Adding a Solicitor Name to a Constituent List in Power Automate

Options
Reuben Schmitz
Reuben Schmitz
Fourth Anniversary 100 Comments 25 Likes Name Dropper
in SKY Developer General Discussions

I have seen a couple of different options - but what is the most efficient way to add the Fundraiser Name to a Constituent List in Power Automate?

Tagged:

Comments

  • Alex Wong
    Alex Wong Community All-Star
    Ninth Anniversary 1,500 Likes 2500 Comments Name Dropper

    @Reuben Schmitz
    As SKY API support for getting “fundraiser” is still limited to per constituent, it's not best way to create list with.

    Query API is likely your best bet to get ALL data saved somewhere then picked up for Power BI

  • Carol Grant
    Carol Grant
    Seventh Anniversary 100 Likes 100 Comments Name Dropper

    @Reuben Schmitz- Hi Reuben, are you asking how people pull in the fundraiser when they are using Power Automate into let's say a Gift Detail or did Alex answer your question as far as it can only be pulled per person?

    I can share a screenshot of how I pull in a Fundraiser for a person who gave a gift if you are looking for that.

    -Carol


  • Reuben Schmitz
    Reuben Schmitz
    Fourth Anniversary 100 Comments 25 Likes Name Dropper

    @Alex Wong follow-up question - what would I do to have each Custom Field display as a separate line - this is how it is coming through now:

    e2820980e416b50e3cf60512bcf017ce-huge-im


  • Alex Wong
    Alex Wong Community All-Star
    Ninth Anniversary 1,500 Likes 2500 Comments Name Dropper

    @Reuben Schmitz
    Oh wait… I think you were doing populate word doc… you have to make the text control field multi line

    3a529a3accc8e79c964baee79028e51a-huge-im
  • Reuben Schmitz
    Reuben Schmitz
    Fourth Anniversary 100 Comments 25 Likes Name Dropper

    @Alex Wong
    Thanks again - thought it was something simple. All set. Appreciate your sharing your expertise with me (and the group).

Categories