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103 results found

  1. Allow same source and destination

    OmaticCloud would be more valuable to us if it would allow same data source and destination. For example, data stored in RE membership could be transformed or simply moved to constituent attributes area by an OmaticCloud job when membership data is changed. This will help workaround missing functionality from RE and Omatic to improve our data efficiency and accuracy. Thank you!

    8 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
    completed  ·  AdminOmatic Software (Product Manager, Omatic) responded

    This is now supported! You will need to connect RENXT as a Data Source twice (once for the "Source" and once for the "Destination"). Once the two data sources are created, you will have the option to select one as source and one as a destination in the wizard. Then, you will have formula types available for those connections.

  2. NXT to NXT

    Imagine if you could continuously transform NXT data without running a global update (or other manual methods, like a flat file).
    Example: OC formula that begins with NXT Action List. When an action fitting the criteria is added, transform it into a Consent Table entry and write it back to the NXT constituent record. Run it continuously.
    Current capabilities of RE business rules or NXT Workflow don't extend this far or offer this much flexibility. Even if NXT Workflow eventually grows into this space, I doubt it'll offer the full fields OC does.

    1 vote
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
    completed  ·  AdminOmatic Software (Product Manager, Omatic) responded

    Hi Kelly! This is possible today! You just need to set up two RENXT data sources (to the same RENXT instance). Then, you can pick one as your source and one as your destination in your formula!


    Best,

    Kristen

  3. Support "starts with" or "ends with" in Transformations

    When translating data we need more supported options for translating data, for example, "starts with" or "ends with" at minimum.

    7 votes
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    completed  ·  0 comments  ·  Admin →

  4. We would like to set the default value instead of it going to 15 each time (preferably to 100) in the data queue pages.

    5 votes
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    1 comment  ·  Admin →
    completed  ·  AdminOmatic Software (Product Manager, Omatic) responded

    Page size is now saved within Omatic Cloud. It will be saved per user, per formula. Within a formula, it will be applied to all the buckets. New formulas will still default to 15 records, but once you make the change, it will be saved.

  5. Split gift by percentage

    Add the ability to transform gifts by a set percentage of the gift amount in order to create a split gift with multiple funds. Example, 80% of the gift to one fund, 20% to another

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →
    completed  ·  AdminOmatic Software (Product Manager, Omatic) responded

    Thank you for this idea! This has been made possible with our new Calculate Transformation. Check out more information about it here: https://support.omaticsoftware.com/s/article/How-to-Calculate-Data-Values

  6. Keep 'Remove batch if validation fails during processing checkbox' checked

    After checking the box to "Remove batch if validation fails during processing checkbox" it would be nice if that remained check for each subsequent posting job.

    3 votes
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    0 comments  ·  Post to GL  ·  Admin →
    completed  ·  AdminSteve Brewer (Product Manager, Omatic) responded

    With the release on 12/5/2024, the 'Remove batch if validation fails during processing' checkbox will remember the last status chosen when processing a formula so that a user doesn't have to manually update the checkbox each time a formula is processed.

  7. New Formula Types

    If I create a second API Connection to my RE/NXT database (called RE Maintenance), I’m hoping to use the primary connection to identify specific maintenance scenarios and the second connection to update the data in RE. (Ie, we have a custom field called Minor (under 18) with a Y/N value. I’d like a formula to automagically change it once they reach their 18th birthday.) I currently do this on a monthly basis for many different maintenance scenarios using RE Database View queries and global changes. Automating would be better, more efficient, and more timely.

    OC will allow me to create…

    5 votes
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    0 comments  ·  Admin →
    completed  ·  AdminOmatic Software (Product Manager, Omatic) responded

    This is now supported! You will need to connect RENXT as a Data Source twice (once for the "Source" and once for the "Destination"). Once the two data sources are created, you will have the option to select one as source and one as a destination in the wizard. Then, you will have formula types available for those connections.

  8. Ability to silence or "x" out toast notifications in Omatic Cloud

    Toast notifications can be distracting especially when multiple users are in an Omatic Cloud instance. The notification blocks the "X" button on the formula and prevents another user from closing a formula. When those notifications stack or another user is processing records, it can be a long wait.

    It would be helpful to silence those notifications per user and have the ability to close out of the notification before the processing bar is completed.

    12 votes
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    3 comments  ·  Admin →
    completed  ·  Anonymous responded

    Additional toast notification feedback can be submitted within the referenced link

  9. Show "Incoming Date/Time" of Record During Matching

    We currently have a problem if the record comes in multiple times, we don't know which record is the latest one. You almost have to export the data and review it column to column for an individual.
    It would be nice to include the date/time when the record was added to the matching screen. Right now we can see date/time for exceptions, so it would be nice to see that on the matching.

    3 votes
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    completed  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →

  10. Offering the ability to pull all list types from NXT, not just a Constituent list. (Gifts, Actions, Opportunities)

    I need the ability to sync constituents between NXT and Luminate who have given to a particular Package. This is only searchable in NXT through a Gift List.

    3 votes
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    0 comments  ·  Raiser's Edge NXT  ·  Admin →

  11. Include Uploaded file name in PostToGL FE NXT Batch Description

    To help identify the contents of a FE NXT Journal Entry, it would be helpful if the Journal Description could include the file name of the uploaded file.

    4 votes
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    1 comment  ·  Post to GL  ·  Admin →

  12. OC Date transformation for D/M/YYYY

    Currently there is a transformation for M/D/YYYY but not D/M/YYYY
    Seeing a lot of "data differences" simply because of OC adding back in a zero when we do not want one.

    6 votes
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    completed  ·  1 comment  ·  Admin →

  13. Shorten Data Transformation - add ability to shorten from front or back

    Current transformation only allows us to drop values from the end of a string. We also need the ability to drop values from the front of the screen.

    39 votes
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    completed  ·  1 comment  ·  Raiser's Edge NXT  ·  Admin →

  14. GiveCampus: Adding "Donor Covered Fees" as a field

    Donor Covered Fees is a field available in GiveCampus, but not yet available to map in either IOM or OC. Organizations would like this available to track in RE/RENXT.

    1 vote
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    completed  ·  2 comments  ·  Raiser's Edge NXT  ·  Admin →

  15. Floating Column Headers in Buckets

    When scrolling down a bucket, the headers do not follow and it's difficult to remember which field is associated with which header.

    0 votes
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    completed  ·  0 comments  ·  Admin →

  16. Add ability to include archived/unpublished donation forms

    Add the ability to include archived/unpublished forms to the donation form selection in the "Additional Settings (Source)" step. Currently we cannot unpublish or archive any donation form with a recurring gift option in Luminate (which for us is most pages) because Omatic cloud will not pull those transactions once the page is unpublished/archived. This causes unnecessary page clutter in Luminate.

    2 votes
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    completed  ·  2 comments  ·  Admin →

  17. Calculation Transformation

    I would like the ability to calculate multiple number fields within the source file. I have a couple of use cases for this:

    1. LO TeamRaiser Registrations: When attempting to split gifts between Registrations, Upsell Items, and Additional Donations. There is no way to pull the amount spent on registrations. The Total Reg Fees only have the value of the single ticket purchase when really I need the value of if 5 were purchased. So currently the TR Registration Connector does not have a field that specifies how much of the payment was spent on registrations, but I could get the…

    17 votes
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    completed  ·  1 comment  ·  Admin →

  18. Sync Entire RENXT List to Data Source

    Right now when using a connector to sync records from RENXT to a data source Omatic considers the "Modified Date" in addition to the RENXT List that the record is on. For lists that are created more ad hoc, such as events, the records may not have necessarily been modified recently, so they're either missed in the sync or you would need to force a modification on all records in the date via a Global Change. It would be awesome to the have the option to sync the entire list for certain formulas, so that all records on the list…

    9 votes
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    completed  ·  0 comments  ·  Raiser's Edge NXT  ·  Admin →

  19. GiveCampus: Adding Time Zone Selector

    All gifts from GiveCampus are currently coming over with UTC timestamps, making the gift dates inaccurate on some gifts. We need the ability to specify the time zone the gift dates should be in

    1 vote
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    1 comment  ·  Raiser's Edge NXT  ·  Admin →
    completed  ·  Anonymous responded

    The date/time transform in Omatic Cloud is able to handle the source time format so this suggestion will be closed. A separate User Voice ticket may need to be opened for Classic products (IOM).

  20. SFTP to HubSpot

    Please add SFTP Capabilities for ingesting files from a SFTP to HubSpot. Right now we can ingest Flat Files into HubSpot, but there is no formula that will support a SFTP connection to HS

    1 vote
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    completed  ·  0 comments  ·  Admin →
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