Adding Additional Data Sources to Pledge Exports¶
You can reference data from additional sources in your pledge export by adding extra columns to the table. These new columns can pull data from one of the following sources:
Source Types:¶
| Source Type | Description |
|---|---|
| Data Source | Attributes directly related to the pledge, such as row numbers or export timestamps. |
| Column Source | The output of another column used as input for the new column. |
| JavaScript | Allows for custom calculations using JavaScript. A built-in JSHint validation highlights issues below problematic lines and offers auto-completion with "ctrl+space" for ease of coding. |
Note
When using other columns as input for new columns, be mindful of potential circular dependencies. For instance, if Column A references Column B as input, and Column B references Column A, it creates an invalid output loop. If a circular dependency is detected, the schema editor will indicate it as "(circular dependency)" in the output.
Step-by-Step Guide¶
1. Adding New Columns¶
- Click the
+icon in the table view to add a new column to your export.
2. Setting the Data Source for Columns¶
- Highlight the new column to activate it (it should turn blue).
- In the "Schema" section, click Source.
- Start typing the name of the source (e.g.,
wra..for Wrap Notes orpriv..for Private Notes) or choose a source type from the dropdown menu.
3. Renaming Columns¶
- To rename a column, replace the default
(auto)label with your desired name.
4. Saving Your Changes¶
- Click Save Changes to apply the new columns and ensure they appear in your report.
