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            Manage Grant Applications and Use Flow to Launch an Application for a Grant Seeker

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            Manage Grant Applications and Use Flow to Launch an Application for a Grant Seeker

            Make it easy for grant seekers 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:

            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

            You can use the Application Form object or the Individual Application object to track applications, however, Individual Application won’t receive future platform enhancements.

            1. Create grantmaking application forms on the Application Form object by using Form Framework.
              1. Create Omnistudio or flow-based forms for each section of your application. Create an editable and read-only version of each form.
              2. Create application render method records 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.
                You can set the application stage definition as a required portion of the form.
              4. 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.
              5. Add the action plan template to the Funding Opportunity.
            2. 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:
              1. Add the Form Overview and Form Review components to the Application Form record pages.
              2. Add the Form Section component to the Intake Form Section record page.
            3. 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.
            4. 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.
            5. 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.

            See Also

             
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