Sharing my Power Automate template: Email Inactive Unmark Primary

Chris Zello

- Description: Using a Constituent List that has the records selected with emails that are marked Inactive and Primary, this will uncheck Primary. While this is possible to do manually in database view, webview will not allow you to deselect Primary if there is only one email address. This automation means you will not have to look up each record to manually make the change.

This automation does not send notification of any records changed, therefore it is advisable to test this on a small set of records (including some which have multiple emails) and review them, so you are aware of the change that occurs.

Thanks for the BB Power Automate User Group for input in completing this.

- Required connections: Blackbaud Raisers Edge NXT Constituents

- Suggested skill level required to use this template: Beginner

- Configuration details: Needs an NXT Constituent List.

- Category: Automation

- Instructions: In Raiser's Edge, identify the records which have an email that is both Inactive and Primary. From a Static Query, build a Constituent List.

In the flow, edit the flow by going to the List Constituents step to select your Constituent List. Run the flow.

EmailInactiveUnmarkPrimary_20250416142533.zip

Jeannie Goings

@Chris Zello woo hoo! congrats! thanks for sharing.

Carline Senior

@Chris Zello
is this temporary and will change? “While this is possible to do manually in database view, webview will not allow you to deselect Primary if there is only one email address” Is there a vote on this in ideas?

Chris Zello

@Carline Senior I have not seen anything in the Idea Bank to change how this functions. I believe web view has always been this way (at least I've known about it for five years).

Carline Senior

@Chris Zello got it, thanks.