Sharing my Power Automate template: Large Gift Notification+Appeal/Fund

@Art Bryman

@Heather McLean I did not take note of Renee's last name, so can't @her. Do you know?

@Susan Fioribello
This will depend on how you “identify” gift you do not want to include.

Your example of “appeals that are connected to Events”, how do you identify appeals that are connected to Events in RE NXT?

@Susan Fioribello
Do you use split gift? can a gift be split to 2 different appeals where one would be events or third-party and another that is not? if so, will those gift counts

@Susan Fioribello
an easy way to do this would be to add a Boolean variable that will signify if notification should be sent for the gift. After the “Get an appeal" step, set variable for the boolean variable.

not(or(equals(body('Get_an_appeal')?['category'], ‘Events’), equals(body('Get_an_appeal')?['category'], ‘Third-Party’)))

then after the apply to each appeal system id loop, Condition on the boolean variable = true, then do the rest of the actions,

@JR Barden
The post has been updated to include fund description. Read description on how to replace with fund id if that's what is desired.

@Crystal Bruce Any idea why the template's zip file is not here, is it b/c of the migration? can we get it back from the old community?

@Lamia Benyamine @Sa'id Kolapo

I recreated the template, not going to work on a new instruction for now, will do that another time. I left a LOT of note so you can try to figure it out for now.

New template added: Campaign, Fund, Appeal, Soft Credit, Gift Fundraiser (solicitor), and Tribute info. You can add or remove stuff as you don't want to show it. Here's a look at what the email would have look like: