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Grants Management Managed Package
Default Application Flows

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Default Application Flows

Learn how the Create Application flow processes a funding request application.

  • Create Application
    The Create Application flow automates how the application initially starts for your applicant. This involves retrieving information about the Funding Program and user's Contact information, autofilling fields on the application, and creating the application record.
  • Submit Application
    The Submit Application flow automates how a grantseeker’s application is submitted to an organization. The flow retrieves the application record, makes sure the user is both a site user and owner of the application, and updates the application before it is submitted. Without this flow, the grantseeker’s application can’t be submitted to your organization for review.

Create Application

The Create Application flow automates how the application initially starts for your applicant. This involves retrieving information about the Funding Program and user's Contact information, autofilling fields on the application, and creating the application record.

Without the Create Application flow, a grantseeker can’t apply for a Funding Request without making permission updates to the Grantseeker Plus Login profile.

Overview of the Create Application flow.

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
Note The default fields a user can update are Requested Amount and Requested For, but you can add additional fields and components.
7. Assignment: Autocomplete Application

Autofills several fields on the application, including:

  • Application Date

  • Applying Contact

  • Funding Program

  • Funding Request Name

  • Requested Amount

  • Requested For

  • Status: In Progress

  • Applying Employee
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.

Submit Application

The Submit Application flow automates how a grantseeker’s application is submitted to an organization. The flow retrieves the application record, makes sure the user is both a site user and owner of the application, and updates the application before it is submitted. Without this flow, the grantseeker’s application can’t be submitted to your organization for review.

Note
Note Remember that grantseekers need Read access to their User record to submit an application. See Give Access to to Submit Applications for more information.

Overview of the Submit Application flow.

Flow Element Action
1. Start  
2. Get Records: Application Retrieves the application (Funding Request) record. If no application exists, an error occurs.
3. Decision: Is Submittable? Checks if the user is a site user and the owner of the application. If both are true, the user is directed to the next step.
4. Screen: Confirm User Wants to Submit Presents the user a message confirming they want to submit the application.
5. Get Records: Community User Contact Retrieves the user’s Contact information.
6. Assignment: Change Application Owner and Status

Updates fields on the application (Funding Request), including:

  • The Funding Request Owner updates with the site user’s Contact information

  • The Funding Request Status changes to Submitted
7. Update Records: Update Application Updates the application.
8. Email Alert Sends an email to the grantseeker that the application is submitted.
9. Screen: Submit Success Presents a confirmation message that the application is submitted.
 
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