Sharing my Power Automate template: AIAC - All-Inclusive Adaptive Card template

- Description:

AIAC, acronym for All Inclusive Adaptive Card. this is a power automate flow that creates a template adaptive card that can be added to any RE NXT page that allows for tiles to be added (i.e. Constituent, Gift, etc), use for both displaying of information, gathering of input, perform actions on the input data, and display new information after the action is performed, all inclusively done in ONE flow.

- Required connections:

• Blackbaud SKY Add-ins
• Blackbaud Raisers Edge NXT Gifts
• Blackbaud Raisers Edge NXT Constituents
• SharePoint

- Suggested skill level required to use this template: Beginner/Intermediate

- Configuration details:

• During import, you will need to connect SharePoint and Blackbaud connectors
• If you want to save Blackbaud Developer Application ID in SharePoint, create a SP List and store the info there.

- Category: Integration and Automation

- Instructions:

• MAKE SURE the field Who can trigger the flow? is set to Anyone.
• Add an action (Send Email or Send Team Message) after Compose General Fail action, and use the dynamic content from this Compose General Fail action as HTML code for sending error handling message to self.
• If you created SharePoint List to store your Blackbaud Developer Application ID, then update the Get Item SKY API APP ID action accordingly
• If not, delete the Get Item SKY API APP ID action and update the Validate a user identity token action with your Blackbaud Developer Application ID directly in the Application ID field.
• Add an action (Send Email or Send Team Message) after Compose Validate Error action, and use the dynamic content from this Compose Validate Error action as HTML code for sending error handling message to self.
• Save > go to the trigger and copy the URL that appeared after saving.
• google for an “url encoder” (i.e. https://www.urlencoder.org/) and paste this URL you copied and click on ENCODE.
• Go to developer.blackbaud.com > Developer Account > My applications
• if you don't already have an active application, click Add, otherwise, select an exiting application to add
  • Go to the Add-in tile and click + Add
  • Enter an Add-in name (good name to clearly tells you what this is)
  • Add-in URL is
    https://app.blackbaud.com/addin-adaptivecard-host/tile?cardServiceUrl=[[[[[THE ENCODED URL ABOVE]]]]&title=AIAC%20Template
  • Under the extension point, select Development Office > Gifts > Gift Tile Dashboard

- Additional Instructions for modifying template for your real use:

• Now that you got the template working, you can think about what you really want to do with the tile (i.e. send eReceipt? send eInvoice? etc)
• Once you decided, you can modify the flow as needed:
  • Template “assumes” you are placing the Adaptive Card in Gift page as new custom tile, so it has a Get Gift action to get gift information, however, if you are placing this in other page type, you can do get action on those record type (i.e. Get Opportunity when on opporunity page).
  • There are a lot of “note” left on each action of the template, so you can read and modify it as you wish
  • Ultimately, you will want to make sure every “path” in the path either result in “Terminate” (due to various errors, such as incorrect data passed into input), or result in Set Var Adaptive Card to display something back on the tile.

AIACTemplate_20240930160157.zip