Hi Roy,
Currently the only way to update a field based on the value in two other fields is through a customization in the IOM API. If you are not hosted by Blackbaud this is something that could be written fairly easily in just a few lines of code. If you are hosted Omatic could write and insert the code for you as a paid service.
Thanks,
John
Hello John,
Thank you for the quick response. The RE7 Database of my organization is hosted by Blackbaud. What step should I take to begin the process of setting up this Importomatic customization?
Thanks!
Roy
Hi Roy,
I'll email you directly to get the process started.
Thanks,
John
Roy Palijaro
I would like to change the RE FundID of an import transaction to a different FundID (110) based on the specific occurrens of FundID equals (199) and GiftAmount GE $1000.
Best!
Roy