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Manage Grant Applications and Use Flow to Launch an Application for a Grantseeker
Make it easy for grantseekers to apply for funding by creating a multiphase or multi-section application by using Form Framework. Set up Grantmaking forms and applications for your Experience Cloud site. Then, create a flow to create a grant application for an applicant, and launch the flow by using a button in your Experience Cloud site.
Required Editions
| Available in: Lightning Experience |
| Available in: Nonprofit Cloud for Grantmaking and Public Sector Solutions. View edition availability. |
| User Permissions Needed | |
|---|---|
| To use Grantmaking: | Grantmaking Manager permission set |
| To manage a flow: | Manage Flow app permission |
| To use the flow in Experience Cloud: | Grantmaking for Experience Cloud AND Run Flows app permission AND Read, Create, and Edit access on action plans AND Read access on action plan templates AND Read access on contacts |
| To use the Application Form object in CRM: | Grantmaking Application Management by Internal User |
| To use the Application Form object in Experience Cloud: | Grantmaking Application Management by External User |
You can use the Application Form object or the Individual Application object to track applications, however, Individual Application won’t receive future platform enhancements.
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Create grantmaking application forms on the Application Form object by using Form
Framework.
- Create Omnistudio or flow-based forms for each section of your application. Create an editable and read-only version of each form.
- Create application render method records and map them to the Omnistudio or flow-based forms.
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Create an application stage definition record that maps to the application render
methods, bundling the editable and read-only versions to create the complete form
section.
You can set the application stage definition as a required portion of the form.
- Create and publish an action plan template and set Application Form as the Target. Add intake form sections that map to separate application stage definitions.
- Add the action plan template to the Funding Opportunity.
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The Grantmaking Experience Cloud template includes the Form Framework components on the
Application Form and Intake Form Section record pages. To add the components to a record
page manually:
- Add the Form Overview and Form Review components to the Application Form record pages.
- Add the Form Section component to the Intake Form Section record page.
- Create a flow by using the Grantmaking: Apply for Funding Opportunity Using Application Form flow template, read the descriptions in each flow component to learn how to customize the flow for your organization's needs.
- The final screen in the flow provides a link to the application form that the flow creates. We recommend that you replace this link with a local action that takes the applicant directly to the new application form.
- To launch your version of the Grantmaking: Apply for Funding Opportunity Using Application Form flow template, create a flow action on Funding Opportunity. Add the action to Funding Opportunity in Experience Cloud.
