Can I create a workflow that only assigns actions to one or 2 fundraisers, not all on the records?

Zoe Robertson
Zoe Robertson
Fourth Anniversary Participant Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions
Hi there, We have a group of Relationship Managers who some would like actions for their new donations and some want to download the gift reports and prefer not to get actions. Is there a way for me to create a workflow that will first check WHO the fundraiser on the account is before assigning the action?


I know you can select which fundraiser as the 4th option, but my understanding is that will assign that fundraiser to ALL constituents, regardless of their previous fundraisers assigned.

We almost need a condition set of “if fundraiser = xxx, then assign action for…” Can this be done?

Comments

  • Marie Stark
    Marie Stark Community All-Star
    Tenth Anniversary Kudos 5 January 2026 Monthly Challenge PowerUp Challenge #3 Gift Management
    I don't think so. The option of "First Active Fundraiser" is not very useful
  • Austen Brown
    Austen Brown Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge: Product Update Briefing Feedback Task 3 bbcon 2025 Attendee Badge
    Hi Zoe Robertson‍ - You could potentially build this out through the RE NXT Connector in Microsoft Power Automate - a low code/no code solution to creating automation within NXT. To view more information on this connector and how to get started, check out the resources below: I have built out a few flows to automate various things within my system including daily gift notifications and monthly upcoming opportunity notifications, which are scheduled to send information to my team. Feel free to reach out to me if you have any questions.
  • Jennifer Alstad
    Jennifer Alstad
    Fourth Anniversary Facilitator 1

    Zoe- I think we have built out the workflow you are looking for. I created a list that starts with filtering on an individual fundraiser, then I add in recent gift, or whatever else you want to filter on. Then when I create the workflow, I make sure to select the option for “specific assignment” and select the same fundraiser who I selected in my list.

    This has been working for us to alert fundraisers for recent gifts from donors in their portfolios, upcoming birthdays, and new additions to their portfolios.

    Unfortunately, this system means that you have to create a separate workflow for each fundraiser. Could be kind of time consuming depending on how many fundraisers want this set up!

  • Zoe Robertson
    Zoe Robertson
    Fourth Anniversary Participant Facilitator 1

    Hi Jennifer, thanks so much for this work around! I will take a look once EoFY calms down a little.

    Hopefully it's something that Blackbaud will loook at implementing so it makes it easier!

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