Giving Summary Totals Don’t Include Endowment Amounts (Reported in GN v3.5.4, This Does Not Affect GN 3.0)

This issue affects GN v3.5.0 through GN 3.5.4 and will be fixed in GN 3.5.5. The calculations Total_FY0 through Total_FY9 in CONSTITUENTS do not properly include the Endowment totals in them. See the below screenshot for the fix. All 10 Total_FY# calculations will need to be edited as shown in the screenshot.

Wrong Found Count in Globally Add an Action/Attribute

The dialog for globally adding an attribute or action incorrectly states the size of the found count in Generations v.3.0.0, 3.0.1, and 3.0.2. This bug has been fixed in Generations 3.0.3 and up.

Fixing this may be a little complex. I’m going to try to give you the exact steps, so you can do it yourself. Unfortunately, FileMaker changed the way Get (FoundCount) behaves. Because of the concept of “table occurrences”, files (nee tables) no longer have a single found set. Using Get (FoundCount) from an external file (via table occurrence), won’t give you the remote file’s found count, but the local table occurrence found count. Since the found set is in CONSTITUENTS and not ACTIONS (on the table occurrence of CONSTITUENTS there), the found count is showing all records. Arggg… This affects ACTIONS and ATTRIBUTES, so the fix will have to be done twice.

It’s a multi-step solution, outlined below:

1. Create a new script in gnCONSTITUENTS to return the local file/table found count. I’ve named it “tbx – get found count -> RETURN” and set it to the following, one line:

Exit Script[Result: Get ( FoundCount )]

This returns the found count as the script result. We can use Get(ScriptResult) later to get this value.

2. In gnACTIONS and gnATTRIBUTES, create a new, global, number field called “zz_gCurrentFoundCount_Con”.
3. In gnACTIONS, on the “dlg – Global Add Action” layout, change the merge field that showing the found count of constituents from “<<_Constituents_Constant::zz_CurrentFoundCount>>” to “<<zz_gCurrentFoundCount_Con>>”.
4. In gnATTRIBUTES, on the “Utl-Global Add” layout, change the merge field that showing the found count of constituents from “<<_Constituents_Constant::zz_CurrentFoundCou” to “<<zz_gCurrentFoundCount_Con>>”.
   Lastly, you need to add a step to initialize the zz_gCurrentFoundCount_Con field when this process is launched from Generations.

5. In Generations, modify the “gtf – Actions gtl Global Add” script. Add the following two script steps to the top of the script:

Perform Script ["tbx - get found count -> RETURN" from file: "gnCONSTITUENTS"]
Set Field [_Actions.constant::zz_gCurrentFoundCount_Con; Get(ScriptResult)]

Resulting in a script that looks like this:

Perform Script ["tbx - get found count -> RETURN" from file: "gnCONSTITUENTS"]
Set Field [_Actions.constant::zz_gCurrentFoundCount_Con; Get(ScriptResult)]
Perform Script ["nav - gtl Global_add" from file: "gnACTIONS"]
Select Window [Current Window]
Open File ["gnACTIONS"]

6. In Generations, modify the “gtf – Attributes gtl Global Add” script. Add the following two script steps to the top of the script:

Perform Script ["tbx - get found count -> RETURN" from file: "gnCONSTITUENTS"]
Set Field [_Attributes.constant::zz_gCurrentFoundCount_Con; Get(ScriptResult)]

Resulting in a script that looks like this:

Perform Script ["tbx - get found count -> RETURN" from file: "gnCONSTITUENTS"]
Set Field [_Attributes.constant::zz_gCurrentFoundCount_Con; Get(ScriptResult)]
Perform Script ["nav - gtl Global Add" from file: "gnATTRIBUTES"]
Select Window [Name: "gnATTRIBUTES"]

TransStatus – PLDG Transactions Linked to GIFT Transactions Don’t Have a Status of MatchPldg

Pledge transactions that are linked to a master transaction of type GIFT are incorrectly tagged with a Pledge status instead of the expected MatchPldg status. This bug exists in GN v3.0.x and has been fixed in GN v3.5.0. The solution is fairly straightforward.

In gnTRANSACTIONS, choose File/Manage Database…, edit the field TransStatus and paste the following calculation into the define calculation dialog, replacing the calculation that is there.

Case(not IsEmpty(TransStatusOvr);TransStatusOvr;
TransType=”Gift” and _Self_IDMASTERTRANS_to_IDTRANS::TransType=”Gift”;
“MatchGift”;
TransType=”Pldg” and (_Self_IDMASTERTRANS_to_IDTRANS::TransType=”Pldg” or _Self_IDMASTERTRANS_to_IDTRANS::TransType=”Gift”);
“MatchPldg”;
TransType=”Soft”;
“SoftCredit”;
TransType=”Gift” and _Self_IDMASTERTRANS_to_IDTRANS::TransType=”Pldg”;
“PldgPay”;
TransType=”PWO” and _Self_IDMASTERTRANS_to_IDTRANS::TransType=”Pldg”;
“PledgeWriteOff”;
TransType=”Gift” and TransSpCode=”GIK”;
“GiftInKind”;
TransType=”Pldg”;
“Pledge”;
TransType=”Gift”;
“Gift”;
“Unknown”
)

Batch Entry Number Overwritten When New Session Created (GN v3.0, 3.0.1, 3.0.2 This Issue is Fixed in GN v3.0.3)

The script Commit Gift Batch in the Transactions file has two steps that need to be disabled.