Allow workflows to pull from Dynamic Queries!

Allow workflows to pull in constituents form dynamic queries. This way hopefully they would update in real-time when new data is available.

  • Guest
  • Sep 5 2025
  • Reviewed: Voting Open
  • Attach files
  • Estelle Swart commented
    08 Jul 03:46

    The workflow functionality and usability will be enhanced if we could use queries. As an example, we want to be able to create a query on Cancelled RG's from Today, to send out a cancellation confirmation letter. We can currently only do this with external tools.

  • Kate Thomas-Tielke commented
    24 Jun 18:54

    It would be so help to have a dynamic query to find Latest Gift is Greatest Gift and to be able to specify that Latest Gift is not First Gift. This would help eliminate first time donors. Also, if we were able use a dynamic query, it would be helpful to only include donors with phone numbers when assigning a Workflow that will include an Phone Call action.

  • Catherine Marhenke commented
    23 Mar 15:14

    Now that query is in webview, it would be incredibly helpful to use the granular power of query to feed workflows. This could be a gamechanger in using workflows to automate basic constituent maintenance tasks.