Adding giving levels to workflow criteria
It would be great (imo) if there was an option in Workflow designer to create a giving level when a donation is received, rather than just greater than, less than or equal to a donation amount. I was hoping to set up a workflow that would automatically create an action for a fundraiser to thank a donor, and who will do the thanking depends on the amount donated. I have as a second step that if the donor is assigned to a fundraiser, that fundraiser will do the thank you, but not all of the donors are assigned a fundraiser. My workaround right now is that I do not assign a criteria to the workflow, and then when a donation comes in, I assign the workflow to a fundraiser depending on the amount. However, that's a manual step in what is supposed to be an automated process
Unless I am missing something? Support did not seem to think so …
Comments
-
@Rachel Davey - You are not missing anything, unfortunately conditional logic is not possible through NXT Workflows. Power Automate on the other hand is more than capable of accomplishing what you are looking to build. If you are interested in this possibility, check out AutomateGenius. We specialize in creating automated workflows that assist non-profits with data maintenance, generating reports, personalizing communications to donors, and much more.
1 -
2
Categories
- All Categories
- 6 Blackbaud Community Help
- 209 bbcon®
- 1.4K Blackbaud Altru®
- 394 Blackbaud Award Management™ and Blackbaud Stewardship Management™
- 1.1K Blackbaud CRM™ and Blackbaud Internet Solutions™
- 15 donorCentrics®
- 359 Blackbaud eTapestry®
- 2.5K Blackbaud Financial Edge NXT®
- 646 Blackbaud Grantmaking™
- 563 Blackbaud Education Management Solutions for Higher Education
- 3.2K Blackbaud Education Management Solutions for K-12 Schools
- 934 Blackbaud Luminate Online® and Blackbaud TeamRaiser®
- 84 JustGiving® from Blackbaud®
- 6.4K Blackbaud Raiser's Edge NXT®
- 3.7K SKY Developer
- 243 ResearchPoint™
- 118 Blackbaud Tuition Management™
- 165 Organizational Best Practices
- 238 The Tap (Just for Fun)
- 33 Blackbaud Community Challenges
- 28 PowerUp Challenges
- 3 (Open) Raiser's Edge NXT PowerUp Challenge: Product Update Briefing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports+
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Email Marketing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Gift Management
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Event Management
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Home Page
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Query
- 779 Community News
- 2.9K Jobs Board
- 53 Blackbaud SKY® Reporting Announcements
- 47 Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
- 19 Blackbaud CRM Product Advisory Group (BBCRM PAG)


