Next Performance as a custom element in Plans

Hello,

Has anyone successfully added next performance (name/date/time) as a custom element in a constituent plan?  If so, can you share the code that enables this?

Thanks!

Anthony

Parents
  • Hi Anthony,

    Custom Fields on Plans (like on Orders and Contributions) are set up in the T_KEYWORDS table and deposit the data in the T_PLAN table and, I'm assuming, are a static value - whereas the Flex Header elements are dynamic and (normally) look at the data in the Ticket History.

    I'm not sure why you'd hold this as a value against the plan rather than (as Kathleen notes) as a value in the constituent header.  If this is so that it can be included in the Plan Summary report I reckon you could create it as a Custom Field on Plan but you'd need to have a scheduled task (and for this, you'd need a friendly DBA) that runs - usually overnight - to update the field so that it remains current/valid.

    Feel free to let us know why you want this held against the Plan - maybe there's a better/easier way of getting the result you want!

    Martin 

     

Reply
  • Hi Anthony,

    Custom Fields on Plans (like on Orders and Contributions) are set up in the T_KEYWORDS table and deposit the data in the T_PLAN table and, I'm assuming, are a static value - whereas the Flex Header elements are dynamic and (normally) look at the data in the Ticket History.

    I'm not sure why you'd hold this as a value against the plan rather than (as Kathleen notes) as a value in the constituent header.  If this is so that it can be included in the Plan Summary report I reckon you could create it as a Custom Field on Plan but you'd need to have a scheduled task (and for this, you'd need a friendly DBA) that runs - usually overnight - to update the field so that it remains current/valid.

    Feel free to let us know why you want this held against the Plan - maybe there's a better/easier way of getting the result you want!

    Martin 

     

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