Choose specific grant/check/donation to test Templates
It would be great to be able to choose a specific grant/check/donation for the Test Function with Templates. It would be an extension of the ability to check Template Fields by entering a specific record.
This was a previous idea that was archived: https://idealab.foundant.com/forums/597718-communitysuite-idea-lab/suggestions/45432349-verify-testing-templates
Hoping to generate more interest this time around.
Barry Lam
shared this idea
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Madison Leighty
commented
This would make testing templates SO much easier. Currently the system appears to randomly select a grant/check/donation when testing the template, which means the record may not contain information in the template fields you are editing. Being able to select the record used to test the template would help us ensure much more quickly that the changes we are making to the template will appear the way we want under different conditions.