Updating Mail Restriction on General Tab from Interests and Vice Versa

Former Member
Former Member $organization

At the Royal Exchange, we use the General Tab (mail restriction, phone restriction, emarket restriction) for the Box Office to update Data Protection, and the Interests Tab for the Website to update data protection.  We want Box Office to be able to make their DP updates on the Gen Tab in order to reduce the number of clicks.

Although the data is held differently we've designed each to have the same information stored.  Now the challenge is to write an update script - over-write General Tab restrictions with Interests and vice versa.

For new records that's easy - the 'complete' data protection can update the 'blank' one and vice versa.  For existing records where one is blank the same applies.

But for existing records where both have information stored we need to know which was updated most recently.  What date fields can we use for that?  We need a specific date field on the General Tab that reflects changes to mail restriction, phone restriction and emarket restriction only (not changes to the rest of the constituent record).

We can use the Create and Update date on Interests - but when one is 'deselected' the dates disappear which makes that tricky.  If anyone has solved that one, would be great to hear from you.

Is there a date updated field specific only to the mail/email/phone restrictions on the general tab?

Thanks

Mary

Parents
  • Hi Mary,

    I can answer your question about maintaining an Update date on Interests.

    When an Interest is unchecked the data row in TX_CUST_TKW is deleted and the Update information you are looking for disappears along with it.  That is, the row is deleted unless there has been a value assigned to the Weight of the Interest.

    Yep, the consequence of removing the tick mark from the check box changes depending on whether or not the Interest has a Weight.  If Weight is null the row is removed.  If Weight is not null then Selected is changed from 'Y' to 'N' and the Updated By and Updated Date fields are modified to the current user and time.

    So, this means if we want to save these rows of information after an Interest has been unchecked we need to first assign a value to the Weight for that Interest.  The value can be assigned by a scheduled SQL job.  Here is a link to the documentation.  The article on Interest Weighting Procedure even includes some sample code for updating weights on an interest.

    http://www.tessituranetwork.com/Help_System/Content/Interests/Interests.htm

     Good luck!

    Jared

Reply
  • Hi Mary,

    I can answer your question about maintaining an Update date on Interests.

    When an Interest is unchecked the data row in TX_CUST_TKW is deleted and the Update information you are looking for disappears along with it.  That is, the row is deleted unless there has been a value assigned to the Weight of the Interest.

    Yep, the consequence of removing the tick mark from the check box changes depending on whether or not the Interest has a Weight.  If Weight is null the row is removed.  If Weight is not null then Selected is changed from 'Y' to 'N' and the Updated By and Updated Date fields are modified to the current user and time.

    So, this means if we want to save these rows of information after an Interest has been unchecked we need to first assign a value to the Weight for that Interest.  The value can be assigned by a scheduled SQL job.  Here is a link to the documentation.  The article on Interest Weighting Procedure even includes some sample code for updating weights on an interest.

    http://www.tessituranetwork.com/Help_System/Content/Interests/Interests.htm

     Good luck!

    Jared

Children
No Data