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Create a Custom Pledge Form Editor (Design)

Code sample project: Custom Pledge Form

  1. Open your Parts project in Visual Studio. This example uses a project called PartsProjectExample created according to these steps: Create a Custom Parts Project. The project should contain a custom part created according to these steps: Create the Custom Pledge Form Editor (Design).

  2. Open CustomPledgeFormEditor.ascx for editing in Designer.

  3. Delete the label that contains this text: "This part does not have any design time options"

  4. Add a break.

  5. Create the interface for the form's configuration option. The option is to which record to write pledge information:

    • Write to a custom content table created with the Infinity SDK

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

    1. Add a CheckBox with this Text and ID:

      Only write to custom pledge record

      CheckBoxOnlyWriteToCustomPledgeRecord

    2. Add some paragraphs with this explanation:

      When this is selected, any time the Pledge button is clicked, the details will be written to the custom pledge record USR_CUSTOMPLEDGE using the custom pledge Add Data Form accessed through a BBMetalWeb generated DLL.

      When this is not selected, for logged in users with linked accounts, the details will be written to a new pledge transaction using a DLL to access a web API. For anonymous users, the information will be written to USR_CUSTOMPLEDGE using the custom pledge Add Data Form accessed through a BBMetalWeb-generated DLL.

    3. Save the form.