Adapting DonorPoint to Your Business
DonorPoint is designed to bend to your business requirements, not the other way around. This section covers the three layers of adaptation: your data model, your content, and your rules.
Overview: Two Layers of Customisation
Most customisations require no developer involvement and take effect immediately:
Layer 1 — Configure at runtime (you do it now)
Custom fields, expression rules, scripts, event handlers, workflows, scheduled jobs, campaign templates, externalized text, page templates. Stored in the database; changes take effect instantly. No DonorPoint involvement needed.
Layer 2 — Platform extension (DonorPoint delivers it)
Custom tabs on edit views, additional sidebar actions, new fields on existing records, new record types. Goes through the DonorPoint release process.
The vast majority of business requirements can be met entirely in Layer 1.
Your Data
- Custom Fields — Overview
- Where Custom Fields Live
- Field Types Reference
- Accessing Custom Field Values
Your Content
- Content Editors
- Everything is HTML
- Merge Tags and Expressions
- Document Templates
- View Pages
- Externalized Text (Labels)