Power Automate- Limit on Linked Gift type

Carol Grant

My goal is to pull a list of daily gifts but I want to exclude any that are planned gift realizations. We link those to the actual Planned Gift.

I have a flow that pulls in daily gifts from List Gifts. I pull in Get a Gift and then pull in Linked Gifts which creates an Apply to each. If the linked gift type = Planned Gift I want to remove them from Get a Gift. I've tried appending the gift type to a string variable then doing a Control of the variable does not equal Planned Gift but some people have 2 Linked gifts so my variable has PlannedGiftPlannedGift because it's in a loop. I tried doing contains/does not contain, still doesn't work.

Any ideas?

Thanks,

Carol

Alex Wong

@Carol Grant
Rather than using a string variable, you can just use a boolean variable (maybe named “Related to Planned Gift”, initialized to false. Inside your apply to each linked gift, set the variable with expression checking if it is planned gift: equals(dynamic_content_of_gift_type, ‘PlannedGift’). You can avoid the need to “condition” then set var when true.

Make sure to reset the variable to false after each gift

Alex Wong

sorry 1 thing to note, if the gift potentially can be linked to planned gift and gift that's not planned gift (i.e. pledge). then what I said would have a flaw. I'm not sure if it is possible for a gift to be linked to planned gift and pledge at the same time. If so, you will need to use the condition instead of just expression

condition:
“related to planned gift” is true
OR
linked_gift_gift_type is PlannedGift

if yes, set to variable to true.

Carol Grant

@Alex Wong
Thanks Alex- I'll give it a try!

Heather McLean

@Carol Grant - Do you want to workshop this tomorrow at User Group? Do you have other topics/ projects you want to share?

Carol Grant

@Heather McLean- Sorry, I don't have anything to share this month.