403 Forbidden Error - Create a Gift Pledge

Eileen Wallwork

I am trying to create a gift pledge through power automate. I am currently testing it using default values that I set. (My ultimate goal is to fill in values obtained through an adaptive card.) While I am a system admin in both DBV and WV, I am getting the forbidden error when the flow gets to the Create a Pledge step. What am I missing? Below is the information for the step. Thanks!

Eileen Wallwork

If I use LookUp Id as the Constituent ID field I get the forbidden error. If I use ID for the Constituent ID field it go over to never never land…

Note: I have a step to Get Constituent based on constituent record that the adapative card action was launched from. The information brought in during this step is correct.

Alex Wong

a few issues here:

• Splits Item
  • fund_id is the system record id of the fund, not the name/description of the fund, when you are in RE NXT fund and open the fund record, the URL tells you the system record id of the fund
  • campaign id, same thing, need to be system record id
  • "amount/value" may work, or may not work, this should work "amount": {"value": 5000}
• the "ID" field you use for contituent is correct, that's the system record id of the constituent, do not use Lookup ID.

Eileen Wallwork

@Alex Wong Thank you for your help! I was able to get the pledge added via the flow. I'd like to add installments, but I read in other threads and saw that there is a bug with multi-year pledges. Do you know if this is still true? I couldn't find if it had been fixed. Thanks!!

Alex Wong

Installment can be added via the Installment array.

You will have to play around with the "Frequency" and "# of Installments" property too.

Eileen Wallwork

@Alex Wong Thank you so much Alex! I have been able to get the flow to work!