Fund Custom Field Based Conditional Merge
Hoping someone who has successfully set up the “Modern Merge - Fund Custom Field Based Conditional Merge” can help point me in the right direction. After importing the flow template, I am lost on where to input all our letter codes and tie them to the appropriate acknowledgement letter templates in Sharepoint.
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Hi @Patricia Rataphan - The “Modern Merge - Fund Custom Field Based Conditional Merge” template creates different acknowledgement letters based on the Fund ID and not the letter code. Try taking a look at these two templates instead which do produce conditional acknowledgements based on letter code.
Conditional Acknowledgments with pledge and primary contact information
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