Query: using constituent start date = today

Hi Hive Mind,
I'm trying to set up a workflow based on Constituent Code start date.
>Constituent fills an online TypeRorm.
>Power Automate flow adds them into RE with one of 4 constituent codes associated with their form response and todays date as constituent code start date.

I now want to set up a list per constituent code and start date. I want to do it on constituent start date rather than date constituent added- as some existing constituents may fill out the form and receive a new constituent code update.

Can I create a dynamic query that uses constituent code start date = TODAY?

Am I missing something simple: Does the red circled date on the calendar always mean TODAY... or will that always pull records with the specific date that I set it up?

Comments

  • Alex Wong
    Alex Wong Community All-Star
    Ninth Anniversary Kudos 5 Facilitator 3 Raiser's Edge NXT Fall 2025 Product Update Briefing Badge

    @Jasmine Watterson
    This is doable with Power Automate and Query API. Query API


    "filter_fields": [
    {
    "compare_type": "None",
    "filter_values": [
    {
    "year": 2025,
    "day": 17,
    "month": 1
    }
    ],
    "operator": "Equals",
    "query_field_id": 2214
    }
    ],

    query_field_id: 2214 is the constituency “date from” field, which is a fuzzy date.

    You can dynamically fill out “year” “month” “day” with today programatically in Power Automate.

  • Thanks so much for your quick response @Alex Wong!
    I think I overcomplicated it in my description. The piece I'm trying to solve is:
    Create a list in web view that shows constituents with a specific constituent code start date of TODAY. Any suggestions? Surely there should be a simple method that I'm just missing?

  • I think I may just be overcomplicating things.
    Have just considered that a list based on constituent code may be enough. We already have 455 constituents with a specific cons code. But if a list is created and then an email workflow applied, we're hoping it will only apply to newly added constituents with the cons code. We're going to test this as a solution.

  • Alex Wong
    Alex Wong Community All-Star
    Ninth Anniversary Kudos 5 Facilitator 3 Raiser's Edge NXT Fall 2025 Product Update Briefing Badge

    @Jasmine Watterson
    Hi, I may have answered you with the more advanced option, apology for that.

    RE NXT Workflow can let you filter on constituent code date:

    7d8d5b60bf66cdc2e5ed82fb24d14bc8-huge-im

    and it has the option “TODAY”.

    You can also applies filter for Date added, but option are limited there.

    Once you got a list, you can do workflow on the list, but I heard a constituent can only go through a workflow once, so if that's ok with your need, then you can do it.