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11.0E Release

If you're part of the Preferred Client Program, you can download the latest desktop version in the Client Portal.

PDS Ministry Scheduler 11.0E, released for desktop 5-2-23 and OnDemand 5-11-23, offers the following enhancements.

New and Improved Features

Filter Selections Using a CSV File
  • If you're familiar with Additional Selections, you know you can gather records with a certain field value that is either in a list or not in a list. For example, you could add a condition for Minister.Family_ID is in list 1,3,6,18, and the selection would gather minister records where the family ID is 1, 3, 6, or 18. This requires you to enter the list in the condition, which is fine for a short list, like in our example. But what if you have a long list or a list that you pulled from outside of PDS? Now, in your condition, you can point to a CSV file to search inside of.

  • Let's say you have a CSV with 300 lines of family IDs, and you want to run the Minister Quick Listing report for only these ministers.

    An example of a csv file with separate lines for each ID number

    • Instead of typing out all 300 IDs in the condition, you can enter "<" and the file path of the CSV file.

      Example of Additional Selections with a condition of Minister.Family_ID is in list <C:\Documents\families.csv

    • When you run the report using this condition, it only prints the ministers whose family IDs are listed in the CSV file.

      Example of the Minister Quick Listing report showing only those ministers whose family IDs match in the csv file

  • What about CSV files with multiple columns? In that case, you just need to specify the column to search.

    An example of a csv file with separate lines that contain the last name, comma minister name, comma family ID number

    • So if the family ID is in the third column, your condition would include the file name, a comma, and the column number.

      Example of Additional Selections with a condition of Minister.Family_ID is in list <C:\Documents\family-info.csv comma 3

  • For more information, see the "Additional Selections" section on Report Selections. Remember, you can also use Additional Selections in quick postings and some processes.

Corrections

We fixed several issues that were reported internally to our team.