Sharing my Power Automate Template: Daily Gift Error Checking (Missing Campaign or Appeal)

- Description: Flow will check daily for gifts entered since beginning of yesterday for gifts that has missing Campaign or missing Appeal, which is a problem in webview gift batching where these 2 fields can be omitted ignoring database view requirement. If any errors are found, an email will be sent with the details.

- Required connections: Blackbaud RE NXT Gifts, Blackbaud RE NXT Constituents, and Office 365 Outlook

- Suggested skill level required to use this template: Beginner

- Configuration details:

• Download the zip file and import into your flow environment
• Edit flow as per instructions below, DO NOT USE New Designer of flow

- Category: Automation and Data Management

- Instructions:

• (Optional) Edit Trigger to run at different time of day
• Edit Compose Notification Email Receiver action to have email address(es) of those that should get the error checking email. If multiple, separate by semi-colon

• (Optional) Edit Filter Array of Splits Blank Campaign or Appeal

  • current value is @or(empty(item()?['campaign_id']), empty(item()?['appeal_id'])) which is to check for blank campaign or blank appeal
  • you can change to @empty(item()?['campaign_id']) for checking only for blank campaign or @empty(item()?['appeal_id']) for checking only for blank appeal

• (Optional) Create a new action just before Compose Error Handling for Sending Email or Sending Team Chat message, go to edit HTML code of the new action and copy and paste the Inputs in the Compose Error Handling action into the body of the send email/chat message. Delete the Compose Error Handling action. Click on the 3-dots for the send email/chat message action and select Configure run after and check off ONLY has failed.

  • If you do not want to deal with error handling, you can just delete the Compose Error Handling action