Workflow Designer from Gift Lists, Instead of Constituent Lists

Alessia Di Giorgio · April 2022

Hi,

My organization is starting to use Workflow Designer to automate actions based on different criteria in a constituent list. As far as I understand, is it not currently possible to create these automated workflows based on a Gift List instead, right? Is there a workaround to be able to capture filters that are gift-specific?

Thanks!

Joanne Felci 2 · April 2022

no you currently cannot use a gift list in web view for workflows. But you could do a static constituent query in database view that includes gift criteria. All depends on what you are trying to do.

Faith Murray · April 2022

Webview lists do have the ability to apply some gift filters in a constituent list – such as gift amount, recency, and fund. I'm sure you're already well aware of these.

Otherwise, you would have to do as @Joanne Felci suggests and create a List from a Static query in database view. The main drawback to this is that the query would need to be re-run and re-loaded into Lists each time you wanted to apply the workflow.

Austen Brown · April 2022

Hi @Alessia Di Giorgio - In addition to what Joanne and Faith have mentioned, you do have the ability to based a Workflow off of "Select Criteria” instead of a list, specifically for gifts; this does come with a downside that you cannot control who qualifies for the Workflow in the same way you can with a Constituent List. Take a look at the screenshot below for what is available with this option, additionally here is a link to the NXT help files regarding this feature:

28dc83358f64d275be2f45ec729d834e-huge-im

Alessia Di Giorgio · April 2022

Thank you all for your help/feedback!

Workflow Designer from Gift Lists, Instead of Constituent Lists

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