Repeating Letter Issues

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Comments

  • Alex Wong
    Alex Wong Community All-Star
    Ninth Anniversary Kudos 5 Facilitator 3 Raiser's Edge NXT Fall 2025 Product Update Briefing Badge

    @Cheena DeAraujoDesir
    your word doc tempalte is done correctly, with one exception: today's date. This is not going to update itself as you populate the word document from power automate, you will need to create another text field for TodayDate and populate it from power automate.

    next question is what do you mean by “grouping”. In the power automate flow, you are going to use list gift action to get a bunch of gifts desired, then loop through (apply to each) each gift and populate the word template with conditional information.

    • compose action(s) for each different intro paragraph and purpose paragraph
    • list gift
    • Apply to each gift
      • get constituent (using constituent id)
      • get constituent name format (for addressee/salutation)
      • populate word template
        populate the field as needed (i.e. FullName, AddressLines, TodayDate, etc)
        use if() expression to condition on what to populate for intro and purpose paragraph, for example:
        if(equals(letter_code,'abc'), outputs('Compose_Intro_Letter_ABC'), output('Compose_Intro_Letter_Other'))
  • @Alex Wong
    I will update the date field. Thanks for pointing that out.

    As for the rest, 85% of that is created in the automate. Under App2Ea gift, the first 3 bullets are set, but under the second half of populate to word doc is where it gets funny. I don't have them set up this way with that particular expression. Let me go back under the hood. My expression was pulling each letter template like the one I showed you.

  • @Alex Wong I was able to do the date fix (Score!), but I failed miserably at the insert text function for the paragraph. I threw down the white flag and I decided to keep it separate conditional letters. I may need to take you up on your consulting offer, if Encondian fails me.

    But one nagging thing is that when I pull the letters for contacts at Orgs, I cannot get the contacts to populate into their own letter. They get bunched onto Salutation and Addressee line.

  • Alex Wong
    Alex Wong Community All-Star
    Ninth Anniversary Kudos 5 Facilitator 3 Raiser's Edge NXT Fall 2025 Product Update Briefing Badge

    not sure what you mean by contact get bunched onto salutation line, screenshot?

    what exactly are you trying to do with contact? get contact's addressee saltuation to use in the letter?