Search results matching tag '.NET'

Search for Constituents by bank account

51CA828C-2740-4A43-8ABA-E04CEF1FE4D2 — 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

API using Visual Studio 2005

68C4F98C-B35E-4740-A85A-3ED5FACE6A3A — Thu, 07 Aug 2008 00:45:47 GMT

I am writing an app in Vb using Visual Studio 2005 and the RE API and have run into a problem displaying a Constituent form. Strangely I have been able to display an RE Gift form in exactly the same environment and with nearly identical code. Has anyone come upon similar problems?

The details are ...

Code

Dim oSuppForm As CConstituentForm, oRec As New CRecord
Try

oRec.Init(REApplication.SessionContext)

oRec.Load(iRERecID)
oSuppForm = New CConstituentForm
oSuppForm.Init(REApplication.SessionContext)

oSuppForm.ConstituentObject = oRec

oSuppForm.ShowForm(True, , True)

end code

Error message displayed is Attempt to access the method failed

The same error occurs when I use ShowFormOkCancel as well.

Blackbaud technical support had no problems running the code.

Has anyone experienced anything similar? Hopefully with a solution?

Thanks,

Peter

Solved

8EEBEEEC-7313-4680-B747-D0E1F7563572 — Fri, 20 Jun 2008 04:22:19 GMT

Ok I have it finally working!

The main thing to check for is to go via the RE client into Config -> Fields and check whether all fields, that are marked as required, are provided for in the code. If any of those fields are missing, the API will throw up an error.

Upon looking at the exception, the Source property will tell you which object the error applies to. In my case, it was CProspect. Hence I gave Prospect a value and it worked!

Re: API Help in .Net - Create Constituent

8EEBEEEC-7313-4680-B747-D0E1F7563572 — Fri, 20 Jun 2008 04:20:50 GMT

Ok I have it finally working! The main thing to check for is to go via the RE client into Config -> Fields and check whether all fields, that are marked as required, are provided for in the code. If any of those fields are missing, the API will throw up an error. Upon looking at the exception, the Source property will tell you which object the error applies to. In my case, it was CProspect. Hence I gave Prospect a value and it worked!

Re: API Help in .Net - Create Constituent

8EEBEEEC-7313-4680-B747-D0E1F7563572 — Thu, 19 Jun 2008 23:26:44 GMT

There seems to be some confusion. I am not updating data via the database, I just tried it to see if there were any constraints.

The key field is RECORDS_fld_IS_CONSTITUENT which, if set to true, fails but if set to false works, but only inserts a row in the records table, NOT in the Constituent table. If anyone has been able to successfully create a row in the Constituent table, please help!


The error is : System.Runtime.InteropServices.COMException (0x80040666): Required Field Missing:  Status
   at BBREAPI7.CRecordClass.Save() 
I have tried in vain to find a Status field both in the Records table and the ERECORDSFields enumeration.
Here is the full text of my code:
_record = new CRecord(); 
_context = _api.SessionContext;
_record.Init(ref _context); 
// _record.set_Fields(ERECORDSFields.RECORDS_fld_CONSTITUENT_ID, id);
_record.set_Fields(ERECORDSFields.RECORDS_fld_CONSTITUENT_CODE, constituentCode); 
_record.set_Fields(ERECORDSFields.RECORDS_fld_FIRST_NAME, firstName);
_record.set_Fields(ERECORDSFields.RECORDS_fld_MIDDLE_NAME, middleName); _record.set_Fields(ERECORDSFields.RECORDS_fld_LAST_NAME, lastName); 
_record.set_Fields(ERECORDSFields.RECORDS_fld_GENDER, gender); 
// this works if the value is false but does not if it is true 
_record.set_Fields(ERECORDSFields.RECORDS_fld_IS_CONSTITUENT, "false");
_record.set_Fields(ERECORDSFields.RECORDS_fld_KEY_INDICATOR, "I"); _record.set_Fields(ERECORDSFields.RECORDS_fld_SOCIAL_SECURITY_NO, SSN); 
_record.set_Fields(ERECORDSFields.RECORDS_fld_TITLE_1, title1);
_record.set_Fields(ERECORDSFields.RECORDS_fld_SUFFIX_1, suffix1); 
_record.set_Fields(ERECORDSFields.RECORDS_fld_BIRTH_DATE, birthDate);
_record.set_Fields(ERECORDSFields.RECORDS_fld_BIRTHPLACE, birthPlace); 
_record.set_Fields(ERECORDSFields.RECORDS_fld_ETHNICITY, ethnicity);
_record.set_Fields(ERECORDSFields.RECORDS_fld_MARITAL_STATUS, maritalStatus); _record.set_Fields(ERECORDSFields.RECORDS_fld_PRIMARY_ADDRESSEE_ID, "1"); 
_record.set_Fields(ERECORDSFields.RECORDS_fld_PRIMARY_SALUTATION_ID, "16");
_record.set_Fields(ERECORDSFields.RECORDS_fld_PRIMARY_ADDRESSEE_EDIT, "false"); 
//_record.set_Fields(ERECORDSFields.RECORDS_fld_PRIMARY_ADDRESSEE, "-");
_record.set_Fields(ERECORDSFields.RECORDS_fld_PRIMARY_SALUTATION_EDIT, "false"); 
//_record.set_Fields(ERECORDSFields.RECORDS_fld_PRIMARY_SALUTATION, "mr");
if (deceasedDate.HasValue) 
{
_record.set_Fields(ERECORDSFields.RECORDS_fld_DECEASED_DATE, deceasedDate.Value);_record.set_Fields(ERECORDSFields.RECORDS_fld_DECEASED, "1"); 
}
_record.Save();
}
finally

{
_record.CloseDown();
System.Runtime.InteropServices.Marshal.ReleaseComObject(_record); 
}

Re: API Help in .Net - Create Constituent

8EEBEEEC-7313-4680-B747-D0E1F7563572 — Thu, 19 Jun 2008 22:22:50 GMT

I tried removing the CONSTITUENT_CODE_fld_CONSTIT_ID assignment but I get this error:

System.Runtime.InteropServices.COMException (0x80040666): Required Field Missing: Status
at BBREAPI7.CRecordClass.Save()

I did some more investigation yesterday and discovered that if I set:

Code:

_record.set_Fields(ERECORDSFields.RECORDS_fld_IS_CONSTITUENT, "false");

it works, and a record gets created in the Records table but if that variable is set to true, it throws up an error. I then tried a SQL update statement on the Records table to set the IS_CONSTITUENT field to true and it threw up a constraint error.

It seems that if IS_CONSTITUENT = true, it needs a row in the Constituent table as well.

I rechecked the API and cannot find a way to create a constituent in the constituent table. This is very frustrating!!

If anyone has been able to create a constituent via the API, please help

API Help in .Net - Create Constituent

8EEBEEEC-7313-4680-B747-D0E1F7563572 — Thu, 19 Jun 2008 02:54:07 GMT

Hi,

My client has purchased Raiser's Edge and requires external systems to integrate their data with RE.
I am writing .Net code to manipulate the API to create new constituents but am running into a problem.
I tried all the help manuals but am unsure what to do. Code is as follows:

IBBSessionContext _context;
private CRecord _record = new CRecord();
.....

_record = new CRecord();
_record.Init(ref _context);
_record.set_Fields(ERECORDSFields.RECORDS_fld_CONSTITUENT_ID, id);
_record.set_Fields(ERECORDSFields.RECORDS_fld_CONSTITUENT_CODE, constituentCode);
_record.set_Fields(ERECORDSFields.RECORDS_fld_FIRST_NAME, firstName);
_record.set_Fields(ERECORDSFields.RECORDS_fld_MIDDLE_NAME, middleName);
_record.set_Fields(ERECORDSFields.RECORDS_fld_LAST_NAME, lastName);
_record.set_Fields(ERECORDSFields.RECORDS_fld_SOCIAL_SECURITY_NO, SSN);
_record.set_Fields(ERECORDSFields.RECORDS_fld_TITLE_1, title1);
_record.set_Fields(ERECORDSFields.RECORDS_fld_SUFFIX_1, suffix1);
_record.set_Fields(ERECORDSFields.RECORDS_fld_BIRTH_DATE, birthDate);
_record.set_Fields(ERECORDSFields.RECORDS_fld_BIRTHPLACE, birthPlace);
_record.set_Fields(ERECORDSFields.RECORDS_fld_ETHNICITY, ethnicity);
_record.set_Fields(ERECORDSFields.RECORDS_fld_MARITAL_STATUS, maritalStatus);
_record.set_Fields(ERECORDSFields.RECORDS_fld_GENDER, gender);

CConstituentCode cCode = _record.ConstituentCodes.Add();
cCode.set_Fields(ECONSTITUENT_CODEFields.CONSTITUENT_CODE_fld_CODE, "Staff");
cCode.set_Fields(ECONSTITUENT_CODEFields.CONSTITUENT_CODE_fld_CONSTIT_ID, "Staff");
if (deceasedDate.HasValue)
{
_record.set_Fields(ERECORDSFields.RECORDS_fld_DECEASED_DATE, deceasedDate.Value);
_record.set_Fields(ERECORDSFields.RECORDS_fld_DECEASED, "1");
}

_record.Save();

When save gets called, I get an exception with the following message:
" System.Runtime.InteropServices.COMException (0x80040666): Required Field Missing: Constituent Code
at BBREAPI7.CRecordClass.Save()"

I know why it is complaining about the Constituent code as I get the same message when I try to create a new constituent from the Raiser's Edge UI. Can someone help me with adding a constituent code to the CRecord object please?