So, I want to thank Ashley Moose for saving me time on their Query Flow. However, how does everyone feel about Query API and not having Export…am I misunderstanding something? Blackbaud has stated that Query should not be used to create reports and to use Export. Any thoughts or did I miss an update?
Gang – As you might well know, NetCommunity both does and doesn't talk to RE, and one of the things that it doesn't do is bring email history into the Web View record. I know DBV isn't going away soon, but I need to find a way to get that history out of the DBV record and into the WV record, and I'm thinking a Power…
Hi All, I have a nightly gift notification set up for our finance team to get notified of gifts entered “past 24 hours” using past time “date added on or after." What we're noticing is that if a credit card gift comes in and isn't processed by our gift entry team that same date, it is not pulling into the notification. I…
I am trying to build an estimate of the amount of time needed to build and test 2 letters through Power Automate, SharePoint, etc. Amy rough estimates would be appreciated! Also, they have a requirement of putting a list of Board members on the left-hand side in a column format in the actual letter. The Board member list…
Hello everyone, I'm encountering some difficulties with pushing term grades into Blackbaud. I've attempted to create a bulk upload job for this purpose, but it's been stuck for an unusually long time. Could someone please guide me on which template I should be using for this task? Any advice or best practices for uploading…
I am trying to get a list of Actions with Solicitors. I am looking to exclude all Actions with no Solicitor using this filter: However, I am unable to connect the Action and Solicitor without getting an error - this is what I am using: My guess is the Join is incorrect - any thoughts as to how to fix it?
Hello, it is possible to add and edit these fields on an opportunity, but it doesn't look like it's possible to extract them for reporting, can anyone help? I have had a look at the sky add in via PA and all that is returned is the status
I created an Adaptive Card to show the target ask and a few attributes for our annual fund. It works. Yay! (Thanks @Alex Wong for the help!) But I've noticed that it also fails a fair bit. I looked into it further and the failures are when we open non-constituent records--spouses, relationships, etc. Is there an easy way…
Hi Everyone, I am trying to create a scheduled flow to import a gift list weekly as an excel file in SharePoint. I keep getting an error stating that there is no valid input in the “Add a row into a table” action.
Hello-- I am trying to create a power automate flow that would email fundraisers when donors have paid their pledge in full. I tried to search ‘when a new gift is created’ as a trigger, but couldn't find anything like this related to gifts or constituents. Does anyone know of a way to create such a flow? Any help would be…
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