Help with Power Automate Flow for Generating Receipts with Multiple Gifts

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Mark Kosier
Mark Kosier
10 Comments Name Dropper Photogenic First Anniversary
in SKY Developer General Discussions

Hi everyone, ?

I’m working on a Power Automate flow to generate our standard receipt, and I’ve run into an issue when handling multiple gifts from the same donor.

I started with a flow shared by Hailie and made modifications to get it working for our use case. Currently, the flow pulls data from Raiser's Edge and populates the receipt template with the following fields:

  • Received By → Fund Name
  • Designation → Fund Description
  • Payment Method → Payment Method
  • Amount Received → Gift Amount

This setup works perfectly when a donor makes a single gift. However, when a donor makes multiple gifts, I need the flow to:

  1. Populate the second gift on the line below the first gift. (Blue box in the screenshot)
  2. Sum the total amount of both gifts and display the combined value in the Total Amount Received field. (Red box in the screenshot)

Right now, only the first gift is appearing in the template. I’m not sure how to modify the flow to handle multiple gift entries dynamically.

I’ll attach a picture of the receipt template for reference. Any guidance or recommendations would be greatly appreciated!

Thanks in advance for your help!

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Comments

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

    @Mark Kosier
    This can be achieved, but will be quite a bit more complex than the template you used.

    1. you need to update your word template with repeat control
    2. then you have to modify the flow such that an array of information is “created” for gift from same donor, making use of a few data expression and actions such as Select, union(), and Filter Array.
    3. for sum of gift(s), you can use loop but can easierly done with 1 complex expression

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