To globally add an appeal response to a group of appeal records:
1.To query on the constituents who have an appeal with a gift associated, but no response, create a constituent query. Criteria: (Assigned Appeal ID not blank AND Assigned Appeal Response blank) AND Gifts > Appeal ID not blank.
2. Create a Constituent Appeal export
3. Export the below fields:
Constituent Information > Import ID
Appeal > Import ID
For each Constituent, enter the number of Appeals to export: 1
Include these Appeals (only select the appeal that you are updating the response for)
Appeal > Response
- Your import file with required fields (ImportID, CAPImpID, CAPAppealID, CAPResponse).
- Save and close the CSV. file
- Click Admin > Import > Constituent Appeal > New
- Click update existing records.
- Include import file
- Select Delimited
Create a Gift User-defined Business Rule that will prompt a user to go back and manually update the Appeal Response after adding a new gift.