Brickwork Setup and Support

Learn how to set up and customize Brickwork.

Modify NPSP Triggers

If your organization has chosen to use the NPSP, there are some built in Validation Triggers that can produce errors when new donors are created via online posts like Aura or the Universal Postback, such as the Preferred Email and Preferred Phone rules. To prevent errors, you can choose to modify the NPSP Triggers to ignore records created via Brickwork.

1. Within Setup, use Quick Find to locate Sites. Click on the site label that is being used with the Aura/Brickwork.
2. Click on the Public Access settings button, click on View Users, and click on the Full Name of the User.
3. Copy the value in the Alias field, which will normally be ‘guest’.
4. Access the Validation Trigger code by going to Setup, Contacts, Validation Rules, and either Contact Preferred Email or Contact Preferred Phone (both can be amended).
5. Before pasting the below code, please be sure to review the code you already have listed. If there have been any prior modifications to the code, do not paste the below. Instead see below for the values you will add instead.
6.

If the code has not been modified, it should like this:

Default Preferred Phone Code:

AND(

ISPICKVAL(npe01__PreferredPhone__c ,""),

OR(

LEN(MobilePhone)>0,

LEN( npe01__WorkPhone__c)>0,

LEN( OtherPhone )>0

)

)

 

Default Preferred Email Code:

AND(

ISPICKVAL( npe01__Preferred_Email__c ,""),

OR(

LEN(npe01__AlternateEmail__c )>0,

LEN(npe01__WorkEmail__c )>0,

LEN(npe01__HomeEmail__c )>0

)

)

7. If this matches your code, there have been no modifications on the default NPSP trigger code. In this case, replace it with the below code which includes the addition of the Profile.Name exclusion:

Updated Preferred Phone Code:

AND(

ISPICKVAL(npe01__PreferredPhone__c ,""),

OR(

LEN(MobilePhone)>0,

LEN( npe01__WorkPhone__c)>0,

LEN( OtherPhone )>0

),

$User.Alias != ' PASTE ALIAS VALUE HERE '

)

 

Updated Preferred Email Code:

AND( 

ISPICKVAL( npe01__Preferred_Email__c ,""), 

OR( 

LEN(npe01__AlternateEmail__c )>0, 

LEN(npe01__WorkEmail__c )>0, 

LEN(npe01__HomeEmail__c )>0 

),

$User.Alias != ' PASTE ALIAS VALUE HERE '

)

8. **Important! Paste the previously copied ‘Alias’ value to replace the ‘PASTE ALIAS VALUE HERE’ value above, and click Save.
9. If your code didn’t look like the above, you can amend it to include the exclusion at the end. In this case, simply add the $User.Alias != ' PASTE ALIAS VALUE HERE ' code to the rule, and paste the previously copied alias value to replace the ‘PASTE ALIAS VALUE HERE’ value.

 

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