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Looking to add constituent code and actions to a list of constituent records

Lauren Gannon

I am hoping there is a very, very simple way to add a constituent code and action(s) to constituents on a specific constituent list.

At this time, I have only been successful in importing automations/flows from the template library and am having trouble know where to start with this.

Thank you!

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Accepted answers

Alex Wong

not too hard to do. If you already import template flows and modify it for your own use, then it's time for the next step: start a flow from scratch.

A very simple look:

Get List of Constituents
Apply to each Constituent in the list
1. Add a constituent code
2. Add an constituent action

All comments

Alex Wong

not too hard to do. If you already import template flows and modify it for your own use, then it's time for the next step: start a flow from scratch.

A very simple look:

Get List of Constituents
Apply to each Constituent in the list
1. Add a constituent code
2. Add an constituent action

Lauren Gannon

That worked perfectly and was super simple. I am just overwhelmed with everything that is possible.

Lauren Gannon

I wanted to share that within the apply to each loop, I used a Compose action and selected Current Item for the input. This prevented me from adding duplicate codes to a constituent record (without this, the number of codes added = the number of constituents in the list).

Alex Wong

you do not need a compose action, if you find that multiple constituent code and/or action is created, then there's an issue with the Apply to each loop. By the way, there should only be ONE Apply to each

Alex Wong

The ID used in the create actions should be: