Uploading a dynamic list into web view from data base view.

I am trying to create a work flow to send automated emails to constituents who's pledges are coming due. I want to exclude people who pay weekly and biweekly. I created a dynamic list in the database view and when I add it to a new list in web view, it not only adds the 40 I have but adds all of the donors in our system. There is no way of just isolating those constituents other than s static list which defeats the automated emails.

  • Guest
  • Dec 18 2025
  • Attach files