VBA/API

How to run API applications from remote client computer?

Chris Anderson — Wed, 28 Oct 2009 17:45:48 GMT

Hi,

We would like to expose RE gift giving functionality to the web, however, our web portal is on a different server than our RE system. We do have the RE client installed on the remote system, however, when I run our gift giving application from that computer it doesn't work. The error is given:

Startup Error: Assertion Failed: Unable to load custom dll.

Routine: REVBAMT.REApplicationMT.Init

Main Startup Step: CBBStartSeq.Startup

Start Sequence Step: EndCriticalSequence

Normally this application runs from the RE server as a VB console application.

Any thoughts on this? Also, any advice on exposing this functionality to the web would be greatly appreciated.

Thanks in Advance -

Customization of NetClassroom functionality?

Brian Krygsman — Tue, 20 Oct 2009 15:20:55 GMT

Hello,

We really need a way for students to indicate their desired enrollment type online... ideally through the same place they are already registering for courses: NetClassroom.

Blackbaud support indicated that there was currently no way for students to do this, so we're looking into the possibility doing it ourselves.

Has anyone out there looked at adding custom functionality directly into NetClassroom?

How to add a reminder to an CAction object in API?

Ginny Yang — Thu, 17 Sep 2009 19:45:47 GMT

I'm able to successfully create an action with a note, but need to add a reminder for user (eg, "userABC") for 1 day prior to the action date.

Haven't been able to figure out how to do this.. should this be done via the cActionRemindees.Add() method or?

Thx!

how to change the importID for objects which have it?

Chris Anderson — Mon, 14 Sep 2009 16:21:26 GMT

This field is on several objects and becomes "read only" after the first time it is saved on a record. Is there any way to get write access to this field, once it has been set? What is it's purpose / why is it read-only?

Thanks in Advance --

Batch API Crashing

David Zeidman — Thu, 10 Sep 2009 12:26:47 GMT

The batch API is driving me crazy! In the past have have got it to work several times. Once in the past I had problems when trying to add rows to the batch but this was explained away with different versions of the software versus SQL server (although I am not sure about that)

The problem has now come back and I wonder if anyone else has had it. I have tried using the Blackbaud.PIA.RE7.BatchData instead wherever possible but that does not seem to make a difference. Here is a code snippet:

Private Sub ProcessGift(ByVal batchId As Integer, ByVal donor As DonorDetails)

   Dim batchAPI As New CBatchAPI
   Dim tempRecords As Blackbaud.PIA.RE7.BatchData._CTempRecords
   Dim tempRecord As Blackbaud.PIA.RE7.BatchData.CTempRecord
   'Dim tempRecord As Blackbaud.PIA.RE7.BBREAPI.CTempRecord
   'Dim tempRecords As Blackbaud.PIA.RE7.BBREAPI.CTempRecords

   Try

   batchAPI.Init(REUtil.getSessionContext)
   batchAPI.Load(batchId)

   'tempRecords = CType(batchAPI.TempRecords, Blackbaud.PIA.RE7.BBREAPI.CTempRecords)
   tempRecords = CType(batchAPI.TempRecords, Blackbaud.PIA.RE7.BatchData.CTempRecords)

   Try
   tempRecord = tempRecords.Add
   Catch e As Exception
   MessageBox.Show(e.Message)

   End Try

   AddSingleGift(tempRecords, donor, batchAPI)

On the tempRecords.Add I get the error message:

Nothing:
Init method must be called before using this object

When I compile it and run it in RE (rather than through Visual Studio) I don't get this error but I do get an error when trying to pass it through to the AddSingleGift method:

Unable to cast COM object of type 'System.__ComObject' to interface type 'Blackbaud.PIA.RE7.BatchData.CTempRecord'. This operation failed because the QueryInterface call on the COM component for the interface with IID ... failed due to the following error: No such interface supported (Exception form HRESULT: 0x800004002 (E_NOINTERFACE)

(I didn't enter the value for the IID as it was too painful)

It is as though the object is not being loaded properly from the API. It is seen only as an object of type __COMObject and not its exact type.

Any thoughts or suggestions really appreciated.

David

Creating Data Object Macro to automate tedious processes -- how to refresh the form for the data object?

Cathy Cooper — Wed, 09 Sep 2009 13:45:06 GMT

I'd like to automate some of the processes that our team must follow when editing various data objects. For instance:

- set the credit account for each distribution on a fund (we start by using the Copy From feature to populate type/subtype and debit accounts, but then manually modify each of the credit accounts; if I could automate this, we'd avoid the cut/paste process and ensure that all credit accounts match...)

- coding that occurs when you change the Preferred Address for a constituent (for instance, we store all of our email and cell addresses only on the Preferred Address, so I'd like to automate the process of moving these around)

My vision is that, while working on a record, you could invoke the macro to perform these changes, then return to an updated form with the option to Cancel or Save the changes.

I've been able to set up the data object macro and modify the local copy of the data object. However, I don't know how to refresh the form that I'm being called from so that is shows this revised data! Does anyone know how to trigger this refresh?

Thanks!

EE API Question

Kevin Eaton — Thu, 03 Sep 2009 12:31:30 GMT

I'm looking to do the following:

1) Lookup class attendance based upon date and code (e.g. today's absences/unex. abs.)

2) Iterate through found attendance records.

3) Add conduct records (with assigned points) for ea. student with a given attendance record.

Any tidbits of code samples/any helpful hints would be greatly appreciated included which library/ies need to be included in the project.

Many Thanks,

Kevin Eaton

How to run a DLL automatically at startup, or the equivalent...

Chris Anderson — Tue, 18 Aug 2009 01:13:03 GMT

Hi All,

I would like to build a DLL (Active Object) and deploy it to all the users on our system. I would like the DLL to run for all users automatically, so there is no need to run it manually from the tools menu (because it will monitor changes to constituent records).

Any ideas?

Thanks in Advance --

Gift Batch with API vs Data Entry

Shawn Box — Mon, 17 Aug 2009 20:10:54 GMT

I am using the API to create a gift batch, add gifts and then close the batch using something similar to the sample code in the API documentation. In testing against the Sample Database, this works as expected, with additional Campaign, Fund and Appeals being populated as well. However, once we used it against the production database, the Campaign, Fund and Appeal codes come up "null" in the database, even though we have verified those items exist in the database. What is interesting is that the appropriate Campaign, Fund and Appeal codes are available for selection when going through Data Entry on the Gifts, so I am wondering if there is some additional validation we need to do when getting these items linked up for each gift.

Does anyone know if there is any additional documentation on differences in validation between API created Gifts and Gifts added through the Raiser's Edge client?

ASSIGNEDSOLICITOR_fld_SOLICITOR_NAME

Dwaraka Peddireddy — Tue, 04 Aug 2009 14:36:37 GMT

Can any one tell me how to get to that field?. Like If I want Constituent_id then Here is my code.

Dim objConstituent As CRecord

Set objConstituent = oRecord

objConstituent.Init REApplication.SessionContext

Constituent_ID = objConstituent.Fields(RECORDS_fld_CONSTITUENT_ID)

I appreciate any help on this.

Stage Aging Report

Dwaraka Peddireddy — Mon, 27 Jul 2009 13:14:33 GMT

Has anyone heard about this in RE?. I am curious how you are doing this?. Any help is appreciated.

Proposal Table

Dwaraka Peddireddy — Fri, 24 Jul 2009 20:20:11 GMT

The proposal table has always the most recent data only. How can we get the history on that table?. I can use the history to track no of days between different stages a prospect has been in. My last preference is to write VBA code. BB has some thing called Stage Aging report. That is the report I am looking for exactly.

How to add / edit /search through education relationship attributes

Chris Anderson — Tue, 14 Jul 2009 20:03:30 GMT

Hi,

Sorry if this is already answered somewhere else -- I need sample code on how to do the above for attributes on education relationships for RE7.

thanks in advance --

RE API support not installed.

Joshua Holden — Mon, 02 Mar 2009 16:27:09 GMT

I was testing out the login sample and I get the following error when authenticating the login. "RE API support not installed."' How does one fix this error?

Thanks,

Josh

Using API with Java

Tim Levatich — Tue, 23 Mar 2004 14:33:15 GMT

Do you know of anyone using Java to integrate with RE, via RE:API? Blackbaud tech folks don't know of anyone doing this and they don't have any Java example code. We need to get jump-started on this. Your advice and contacts would be most appreciated. Thanks, Tim [Email Removed]

How to access Raiser’s Edge functionality by using Web Services?

Eric Jiang — Sun, 17 May 2009 21:41:50 GMT

Hi there,

We bought Raiser's Edge as our Alumni fund raising tool, and hence it's convenience to integrate with the rest of our system. Unfortunately, we are a Java shop and not much experience on Microsoft technology, therefore I'm wondering if there is any way that we could access Raiser's Edge functionality by using Web Services.

Thanks in advance.

Eric

How to Access API using C#

Dennis Pulido — Fri, 17 Apr 2009 17:08:25 GMT

I am new user to the RE APIs. I added the Blackbaud.PIA.RE7.BBREAPI reference.

What are the other settings needed to access the APIs in my C# app? Any advice would be greatful.

Thanks.

Batch API constituents

Michael Carr — Thu, 12 Mar 2009 18:29:07 GMT

Is the batch api available to create constituent batches? Or is it only gift batches at this time?

Thanks.

Adding default addressees/salutations

Alan Leiter — Fri, 19 Dec 2008 20:48:00 GMT

Hi everyone. We have set up defaults on the Constituent | Load defaults from... menu to load a default set of addressee and salutation formats to a constituent. Is there a way to access that same default set in the RE API so we can add the same default set through code?

Thanks!

Alan Leiter
Assistant Director of Advancement Services
Azusa Pacific University

Logging Database changes

Joshua Holden — Mon, 02 Mar 2009 16:08:37 GMT

Hello,

I've recently started to review RE and am curious is it's possible to record / access record change events. I would like to know who modified what record and what time. I would also be nice to have a real-time event logger. Any code examples I could use for testing purposes would be appreciated. Or even pointing me to the correct api method would suffice.

Thanks,

Sample code for Edit and Save

Mark Whiting — Fri, 20 Feb 2009 11:19:34 GMT

Hi,

Can anyone provide me sample API code for editing and saving a Constituent record, please?

Thanks in advance

Post to G/L

Mitchell Gibbs — Fri, 06 Feb 2009 20:21:34 GMT

Has anyone else written VBA code to post to a G/L?

I've written custom code outside of RE, but it doesn't manage any of the Post flags in Raiser's Edge - it's entirely external.

I'd be thrilled if I could borrow code from someone who has already worked it through.

Thanks,

Mitch

Search for Constituents by bank account

Eric Bracke — Sun, 19 Oct 2008 16:58:38 GMT

Hi,

I'm looking for a way to find contstituents by their bank account.

As off version 7.81 the account numbers are encrypted in the DB.
Using the standard CustomWhereClause doesn't work because it queries the raw (encrypted) data.

Is there a way to encrypt the plain text (account no) and pass that in the customwhereclause ?
Or another filter object where I can give the account no in plain text as a parameter that returns a constituent collection ?

Eric

Use of REApplication object in VBA

Nigel Henriques — Mon, 24 Nov 2008 18:37:59 GMT

Hi ... Has anyone tried to use the REApplication object and specifically writing code for the UIOpening and UIClosing events ? The vba documentation (admittedly limitted) suggests that VB code can be written to execute code when the user starts up a Raisers Edge session. I would like to take advantage of this, but do not have any examples for the event subroutine calls.

Thx Nigel

Removing Addresses

Mike Diplock — Sun, 09 Nov 2008 12:58:16 GMT

Has anyone successfully removed an address from a constituent using VBA? I am tidying up records after an import and am trying to remove lots of empty address fields using a plug-in written in VB6. I'm reasonably experienced in writing plug-ins but CConstitAddresses does not seem to be behaving the same as other RE collections like CConstituentCodes.

The code is:

Dim oRec As CRecord, oConsAdds As CConstitAddresses Set oRec = New CRecord oRec.Init moSC oRec.Load 1605 Set oConsAdds = oRec.Addresses oConsAdds.Remove 1,True oRec.Save oRec.CloseDown

This should remove the first address from constituent '1605' but nothing happens when the code runs. Has anyone tried something similar with success?