Add DIY Form as Source on Journal Transactions

We would love to see a new field called "Form Source" in basic information that populates with the name of the DIY form that the transaction originated from and is query-able. Currently we have multiple forms feeding our Annual Fund, and since we can't have sub-campaigns in eTapestry, this would keep our Approaches from becoming unwieldy.

  • Betsy Rubenstein
  • Sep 1 2022
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  • Robert Burch commented
    November 07, 2022 15:44

    You can do this by creating a UDF of type text with Field Application set to Transactions. You then put the name of the DIY form into a hidden field on the DIY form.