Custom Parts Example: Pledge Form

Design requirements: Create a custom pledge form for Blackbaud Internet Solutions

Any required field for a pledge transaction that is not on this form will be defaulted or calculated in some way.

Name information for the user will appear at the top of the form.

• If the user is logged in

  • form will be populated with that login’s user information

  • fields will be read-only

• If the user is not logged in

  • form will not be populated

  • fields will be writeable

Email address will be populated with constituent or login information when possible. But it will be writeable and include simple email address format validation. For linked users, when the email address is changed, a new email addressed will be added to the constituent record in Blackbaud CRM.

Amount will handle US currency values.

When the user hits the Pledge button, something will be sent to Infinity via a web API. This will be either custom content created with the Infinity SDK or a new pledge transaction. This demonstrates using an the web API for an Add Data Form to write to an Infinity record, one out-of-the box and one created with the SDK.

The behavior of the Pledge button will be configurable by a Blackbaud Internet Solutions administrator. Here are the two options:

1. Write to a custom content table created with Infinity SDK

2. For non-linked logins, write to a custom content table and for linked logins create pledge transaction in Infinity for that constituent

Objective: Configure Infinity application (selected items)

Perform steps to configure an Infinity application to support a custom pledge form for Blackbaud Internet Solutions:

• Add a Designation to Infinity

• Ensure Post Dates are Configured

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 pledge form with almost minimal information: Create a Custom Pledge Form (Design)

Objective: Create a custom form (form behavior)

Change the field behavior for name fields and track configuration options:

• Populate the Name Fields

• Track the Record Option

Objective: Add Infinity record customizations for Blackbaud Internet Solutions parts

Create a Infinity customizations to store, add, and delete custom pledge records

• Infinity Customization

  • Add an Infinity Catalog Project to your Solution

  • Create a Table for the Custom Pledge Record

  • Create an Add Form for the Custom Pledge Record

  • Create a Delete Record Operation for the Custom Pledge Record

  • Generate Strongly Typed Classes for Your Infinity Customization

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

Create a configuration form for the custom pledge form that enables a supervisor to select the logic to use when writing to pledge records: Create a Custom Pledge Form Editor (Design)

Objective: Create a custom form (write logic implementation)

Create logic for a custom pledge form to write to different types of pledge records (Revenue or Custom) depending on configuration settings on the custom part form:

• Code the Add the Pledge Logic (Custom Pledge Records)

• Code the Add the Pledge Logic (Revenue Records)