Request Fundraiser Assignment | Check if record is constituent or relationship

Vishal Balaji

Hi everyone,

I have a button add-in for the constituent page action extension point where GOs can request fundraiser assignment to the constituent record. This is based on the Power Automate workshop that I attended during BBCON 24. After some modifications we tested it out and one of the issues we are facing is how to handle assignment requests for non-constituent records. i.e. records that are not true constituent records. The unexpected part of this is that fundraisers do get added to these relationship records even though my understanding is that it shouldn't be possible.

I want to be able to check the record before I display the request form. My initial thought is to check if a record is a true constituent by looking for a Constituent ID. I would love to know if others have dealt with similar situations or have any recommendations on how to deal with it.

tl;dr How do I check in a flow if a record is a constituent record and not a relationship?

Alex Wong

@Vishal Balaji
empty(outputs('Get_Constituent')?['body/lookup_id'])

A “real” constituent record have lookup_id, so condition on if lookup_id is empty you will be able to tell the difference between a constituent vs a non-constituent.

Glen Hutson

@Vishal Balaji
Look at the output of the “is_constituent” field.