Revised: 12/18/2025
Gifts to be Auto-Created
Gifts to be Auto-Created Overview
If you are manually entering gifts in akoyaGO, there is an Auto-Create Next Gift option. This can be used if a donor indicates they would like their gift repeated for manually entered gifts only. Please note this function is not used for recurring gifts received via GOdonate. For more information on GOdonate - Recurring Gifts, please see the GOdonate - Recurring Donations Knowledge Article.
And on the full gift form:
The field triggers a process workflow that will automatically create subsequent gifts at the indicated frequency. However, for this feature to work, the related workflow must be reviewed and activated. If this workflow is not activated, subsequent gifts will not be auto-created.
Creating a "Gifts to be Auto-Created CRM" Process Workflow with a Workflow Template
1. All akoyaGO clients will have the “Auto-Create Next Gift” process workflow available in their system. To activate or customize the flow to fit your needs, you will need to navigate to this process workflow to turn it on. You will only need to follow these steps one time.
2. Open make.powerapps.com (System Customizer Security Role is required). Make sure you are working from your custom solution if you plan to customize this workflow. From your custom solution, choose Add existing > Automation > Process to bring this workflow into your custom solution.
For more information on custom solutions and adding components, please see Creating and Adding Components to a Custom Solution in Power Apps Knowledge Article.
3. Navigate to Processes and search "Auto-Create Next Gift." Open the Process and review. If no changes are needed, activate the workflow.
4. If you need to customize this workflow, we recommend making a copy of the workflow and creating a custom version, as opposed to changing the out-of-the-box process workflow. This way, you can easily see what you have customized and compare it to the out-of-the-box version at any time. You can also use the process template to create a new process workflow at any time, if needed.
You can do this by deactivating the workflow and choosing to Activate As Process Template. This will allow you to use the out-of-the-box akoyaGO Auto-Create Next Gift workflow to create your own custom process workflow.
Next, use the workflow template to create a custom workflow. For detailed steps, please see: Creating a Process Workflow from a Workflow Template in Power Apps
Entering a Gift to be Repeated
Once you have activated the process workflow, or after creating and activating your own custom process workflow, you can begin entering gifts to be repeated. This type of gift can be entered for donors who regularly give the same amount bi-weekly, semi-monthly, monthly, quarterly, or annually. As long as the workflow is activated and the Auto-Create Next Gift field is set to a frequency, gift and gift payment will be automatically created based on the recurrence you choose.
For best practices and instructions on entering gifts, please reference the Gift Quick Create Knowledge Article.