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Disabling Gift Sources
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Hi - Eileen and I have talked about this briefly and she mentioned some work would need to be done on the back end for this. This phab task has become two-fold however:

We are currently changing some of the gift coding and are looking to disable Gift Sources = Community Gift and Benefactor Gift as we will no longer be using these options.

1. We'd like to disable Community Gift and Benefactor Gift

However, as someone just pointed out to me Gift Source is a required field. Meaning we'd need to replace them with something else.

  1. We can do this for all offline gifts entered by Engage and by the operations team, for online gifts though is it possible to have this field register Banner Gift, Email Gift, Portal Gift, etc. (based on the source of the gift?) We'd have to create those options in civi but how feasible is it to do this?

If it makes more sense to talk this through let's do so, Wednesday is a holiday so I won't be at civi fortnightly - but I can be at FR- tech office hours tomorrow?

Event Timeline

UPDATE: We've decided that we would like to use Online Gift as the gift source for all gifts coming through a banner, email, website, etc.

I've created the option in civi

@NNichols - just noting that it's cool to put in 'Online Gift' if that is useful - but we could also make the field not required if we are just sticking data in our database for no reason.

@Eileenmcnaughton we'll need this one as Joseph will be using it to identify Online Gifts for reporting.

@Eileenmcnaughton yeah I think it's going to be incredibly useful! We want to keep as many of these fields required as possible so we have more ways to identify gift channels, attribution, etc.

Change 954296 had a related patch set uploaded (by Damilare Adedoyin; author: Damilare Adedoyin):

[wikimedia/fundraising/crm@master] Disabling Gift Sources - Community Gift and Benefactor Gift

https://gerrit.wikimedia.org/r/954296

Change 954296 merged by jenkins-bot:

[wikimedia/fundraising/crm@master] Disabling Gift Sources - Community Gift and Benefactor Gift

https://gerrit.wikimedia.org/r/954296

@Damilare @Eileenmcnaughton I'm seeing the new Online Gift source coming through starting on the 5th. Can I go ahead and disable Benefactor and community gift options?

@NNichols - I guess it's a choice of

  1. monitor for a few days / weeks & see if any Benevity / Community gifts come through & then disable or
  2. just do it ....

The advantage & disadvantage of the latter is anything that would otherwise still attempt to create those gifts that we might have missed would result in an error

Once you disable you won't see them anymore - have you updated all the ones you want to update with the new field - cos you need to do that first...

Good point! I'll set up a search to monitor it through the end of the month before disabling it. We are still working on the other task to go back and update gifts through July 1

XenoRyet set Final Story Points to 4.