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Add Update Logic for Email

Code sample project: Custom Pledge Form

1. Add a reference to the DLL for the Constituent Catalog web API client assembly.

   Blackbaud.AppFx.Constituent.Catalog.WebApiClient

   

2. To the display form, add a function to retrieve constituent information for the logged in user via the Infinity web API and the Constituent Catalog web API client assembly.

       Private Function GetConstituentSummary()
           Dim ConstituentSummary As New Blackbaud.AppFx.Constituent.Catalog.WebApiClient.ViewForms.Constituent.ConstituentSummaryProfileViewFormData()
           Dim ConstituentSummaryReq = Blackbaud.AppFx.Constituent.Catalog.WebApiClient.ViewForms.Constituent.ConstituentSummaryProfileViewForm.CreateRequest(Me.API.AppFxWebServiceProvider)
           ConstituentSummaryReq.RecordID = API.Users.CurrentUser.BackOfficeGuid.ToString
           ConstituentSummary = Blackbaud.AppFx.Constituent.Catalog.WebApiClient.ViewForms.Constituent.ConstituentSummaryProfileViewForm.LoadData(Me.API.AppFxWebServiceProvider, ConstituentSummaryReq)
           Return ConstituentSummary
       End Function

3. To the form initialization procedure, add logic to populate the Email address field based on information returned from the function. The code should check that there is a GUID for the constituent. This check ensures that the user is linked to a Blackbaud CRM constituent. The condition should also check IsPostBack so that user entered text for TextBoxEmail is not overwritten when the form reloads.

       Private Sub InitializeForm()
           'If there is a login, get the first and last name for the logged in user.
           'Populate the First and Last fields on the form. Disable the First, Middle,
           'and Last fields. Otherwise, leave the fields enabled and writeable.
           If Not API.Users.CurrentUser.IsAnonymous Then
               TextBoxFirst.Text = API.Users.CurrentUser.FirstName
               TextBoxLast.Text = API.Users.CurrentUser.LastName
               TextBoxFirst.Enabled = False
               TextBoxMiddle.Enabled = False
               TextBoxLast.Enabled = False
               If Not IsPostBack And API.Users.CurrentUser.BackOfficeGuid <> System.Guid.Empty Then
                   Dim ConstituentSummary As New Blackbaud.AppFx.Constituent.Catalog.WebApiClient.ViewForms.Constituent.ConstituentSummaryProfileViewFormData()
                   ConstituentSummary = GetConstituentSummary()
                   TextBoxEmail.Text = ConstituentSummary.EMAILADDRESS
               End If
           End If
       End Sub

4. To the display form, add a function that adds an email address to a constituent record via the Infinity web API and the Constituent Catalog web API client assembly.

       Private Sub AddAdditionalEmail()
           Dim AddAdditionalEmail As New Blackbaud.AppFx.Constituent.Catalog.WebApiClient.AddForms.EmailAddress.EmailAddressAddFormData()
           AddAdditionalEmail.ContextRecordID = API.Users.CurrentUser.BackOfficeGuid.ToString
           AddAdditionalEmail.STARTDATE = System.DateTime.Today
           AddAdditionalEmail.EMAILADDRESS = TextBoxEmail.Text
           AddAdditionalEmail.PRIMARY = False
           AddAdditionalEmail.Save(Me.API.AppFxWebServiceProvider)
       End Sub

5. To the procedure for the click action for the Pledge button, add a call to the AddAdditionalEmail procedure for the situation where the user is logged in with a linked login.

       Protected Sub ButtonPledge_Click(ByVal sender As Object, ByVal e As EventArgs) Handles ButtonPledge.Click
           Try
               If Page.IsValid Then
                   If MyContent.OnlyWriteToCustomPledgeRecord Then
                       AddCustomPledgeRecord()
                   ElseIf API.Users.CurrentUser.IsAnonymous Then
                       AddCustomPledgeRecord()
                   Else
                       If API.Users.CurrentUser.BackOfficeGuid = System.Guid.Empty Then
                           AddCustomPledgeRecord()
                       Else
                           AddRevenuePledgeRecord()
                           AddAdditionalEmail()
                   End If
               End If
               End If
               'Add close code and direction to a thank you, etc.
           Catch ex As Blackbaud.AppFx.WebAPI.AppFxWebServiceException When ex.DataFormErrorInfo IsNot Nothing AndAlso ex.DataFormErrorInfo.ErrorCode = Blackbaud.AppFx.WebAPI.ServiceProxy.DataFormErrorCode.RecordNotFound
           End Try
       End Sub