Add ability to include archived/unpublished donation forms
Add the ability to include archived/unpublished forms to the donation form selection in the "Additional Settings (Source)" step.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option in Luminate (which for us is most pages) because Omatic cloud will not pull those transactions once the page is unpublished/archived.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.
Cecilia Ramos
shared this idea
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Cecilia Ramos
commented
I'm sorry I missed the questions below, but I'm glad it's started. Yes, the statement below is correct, and yes to everything else. This functionality is available in Importomatic, so I just thought it would be wonderful to have it in Omatic cloud, since I'm using that tool for digital donations exclusively. The goal is to have all donation forms, inactive or active, showing up on the list so that even when inactive, it can continue to process recurring gifts that are still tied to the form. Please let me know if you have follow up questions, I'll keep an eye on this. Thanks!!
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AdminAnonymous
(Admin, Omatic)
commented
Hi Cecilia,
Thank you for your submission! To ensure I understand your request, is the below problem statement accurate?
Since I am unable to process recurring gifts tied to unpublished or archived donation forms through Omatic Cloud, I must keep (all) donation forms active in my Luminate instance.First, we'll have to do a little research to see if Luminate will make inactive donation forms available through their API. If so, would you expect to be able to include 'all' inactive donation forms or specific ones? And, would you want inactive donation forms to be used in conjunction with active donation forms within the same formula?
It looks like this request would impact the following Luminate (as a source) endpoints:
LO Sustainers
LO Donations
LO Organization DonationsLooking forward to discussing further!
Chanel
Product Manager - Omatic Cloud