Source Name-Custom List Criteria

Hello Kanani! I wasn't sure if you've solved this yet, but here's how to create a custom list criteria for a promoted source name based on promotions data. Add a row to T_KEYWORD with the following values. Values not specified can be left blank:

• Description: Promotion Source Name
• Data Type: String
• Edit Mask: Alphanumeric 
• Detail Tbl: VXS_APPEAL_MEDIA_TYPE
• Detail Col: !.source_name
• Category: Promotions 
• Use for List: List Only
• Keyword Desc: The source name on a promotion.
• Primary Group Default: Default Value No
• Parent Table: vs_promotion
• Parent Key Column: source_no
• Key Column: source_no

Since source names are an open-ended text field, and since your Tessitura system will accumulate thousands of sources over time, this field is configured as an open-ended text field. You can use the following operators: 

• Equal To (=)
• Not Equal To (<>)
• LIKE & NOT LIKE

Hope that helps!

-Michael 

Hi Michael,

Thanks so much for taking the time to respond.  Unfortunately I should have been more clear that I'm looking to create this for the name of the contribution source code, not the promoted source code.  Specifically, I'm planning to use this to suppress matching gifts from our institutional funders list.  Do you know which table I would use for that?

Definitely, here is the configuration for that: 

• Description: Contribution Source Name
• Data Type: String
• Edit Mask: Alphanumeric 
• Detail Tbl: VXS_APPEAL_MEDIA_TYPE
• Detail Col: !.source_name
• Category: Contribution
• Use for List: List Only
• Keyword Desc: The source name on a contribution.
• Primary Group Default: Default Value No
• Parent Table: vs_contribution_with_initiator
• Parent Key Column: source_no
• Key Column: source_no

Definitely, here is the configuration for that: 

• Description: Contribution Source Name
• Data Type: String
• Edit Mask: Alphanumeric 
• Detail Tbl: VXS_APPEAL_MEDIA_TYPE
• Detail Col: !.source_name
• Category: Contribution
• Use for List: List Only
• Keyword Desc: The source name on a contribution.
• Primary Group Default: Default Value No
• Parent Table: vs_contribution_with_initiator
• Parent Key Column: source_no
• Key Column: source_no

Thank you so much! This worked perfectly.  Have a great long weekend ahead, Michael!