Gift Notifications- Combine Hard and Soft Credit

Carol Grant

I am trying to replicate “Soft Credit to Both” in an export by pulling in the Gift Constituent ID and the Soft Credit Constituent ID. Then pulling in the gift information for both and the address information for both.

I'm using Donor ID String variable and appending the Constituent ID to both. Then I want to pull in Get a Constituent but everything I've tried fails.

I've tried many things like appending to an array instead of a string and then looping through that variable but I keep getting errors in the Get a Constituent like needs to be string, not an array.

Thanks for any tips here. My ultimate goal would be to have a Gift Digest with the gift information on both records and their addresses.

Carolyn

Middlebury College

Middlebury, VT

Alex Wong

Hi,

You can use a string variable or you can use an array variable, but what matters is how you use that variable when you are ready to call the constituent list API.

Constituent List API for criteria on constituent_id (constituent system id) said this:

Represents a list of constituent identifiers. Returns constituents if any of the specified constituent identifiers match any of their constituents. For example, "constituent_id=280&constituent_id=1232" returns constituents with either "280" or "1232" constituent identifiers.

so what you need to end up having is a string that is constituent_id=111&constituent_id=222 etc.

With a string variable, for each constituent_id you are appending to the string, you will need to make sure you append the other “pieces” too. So your Append to String action should be like:

&constituent_id=@{constituent_id of the loop}

With an array variable, you will just add the id into the array. However, when you do the Constituent List API, you will need to do a join action or forumla expression on the array variable using Join with that is the string needed between each ID value: &constituent_id=

@{join(variables('Array of ID'), ‘&constituent_id=’)}

Carol Grant

I did get the flow to work with Appending the Donor ID to an array variable, the Soft Credit ID to an array then doing a Union to join them. I discovered that after the Union I have to loop through it to get each ID through Get a Constituent. This works, it returns everyone.

I had to move my Gift Array inside the loop to get the Constituent Data and the Gift Data to appear. Now I'm cleaning it up.

More details below on the Union with Loop

@Alex Wong - thanks for your reply! I tried to get your suggestions to work but I don't think I can use List Constituents and filter it for what I want and pull in the specific fund gifts. So I've opted to use Get a Constituent. I did understand the concepts though.

-Carolyn