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Add a Designation to Infinity

Note: This is a dependency for the custom pledge form example. Designations are probably already configured for Fundraising in your Infinity solution. However, if you are developing in an installation that has not been configured, these are the minimum steps to establish a designation. For information about fundraising hierarchies and designations, see Fundraising Guide.

  1. Ensure there is at least one fundraising purpose type. This a dependency for fundraising hierarchies.

    You can add a fundraising purpose type from Fundraising > Configuration > Fundraising purpose types.

    Note: If this option does not appear under Configuration, go to Administration > Application > Features and search for fundraising purpose types functionality. There are Add and Edit Data Forms and a delete record operation. Fundraising purpose types are stored as a simple data list.

  2. Ensure there is at least on fundraising hierarchy. This is a dependency for designations.

    You can add a fundraising hierarchy from Fundraising > Configuration > Fundraising hierarchies.

  3. Ensure there is at least one designation. This is a dependency for the sample donation form.

    You can add a designation from Fundraising > Configuration > Fundraising hierarchies.