Looking to add constituent code and actions to a list of constituent records

Lauren Gannon
Lauren Gannon
Eighth Anniversary Facilitator 1
in SKY Developer General Discussions

I am hoping there is a very, very simple way to add a constituent code and action(s) to constituents on a specific constituent list.

At this time, I have only been successful in importing automations/flows from the template library and am having trouble know where to start with this.

Thank you!

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Best Answer

  • Alex Wong
    Alex Wong Community All-Star
    Tenth Anniversary Kudos 5 Facilitator 4 bbcon 2025 Attendee Badge
    Answer ✓

    not too hard to do. If you already import template flows and modify it for your own use, then it's time for the next step: start a flow from scratch.

    A very simple look:

    1. Get List of Constituents
    2. Apply to each Constituent in the list
      1. Add a constituent code
      2. Add an constituent action

Answers

  • Lauren Gannon
    Lauren Gannon
    Eighth Anniversary Facilitator 1

    That worked perfectly and was super simple. I am just overwhelmed with everything that is possible.

  • Lauren Gannon
    Lauren Gannon
    Eighth Anniversary Facilitator 1

    I wanted to share that within the apply to each loop, I used a Compose action and selected Current Item for the input. This prevented me from adding duplicate codes to a constituent record (without this, the number of codes added = the number of constituents in the list).

  • Alex Wong
    Alex Wong Community All-Star
    Tenth Anniversary Kudos 5 Facilitator 4 bbcon 2025 Attendee Badge

    you do not need a compose action, if you find that multiple constituent code and/or action is created, then there's an issue with the Apply to each loop. By the way, there should only be ONE Apply to each

    image.png
  • Alex Wong
    Alex Wong Community All-Star
    Tenth Anniversary Kudos 5 Facilitator 4 bbcon 2025 Attendee Badge

    The ID used in the create actions should be:

    image.png

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