Sharing my Power Automate Flow: Daily Gift Digest Notification

@Audrey Morris @Alex Wong I have downloaded this template and, in step 4 where I select the list from RE NXT it indicates “No items” i definately have lists created so that isnt my issue.

To troubleshoot I have:
Reconnected incase I was some how connected to a BB test environment from one of my PD sessions, still no lists.
Started a new flow and tried to recreate from scratch, still no lists.

Any ideas why i dont have any lists in the drop down section?

Hello, I was able to create the flow and use it. However now, I am trying to add Gift dates and Fund name to my table, without success. I added an action "Get gift details" (after Get constituent details) and for gift ID I added the from the Pull Gift List from RE NXT. And then in my Email content step I copy/pasted this code:

{
"Name": "<a href='http://renxt.blackbaud.com/constituents/@{outputs('Get_constituent_details')?['body/id']}'>@{outputs('Get_constituent_details')?['body/name']}</a>",
"Constituent ID": "@{outputs('Get_constituent_details')?['body/lookup_id']}",
"Gift Amount": "<a href='http://renxt.blackbaud.com/gifts/@{items('For_each_gift')?['id']}'>@{body('Format_amount_as_currency')}</a>",
"Gift Date": "@{items('For_each_gift')?['date']}",
"Fund": "@{outputs('Get_gift_details')?['body/fund/name']}"
}

Unfortunately when I tested the flow, now it looks like this:

Any idea on how to fix this? First, why the hyperlinks disappeared? And why there is no fund name? Also I got to change the gift date format.

Any help would be appreciate!

You were right, thanks! Any idea on how to get the fund name? It does not appear in my email..

This is what my email content code looks like now:

{
"Name": "<a href=http://renxt.blackbaud.com/constituents/@{outputs('Get_constituent_details')?['body/id']}>@{outputs('Get_constituent_details')?['body/name']}</a>",
"Constituent ID": "@{outputs('Get_constituent_details')?['body/lookup_id']}",
"Gift Amount": "<a href=http://renxt.blackbaud.com/gifts/@{items('For_each_gift')?['id']}>@{body('Format_amount_as_currency')}</a>",
"Gift Date": "@{formatDateTime(items('For_each_gift')?['date'], 'MM/dd/yyyy')}",
"Fund": "@{outputs('Get_gift_details')?['body/fund/name']}"
}

@Carol Grant Thank you for your help! I got it now. Only thing is that I had to initialize a variable at the beginning of the flow and then inside the loop you mentioned I could add a Set variable step! Now it is all fixed. Thank you so much !

you will need to either use an Array variable and then use join() expression when ready to add to the gift detail array.

or use continue to use string variable, but you have to use Append to string variable.

In order for either of this to work, you will have to make sure that in the apply to each loop for the list of gifts (not apply to each for each fund of a gift splits), that you either "set variable" to empty string or empty array at the beginning of the loop or end of the loop so each gift start "fresh".

I had a template that does this but can't find it right now.

an action flow chart (bullet list) makes more sense:

• init var Funds (assume using string variable)
• init var Appeals (if desired and assume using string variable)
• init var Gift Array (the array that adds each gift's information for later display in HTML table)
• list gifts
• apply to each gift
  • get constituent
  • apply to each gift splits
    • get fund of the split
    • append to string variable Funds the Fund Description and/or Fund Lookup ID (Fund ID)
    • get appeal of the split (if desired)
    • append to string variable Appeals the Appeal Description and/or Appeal Lookup ID (Appeal ID) (if desired)
  • Append to Gift Array (constituent name, gift date, gift amount, Funds, Appeals, etc)
  • set variable Funds to empty string
  • set variable Appeals to empty string
• create HTML table from Gift Array
• send email