/// <summary> /// Add an event to the multi-level event. If an event if currently selected in /// the hierachy, then the new event will be added a child to the selected event. /// </summary> /// <param name="eventName">The name of the event to add.</param> public static void AddExistingEvent(string eventName) { WaitClick(getXButton(GetDialogId(DialogIds), "Add existing")); SetTextField(getXInput("EventSearch", "NAME"), eventName); WaitClick(SearchDialog.getXSearchButton); SearchDialog.SelectFirstResult(); }
/// <summary> /// Search for a constituent and navigate to the first returned result. An Exception is thrown if /// no results are found. /// </summary> /// <param name="fieldValue">The desired value of the search criteria field.</param> /// <param name="groupCaption">The group header caption of the task. Defaults to "Constituents".</param> /// <param name="taskCaption">The link caption of the task. Defaults to "Constituent search".</param> /// <param name="dialogId">The unique id of the search dialog. i.e. 'UniversityofOxfordConstituentSearch' /// Defaults to "ConstituentSearchbyNameorLookupID".</param> /// <param name="fieldId">The unique id of the search dialog field. i.e. 'LOOKUPID' Defaults to "KEYNAME".</param> public static void ConstituentSearch(string fieldValue, string groupCaption = "Constituents", string taskCaption = "Constituent search", string dialogId = "ConstituentSearchbyNameorLookupID", string fieldId = "KEYNAME") { OpenLink(groupCaption, taskCaption); SetTextField(Dialog.getXInput(dialogId, fieldId), fieldValue); SearchDialog.Search(); SearchDialog.SelectFirstResult(); }
/// <summary> /// Search for an event and select the first matching record. /// </summary> /// <param name="fieldValue">The desired value of the search criteria field.</param> /// <param name="groupCaption">The group header caption of the task. Defaults to "Fundraising events".</param> /// <param name="taskCaption">The link caption of the task. Defaults to "Event search".</param> /// <param name="dialogId">The unique id of the search dialog. i.e. 'UniversityofOxfordConstituentSearch' /// Defaults to "EventSearch".</param> /// <param name="fieldId">The unique id of the search dialog field. i.e. 'LOOKUPID' Defaults to "NAME".</param> public static void EventSearch(string fieldValue, string groupCaption = "Fundraising events", string taskCaption = "Event search", string dialogId = "EventSearch", string fieldId = "NAME") { CollapseCalendar(); OpenLink(groupCaption, taskCaption); SetTextField(Dialog.getXInput(dialogId, fieldId), fieldValue); SearchDialog.Search(); SearchDialog.SelectFirstResult(); }
/// <summary> /// Search for a revenue record by all records associated with a constituent /// and select the first returned result. /// </summary> /// <param name="constituent">The last name of the constituent.</param> /// <param name="groupCaption">The group header caption of the task. Defaults to "Transactions".</param> /// <param name="taskCaption">The link caption of the task. Defaults to "Transaction search".</param> public static void TransactionSearchByConstituent(string constituent, string groupCaption = "Transactions", string taskCaption = "Transaction search") { OpenLink(groupCaption, taskCaption); SetTextField(Dialog.getXInput("TransactionSearch", "KEYNAME"), constituent); SearchDialog.Search(); SearchDialog.SelectFirstResult(); GetDisplayedElement(Panel.getXPanelHeader("fa_revenue")); }
/// <summary> /// Add a marketing selection to the segment. /// </summary> /// <param name="selection">The selection to add.</param> public static void AddSelection(string selection) { var dialogId = GetDialogId(DialogIds); OpenTab("Details", dialogId); WaitClick(getXDialogButton("Add", dialogId)); SetTextField(getXInput("MarketingSelectionSearch", "_NAME_value"), selection); SearchDialog.Search(); SearchDialog.SelectFirstResult(); }
/// <summary> /// Determine if at least a single matching constituent can be found based on the provided /// search field value and select it. Selects the first returned result, or cancels the search /// dialog if no results are found. /// </summary> /// <param name="fieldValue">The desired value of the search criteria field.</param> /// <param name="groupCaption">The group header caption of the task. Defaults to "Constituents".</param> /// <param name="taskCaption">The link caption of the task. Defaults to "Constituent search".</param> /// <param name="dialogId">The unique id of the search dialog. i.e. 'UniversityofOxfordConstituentSearch' /// Defaults to "ConstituentSearchbyNameorLookupID".</param> /// <param name="fieldId">The unique id of the search dialog field. i.e. 'LOOKUPID' Defaults to "KEYNAME".</param> /// <returns>True if at least one matching element is found, false otherwise.</returns> public static bool ConstituentExists(string fieldValue, string groupCaption = "Constituents", string taskCaption = "Constituent search", string dialogId = "ConstituentSearchbyNameorLookupID", string fieldId = "KEYNAME") { OpenLink(groupCaption, taskCaption); SetTextField(Dialog.getXInput(dialogId, fieldId), fieldValue); SearchDialog.Search(); try { SearchDialog.SelectFirstResult(); return(true); } catch (Exception) { return(false); } }
/// <summary> /// Check if a designation exists and navigate to it if so. /// </summary> /// <param name="designation">The name of the designation.</param> /// <param name="groupCaption">The group header caption of the task. Defaults to "Fundraising".</param> /// <param name="taskCaption">The link caption of the task. Defaults to "Designation search"</param> /// <param name="dialogId">The unique id of the search dialog. i.e. 'UniversityofOxfordConstituentSearch' /// Defaults to "DesignationSearch".</param> /// <param name="fieldId">The unique id of the search dialog field. i.e. 'LOOKUPID' Defaults to "COMBINEDSEARCH".</param> /// <returns>True if the designation exists, false otherwise.</returns> public static bool DesignationExists(string designation, string groupCaption = "Fundraising", string taskCaption = "Designation search", string dialogId = "DesignationSearch", string fieldId = "COMBINEDSEARCH") { OpenLink(groupCaption, taskCaption); SetTextField(Dialog.getXInput(dialogId, fieldId), designation); try { SearchDialog.Search(); SearchDialog.SelectFirstResult(); GetDisplayedElement(Panel.getXPanelHeader("fa_fundraisinginitiatives")); return(true); } catch (Exception) { return(false); } }