You are able to add a column to your Batch, Transactions, and Batch Detail tables in Rock that have links directly to the My Well Admin Portal. This allows admins to more easily move between Rock and My Well.

Step 1: Add The Global Attribute

1. Get your short name URL by signing in to your My Well Admin Portal.
   1. It will look like this: https://YOUR_SHORT_NAME.mywell.org/admin
2. In Rock, navigate to General Settings → Global Attributes.
3. Add a new text attribute with the name My Well Platform Portal URL.
   1. The key will automatically populate as MyWellPlatformPortalURL . Make sure not to change it.
4. Set your My Well Admin Portal URL (from step 1).

Step 2: Edit The Batch Page

1. Navigate to Finance → Batch. We will add a column to this table.

2. Navigate to the block settings → custom grid options → custom columns.

3. Add a new column.

   1. Name (Header Text) it My Well Portal.

   2. Lava Template:

      {% assign batchId = Row.Id %}
      
      {% financialbatch id:'{{batchId}}' %}
          {% assign foreignKey = financialbatch.ForeignKey | Split:'#' %}
          {% assign foreignKeySize = foreignKey | Size %}
          {% if foreignKeySize == 2 %}
            <a class='btn btn-default btn-xs' target='_blank' href='{{ 'Global' | Attribute:'MyWellPlatformPortalURL' }}/statements/payouts/{{foreignKey[1]}}'>View</a>
       
          {% endif %}
      {% endfinancialbatch %}
      

   3. Adjust the Column Position and the offset depending where you want the new column to show in the table.

   4. Make sure to click Save at the bottom.

      

4. You will see the buttons show up.

5. When you click it, you will be navigated to the My Well Admin Portal to see the specific payout.

   

Step 3: Edit The Transactions Page

1. Navigate to Finance → Transaction page. We will add a column to this table.

2. Navigate to the block settings → custom grid options → custom columns

3. Add a new column.

   1. Name (Header Text) it My Well Portal.

   2. Lava Template:

      {% financialtransaction id:'{{Row.Id}}' %}
           {% assign foreignKey = financialtransaction.ForeignKey | Split:'_' %}
           {% assign myWellKey = foreignKey | First %}
           {% if myWellKey == 'mywell' %}
              <a class="btn btn-default btn-xs" target="_blank" href='{{ 'Global' | Attribute:'MyWellPlatformPortalURL' }}/gifts/{{foreignKey[1]}}'>Transaction</a>
                  
              {% financialbatch id:'{{Row.BatchId}}' %}
              {% assign foreignKey = financialbatch.ForeignKey | Split:'#' %}
              {% assign foreignKeySize = foreignKey | Size %}
              {% if foreignKeySize == 2 %}
                <a class='btn btn-default btn-xs' target='_blank' href='{{ 'Global' | Attribute:'MyWellPlatformPortalURL' }}/statements/payouts/{{foreignKey[1]}}'>Payout</a>
              {% endif %}
              {% endfinancialbatch %}
           {% endif %}
      {% endfinancialtransaction %}
      

4. Adjust the Column Position and the offset depending where you want the new column to show in the table.

5. Make sure to click Save at the bottom.

   

Step 4: Edit The Financial Batch Detail Page