The sample flow is a volunteer sign-up form that creates a new constituent record.

To import this flow into your Power Automate account:

1. Download the sample flow. Don't extract the files; leave the folder zipped.
2. Go to Power Automate and log in.
3. On the home page, select My flows.
4. From the action menu, select Import.
5. Update the flow connections:
   1. In the Related Resources area select Select during import.
   2. Select the connector and select Save.
   If there are no items available to select, create the connection. For more information, see Prerequisites.
6. Select Import.

To view the volunteer sign-up workflow actions:

1. On the My flows page, select the ellipsis (...) for the flow.
2. Select Edit.

The volunteer sign-up workflow includes the following actions:

1. When a new response is submitted

This action causes the flow to start whenever a potential volunteer fills out a volunteer sign-up form. You must associate this step with a form, which you do by selecting your form from Form Id.

2. Get response details

In this action, the flow retrieves the data from the form you selected. You must associate this action with a form, which you do by selecting your form from Form Id.

3. Search for a constituent

This action takes the information from your form, which you specify in the Search Text field, and searches Raiser's Edge NXT for potential duplicates.

4. Start and wait for an approval

This action starts a manual approval process.

In this action you specify the details that you want to see from your volunteer form, and who should receive the approval request notification. The notification is sent to the email address specified in Assigned to.

5. Condition

In this action, if the request is approved, the flow creates a new constituent, adds an existing constituent code, and creates an action flow.

After you import and walk through the sample flow, you'll need to:

1. Duplicate the volunteer sign-up form.
2. Select the form you created from Form Id in both When a new response is submitted and Get response details workflow steps.
3. In Start and wait for an approval, update the email address.

Test your flow to verify it works as expected. To test it:

1. On the My flows page, select the ellipsis (...) for the flow.
2. Select Turn on.
3. Select Edit.
4. Select Flow Checker. If there are any issues, address them.
5. Select Test.
6. Select Manually and then Test. If any errors occur during testing, address them.

For more information, see Tools to test your automation.

If you want to use your flow, turn it on.

1. On the My flows page, select the ellipsis (...) for the flow.
2. Select Turn on. The flow is triggered whenever a potential volunteer fills out a volunteer sign-up form, as specified in the When a new response is submitted action.

Once you're more comfortable building workflows, you may want to:

1. Integrate with Power Apps (low difficulty):
   • To further customize the appearance or functionality of your sign-up form, connect your flow to a custom Power App.
2. Build entirely in Power Apps (high difficulty):
   • For a solution only utilizing Power Apps, import this sample app into your Power Apps environment.
3. Expand automation (medium difficulty):
   • Only trigger an approval if your search returns more or less than 1 record.
   • Using Custom Responses in your approval, identify existing constituents and apply a different set of actions.
   • Automate other follow-up activities, such as a welcome email or addition to an active volunteers list.
4. Build an audit trail (low difficulty):
   • Add custom fields to created or updated records.
   • Add names, IDs, and more to a separate list for future review.