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This is more of a call-out for specific tools that are extremely helpful but took me a while to find. Hopefully this saves you time and headaches!
- Fluxx Documentation and Support
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- . Send them a ticket if you're really stuck, they're very helpful!: https://fluxxdev.atlassian.net/servicedesk/customer/portals
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- Theme switching (i.e., changing a grant record from one template to another. Only works with grants): https://fluxxdev.atlassian.net/servicedesk/customer/portal/1/article/2991161352
Card Actions
First, a lot of important tasks, such as applying filters or exporting data, can be taken directly from a dashboard card. The training videos touch on some of them, but they're worth calling out.
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Note that this tool only lets you apply the same value for all filtered records. If you need to update multiple records to have different values, this tool isn't much more efficient than just looking up each record and updating manually.
Migrations
The migrations option is really nifty if you need to make a bunch of updates to a lot of different records. Documentation here, but honestly I had more success copying an existing config. NCE Updates or Grant Demographics Consolidation both worked (check the settings carefully!!).
A couple considerations:
- I don't think it's possible to clear values with this tool. If a field is left blank for a record in the file, no change will be made to that field. If you enter Null, it'll just enter Null (and create a new value "Null" for select fields)
- This tool does not work for multi-select values, as far as I can tell. You can add a single option, but if you try to comma-delimit multiple options, like "A, B, C" the system will create a new value "A, B, C" and assign that. Maybe a different delimiter would work though–might be worth experimenting with.
FYI
- If you see core fields that start with "gs", ex GS Project Name (gs_project_name), these are fields that are linked to the old Grantseeker product and are scheduled for deletion. Changes to GS fields don't affect other fields, although GS Project Name is linked to Project Title (core) and Project Summary (dynamic). It was noted Dec 2023 that a migration updating Request records caused GS Project Name to be changed, but because it's not used by WPP that isn't a problem.
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