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Transaction vs Contribution Date Criteria

Sierra Masuda
$organization

We are currently in v15 of Tessitura, and I'm looking to build some dynamic lists for automated emails based off of the date that a contribution was entered into the system, not the date it was given. 

For example, if someone gives a gift via website on a Saturday, the funds are put On-Account and I process it Monday morning. The contribution date is set for Saturday, but I need the list to pull based on the date it was entered, Monday. Currently, I cannot find a criteria set that will help me get this. Does anyone have any fixes they've used or a custom set they've built? 

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  • $organization

    Hello Sierra,

    It sounds like what you're looking for is the create date of the contribution record that you're setting up.  This would be a pretty simple addition.
    In the T_KEYWORD system table, add a new row with these values:
    Description: Contribution Create Date
    Data Type: Date
    Edit Mask: Date
    Detail Tbl: vs_contribution_with_initiator
    Detail Col: !.create_dt 
    Category: Contribution
    Use For List: List Only
    Keyword Desc: The actual date the contribution was entered into the system

    The rest of the fields or checkboxes can be left empty.  The !. before create_dt is important. The create_dt field includes a timestamp, so you'll need to use the BETWEEN, <= or >= operators to find values within a range.  Using the = operator will not work here.  

    That takes care of the criteria for getting those people INTO a list. 
    If you need to export this date in an output set, then an new entry needs to be made into the TR_QUERY_ELEMENT table with these values:
    Description: Contribution Create Date
    Group ID: Contribution
    Data Select: !.create_dt

    Once again, any other fields may be left blank. 

    Because output set elements aren't filtered by the same criteria that created the list, you'll probably also need to set up a parameter that can be used to filter the output to just the contribution(s) created in the target period.  For this, make an entry in TR_QUERY_ELEMENT_PARAMETER like this:

    Description: Create Date
    Group ID: Contribution
    Filter Element: create_dt 
    Data Type: Date

    Again, relative operators need to be used to search for datetimes in a range rather than using the = operator. 

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  • $organization

    Hello Sierra,

    It sounds like what you're looking for is the create date of the contribution record that you're setting up.  This would be a pretty simple addition.
    In the T_KEYWORD system table, add a new row with these values:
    Description: Contribution Create Date
    Data Type: Date
    Edit Mask: Date
    Detail Tbl: vs_contribution_with_initiator
    Detail Col: !.create_dt 
    Category: Contribution
    Use For List: List Only
    Keyword Desc: The actual date the contribution was entered into the system

    The rest of the fields or checkboxes can be left empty.  The !. before create_dt is important. The create_dt field includes a timestamp, so you'll need to use the BETWEEN, <= or >= operators to find values within a range.  Using the = operator will not work here.  

    That takes care of the criteria for getting those people INTO a list. 
    If you need to export this date in an output set, then an new entry needs to be made into the TR_QUERY_ELEMENT table with these values:
    Description: Contribution Create Date
    Group ID: Contribution
    Data Select: !.create_dt

    Once again, any other fields may be left blank. 

    Because output set elements aren't filtered by the same criteria that created the list, you'll probably also need to set up a parameter that can be used to filter the output to just the contribution(s) created in the target period.  For this, make an entry in TR_QUERY_ELEMENT_PARAMETER like this:

    Description: Create Date
    Group ID: Contribution
    Filter Element: create_dt 
    Data Type: Date

    Again, relative operators need to be used to search for datetimes in a range rather than using the = operator. 

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