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            Manage Grant Recipient Progress Reports

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            3. Grantmaking

            Manage Grant Recipient Progress Reports

            Use Form Framework to provide a streamlined way for grant recipients to complete progress reports on your Experience Cloud site. Recipients can report on budget usage and report outcomes for the grants they receive from your organization.

            Required Editions

            Available in: Lightning Experience
            Available in: Nonprofit Cloud for Grantmaking and Public Sector Solutions. View edition availability.
            User Permissions Needed
            To create a progress report: Grantmaking Manager permission set
            1. Create grantmaking progress report forms on the Funding Award Requirement object by using Form Framework.
              1. Create Omnistudio or flow-based forms for each section of your form. Create an editable and read-only version of each form.
              2. Create application render methods and map them to the Omnistudio or flow-based forms.
              3. 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.
              4. Add the application stage definition to the funding award requirement.
            2. The Grantmaking Experience Cloud template includes the Form Framework components on the Funding Award Requirement record page. To add the components to a record page manually:
              1. To show an overview of the progress report form, add the Form Overview component.
              2. To show the progress report form, add the Form Review component.
            3. The Grantmaking Experience Cloud template includes the Form Framework component on the Funding Award Requirement Section record page. To add the component to the record page manually, show the progress report section by adding the Form Section component.

            See Also

             
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