Just following up on Josh's comment in the second paragraph. Here is the Launchpad bug about opt-in action triggers that are disabled showing up in the patron editor:
https://bugs.launchpad.net/evergreen/+bug/1706450 -- Michele M. Morgan, Systems Support Specialist North of Boston Library Exchange, Danvers Massachusetts [email protected] On Fri, Jul 19, 2024 at 5:04 PM Josh Stompro via Evergreen-general < [email protected]> wrote: > Hello Aaron, we had this setup using a user setting value... up until last > week when we turned it off since we switched to using Orangeboy Savannah > and moved to an opt-out model. > > There is a trick to getting user settings to show up in the patron > editor. If you associate a custom user_setting with an action_trigger > event definition by setting it as an opt in setting type, then the > preference will show up in the patron editor. Even if the event definition > is set to disabled. > > But you cannot control the order of how those opt-in settings display in > the patron record, they are pulled from the DB with a query with no > sorting. I did find that they did tend to be returned in order of last > modification though, so a series of update queries can control the order. > We went the route of hard coding the fields in our patron record editor to > better control the order. > > I also setup a custom daily report to show subscribes, unsubscribes, email > changes and branch changes since we had per location newsletters. Then > those changes were manually made in Constant Contact. I never got around > to using the Constant Contact API to make updates automatically. That > report needed a custom tracking table to compare the current system state > with the historical state. > > So it can be done. I'm happy to share all our modifications if you want > to see them. > > Here is the commit to remove the option from our patron registration form. > > https://gitlab.com/LARL/evergreen-larl/-/commit/89fd3f1af9261ba96337fbb0a5b2cac0dfb0a93e > > On Thu, Jul 18, 2024 at 11:57 AM DeVries, Aaron via Evergreen-general < > [email protected]> wrote: > >> Hi everyone, >> We are trying to find a better workflow for managing patron opt-ins to >> our monthly newsletter. Has anyone successfully set this up with a field >> in the patron record? I'm thinking maybe a stat category with a yes/no >> opt-in question? My problem is that I'm not sure how we could set up a >> recurring report for our communications staff that included changes to that >> field on existing records, rather than just new card registration that >> opt-in.. Any suggestions or ideas would be appreciated. >> Thanks, >> >> *Aaron DeVries* >> >> (he/him/his) >> >> Manager, Digital & Support Services >> >> St. Thomas Public Library >> >> 153 Curtis Street, St. Thomas, ON N5P 3Z7 >> >> 519-631-6050, ext. 8016 >> >> stthomaspubliclibrary.ca <http://www.stthomaspubliclibrary.ca/> >> >> >> <https://webmail.stthomas.ca/owa/UrlBlockedError.aspx> >> >> Donate to the Library today! >> <https://app.etapestry.com/onlineforms/StThomasPublicLibraryBoard/onlinedonations.html> >> >> >> >> >> *The information contained or included in this email message and any >> attachment may be privileged and confidential and may contain personal >> information that may be subject to the privacy provisions of the Municipal >> Freedom of Information and Protection of Privacy Act and the Personal >> Information Protection and Electronic Documents Act, and is intended only >> for the use of the recipient(s) named above. If you have received this >> email in error, please notify me immediately and delete this email and any >> attachment without copying, distributing or disclosing its contents.* >> _______________________________________________ >> Evergreen-general mailing list >> [email protected] >> http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general >> > _______________________________________________ > Evergreen-general mailing list > [email protected] > http://list.evergreen-ils.org/cgi-bin/mailman/listinfo/evergreen-general >
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