Flow to Approve Web Batch

Jessica White

Hi All,

I looked through the discussion boards and found an old post that said there was no current capability for approving a webview batch through a flow. Is this still the case? Does anyone have experience with a workaround for gifts that are pending in batch needing to be pulled into reports before finance has had a chance to review and approve? We are hoping to accelerate our event follow up process and want to be able to pull reports with giving on a Saturday morning when the event was Friday night. Finance would not be logging on to approve during the weekends, so we would like to approve and then notify them of the batch number so they can go in on Monday morning and add any finance specific pieces to the coding at that point.

I created a role that can approve only and not edit or delete gifts so we could have the event manager do it, but leadership is wondering why it's necessary that a human approves it and is wanting to automate that piece.

Alex Wong

@Jessica White
Last I check, which isn't long ago, there is still no API endpoint for approving of web batches.

There is no API endpoint to get gift info of batches that are not approve yet neither.

There “CAN” potentially be a workaround. If you use browser developer tool, and in the network tab before you click into the “edit batch gift”, the network tab will record the following:

the response is:

meaning, potentially you can issue this (may depend on cross origin setting) request exactly the same way with the correct and active Bearer token to get an array of gift in the unapproved open batch.

Jessica White

@Alex Wong
this is so helpful - thanks! Could you run this process through a flow and integrate the results with a constituent export linking the constituent IDs - so essentially have another export of constituents and use the flow to add a column to the constituent export to indicate whether they gave a gift or not? Similar to a vlookup situation?

Alex Wong

@Jessica White
well, i tried it, and failed

{

"Message": "Authorization has been denied for this request."

}

so there is some protection against doing what I suggested.

Jessica White

@Alex Wong
Darn! Still very much appreciate you sharing your workaround idea - thanks!

Rubka Nitgar

@Jessica White:

Hi All,

I looked through the discussion boards and found an old post that said there was no current capability for approving a webview batch through a flow. Is this still the case? Does anyone have experience with a workaround for gifts that are pending in batch needing to be pulled into reports before finance has had a chance to review and approve? We are hoping to accelerate our event follow up process and want to be able to UK Solar Compare pull reports with giving on a Saturday morning when the event was Friday night. Finance would not be logging on to approve during the weekends, so we would like to approve and then notify them of the batch number so they can go in on Monday morning and add any finance specific pieces to the coding at that point.

I created a role that can approve only and not edit or delete gifts so we could have the event manager do it, but leadership is wondering why it's necessary that a human approves it and is wanting to automate that piece.

Automating batch approval might not be currently supported. Consider assigning temporary approval privileges or notify finance of pending batches for Monday review.