Flow to merge donor, gift and tribute information into a word file

Carla Murphy

I have a flow that merges donor and gift information into a word file. I am testing various cases and have found that it fails if I do not have a tribute on the gift, I can't figure out how to pull in the tribute acknowedgee, and it's not pulling in the organization name if the gift os on an org record. Thanks!

1. If there is no tribute, the flow fails. In the get a constituent tribute, I am using this expression: first(outputs('List_gift_tributes')?['body/value'])?['tribute_id'] It doesn't like this if there are no tributes. Any ideas on how to get around this? See images below.
2. I am also having trouble pulling in the tribute acknowledgee name. I have the giftid mapped to the Gift tribute id - which I'm sure is wrong. What endpoint should I map it to in order to get the tribute acknowledgee?

2. For the addressee, the dynamic content in the word file is mapped to the formatted addressee endpoint which works fine if the gift is on an individual record. How do I get the flow to display the organization name, if the gift is on an organization record? I don't want to add the “Name” in addition to the addressee. Any ideas?

Dan Snyder

@Carla Murphy

This is a great idea and I'll try to answer 1 and 3 for you, not sure about 2 as I have not done anything with tributes in Power Automate.

For missing arrays, I have created a condition and used the length() function to test if the array length is greater than 1 (ie, there is something there) or not. If not if skips through, but if so then the flow should run as normal. I believe you could also use the empty() function and that may be easier, I just recall running into an issue using that early on so I just have plugged away with the length approach.

In terms of getting the organization name to populate below is an expression I use and I'll try to break it down a bit:

if(greater(length(variables('PrimaryContact')),1),variables('PrimaryContact') - I have a variable that I populate with the name of the organization primary contact and using the length expression I check to see if there is a value. If there is I use the value in that variable.

if(equals(outputs('Get_a_constituent_HC')?['body/type'],'Organization'),outputs('Get_a_constituent_HC')?['body/name'],outputs('Get_constituent_name_format_summary_HC')?['body/primary_addressee/formatted_name'])) - If there is no primary contact, I check to see if the constituent type is organization and if so, put in the organization name, else put in the primary addressee of the individual. If you do not care about primary contact, you can just use this formula to get the org. name.

A final note, you will of course need to make sure you use the name of your own variables and steps (ex. ('Get_a_constituent_HC')) is what I named a step to get information about the hard credit recipient.

Full expression: if(greater(length(variables('PrimaryContact')),1),variables('PrimaryContact'), if(equals(outputs('Get_a_constituent_HC')?['body/type'],'Organization'),outputs('Get_a_constituent_HC')?['body/name'],outputs('Get_constituent_name_format_summary_HC')?['body/primary_addressee/formatted_name']))

Phew, I'm tired just by typing this up. I hope it makes some sense and that there is someone else out there who can help with your 2nd question.

Alex Wong

@Carla Murphy
I don't know if there is an easier way, but here's what I found.

• a “tribute” record is on the constituent record
  • defines who is acknowledgee
  • can ONLY be someone that has a “relationship” record with the tribute constituent
• a “gift tribute” is related to a “tribute” record
  • defines who in the list of acknowledgee from the “tribute” record is to be acknowledged
• when using the “list gift tribute acknowledgee” action, you get an array of acknowledgee by providing the gift tribute id, which is the “ID” dynamic content from the “list gift tribute” action
  • this array of data is not easy to play with as it doesn't give you name
  • you need to check a few things:
    • self_acknowledge if TRUE, means acknowledgee is “self” meaning the constituent of the tribute record
    • self_acknowledge if FALSE, you can look at relationship_id, use the “Get Relationshiop” endpoint and provide this relationship_id to get the relationship record, which has the name you want.

documetnation:

https://developer.sky.blackbaud.com/api#api=nxt-data-integration&operation=ListGiftTributeAcknowledgees

Carla Murphy

@Dan Snyder
Hi Dan, Thanks for your input. Now I'm trying to get the organization contact name. Where is that hiding? Thanks again!

Alex Wong

@Carla Murphy
get relationship has a property for is_organization_contact.

once you got all relationships records for a constituent, you can use “filter array” to filter on the is_organization_contact property being true.