NXT Constituent Tile - Update Records with Audit Trail

Josh Gould
Josh Gould
Tenth Anniversary Kudos 1 Name Dropper Participant
in SKY Developer General Discussions

Hi everyone,

I recently developed a Raiser’s Edge NXT Constituent tile that allows users the ability to submit constituent phone, email, and address updates with an audit trail. This tile is targeted at users that do not have security rights to make these changes. Instead, they submit the changes through the NXT tile, the update is reviewed by a selected person, and approved or denied. If the update is approved the record will be updated with the new information and a note added to the constituent record. During this process, there is an email trail for submitting a request and the outcome of the request.

You will need to update ‘Phone type’, and ‘Address Type’ used in the flow to match your current environment. The app is currently using two separate power automate flows to avoid elevated Microsoft Licencening for all users.

Required Connectors: SharePoint, Excel Online, Power Automate, Power Apps, Microsoft Teams.

Video of the app: https://www.screencast.com/t/8sf8rofvl


ZIP Files for both Power Automate Flows and Power App: NXT Constituent Update Tile.zip

I plan on expanding this tile, if anyone has any ideas about how to improve it, I would be interested.

Thanks,

-Josh

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Comments

  • Edward Hohlbein
    Edward Hohlbein
    Tenth Anniversary Kudos 1 Name Dropper Participant

    @Josh Gould Amazing work! Go on now! ? Thank you for sharing it.

  • Teri Fields
    Teri Fields
    Fifth Anniversary Kudos 1 Name Dropper Participant

    @Josh Gould I'm amazed at the level of detail and how you thought through everything and covered every scenario (i.e. not everyone needs to be approved - genius).

  • Josh Gould
    Josh Gould
    Tenth Anniversary Kudos 1 Name Dropper Participant

    @Teri Fields Thanks! The original idea for this tile was to allow users the ability to update records that don't have security rights to do so with an audit trail. However, I soon found the audit trail useful and wanted a way for everyone to use the tile but skip the approval process for select people.

  • Amanda Cole
    Amanda Cole
    Third Anniversary Name Dropper Facilitator 1

    @Josh Gould
    I am very new to the power platform and our office does not have SharePoint available to our staff. Is there a way to change from SharePoint to Excel online?

  • Josh Gould
    Josh Gould
    Tenth Anniversary Kudos 1 Name Dropper Participant

    @Amanda Cole
    You could do that if you combine my two flows, instead of writing the data to Sharepoint you could write it to Excel online. I designed my app to use one flow that writes to Sharepoint and then a separate flow that checks if anything got added to Sharepoint to save on more expensive licensing. You can skip this step but anyone that uses your flow would also need the premium license for the Power App.

  • Amanda Cole
    Amanda Cole
    Third Anniversary Name Dropper Facilitator 1

    @Josh Gould Great! Thank you! You also mentioned expanding the tile. I think for our organization the next step would be to be able to update employment information and contact type.

  • Heather McLean
    Heather McLean Blackbaud Employee
    Eighth Anniversary Kudos 5 Name Dropper Participant

    @Josh Gould - This is awesome. Have you submitted this for the template showcase?

  • Josh Gould
    Josh Gould
    Tenth Anniversary Kudos 1 Name Dropper Participant

    @Heather McLean I haven't submitted this but it sounds like that could be a good place for it.

  • MariaElena Juarez
    MariaElena Juarez
    Fifth Anniversary Name Dropper Facilitator 1 Blackbaud Certified

    @Josh Gould

    Hi Josh this is great! I am new to the Power Apps world. What would be the next steps in adding to my own environment?

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