Business Rules apply to NXT activity
Similar to the pop up requests, but expanded to enable all settings in RE > Config > Business Rules for NXT activity. EG RE can do some great things when you mark someone deceased, like change marital status and unchecking send mail flags. We need that in NXT too, or our data quality goes down the pan. You have to train NXT users to do all this manually. AND you have to setup queries to cover all these situations to ensure data integrity.
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Guest
- Feb 19 2018
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- +34
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NXT Business Rule Alerts
Merged We use Business Rules in Database (DB) view to remind users that some action needs to take place on that record. However, those rules don't flow through to NXT and we can't set up rules in NXT. Can we get the alerts and Business Rules to flow thro...2
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Business Rules to carry over to Alerts in NXT
Merged Most of my business rules in RE are benign, but some are EXTREMELY important. An example would be if the constituent has a stalker and how that should be handled. Business Rules currently do not carry over to an alert in NXT and there is no way to...0
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Mass allocating alerts
Merged Currently business rules can be implemented and added to all records that meet the criteria of that rule. In NXT, alerts is the same as the pop-ups created by business rules but they have to be added to each individual record.0
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Make business rules in the dataview effective in NXT.
Merged We've set up a business rule to warn gift processors when adding a gift to any constituent that has a proposal that is waiting to be funded. The annotation reminds them to see if they should link the gift to the proposal (opportunity.) This does n...1
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Business Rules Created in DB View Should Show Up in Web View
Merged Curious why this isn't already a 'thing'... Would love to see my Business Rules created in DB View viewable in Web View.0
Related ideas
I am looking for a similar idea in the gift section, but it appears that an idea there was merged with this one (https://renxt.ideas.aha.io/ideas/RE7-I-6112). When adding gifts to a batch, there are important gift and constituent business rules that need to be shown. Please address this before removing batch from database view.
I have created a business rule in DB and it does not push through to Web View. Please can you let me know how to do this
You can already create an Alert in NXT that shows up as a pop up in DB side - So just set up business rule pop up in DB to push through to NXT side as an Alert.
Utilizing a business rule query group this way removes unnecessary time spent on individual manual entry into NXT.
In our organisations we have a business rule that each constituent should have a constituency code. Database view does not allow you to save a record without, NXT does. This is creating so many issues with data integrity!