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Creating a List of Everyone Who Received an appeal

Jessie Salpeter

I'm trying to create a list of everyone who received a specific appeal (regardless of whether they gave). Has anyone figured out how to do this in Webview? I'm trying to use this list to build an evergreen workflow using this list, so the list has to be dynamic.

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Comments

Heather MacKenzie

How has this been recorded on the constituent record? If it's with an action, would using an action list work for you? I see no way inside a constituent list to do this with actions or by using the appeals tab.

Hopefully someone else has another idea to help out!

Jessie Salpeter

Thanks Heather! Looking at appeals that are on the appeals tab - I'm not sure how I would use an action list for this but would be willing to try if there's a way to use that list type!

Madeleine Holdsworth

If you coded this into Appeals on the Constituent record, you would need to create a static query in database view and use that to build a Constituent list in webview.

Jessie Salpeter

That's what I thought - thank you for confirming!