Create a Multi-Section Application

Clone the Flow

To get started, clone Grants Management: Multi-Section Application Form (Sample). This flow is the multi-section application screen that a grantseeker sees in the grantee portal.

1. From Setup, in the Quick Find box, enter Flows, and then select Flows.

2. Click Grants Management: Multi-Section Application Form (Sample).

3. Click Save As.

4. Select A New Flow, then give it a unique Flow Label. For example, Community Impact Application.

5. Press Tab to autofill the Flow API Name.

6. Optionally, enter a Description.

7. Click Save.

Note Don't worry if you see a warning message about screens missing navigation. You can ignore this message because the Application Form - Section Navigation Lightning web component included in the flow handles the navigation.

Review the Flow

Out-of-the-box, the Grants Management: Multi-Section Application Form (Sample) flow includes four sections: User and Organization Information, Proposal Summary, Attachments, and Review and Submit. Edit the screen elements to rename existing sections and customize the information and fields included in each section.

For more information about working with flows, see Build a Flow in Salesforce Help.

Note  Refer to Grants Management: Multi-Section Application Form (Sample) for a step-by-step review of each flow element and what it does.

Add a New Application Section (Optional)

The Grants Management: Multi-Section Application Form (Sample) includes default sections. To add more sections, clone one of the existing screen elements. We'll walk through creating an Additional Information section.

Create a New Stage

1. From the Toolbox, click Manager.

2. Click New Resource.

3. Select Stage.

4. Enter a Label. For example, Additional Information Section.

5. Press Tab to autofill the API Name.

   

   Note Copy the API Name to use when you Create a New Stage Label Formula.

6. Optionally, enter a Description.

7. Enter an Order. For example, enter 5 for the section to show last.

8. Select Active by default.

9. Click Done.

Create a New Stage Label Formula

1. From the Toolbox, click Manager.

2. Click New Resource.

3. Select Formula.

4. Paste the API Name from Create a New Stage and add Label to the end of the API Name. For example, Additional_Information_Section_Label.

5. Optionally, enter a Description.

6. From Data Type, select Text.

7. From Formula, select the API Name created in Create a New Stage. For example, Additional_Information_Section.

8. Click Done.

Clone and Configure the Screen Element

1. Click one of the screen elements in the flow. For example, Screen: Proposal Summary.

2. Click to duplicate the element, then double-click the duplicated element to edit.

3. Click .

4. Enter a new Label that briefly describes the section. For example, Additional Information.

5. Enter a unique API Name. For example, Additional_Information_Screen.

6. Click the display text component that contains the cloned element’s content, then enter a unique API Name. For example, Applicant_Additional_Information.

7. Update this component with information or fields you want the grantseeker to complete. For example, remove the Display Text component, then update the existing components to give a grantseeker a place to provide additional information.

8. Click Done.

Clone and Configure the Assignment Element

1. Click Assignment: Assign Fields.

2. Click to duplicate the element, then double-click the element to edit.

3. Click .

4. Enter a new Label that briefly describes the section. For example, Assign Additional Information Fields.

5. Enter a unique API Name. For example, Assign_Additional_Information.

6. Optionally, enter a Description.

7. In Set Variable Values, click X to remove the Variable.

8. Map fields from the screen element to the corresponding Funding Request field. To do this, enter Funding, then select FundingRequest from Record (Single) Variables, then select the Funding Request field.

9. Click X to remove the Value.

10. Add values so that the fields on the screen element map to the Funding Request field. For example, for the Geographic Area Served, the values would look something like this.

    1. Variable: Funding Request | Geographical Area Served

    2. Operator: Equals

    3. Value: FlowAPIName

11. Click to remove the second variable.

12. Click Done.

Add Decision

1. Double-click Decision: Which Section Is Displayed?. 

2. Click to add a new outcome.

3. Enter a Label for this section. For example, Additional Information Outcome.

4. Press Tab to autofill the Outcome API Name.

5. Click Resources.

6. Search for and then select {!PendingStage}.

7. Search for and then select the recently created stage label formula. For example, AdditionalInformationSectionLabel.

8. Click Done.

Connect the Elements

1. Drag from the recently created Screen element to the recently created Assignment element.

2. Drag from the Assignment element to Update Records: Update Funding Request.

3. Drag from the Decision Element to the recently created Screen element.

Save and Activate the Flow

When you're ready to use the cloned flow, save it and then click Activate.

Create a Page Variation

1. From Setup, in the Quick Find box, enter Digital, and then select All Sites.

2. Click Builder next to your grantee portal.

3. In Experience Builder, click Page Properties next to Home, then select Funding Request.

4. Click next to Funding Request Detail, then select Page Settings.

5. Click Page Variations.

6. From Record Detail, click , then select Duplicate.

7. From Record Detail (1), click , then select Rename.

8. Enter a Name. For example, Community Impact Application.

9. Click Save.

Create and Assign an Audience for the Page Variation

1. Click from the Funding Request Detail Page Variations tab.

2. Click New Audience.

3. Enter an Audience Name. For example, Community Impact Application.

4. From Criteria Type, click Record | Funding Request | Funding Program | Application Form.

5. From Value, select the flow to show this audience. For example, Community Impact Application Launcher.

6. Click Save.

7. With your new audience selected, click Assign, then Done.

Update the Page Variation

1. On your newly created page variation, click , then click Edit.

2. In the header region, remove the Record Information Tabs component and replace it with the Call to Register Org Banner and Record Banner components.

3. In the content region, add the Tabs component and configure it with two tabs named Application and Additional Details.

4. Click , then click Delete to remove Tab 3.

5. In the Application tab, add the Application Form Flow component.

6. In the Additional Details tab, add two Related List - Single components with these configurations.

   1. Related List is set to Requirements.

   2. Related List is set to Disbursements.

7. After you're finished making updates, publish your changes.