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Create Application
The Create Application flow automates how the application initially starts for your grantseeker. This involves retrieving information about the Funding Program and user’s Contact information, autofilling fields on the application, and creating the application record. Without this flow, a grantseeker can’t apply for a Funding Request without making permission updates to the Grantseeker Plus Login profile.
| Flow Element | Action |
|---|---|
| 1. Start | |
| 2. Decision: Is Guest User? | Checks if the user is a guest user or site user. |
| 3. Get Records: Query Funding Program | Searches for and stores the Funding Program record to use in the Decision step. |
| 4. Decision: Is Funding Program Active? | Checks if the Funding Program is active. If it’s not active, an error occurs. |
| 5. Get Records: Query Community User's Contact | Searches for the user’s Contact information. |
| 6. Screen: Fill Out Application | Interface for the user to fill out the application.  Note The default fields a user can update are Requested Amount and Requested For. You can add additional fields or components such as the Custom Managed Components. |
| 7. Assignment: Autocomplete Application | Autofills several fields on the application, including:
|
| 8. Create Records: Create Application | Creates the application. This creates a new Funding Request record. |
| 9. Screen: Thank You | Presents a confirmation message thanking the user. |
| 10. Screen: Application File | Allows the user to upload files to their application. |
| 11. Screen: Navigate to the New Application | Redirects the user to the newly created application page. |
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