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Help Validating RE Data with Flow

Amanda Holt

I am trying to figure out how to create a flow to validate certain pieces of data and then either make the correction or notify someone which piece of data needs corrected.

For example, here are fund-related validations:

All Funds should have a type and category specified.
The first two characters of the fund determine the type which should be selected
The last five characters of the fund determine the category which should be selected
It is a restricted Fund, but the “fund is restricted” box is not checked.

Here was my attempt at creating a flow:

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Each morning, it would pull a list of all funds modified since yesterday. It then checks to see if a certain condition is true. If it is true, then it would send an email with the information. I would create a condition for each data point it is checking.

In this example, funds are not changed or created often so perhaps one email per change would work. But it would be nice to have it create a digest of all the changes to be made into one email.

Any ideas?

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Comments

Austen Brown

Hi @Amanda Holt - Take a look at the Gift Notification Flow within the Template library (Here is a tutorial on the flow as well). This is a good starting point, especially since you would like a gift digest included in the notification email.

Amanda Holt

Thanks, @Austen Brown. I have used the gift notification, but not quite seeing how this will help in my situation as the information I am pulling is not a gift list. I want to consolidate the results of various conditions into one email.

For example:

Results A: List of Fund IDs that start with XX but do not have a type that equals XX.
Result B: List of Fund IDs that start with XX but do not have a category that equals XX.

If any of the conditions resulted in data, then an email would be sent showing the results of each condition that came back “true” that day.

Ideally, I would love to have the flow also make the correction to the fund, but I don't the system is capable of handling that yet.

Does make sense?

Austen Brown

Yes. You can use the structure of the existing flow to get what you want. You will need to add conditionals to narrow down the data coming from RE NXT to meet your restrictions. I recommend you use variables to collect the data you want to carry forth from each resulting conditional to be included in the digest.

Amanda Holt

Thanks! Let me give that a try