Automate Funding Application Tasks

Unless noted otherwise, the flows are active and in use in your org. To customize any of them, clone, make your changes, and then activate the cloned flow. For example, you can add custom fields to the screens in the Grantmaking: Apply for Funding Opportunity Using Application Form flow. After the flow is activated, create a quick action to launch your cloned flow.

Grantmaking: Apply for Funding Opportunity

Create an individual application and a related action plan for a funding opportunity. Customize this flow to meet the needs of your grant application process.

Grantmaking: Apply for Funding Opportunity Using Application Form

Generates an application form for a funding opportunity.

Grantmaking: Assign Application Form Evaluations in Batch

Assigns reviewers to application forms and creates batch application form evaluation records.

Grantmaking: Create Application Form for Funding Opportunity

Creates an application form for funding opportunity and its related action plan.

Grantmaking: Share Application Form Evaluation and Related Records

Shares the application form evaluation and related records with the specified reviewers to facilitate the application form evaluation process.

Share Application Review

Share application review and related records and files with application reviewers.

Review Approval Request

Displays information about a record to be approved and allows the reviewer to approve or reject it. The approver can optionally add comments about their decision.