Hi -I am trying to build a custom field in Plans that somehow "links" to existing information in Attributes. The goal is to make things as simple as possible for our major gifts officers, who tend to not have the inclination to go searching from tab to tab. We have an attribute called "P2G Score" which I'd like to also show up as a custom field in the patron's Plan.Is this do-able? And if it isn't - how would you suggest I go about bulk uploading all of these scores into the Plans? I don't think there's a utility for this the way there is for Attributes.
Thanks, and sorry in advance if this makes zero sense.
-Lisa
So, basically there's an Attribute already on the customer record with the value you also want to be able to see in the Plan?
Off the top of my head, I think you're going to have to create a new entry in T_KEYWORD that matches the attribute (save for the custom Plan field settings), and then come up with a process to make sure they match the customer's Attribute. I've heavily overloaded LP_CUSTOMER_RANK to do things like this, that may still be your best bet (after an initial mass update). Maybe a simple script to check to see if the values in all active Plans and the Attribute are the same, and if they're not, change them all to the one with the most recent "last_updated_dt".
One thing you'll have to keep an eye on will be how you manage both the Attributes and the Plans with regards to individuals and households, in case you expect those to inform each other.
Couldn't she create a new entry in T_KEYWORD like you said, Gawain, that references where the data for the P2G Score attribute she wants to match lives? In that case it would match since it's just another place for the value to appear? Maybe I'm off-base, I've not done this but it seems like that would work.
How would that work? I don't think you can have a custom field that simply computes a value: at best you could have it configured to offer a single option on a pull-down menu, but I think you'd still have to choose the value for it to populate, but would be happy to be wrong.
Maybe I'm misunderstanding what Lisa is looking for. I thought that there is an attribute with a value and she wants the same value to show in the custom section of plans (is that right, Lisa?). Then she could create another row in T_KEYWORD that has a row that looks just like the attribute in T_KEYWORD but instead has Plan in the Use for List column.
I believe that's true, except that she wants the same selected value that is on the attribute for a customer to be automatically in the custom element of each of the customer's plans.
Correct. I was essentially hoping for a way to "mirror" the attributes in Plans.