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Gift Custom Fields in Acknowledgement Merge letter

Carla Murphy

I have an existing flow that produces tax letters. We want to add some additional merge fields which are gift custom fields. For example, the gift has a Letter Signer custom field and a Letter Title custom field. I have added these two additional dynamic content fields to the word file and see those fields in the populate a word template in the apply to all. Any suggestions on what to do next to get those specific gift custom fields into the flow so I can map them in the word merge?

Thanks!

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Comments

Alex Wong

@Carla Murphy

Use list gift custom fields action
use Filter Array on the returned “value” dynamic content, (make sure it is the “value” dynamic content that say “The set of items included int he response”), and filter on category = “Letter Signer”

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use a 2nd Filter Array on the same returned “value” dynamic content, and filter on category = “Letter Title”
Filter Array will return an array EVEN when there is only 1 custom field matched. So you will have to use a “first()" expression on the 2 Filter Array actions.

NOTE: DO NOT use New Designer of flow, there is a bug with the New Designer that Filter Array dynamic content is selected incorrectly. Use Old Deisnger.

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Expression used in the Compose (where you will use in your Populate Word Template action):

Add to Letter Signer FIeld in Word: @{first(body('Filter_array_-_letter_signer'))?['value']}

Add to Letter Signer FIeld in Word: @{first(body('Filter_array_-_letter_title'))?['value']}

Alex Wong

@Carla Murphy
My previous post tells you how to do it.

This post is questioning why you put signer and title (not sure what letter title does) in gift custom field? shouldn't most if not all tax letter sign by same person? I understand you may want to make it more dynamic to change in the case of that signer changes due to staffing change, but it is more work to have to make sure every gift have these 2 attributes.

If you simply want a more dynamic way to change signer when the time comes that need that piece of info changed, you can use a SharePoint list, or excel, no need to put in every gift record.

Carla Murphy

@Alex Wong Hi Alex, I added the following to the Apply to all but when I try to add the expressions to the word template, it tells me the expression is invalid. Do I have to do a compose before I insert anything into the populate a word template?

Do I have to do anything in the actual word template with the dynamic contact? Thanks for your guidance!

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Alex Wong

@Carla Murphy
The expression is:

first(body('Filter_array_-_letter_signer'))?['value']

first(body('Filter_array_-_letter_title'))?['value']

The @{} are used to paste directly into the field, instead of the expression “input box”.

Carla Murphy

@Alex Wong - Thanks Alex - I should have known that one. I have it running now, but it's not showing the LetterSigner or LetterTitle in the raw input, but it's on the RE gift record.

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I also noticed that the individual letter outside of the apply to all has something funky in the salutation field. Any idea how to fix this?

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Alex Wong

@Carla Murphy
Check the list gift custom fields action to make sure you got custom fields back for the gift system id you specified.

Then check your filter array action to make sure the input and output is correct (show some screenshot of the edit mode of those actions and run history)

As for your “dear XXXXXXXX”, you did not select the correct dynamic content for the salutation. look for dynamic content that is the formatted salutation.