Customized Giving Statement for Board Give-Get?

Susan Walters · February 26

Has anyone used Power Automate to make something like a giving statement? I can't quite wrap my head around how to structure the framework of the flow, since there will be an array of constituents, and each will have both an array of gifts, and an array of solicitor/fundraiser credited gifts. I've written the results of single arrays to tables in spreadsheets and html tables, but I've never written them to a Word doc, or tried to figure out how to nest an array of data inside a single record that's part of another array (tables of gifts for each board member). Any guidance is appreciated.

Alex Wong · February 26

@Susan Walters
I plan to do giving statement this year (depends on my other project priorities).

That said, do you have have experience doing power automate receipt yet? if not, that's probably where you want to start, so you gain some experience working with MS word template for flow.

If you do, then giving statement (involving multiple gifts) is a matter of using the “repeat control” on the word template design, then supply the information as an array into the populate word template action. So you will want to start with some youtubing on how to do flow populating microsoft word using repeat control.

Susan Walters · February 26

@Alex Wong great - thanks for pointing me in the right direction!

Susan Walters · March 10

@Alex Wong an update for you - I've got it working on a basic level with the constituent info and gift table populating as it should. One thing I was hoping to add was the Constituency and dates. It doesn't look like that info's available, though. Is that right, or am I looking in the wrong place?

Alex Wong · March 10

@Susan Walters
gift constituency comes with the list gift action.

if you are talking about donor constituency, then that's a separate action you need to call to get. Keep in mind a constituent can have more than one constituent code, so you will need handle one-to-many relationship and how you want that to be displayed.

Nicole Vicari · November 7

@Alex Wong, @Susan Walters I'm trying to accomplish the same thing, did it work and is there anything you needed to change or do you have a flow template that you can share?

Alex Wong · November 8

my project for donor statement is pushed out for other high priorities, so unlikely I will do this anytime soon.

Not sure if Susan has something to share, but rather than waiting, you can always attempt this, starting with a donor receipt/acknowledgement.

Customized Giving Statement for Board Give-Get?

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