Sharing my Power Automate template: Email Inactive Unmark Primary

Chris Zello
Chris Zello
Sixth Anniversary Kudos 3 Name Dropper Participant
in SKY Developer General Discussions

- Description: Using a Constituent List that has the records selected with emails that are marked Inactive and Primary, this will uncheck Primary. While this is possible to do manually in database view, webview will not allow you to deselect Primary if there is only one email address. This automation means you will not have to look up each record to manually make the change.

This automation does not send notification of any records changed, therefore it is advisable to test this on a small set of records (including some which have multiple emails) and review them, so you are aware of the change that occurs.

Thanks for the BB Power Automate User Group for input in completing this.

- Required connections: Blackbaud Raisers Edge NXT Constituents

- Suggested skill level required to use this template: Beginner

- Configuration details: Needs an NXT Constituent List.

- Category: Automation

- Instructions: In Raiser's Edge, identify the records which have an email that is both Inactive and Primary. From a Static Query, build a Constituent List.

In the flow, edit the flow by going to the List Constituents step to select your Constituent List. Run the flow.

EmailInactiveUnmarkPrimary_20250416142533.zip

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Comments

  • Jeannie Goings
    Jeannie Goings
    Third Anniversary 2026 Spring PUB: Raiser's Edge NXT Premium and AI First Reply Kudos 1

    @Chris Zello woo hoo! congrats! thanks for sharing.

  • Carline Senior
    Carline Senior
    Second Anniversary Name Dropper Facilitator 1 Blackbaud Certified

    @Chris Zello
    is this temporary and will change? “While this is possible to do manually in database view, webview will not allow you to deselect Primary if there is only one email address” Is there a vote on this in ideas?

  • Chris Zello
    Chris Zello
    Sixth Anniversary Kudos 3 Name Dropper Participant

    @Carline Senior I have not seen anything in the Idea Bank to change how this functions. I believe web view has always been this way (at least I've known about it for five years).

  • Carline Senior
    Carline Senior
    Second Anniversary Name Dropper Facilitator 1 Blackbaud Certified

    @Chris Zello got it, thanks.

  • Paula Pack
    Paula Pack
    First Anniversary Facilitator 1

    @Chris Zello Thank you so much for sharing this! I am new to using power automate and this worked like a charm! I updated the filters to include deceased and inactive constituents but it doesn't seem to be working. Any suggestions? Also, do you have another flow to do the same for inactive and primary phones? Thanks again!

  • Chris Zello
    Chris Zello
    Sixth Anniversary Kudos 3 Name Dropper Participant
    edited June 15

    @Paula Pack This formula doesn't mark deceased records. I have to go back to my query to identify those to manually mark them. I wasn't able to figure out a way to get it to mark the deceased records with emails to remove Primary. Glad to hear you were able to use this formula. And I haven't created a similar flow for phones.

  • Alex Wong
    Alex Wong Community All-Star
    Tenth Anniversary Facilitator 5 Kudos 5 bbcon 2025 Attendee Badge

    for constituent list, it auto exclude deceased and inactive record, you have to explicitly filter to include decease and inactive.

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