New Years Added to User Defined Source Code Part do not Appear when Editing the Source Code on the Marketing Effort

When editing the source code on a non-activated marketing effort, new entries made on the source code part do not appear in the drop down to be selected.
In order for the new year entries that were entered on the source code part to appear to be chosen on the marketing effort, they need to be activated on the source code layout first. When you add new values to source code parts that are already included in a source code layout those new values do appear on the source code layout, but they are not active. To do that, do the following steps:

1. Go to Marketing and Communications\Marketing Efforts\Source Codes\Layouts
2. Click the hyperlink for the source code layout that is in use on the non-activated marketing effort for which you want to edit
3. Click the chevron next to the Year source code part and click edit.
4. Note that all entries on the source code part are there, even the new ones, but note that the new years do not have the check box checked in the first column.
5. Check all check boxes next to all formats in the Edit source code layout part window and then click Save.



6. Now go back to Marketing and Communications\Marketing Efforts\Direct marketing efforts and click the hyperlink for a marketing effort that is not activated and that uses a source code layout that contains the year source code part
7. Go to the Effort Settings tab\Source Code and click the Edit button
8. In the Edit source code window that appears go to the Year source code part and click the arrow on the right to view the drop down options for the Format
9. Now note that all values including the new years are there to be selected.


 

Steps to Duplicate

1. Go to Marketing and Communications\Marketing Efforts\Source Codes\Source Code Parts
2. In the User defined source code parts section click the chevron to the left of the name of the source code part for year and click the Edit button
3. Add additional years in the Edit source code part window that appears and click save




4. Now go to Marketing and Communications\Marketing Efforts\Direct marketing efforts and click the hyperlink for a marketing effort that is not activated and that uses a source code layout that contains the year source code part
5. Go to the Effort Settings tab\Source Code and click the Edit button
6.  In the Edit source code window that appears go to the Year source code part and click the arrow on the right to view the drop down options for the Format
7.  Note that the new year entries that were added in step 3 do not appear here

Environment

 Blackbaud CRM

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