How to make an Adaptive Card only run for constituents

I created an Adaptive Card to show the target ask and a few attributes for our annual fund. It works. Yay! (Thanks @Alex Wong for the help!) But I've noticed that it also fails a fair bit. I looked into it further and the failures are when we open non-constituent records--spouses, relationships, etc. Is there an easy way to limit the card to run only for a constituent or do I need to add a control to the script first thing? Thanks for the help!!!

Comments

  • Alex Wong
    Alex Wong Community All-Star
    Ninth Anniversary Kudos 5 Facilitator 3 Raiser's Edge NXT Fall 2025 Product Update Briefing Badge

    @Liz DixonEversole
    the way to work this is to add a condition in the adaptive card flow to check if the recordId context value is of constituent or non-constituent. You can check one of 2 ways (1) check if the lookup id is not empty (2) is_constituent property is true

  • @Alex Wong Thank you! I thought there might be a condition involved, but was really hoping there was a secret checkbox somewhere :)