Help with flow Excel table to RE

Jessica White

Hello to all you amazing helpers in this community! Looking to see if anyone can help me troubleshoot a flow I am working on. I want it to check an excel table daily to and determine if there is a match in RE, if so I want it to go to one route of the condition where it then checks if they are already registered for an event, and if not, register them for it. If they are it does nothing. The other way my condition would go is if they don't have an RE record at all, create one and then add them as a registrant to the event. Parts of this are working and parts aren't - Constituents that it found a match for are funneling to the true condition to then check if they are a participant, but the condition I have to determine if they are a participant isn't working. Also, those that aren't in RE aren't flowing to the false condition route to create them as a constituent and then add them as a participant. I have attached some screenshots. Any help would be very much appreciated!

Alex Wong

@Jessica White
condition 2 is never going to be more than 1 b/c you are not getting the length of the serach result, you are getting the length of each search record's constituent_id.

Instead, you should be conditioning on the length of the array of returned result.

your condition for checking if the searched record is already registered to an event is not doing what is is supposed to do like you said, so the condition is flawed, but it is hard for me to see where your flaw is when i can't see your actions well.

Regardless, let's start with correct logic of what should. You have 3 arrays of data: list of excel rows; list of event participant; and list of search constituent results.

• get list of excel rows
  • assuming you are not worry that there are dup in your excel rows, then you can get list of event particpant next step without being a loop
• get list of event participant
• Loop - For each rows in excel (this should be the ONE and ONLY for each loop in flow)
  • search constituent by name and email
  • condition on length(result) ≥ 1
    • You will need to consider if 0, 1, or more than 1
      • if 0, no existing match found, create new constituent and new participant record
      • if more than 1
        • I do not think you want to check/create participant record for EACH potential match, so you do not want to LOOP for each constituent search result
        • so either you do nothing and make this excel row require “review” or you use the duplicate cosntituent search that can provide a ranking score of top match, and then use the “FIRST” constituent match to check/register as particpant
      • if 1, check for if already registered
        • use the Data operation to “FILTER”. You can filter the list of event participants for Contact ID (which is the constituent system record id of the constituent that is a participant)
        • then you can condition on the LENGTH of the filter body if 0 means create new participant record

You may want to consider using the duplicate constituent serach instead, which provides a ranking of top match