| Contact_Ask_Id |
No |
Identifier |
"123" |
Unique identifier for the contact ask |
| Action_Type |
No, if Action_Description is provided |
Identifier |
"1" |
Must match an existing valid action type in the database. Can be found in DAT Query |
| Action_Description |
No, if Action_Type is provided |
Lookup |
"Follow Up Call" |
Used if Action_Type is not provided. Must match an existing action description in the database |
| Action_Scheduled_Date |
Yes |
Date |
"2024/12/20" |
Scheduled date for the action in a valid date format |
| School_Id |
Yes |
Identifier |
"1" |
Must match an existing valid school division ID |
| Lookup_Contact_Id |
No |
Lookup |
"456" |
Must match an existing valid contact ID |
| Lookup_Contact_Indicator |
No |
Lookup |
"Primary" |
Indicates the type of contact (e.g., Primary, Secondary, etc) |
| Lookup_Contact_Published_Name |
No |
Lookup |
"John Doe" |
Must match the published name in the contact list |
| Lookup_Ask_Date |
No |
Lookup |
"2024/12/20" |
Must be a valid date that matches the ask date |
| Lookup_Ask_Amount |
No |
Lookup |
"500.00" |
Must be a valid monetary that matches the amount for the ask |
| Lookup_Solicitor_Id |
No |
Lookup |
"789" |
Must reference a valid solicitor ID |
| Lookup_Solicitor_Indicator |
No |
Lookup |
"Primary" |
Indicates the type of solicitor (must be Primary or Secondary) |
| Lookup_Campaign_Desc |
No |
Lookup |
"Annual Campaign" |
Description of the campaign. Must match an existing campaign description in the database |
| Action_Comment |
No |
Text |
"Urgent follow-up needed" |
Comments or notes (255 characters max) |
| Action_Method |
No |
Datasource Data |
"Email", "Phone" |
Must match an existing valid contact ask method. See Ask Track Action for more details |
| Action_Location |
No |
Datasource Data |
"Office", "Online" |
Must match an existing valid contact ask location. See Ask Track Action for more details |
| Assigned_To_User_Name |
No |
Lookup |
"jdoe" |
Must match an existing valid user with Development roles in the database |
| Action_Completed_Date |
No |
Date |
"2024/12/25" |
Completion date. Must be in a valid date format if specified |
| Action_Track_Name |
No |
Datasource Data |
"3-5 Year Plan" |
Track name. Must match an existing ask track for the donor ask |
| Person_Type |
No |
Datasource Data |
"Student", "Inquiry" |
Must be "Student" or "Inquiry". Case-sensitive validation is applied |
| Person_Id |
No |
Identifier |
"123" |
Determined by Person_First_Name, Person_Last_Name, and Person_Birthdate if not specified |
| Person_First_Name |
No |
Lookup |
"John" |
Used to determine connected Person_Id. Must match an existing valid person first name in the database |
| Person_Last_Name |
No |
Lookup |
"Doe" |
Used to determine connected Person_Id. Must match an existing valid person last name in the database |
| Person_Birthdate |
No |
Lookup |
"2001/07/01" |
Used to determine connected Person_Id. Must match an existing valid person birthdate in the database |