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Dictionary/Virtual Field for Presence of a Fund

Hi - I hope this makes sense.

We have donations forms being imported into Raiser's Edge, and fund is being brought over. However, I need to create a dictionary and/or virtual field for those funds to add in the appropriate campaign.

 

Example:

If fund ID 100 is imported, I want the campaign to be Unrestricted.

And if fund ID 200 is imported, I might want the campaign to be Temporarily Restricted.

 

I've created a dictionary for all my funds and corresponding campaigns, tried to add it to a virtual field (Seeded to the Fund column) but it doesn't seem to work.

 

What am I missing?


I would bet that you didn't apply the Copy function to the field. The Seed works in conjunction with the function that you select for the field. If no function is selected then nothing will happen even if you set the seed.

I did use the "Copy Field" function (I've tried them all). It either comes up blank, or it brings over the name of the field header, which obviously isn't helpful.

Is it mapped to the Campaign field? And are you sure there is data in the Fund field?

You can test the output by clicking the Test Code button at the bottom of the Virtual Fields window. It will show you the results of all of your transformations without actually doing any of the importing.

https://omatic-importomatic.helpdocsonline.com/test-code
Is it mapped to the Campaign field? And are you sure there is data in the Fund field?

You can test the output by clicking the Test Code button at the bottom of the Virtual Fields window. It will show you the results of all of your transformations without actually doing any of the importing.

https://omatic-importomatic.helpdocsonline.com/test-code
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