I currently have a PA Workflow Outlook email notification established via RENXT list for gift date = last week. We seldomly receive a contribution that must be back dated. In order to not miss these donations, is there a way to establish gift ADDED last week? Not just gift date of last week? Thanks in advance!
I am working on a fairly complex Power Automate flow (at least by my novice standards) that is taking data from our EFT/Wire transfer excel files and adding it to an aggregated/formatted master excel workbook (since every payer has a different file format). I'm trying to do this with as little human interaction as…
Hi everyone, I have been using the custom connector for various PowerBI reports and dashboards for my team for several years now. Most of my reports refresh daily, but they are all separate data sources. When I have a new project, I go to my template PBI file on my desktop, which already has a ton of data modeling and ETLs…
Help! I'm a very beginner Power Automate user. I can't figure out why my HTML table formatting is so weird. Sometimes, it displays okay, and sometimes, it's like this. Also included is the flow. TIA!
Once a Power BI report is embedded in Raiser's Edge, if a gateway is not set up to manually refresh, will the report need to be republished each time new data is included? I am using the connector to have Power BI and Raiser's Edge communicate.
I’m using the List Actions All Constituents API call in RE NXT to retrieve a specific action list. My goal is to: Sort results by date_added (newest to oldest). Limit the output to the first 15 results. I know I could use the native connector List Actions action or run an ad hoc query for similar results, but the 15 record…
I'm trying to embed a dashboard created in Power BI to my org's Raiser's Edge homepage, however, whenever I save the add in, I do not see it. I've done this before, however, am unable to now. Is there an issue with the URL pictured above? Or are there other reasons for why this dashboard is unable to be displayed
I'm processing gift payments fine through bb checkout/payments API; but I've found that I'm unable to submit a gift to NXT without a constituent id. So I first search for constituent by email, and if no match found, create a new constituent - then use that Id (matched or created) to create/submit the gift. The problem is,…
Posting on behalf of a client I need to know if my website forms need to have special character limits e.g. (#*?>), as Raisers Edge won't accept them, or if all special characters are allowed? for example a last name field may be "Thronton-Jones" so the "-" should be accepted, on the email field it @ should be accepted and…
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