Omatic Cloud
440 results found
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Allow a list of values in one condition or Replace
Each condition can test only one value, and each Replace can replace only one value. Checking whether an account type is any of 15 codes takes 15 condition lines, and replacing 9 tax codes with the same GL account takes 9 Replace lines.
Example: a GL account cell that maps tax codes by account type needed 168 separate lines. With list support, it would have taken about 20.
Request: an “is one of” comparison that accepts a list of values, such as 19, 22, 23 and so on, and a Replace that accepts several values with one result, similar to…
2 votes -
Import a formula from JSON (P2GL)
P2GL can export a formula as JSON, but it can’t import one. Without import, there’s no way to restore a backup, copy a formula between clients or environments, or apply a prepared set of changes. Every change has to be entered by hand in the UI.
Request: allow importing a formula from a JSON file, ideally as a new copy so the original is never overwritten.
1 vote -
Autosave or draft recovery for formula edits
A page reload during a long editing session can erase all unsaved formula work with no way to recover it. Complex formulas can take hours of one-line-at-a-time entry, so one reload can cost a full rebuild.
Request: autosave formula edits as you go, or keep a recoverable draft after an unexpected reload, plus a warning before leaving a page with unsaved changes.
6 votes -
Warn when a multi-condition If/Then is missing its grouping parentheses, and/or apply parenthesis automatically
Warn when a multi-condition If/Then is missing its grouping parentheses and/or apply parentheses automatically.
When an If/Then has more than one condition (two or more ORs or ANDs), P2GL requires Grouping parentheses: “(” on the first condition and “)” on the last. Without them, only the last condition is applied. The formula saves and runs with no error, and the results are quietly wrong.
Example: a condition of
IF AccountTypeCode is 45 OR 56 OR 57 THEN replace value A with value B
with no grouping changes only the type 57 rows. Those rows with types 45 and 56 were…2 votes -
Fundraise Up: Make DAF fields Available for Mapping
In Fundraise Up the following fields are available via the Donations Endpoint, but not in the Connector Fields.
dafexternalid
string or null
required
The external grant ID assigned by Chariot to the Donor-Advised Fund (DAF) grant. Returns null unless payment.method is daf.Example:
010c5aa7-28f5-426f-b31f-9ba77754055f
dafsponsorfund
string or null
required
The name of the Donor-Advised Fund (DAF) sponsor organization. Returns null unless payment.method is daf.Example:
Fidelity Charitable
daftrackingid
string or null
required
The Chariot tracking ID of the Donor-Advised Fund (DAF) grant. Returns null unless payment.method is daf.Example:
1e60800e-849b-43d1-870e-57afc8d754733 votes -
Make DAF fields available in Omatic Cloud
can you please add DAF Sponsor Fund (dafsponsorfund) as well as dafexternalid and daftrackingid to Omatic Cloud for FRU to NXT gifts?
3 votes -
Concatenation text limit
When building a concatenation to go into the Notes field of an Action - adding a text part is limited to 50 characters. I think this could be larger - say 100 characters would more useful
1 vote -
Add "Campaign" field to EveryAction Contributions end point
There is a field (non-custom) that is visible on EveryAction Contributions called "Campaign". It does not look like Omatic has access to this field, but it's important for determining funds and campaigns in RENXT.
1 vote -
Enhancement Request - Non Primary Email
Currently, Omatic only matches Raiser Edge primary emails. Our Raiser Edge constituents generally have several emails on file. We would like for Omatic to scan for different email types other than primary email. With the current settings, we have thousands of records stuck in the 'needs attention' bucket simply because the email is not the primary email on file.
1 vote -
Enhancement Request - Non Primary Email
Currently, Omatic only matches Raiser Edge primary emails. Our Raiser Edge constituents generally have several emails on file. We would like for Omatic to scan for different email types other than primary email. With the current settings, we have thousands of records stuck in the 'needs attention' bucket simply because the email is not the primary email on file.
1 vote -
All us to match just on the 'Active' address, so we can mark it as inactive
We're trying to reproduce the functionality from Importomatic where, when adding a new primary address, the old address is marked as inactive.
We've tried to achieve this by doing an import that just matches to the address that is "Active" and updating ti to Inactive, but we've found Omatic cloud is designed not to accept this.
Before the connector looks for a matching address, it checks whether the incoming address has any address
content: address lines, city, state, postal code or country. If none of those are mapped with a value, it treats the address as empty and skips it…3 votes -
Enagaging Networks Combine Tribute Data into Transactions Endpoint.
Currently to pull tribute data associated with a transaction anothe formula type is used and this tribute endpoint is missing key transaction details as well. Receipt ID and Credit Card Type
1 vote -
Show record name in addition to ID
Currently, when reviewing matched records, you can only see the matched ID - if you want more information, you need to click the tiny arrow in the corner to open the NXT record. It would be more helpful if this (1) displayed the constituent name in addition to the IDs and (2) the entire ID was a hyperlink, not just the tiny arrow.
1 vote -
Create a search feature or alphabetize option for the Data Queue pages
I've been using Omatic Cloud for a while now and have created quite a few formulas. As such, it's getting onerous to scroll through them all to find the one I'm looking for. A search option would be very helpful. Short of that, having the ability to alphabetize the formulas would be beneficial.
1 vote -
Expand File Size to Import
Currently the max file size to upload is only 15MB. This is far too low for the robust work our nonprofit does. In Import Omatic in database view, there is no limit to file size, which is a huge change in our work.
1 vote -
Expand File Size to Import
Currently the max file size to upload is only 15MB. This is far too low for the robust work our nonprofit does. In Import Omatic in database view, there is no limit to file size, which is a huge change in our work.
1 vote -
Update the Engaging Networks connector to allow the creation and updating of CRM segments from Raiser's Edge
Update the Engaging Networks connector to allow the creation and updating of CRM segments from Raiser's Edge dynamic or static constituent lists. We use CRM segments in EN for custom event invitation lists, it would be great if our team could use a RE static or dynamic constituent query to design the invitation list and then be able to push that directly (and create where it does not exist) an EN CRM segment. Note: these lists sometimes are cobbled together in a way with custom fundraiser selections that is not replicable with a query which is why we use CRM…
3 votes -
Allow 0 or blank to empty out a number custom field in RE NXT
This is a combination of a limitation in the RE NXT Sky API and Omatic Cloud. Sky API doesn't accept 0 as an incoming value for number attributes/custom fields, even though the front end does. Omatic Cloud doesn't currently send over a blank value. Please consider a blank option if the 0 will not be allowed. We have Custom Fields for consecutive years giving to pull on lists and reports, and need to reset to zero or blank out if someone misses a year.
1 vote -
Allow 0 or blank to empty out a number custom field in RE NXT
This is a combination of a limitation in the RE NXT Sky API and Omatic Cloud. Sky API doesn't accept 0 as an incoming value for number attributes/custom fields, even though the front end does. Omatic Cloud doesn't currently send over a blank value. Please consider a blank option if the 0 will not be allowed. We have Custom Fields for consecutive years giving to pull on lists and reports, and need to reset to zero or blank out if someone misses a year.
1 vote -
Gift linking to opportunities
We sometime import a large number of gifts that need to be linked to the same opportunity. Now that Raisers Edge Web View Batch now has functionality to link gifts to opportunities it would be so helpful to be able to have this defined during import. Would save much time in doing them one by one in batch.
1 vote
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