Overview
This is a very complicated rule. It starts with a recurring gift being saved. If the constituent has another recurring gift that is active and the constituent has a regular donor constituent code without an end date the user should be informed.
The rule consists of four different rules. The first one checks to see if the current gift being saved has a status of terminated or completed.
This rule has two dependencies; one that checks to see if the constituent has an active recurring gift and the other that checks to see if the constituent has a constituent code of regular donor.
Finally the constituent code rule has a dependency that checks to see if the end date is blank or not.
What makes this rule complicated (and something that cannot be done with a query) is that he starting point is a gift, it moves up to the constituent and then back to check all the other gifts.
| 1 | Working backwards we add a rule to check for a blank constituent code end date: "Constituent code end date is blank" |
| | 2 | Add the criteria | |
| 3 | Add the rule "Constituent code is regular donor - overview" | |
| 4 | Add the criteria | |
| 5 | Add the end date dependency create previously | |
| 6 | Add the rule "At least one gift on a constituent has an active status" | |
| 7 | Add the criteria | |
| 8 | Finally add the rule "Gift Status is terminated or completed". This is the rule that the message is fired from. | |
| 9 | Add the criteria | |
| 10 | Add the dependencies created earlier | |
