Overview This rule checks if a gift has a “planned gift” gift type then a specific yes/no gift attribute should be on the record. Even if other attributes are present then the planned gift active attribute needs to be there. What is more if the gift has no attributes this should also apply. This rule would…
Overview This rule checks if a specific fund is given then another specific gift attribute should be on the record. Even if other attributes are present then the donor designation attribute needs to be there and not be blank. What is more if the gift has no attributes this should also apply.
Overview We check to see what the gift type is and then as a dependency we check what the fund is. All matching in Validatrix is generally done positively e.g. gift type equals cash or fund equals General. However we set up the rule so that even though the match is positive the rule should…
Overview We do not want the first name to contain more than one person e.g. Bob and Jane. We do this by checking to see if the word ” and ” (with spaces either side of it) or if the symbol “&” (not necessarily with spaces) appears in the first name field. There are three ways…
Overview This can be achieved by changing the value in the Fields area of RE Config. However you may have a reason why you do not want to do that if, for example you have other systems that integrate or create records in RE. This is a very simple rule but not one that is…
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…
Overview If a gift is given that is over £1000 the constituent should be marked as a major donor and they should have the solicit code “Do not solicit”. Consequently if on saving this gift the constituent is not marked as a major donor or do not solicit, an error message will be shown. Note…
Overview If a cash gift of over £1000 is given then we want to ensure that the gift also has the major donor letter code on it. Note that for this rule we do not need a rule for the gift type as this is a filter on the gift amount rule.
Overview We check to see if the send mail tick box is ticked on any address. If it is not and the “Has No Valid Address” check box is not ticked then the rule is invoked. This recipe consists of two rules; The constituent address has a “Send Mail to this Address” check box checked.…
Overview This rule ensures a constituent has a valid email address. It is one of the simplest rules we can create as it has no dependencies and the regular expression comes with Validatrix.
