search will be filtered by constituency depending on the selection on the editor form.

The display form will include a First result section that shows the name, primary email address, and primary phone number for the first constituent returned by the search. If no email address or phone is found, the label will indicate that. If no results are returned, this section will indicate that.

The display form will include an All results section that lists all of the constituents returned by the search.

The editor form will include a radio button list that includes items for each system and user-defined constituency. The list will also include an All item to indicate to perform a search that is not filtered by constituency.

The editor form will include text that explains the configuration option:

Select the constituency on which to filter the individual search.

Objective: Create parts projects

Perform steps to create a custom parts project: Create a Custom Parts Project

Objective: Add custom parts to parts projects

Perform steps to add custom parts to parts projects: Add a Custom Part to a Parts Project

Objective: Create a custom form (UI design)

Create a custom individual constituent search form: Create a Custom Constituent Search (Design)

Objective: Create a custom form (form behavior)

Track a configuration option: Track the Selected Constituencies

Dynamically change a form label based on the configuration option: Change the Top Label Based on Selected Constituency

Objective: Add a configuration setting to a custom form (UI design)

Create a configuration form for the custom individual constituent search form that enables a supervisor to select which constituency on which to filter the search: Create a Custom Constituent Search Editor (Design)