Smart fields do not detect or reflect changes that have been made on gifts. For example, the 'Change constituent on payment' task is used to change the constituent that a donation is under. After running the smart field process, the gift amount is still reflected on the original constituent record.
Some smart fields require the use of audit tables. In this scenario the audit tables had been disabled misconstruing the results. To resolve we'll want to ensure we have the appropriate audit tables enabled.
Required Audit tables for smart fields:
Smart Fields depend on the following audit tables, (the specific smart fields are listed below) (The smart field parameters will determine if the audit table is actually considered, for example "Constituent revenue counts" only depends on FINANCIALTRANSACTIONAUDIT when as of date is used, specified in parameters)
USP_CONSTITUENTSMARTFIELD_APPEALVALUES depends on CONSTITUENTAPPEALAUDIT Called by: Constituent\Appeal\Constituent appeal years Constituent\Appeal\Last constituent appeal name Constituent\Appeal\Constituent appeal count
USP_CONSTITUENTSMARTFIELD_AGGREGATERECOGNITIONAMOUNTS depends on RECOGNITIONCREDITAUDIT, REVENUE_EXTAUDIT, FINANCIALTRANSACTIONAUDIT, REVENUERECOGNITIONAUDIT Called by: Constituent\Recognition Credits\Constituent recognition credit amounts Constituent\Recognition Credits\Constituent recognition credit dates
USP_CONSTITUENTSMARTFIELD_AGGREGATEREVENUEAMOUNTS depends on FINANCIALTRANSACTIONAUDIT Called by: Constituent\Revenue\Constituent revenue amounts Constituent\Revenue\Constituent revenue dates Constituent\Revenue\Constituent largest revenue date Constituent\Revenue\Constituent revenue giving years Constituent\Revenue\Constituent annual revenue renewer Constituent\Revenue\Constituent revenue counts
USP_CONSTITUENTIDSMARTFIELD_REVENUESPLIT depends on REVENUE_EXTAUDIT, FINANCIALTRANSACTIONAUDIT, REVENUERECOGNITIONAUDIT Called by: Constituent\Revenue\Constituent revenue application
UFN_MKTSMARTFIELD_GETEXTRACONSTITS_DYNAMICSQL_2 depends on REVENUE_EXTAUDIT, FINANCIALTRANSACTIONAUDIT Called by: Marketing\Constituent Lifetime gifts on file Marketing\Constituent Loyalty Marketing\Constituent Single gift consecutive year donors Marketing\Years on file Marketing\Constituent Lifetime giving
Steps to Duplicate
Steps to duplicate:
1. Select add an individual from the Constituents functional area 2. Enter a name and click save 3. Select transaction search from the Revenue functional area 4. Search for and select revenue ID = rev-xxx 5. Click go to revenue 6. Select the recognition tab 7. Click edit recognition credits 8. Search for and select the constituent that was just added 9. Effective date = today 10. Amount = full amount 11. Click save 12. Select smart fields from the Administration functional area 13. Select Last Recog Gift Date and click start process 14. Return to the constituent that was added. View the smart fields tab to see the value 15. Select transaction search from the Revenue functional area 16. Search for and select revenue ID = rev-xxx 17. Click go to revenue 18. Select the recognition tab 19. Click edit recognition credits 20. Click reset recognition credits 21. Click save 22. Select smart fields from the Administration functional area 23. Select 'Last Recog Gift Date' and click start process 24. Return to the constituent that was added. View the smart fields tab to see the value has not been updated
Expected result: The value should be updated since the recognition is no longer on the gift.
Alternative Workaround: 1. Browse to Administration, Smart Fields 2. Locate the smart field and click the drop down arrow for more options 3. Click the 'Clear Results' option 4. Re-process the smart field