Unable to default the Generate GL distributions checkbox when adding planned gift as revenue

When adding a Planned Gift as revenue, the resultant form has a Generate GL distributions checkbox that is normally defaulted to checked. In this instance, is defaulted to unchecked and can't be defaulted to checked.
We are currently evaluating this issue and will update this article when we have more information.

Steps to Duplicate

  1. Go to any constituent with a Prospect constituency (or add one)
  2. View as prospect
  3. On the Planned Gifts tab, add a planned gift of vehicle type Charitable remainder unitrust
  4. Set Status to Accepted
  5. Add a Gift amount
  6. Enter a Remainder vlaue
  7. On the Planned Gift Details tab, enter a Designation and the amount
  8. Save
  9. Under Tasks on the Planned Gift, select Add as revenue
  10. Observe the Generate GL distributions check box is checked by default
 
The default can be changed via Design mode as follows:
  1. On the Planned Gift, toggle on Design Mode
  2. Right click on Add as revenue
  3. Select Properties
  4. Click on the ellipsis in the DefaultValues field under Data form
  5. In FieldID select GENERATEGLDISTRIBUTIONS and Edit
  6. The ContextType should be Expression
  7. The Expression should be =true
  8. OK
  9. OK
  10. Save

Was this article helpful?


Thanks for your feedback! Did this solve your issue?

Comments (optional):


Thanks for your feedback!
We're glad it was helpful but sorry it didn’t solve your issue. If you need assistance, click Chat with Support below.
We’re sorry to hear that. Please tell us why.

 I don't like how this works.

 The answer is confusing.

 The answer didn't match what I was searching for.

Additional Comments (optional):


Thanks for your feedback! If you need assistance, click Chat with Support below.
Thanks for your feedback. Help us make our products even better by sharing details in our Idea Banks or our online Community.
Thanks for letting us know. We'll work on clarifying the information in the article. If you need assistance, click Chat with Support below.
Thanks for letting us know. We'll work on updating the search engine to return more relevant results.