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            Automatically Create Recurring Funding Award Requirements

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            Automatically Create Recurring Funding Award Requirements

            Reduce manual effort and errors by automatically creating recurring funding award requirements.

            Required Editions

            Available in: Lightning Experience
            Available in: Nonprofit Cloud for Grantmaking and Public Sector Solutions. View edition availability.
            User Permissions Needed
            To create and edit funding awards and related records: Grantmaking Manager permission set
            To use funding awards in Experience Cloud: Grantmaking for Experience Cloud permission set

            Set Up Recurring Funding Award Requirements Automation

            Create recurring funding award requirements quickly and easily from the funding award page. Set up a quick action to run the Create Recurring Funding Award Requirements flow.

            To complete this setup, make sure that you have upgraded to Dynamic Actions in Lightning App Builder.

            1. From Setup, in the Quick Find box, enter Process Automation and select Flows.
            2. Select the Create Recurring Funding Award Requirements flow.
            3. Customize the Preview Funding Award Requirements flow screen element to tailor the requirements creation to your business needs.
              1. In the Preview Funding Award Requirements Data Table screen element, keep the default record collection of FundingAwardRequirementsRecords or select a different records collection.
              2. Set the table edit mode and the row selection method.
                Despite setting the Table Edit Mode to Edit, if users don't have edit access on the record, they can't save the records at the end of the flow.
                If you don’t set the minimum and maximum rows, the number of records that you can create is unlimited.
              3. Under Configure Columns, set or reorder the column headers that you want to include in the funding requirement creation.
                For example, to create requirement records that include the funding award ID and scheduled date, add those columns to the Configure Columns list.
              4. Under Advanced, you can keep or change the default output values that are stored as the Record Collection and the Selected Rows Collection.
            4. Save as a new flow and activate it.
            5. From the Object Manager, go to the Funding Award object and select Buttons, Links, and Actions.
            6. Click New Action.
            7. Create the action to run the customized Create Recurring Funding Award Requirements flow.
              1. Select Flow as the action type.
              2. Select your customized flow.
              3. Make sure that None is selected as the standard label type.
              4. Enter Create Recurring Requirements as the label.
                The Name field is populated based on your label entry.
              5. Save your work.
            8. Go to Lighting Record Pages, or go to a funding award page, and edit the page in the Lightning App Builder.
            9. Add the Create Recurring Requirements action to the Highlights panel.
            10. Save your changes.

            Now you can use the Create Recurring Requirements button on the Funding Awards page to create recurring requirements.

            Create Recurring Funding Award Requirements

            Provide timely and accurate funding award requirements by quickly and easily creating recurring funding award requirements from the Funding Award page.

            1. On the funding award page, click Create Recurring Requirements.
              If you have previously created requirements for this funding award, they are listed in the Funding Award Requirements section.
            2. Enter the requirement schedule details and click Next.
              The requirements are shown in a preview table.
            3. To change any potential record detail, place your cursor in the cell and click Edit icon.
            4. To add or remove records, select Add Row or Remove Row from the dropdown next to each row.
            5. Click Create Requirements.
              The funding award requirements are created and shown in a table.
            6. Click Finish.

            You can see the new requirement records on the funding award's Related tab or on the Funding Award Requirements page.

             
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