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configuration business rule

Last post 04-01-2008 9:03 AM by Anne Degian. 4 replies.
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  • 03-25-2008 4:28 PM

    • Anne Degian
    • Not Ranked
    • User Since: 2007
    • Posts 15
    • Organization: Belmont House

    configuration business rule

    I'm trying to write a business rule for constituents.  Upon opening I want to see if the constituent is a brass, bronze or alumimun donor (depending on the amount they have donationed).   I do a query with the criteria "Total Amt of Gift 1 between $10,000 and $24,999" I add this query as a configuration, new business rule for constituents upon opening.  I have 3 separate rules for every level of giving.  My problem is that when I open some (only some, not all) of the consitutents, I get a pop up that says they are both an aluminum donor and a brass donor.  How can that even happen?  I'm fairly new at this and just finding my way around RE so any help would be greated appreciated. 

    Thanks, Anne 

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  • 03-25-2008 11:25 PM In reply to

    Re: configuration business rule

    I believe that is because the Constituent is meeting both queries' criterias, therefore the business rule shows both levels. Check your queries.
  • 03-31-2008 4:03 PM In reply to

    • Anne Degian
    • Not Ranked
    • User Since: 2007
    • Posts 15
    • Organization: Belmont House

    Re: configuration business rule

    But why would it only show up for a few constituents and more?  What do you mean, "both queries' creterias". The constituent is one of the 3 levels.  How can he/she be at 2 levels at the same time?  Not sure I follow.

  • 03-31-2008 4:19 PM In reply to

    Re: configuration business rule

    Queries do exactly as you tell them to and are typically only wrong when programmed wrong (in RE some of the programming is done in the background so you do not have complete control over programming like in SQL).  There has to be something different in the queries that makes the person appear in more than one at a time.  Different gift dates, different gift types, etc. can all make the person appear in more than one query.

    Example:

    • I can be a 100-500 donor this year and a 1,000-5000 for my total lifetime giving
    • I can be a 500-1000 donor if you include my gift in kind gifts but 1-100 if you do not
    • I can be an 8,000 donor if you include my 5,000 pledge and all of the payments but only a 3,000 if you include only my payments and only a 5,000 donor if you include only the pledge.

    You will have to double and triple check all of the queries and be sure nothing was wrong in the programming of these queries.

    Melissa S. Graves
    Annual Fund Development Services Manager
    Pathfinder International
  • 04-01-2008 9:03 AM In reply to

    • Anne Degian
    • Not Ranked
    • User Since: 2007
    • Posts 15
    • Organization: Belmont House

    Re: configuration business rule

    Thanks so much, I will look into further.

    Anne

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