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You are here: Custom Parts Example: Pledge Form > Find an Infinity Add Form for a Pledge

Find an Infinity Add Form for a Pledge

  1. Open the Infinity web client. For example:

  2. Navigate to Administration > Application > Features > Data form search. The Loaded Data Form Instance Search screen appears.

  3. In Name, enter Pledge and from Mode, select Add. Then click Search.

  4. Select the Pledge Add Form and click Select. A metadata page for the form appears.

  5. Note the System record ID. You will need this to access the form via the web API.

    fabbaa50-7288-4646-a71d-7db0202db72b

  6. The metadata page indicates field information for the form.

    There are several required fields. You can refer to this page or download the grid to a CSV or XLSX file. To export the grid, right-click a field and use the Export section functionality.

    For this form, the required fields are:

    • CONSTITUENTID, a GUID

    • DATE, a Date

    • AMOUNT, a Money value

    • POSTSTATUSCODE, a TinyInt which represents a value in a Value List

    • FREQUENCYCODE, a TinyInt which represents a value in a Value List

    • NUMBEROFINSTALLMENTS, an Integer

    • STARTDATE, a Date

    • SPLITS, a Collection (Designations)

    • PAYMENTMETHODCODE, a TinyInt which represents a value in a Value List