Sharing my Power Automate template: RENXT Constituent/Fund Relationship Tiles

Glen Hutson

- Description: This “All in One” flow renders custom tiles for Fund Relationships on a Constituent Record and Constituent Relationships on a Fund Record. The links open a fly-out to the corresponding record.

- Required connections: Raiser's Edge NXT Fundraising and SKY Add-Ins

- Suggested skill level required to use this template: Intermediate

- Configuration details: This involves those endpoints that require that the user making the connection to RENXT be an Environment Admin.

- Category: Data Management

- Instructions: Instructions can be found at https://github.com/glenhutson/BlackbaudCustomizations/tree/main/Raiser's-Edge-NXT/RENXT%20AIO%20Fund%20Constituent%20Relationship%20Tile

Jordan Yarr

@Glen Hutson This is fantastic! It's precisely one of the things I was looking to do with Power Automate. I was able to get it set-up on our test database very quickly and I'm pretty new to the platform.

One thing I found is that when I set it up as instructed with “&recordType=fund” added to the Constituent Tile Dashboard Extenstion Point URL and “&recordType=constituent” added to the
Fund Tile Dashboard URL. The tile wouldn't return anything. I flipped the the pieces added to the URLs and it started working.

(I think the instructions have the extension point names flipped)

Carol Grant

I just got this going this week as well, I had the same issue. @Glen Hutson does say in his GitHub notes that you may have to switch these depending on how you view “reciprocal”. My department is so happy to see this also! Thanks Glen!

Carolyn Grant

Middlebury College

Glen Hutson

@Carolyn Grant / @Jordan Yarr

I just got this going this week as well, I had the same issue. @Glen Hutson does say in his GitHub notes that you may have to switch these depending on how you view “reciprocal”. My department is so happy to see this also! Thanks Glen!

Carolyn Grant

Middlebury College

Glad you got these to work and that you're finding them useful! And doh, you're right, I did get the extension names flipped. I corrected that in the Github. Sorry for any additional time taken, and thanks for pointing that out! When working with Fund/Constituent and Constituent/Fund, guess my eyes crossed.

Kelly Hogan

@Glen Hutson I know I am super late to this party but was playing around and it looks like when I set up the app in my developer account, I am having a hard time connecting it to my environment. Wondering if something if the URI settings has changed since this was first set up.

Glen Hutson

@Kelly Hogan:

@Glen Hutson I know I am super late to this party but was playing around and it looks like when I set up the app in my developer account, I am having a hard time connecting it to my environment. Wondering if something if the URI settings has changed since this was first set up.

Hi Kelly, what issue are you having? Any specific error messages, not seeing where to add the app, etc?

Kelly Hogan

@Glen Hutson I was able to trial and error my way there. It had been so long since I set up an app in SKY API and I was missing the step to link my environment.