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Using Workflow Designer and Removing Constituents

Violet Karcher

We're working on a Workflow campaign in NXT for first-time donors, but we want to exclude constituents who gave memorial gifts/gifts with a tribute from that. However, I can't find a way to exclude these in a Constituent List in NXT (it's possible in database view but not webview). Is there a workaround or solution I'm missing?

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Comments

JoAnn Strommen

@Violet Karcher
Workaround - create list in db view and use that list in web view for the workflow. ??

Miki Martin

@Violet Karcher I was just going to mention the same exact thing as JoAnn. At my old org I had to build a couple of static queries in database view and then build a List in web view based on that query. You just have to remember to go into DB view and refresh the query from time to time so the information in your List is still accurately reflecting data.

Austen Brown

@Violet Karcher - If you have the Queue Module refreshing static queries can be automated.

Also adding that at a certain point NXT Workflows present with too many roadblocks/limitations - if/when you ever get to that point Power Automate is a good alternative; BB provides trainings on this and if you don't want to build PA workflows yourself there are BB partners like AutomateGenius that can help you out.

Alex Wong

@Violet Karcher
going by default ability within RE NXT, you are not going to achieve what you want to do without some manual work (as mentioned by Miki, that you need to refresh the static query in db view).

If you do not wish to do manual work, then you have 2 options, one is what Austen mentioned, RE:Queue (a paid module of RE) can refresh a static query on schedule you defined

using SKY API - Query API, you will be able to schedule automate refresh of static query as well. This route does not require having RE:Queue as a paid module, and is free, but require you to dive into some no/low code development using Power Automate.