How to add Fundraiser Name from the Connector

Chris Zello · July 2024

I'm working with a flow that emails a digest showing everyone with a birthdate this month.

I'd like to add the Fundraiser to the output that is emailed, and believe I simply need to add a Connector to get the name of the fundraiser. How do I do this?

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I don't see the Name field I'm seeking with only the Connections for Blackbaud Raisers Edge NXT and Outlook. I believe it would be in the Fundraiser connection/endpoint, although I'm not seeing an option for Name there.

Thanks.

Alex Wong · July 2024

@Chris Zello
there is a get fundraiser assignment action, which returns an array of fundraiser (only gives you fundraiser's system record id) for a constituent. You will then need to use the fundraiser system record id and call get a constituent endpoint to get the fundraiser's name.

However, one constituent can have more than one fundraiser, so you will need to determine if (1) org-wide policy only have one fundraiser per constituent, then you can use “first()" expression without using loop or (2) you are going to use a for each loop to loop through each fundraiser.

below is the “steps” for option (2).

initialize an array variable for constituent
initialize an array variable for fundraiser name
list constituent
apply to each constituent
1. list constituent fundraisers
2. apply to each fundraiser
  1. get a constituent on the fundraiser system id
  2. append name from get a constituent action to array variable for fundraiser name
3. append to array variable for constituent info you want from the constituent, and use expression to join the potentially multiple fundraiser separated by a semi-colon
  join(variables('fundraiser name'), ‘; ’)
4. reset varaible fundraiser name by setting it to empty array []
create html table
send email

Jessica Daggett · August 6

Chris or Alex, this is the exact first flow I'm trying to build. I'm still really new so I'm lost in the steps. Chris if you got this built, would you share a screenshot of the order of things perhaps?

Jessica Daggett · August 6

@Chris Zello or @Alex Wong

this is the exact first flow I'm trying to build. I'm still really new so I'm lost in the steps. Chris if you got this built, would you share a screenshot of the order of things perhaps?

Jessica Daggett · August 6

I'm stuck on Steps 4 c, d, and Step 5 (I think!). For 4c, I've selected initialize array variable for constituent and under value I've selected name and birthdate fields but every time I type the join expression into the value box it goes away. Then on 4d, I don't actually know where or how to do that. Then in step 5, the html table "from" lets me pick either of the 2 variables, or data from List constituents but can't figure out how to combine both constituent and fundraiser info. Sorry I am so new only having been to bbdevdays and taken the 3 Blackbaud classes which only get you so far with comprehension! Here is what I have if anyone has time to respond in 3rd grade terms:

Chris Zello · August 6

I believe I attended the monthly BB Power Automate user group and got assistance with this flow. It changed a lot as a result of that.

Alex Wong · August 10

@Jessica Daggett

need the detail screenshot for 4c

4d is a "set variable" action, select the fundraiser name variable, and value is []

5 "from" is the constituent variable

Jessica Daggett · August 10

@Alex Wong This is the screenshot I took of 4c:

I'm a bit lost where to add the join(variables('fundraiser name'), ';') but also how to get the fundraiser name from the previous step as I only see fundraiser ID. Think I got 4d and 5. Other issue is when I save I keep seeing this error:

Flow save failed with code 'InvalidTemplate' and message 'The template validation failed: 'The inputs of template action 'List_constituent_fundraisers' at line '1 and column '3493' is invalid. Action 'For_each' must be a parent 'foreach' scope of action 'List_constituent_fundraisers' to be referenced by 'repeatItems' or 'items' functions.'.'.

Any help appreciated and I understand if I just need to learn more before solving this one!

Alex Wong · August 10

your 4c is meant to add an object into an array, where the object represent the "column/field" you want to show in the table, which should look like this:

{
  "Constituent ID": "dynamic_content_of_lookup_id",
  "Donor Name": "dynamic_content_of_donor_name",
  "Fundraiser": "join(variable_fundraiser, '; ')"
}

you currently just "jam" all the dynamic content (actual data from previous step), which is not right.

You may want to check out this template that will help you learn.

Sharing my Power Automate template: RE NXT Gift Digest Email (CFAP+Fundraiser+Soft Credit+Tribute) — Blackbaud Community

Jessica Daggett · August 18

Thanks @Alex Wong I will dive into that template and keep learning!

How to add Fundraiser Name from the Connector

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