Identify pledges where the total pledged amount minus the balance is GT 25,000

Carla Murphy

I'm working on a flow that will loop through a gift list which displays all pledge payments from last month. I want to get the pledge linked to each payment, then get the balance of the pledge. If the pledge total minus the pledge balance >25,000, send an email notification. This will alert the business office to invest those funds that have reached endowment status and trigger the advancement staff to update the GL distribution code on the fund record. I have the flow looping through the gift list and sending an email showing all pledge payments from last month. I'm now trying to pull in the pledge balance. How would you suggest connecting the pledge payment to the original pledge in order to pull in the balance. I do see the Linked gifts item, but I can't figure out how to get that to work. Thanks!

Glen Hutson

Carla Murphy:

I'm working on a flow that will loop through a gift list which displays all pledge payments from last month. I want to get the pledge linked to each payment, then get the balance of the pledge. If the pledge total minus the pledge balance >25,000, send an email notification. This will alert the business office to invest those funds that have reached endowment status and trigger the advancement staff to update the GL distribution code on the fund record. I have the flow looping through the gift list and sending an email showing all pledge payments from last month. I'm now trying to pull in the pledge balance. How would you suggest connecting the pledge payment to the original pledge in order to pull in the balance. I do see the Linked gifts item, but I can't figure out how to get that to work. Thanks!

Hi Carla,

The thing to keep in mind here is that Linked Gifts point up to the parent. So, you'd need to put together a flow like this (there are a few expressions sprinkled through, so you may have to rewrite these if your actions are relabeled differently than my example):

• List of all pledge payments
• Apply to each: Use the linked gift in the pledge payment to Get a gift the original pledge.
  • The Linked Gifts are in one of those random arrays, so you'll have to use first(item()['linked_gifts'])
• (Optional) Get constituent to get the constituent information (to put in an email)
• The Parent/Original Gift/Pledge has both the Original Amount Value as well as the Balance Value. Use a Compose and the “sub” (as in subtract) expression to find the difference between the two: sub(outputs('Get_a_gift')?['body/amount/value'],outputs('Get_a_gift')?['body/balance/value'])
• Then use a Condition to compare if the result of the math above is greater than your threshold (in my example, it's only 1000, but change as you need).
• If Yes, then do an email action to be sent with any details you may need to include. I did the “generic” email in this example, you can use Outlook. At this point, the result of the List Gifts has the information from the Pledge Payment and the Get a gift has the information from the Parent / Original Pledge.

Carla Murphy

Thanks Glen, this worked!

Hallie Guiseppe

@Glen Hutson

Good morning! I used your method of “get linked gifts” to pull in the pledge balance for my acknowledgement letters. The flow ran successfully when I set it up a couple of days ago, but now I am getting an error. I've tried deleting and reentering the function but it still produces the same error. Any idea why it was working and now isn't?

Below is the flow I have and the error it is giving me.

flow with Get Linked Gift action

failed flow error

I think it may not like that some of the gifts in the list don't have a linked gift. How can I account for that?

Thanks!

Glen Hutson

@Hallie Guiseppe
Linked_gifts are one of those things that I don't think so up at all if not present (not even null/blank). If you have a flow expecting those, then that can cause an issue. Check out https://community.blackbaud.com/forums/viewtopic/586/61118 that goes over a similar scenario and one possible approach for accounting for this.