Gift Lists using a Static Query for Acknowledgements, Power Automate

Question

Hello, I am just learning about API and discovering how it will help us create our acknowledgements in Word (as it looks like the Mail function in RE NXT will focus more on email acknowledgements).

I have a question about the Gift List that is needed in the workflow in Power Automate. To track the gifts that are ready to be acknowledged, we use a Gift Attribute of a 'Gift Batch Number' that is imported from our gift import program. This Gift Attribute-Gift Batch Number is used, rather than just the Gift Date.

I see that I am not able to add a Gift Attribute in the regular Gift List in RE NXT.

Would it work to use a Static Query containing the Gift Attribute 'Gift Batch Number' and  then create the Gift List based on that Static Query? We would then need to update the Static Query daily with the Gift Attribute-Gift Batch Number of the gifts that are ready to be acknowledged.

If anyone has any other suggestions, I would greatly appreciate the help! Thank you!

Dan Snyder · Answer

@Alex Wong is right that you will want to build a query to identify the specific gifts that need to be acknowledged and then use the Query connector to call them in your flow. Check out @Ashley Moose's template here for how to do that.

Alex Wong · Answer

@Crystal Bruce please move to SKY Developer forum

You will be better off using Query API instead of Gift List given your need for filtering by gift attribute/custom fields.

Static Query > gift list = manual work to refresh the static query OR using Query API anyway to refresh the static query, so just use Query API directly