Add Action to Matched Constituent(s) After Using Search

Hi all,

I'm trying to build out a flow from a Microsoft Form. The idea is that this form can be used by internal staff as well as donors and friends outside of the institution. I've set up the form to allow an option on include a constituent Lookup ID for those internal staff with access to RE NXT. I set the first condition on the flow to check if the Lookup ID field is empty. If it's not empty (first False branch), the flow will use "Get a constituent by lookup ID" and add an action to that constituent. That branch works as expected.

If the lookup ID field is empty (first True branch), I'm using "Search for a constituent (enhanced)" to search on last name and email. Here's where I'm stumbling. I've set up the second condition to check if the last name from the search matches the last name on the form response and the matched email matches the email on the form response. If a match (or matches), I'd like to add an action to the matched constituent(s). If there are no matches, I'd like to use the information from the form response to create a new constiteunt and then add an action to the new constituent. However, the steps after the condition are skipped every time I test a submission without including the Lookup ID.

Any help would be appreciated.

Form Submission Flow.png

Answers