Tableau Connector for Blackbaud Raisers Edge NXT

Build 24.0.9060

Actions

Retrieves a list of actions for all constituents and for specified constituent and details of the specified action.

Table Specific Information

Select

The connector will use the BlackBaud Raiser's Edge NXT API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the connector.

  • Id supports the '=' operator.
  • ComputedStatus supports the '=' operator.
  • ConstituentId supports the '=' operator.
  • DateAdded supports the '>=,>' operators.
  • DateModified supports the '>=,>' operators.
  • StatusCode supports the '=,in' operators.
For example:
	
	SELECT * FROM Actions WHERE ConstituentId = '280'
	
	SELECT * FROM Actions WHERE ComputedStatus = 'Completed'
	
	SELECT * FROM Actions WHERE DateAdded >= '2010-06-01 14:03:35'
	

Columns

Name Type References Description
Id [KEY] String The immutable system record ID of the action.
Category String The channel or intent of the constituent interaction.
Completed Boolean Indicates whether the action is complete.
CompletedDate Datetime The date when the action was completed.
ComputedStatus String The computed action status.

The allowed values are Open, Completed, PastDue.

ConstituentId String

Constituents.Id

The immutable system record ID of the constituent associated with the action.
Date Datetime The action date.
DateAdded Datetime The date when the action was created.
DateModified Datetime The date when the action was last modified.
Description String The detailed explanation that elaborates on the action summary.
Direction String The direction of the action.
EndTime String The end time of the action.
Fundraisers String The set of immutable constituent system record IDs for the fundraisers associated with the action.
Location String The location of the action.
OpportunityId String

Opportunities.Id

The immutable system record ID of the opportunity associated with the action.
Outcome String The outcome of the action. Available values are Successful and Unsuccessful.
Priority String The priority of the action.
StartTime String The start time of the action.
Status String The action status.
StatusCode String The action status code. This property is only returned when the system is configured to use custom action statuses.

The allowed values are Closed, Completed, Pending, Not Completed, Open, Sent, Continuous.

Summary String The short description of the action that appears at the top of the record.
Type String Additional description of the action to complement the category.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.

Name Type Description
ListId String Defines a list identifier used to filter the set of actions to those included in the specified list. If this value is set, other specified filters will be ignored.

Copyright (c) 2024 CData Software, Inc. - All rights reserved.
Build 24.0.9060