Coming March 15! This update brings smarter workflows, easier email templates, and key bug fixes to enhance your experience. Let’s dive in!
What’s New?
📆 Smarter Workflow Task Due Dates
No more weekend due dates! Workflow tasks will now automatically skip weekends and specified holidays to ensure deadlines fall on business days. If a due date lands on a Saturday, Sunday, or a designated holiday, it will move to the next business day.
New Calendar Settings let admins customize holidays for your foundation by selecting from pre-loaded national holidays by country & the ability to add custom holidays.
💡 No more manually adjusting due dates that fall on weekends – let the system handle it for you!
📚Learn More: Build a Workflow Template & Calendar Settings
📧 Email Templates for In-App Interactions
Writing emails just got easier! Save time with pre-written email templates for Interaction emails. Admins can create reusable email templates in Admin Tools & Settings, that are now functional with batch emails and interaction emails. When sending an Interaction email, simply select a template instead of writing from scratch.
💡 Program officers can communicate faster and more consistently with applicants and grantees!
📚Learn More: Send an Email from GivingData & Email Templates
🛠️ Improvements
📊 Intake Entry Import – See Last Updated Date
When importing an intake form, you’ll now see the last updated date & time that the organization record or request record was last updated. For each individual data point, the date and time that the field was last updated will be displayed when available. A separate date & timestamp will show when the applicant submitted new values in the Grantee Portal.
💡 Stay informed about the most recent updates to an organization or request while importing an application.
🔄 Workflow Task Assignments – New Rule!
A new Task Assignment Rule lets you assign workflow tasks to the user who triggered the workflow automatically. You can also add the initiator as a Follower on the task.
💡Tasks are now better aligned with the staff member handling the grant, reducing unassigned tasks!
🐛 Notable Bug Fixes
Each release includes bug fixes to enhance stability and improve your experience. Here are some key fixes:
Exchange Rate Merge Fields: The in app email merge field for Recommended Amount Exchange Rate was truncated to two decimal places instead of displaying the full exchange rate value. The merge fields for exchange rates now display all decimal places.
Australian Charity Checks: When conducting a charity check verification for Australian Charities, the Deductible Gift Recipient field was displaying inaccurate information for an organization. The Deductible Gift Recipient field is now accurate with the Australian Business Register.
Grantee Portal Forms: The field for Request Specific Assessment Sources was displaying all data as inactive. This has been corrected and active assessments are displayed in the Grantee Portal forms.
Grantee Portal Forms: Users with more than one published document on a form were seeing a duplicate of the same document instead of the different documents that had been published. This has been resolved to display all published documents properly.
Reports Tool: Requests with split percentage coding were not being grouped by primary code assignment and were instead being listed in both the primary and secondary grouping. The requests will now be grouped only under the primary code assignment.
Merge Fields for Super Docs and Emails: Merge Fields for Codes on Grantee Portal Intake Form Email Invitations and Super Doc Document Content fields were not mapping in the code correctly. This has been fixed to properly map the code in from the merge field.
Payments Dashboards: Criteria to Exclude Statuses was displaying inconsistent statuses that were being excluded in the preview and in the modal to select statuses to exclude. This is now resolved.
External Reviewer: When batch assigning External Reviewers to a Review Form, the batch process was failing without an error notification. This has been resolved.
Printing Applications: When printing an application from GivingData, the spacing of the application questions on the page was condensed when bold fonts were used. This has been resolved and the spacing of application questions when printed will no longer be condensed.
💡 If you encounter any issues, reach out to our support team, support@givingdata.com —we're happy to help!
📀 Replica Database Schema Changes
Clients without a replica database in their subscription can disregard these technical details. This section is intended to notify administrators about changes to the database schema. If your subscription includes a replica database, these details may be relevant to the administrators managing your replica database or advanced data visualization tools like Power BI. For further assistance, please contact our support team.
Add Holidays table
if not exists (select * from sys.tables where name = 'Holidays')
create table Holidays(
-- core data
HolidayId int identity (1,1) not null primary key ,
Name nvarchar(255) not null,
Type int not null,
IsSystem as CONVERT([bit], IIF([Type] = 0, 0, 1)), -- if Type == 0 then is "Custom" holiday, "Custom" holidays are not "System" holidays
Enabled bit not null default 1,
-- auditable data
CreateUserId int not null
constraint FK_HolidaysCreateUserId_Users
references Users,
ChangeUserId int
constraint FK_HolidaysChangeUserId_Users
references Users,
CreateDate datetime not null default GETUTCDATE(),
ChangeDate datetime
);
go
Added HolidayOccurrences table
if not exists (select * from sys.tables where name = 'HolidayOccurrences')
create table HolidayOccurrences(
-- core data
HolidayOccurrenceId int identity (1,1) not null primary key,
HolidayId int not null
constraint FK_HolidayOccurrencesHolidayId_Holidays
references Holidays,
Date date not null,
-- auditable data
CreateUserId int not null
constraint FK_HolidayOccurrencesCreateUserId_Users
references Users,
ChangeUserId int
constraint FK_HolidayOccurrencesChangeUserId_Users
references Users,
CreateDate datetime not null default GETUTCDATE(),
ChangeDate datetime
);
go
Added OrderNum to the EmailTemplates table
IF EXISTS (SELECT FROM sys.objects WHERE object_id = OBJECT_ID(N'[dbo].[EmailTemplates]') AND type in (N'U')) AND NOT EXISTS(SELECT FROM sys.columns WHERE Name = N'OrderNum' and Object_ID = Object_ID(N'EmailTemplates'))
BEGIN
ALTER TABLE [dbo].[EmailTemplates] ADD [OrderNum] int NULL
END
GO
Renamed BatchEmailRecipients to EmailRecipients
IF EXISTS (SELECT * FROM sys.objects WHERE object_id = OBJECT_ID(N'[dbo].[BatchEmailRecipients]') AND type in (N'U'))
BEGIN
EXEC sp_rename 'dbo.BatchEmailRecipients', 'EmailRecipients'
END
GO
Renamed EmailRecipients.BatchEmailRecipientId to EmailTemplateRecipientId
IF EXISTS (SELECT FROM sys.objects WHERE object_id = OBJECT_ID(N'[dbo].[EmailRecipients]') AND type in (N'U')) AND EXISTS(SELECT FROM sys.columns WHERE Name = N'BatchEmailRecipientId' and Object_ID = Object_ID(N'EmailRecipients'))
BEGIN
EXEC sp_rename 'EmailRecipients.BatchEmailRecipientId', 'EmailRecipientId', 'COLUMN'
END
GO
Renamed EmailRecipients.BatchEmailRecipientType to DynamicRecipientType
IF EXISTS (SELECT FROM sys.objects WHERE object_id = OBJECT_ID(N'[dbo].[EmailRecipients]') AND type in (N'U')) AND EXISTS(SELECT FROM sys.columns WHERE Name = N'BatchEmailRecipientType' and Object_ID = Object_ID(N'EmailRecipients'))
BEGIN
EXEC sp_rename 'EmailRecipients.BatchEmailRecipientType', 'DynamicRecipientType', 'COLUMN'
END
GO
Changed EmailRecipients.DynamicRecipientType to nullable
IF EXISTS (SELECT FROM sys.objects WHERE object_id = OBJECT_ID(N'[dbo].[EmailRecipients]') AND type in (N'U')) AND EXISTS(SELECT FROM sys.columns WHERE Name = N'DynamicRecipientType' and Object_ID = Object_ID(N'EmailRecipients'))
BEGIN
ALTER TABLE [dbo].[EmailRecipients] ALTER COLUMN [DynamicRecipientType] int NULL
END
GO
Added EmailRecipientType to EmailRecipients
IF EXISTS (SELECT FROM sys.objects WHERE object_id = OBJECT_ID(N'[dbo].[EmailRecipients]') AND type in (N'U')) AND NOT EXISTS(SELECT FROM sys.columns WHERE Name = N'EmailRecipientType' and Object_ID = Object_ID(N'EmailRecipients'))
BEGIN
ALTER TABLE [dbo].[EmailRecipients] ADD [EmailRecipientType] int NULL
END
GO
Changed EmailRecipients.EmailRecipientType to not nullable
IF EXISTS (SELECT FROM sys.objects WHERE object_id = OBJECT_ID(N'[dbo].[EmailRecipients]') AND type in (N'U')) AND EXISTS(SELECT FROM sys.columns WHERE Name = N'EmailRecipientType' and Object_ID = Object_ID(N'EmailRecipients'))
BEGIN
ALTER TABLE [dbo].[EmailRecipients] ALTER COLUMN [EmailRecipientType] int NOT NULL
END
GO