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Enhanced Application (Sample)
We’ve included the Enhanced Application (Sample) flow that condenses the default application experience using the Create Application flow from three screens to one screen. This is a sample flow and includes example application language, unmapped custom fields, and a file upload component within a single page.
See Create or Modify a Flow for more information on customizing a flow for your organization.
| Flow Element | Action |
|---|---|
| 1. Start | |
| 2. Decision: Is Logged In? | Checks if the user is logged in to the portal. |
| 3. Screen: Log In or Sign Up | Directs the user to register or log in to the portal. |
| 4. Get Records: Get Contact | Searches for and finds the user's Contact record to display information about the user's organization as long as the Contact isn’t related to the current site's self-registration Account. If the user isn’t a site user or the user is related to the site's self-registration Account, no record is returned. |
| 5. Get Records: Get Funding Program | Searches for and finds the Funding Program to generate and show the Funding Program's Name on the application. |
| 6. Screen: Application | Collects information and attachments from an applicant that are saved to a new Funding Request when submitted.  Note This application includes fictitious information and unmapped custom fields. Review and test any flow prior to launching it to grantseekers. |
| 7. Assignment: Assign to Funding Request | Assigns the information submitted in the application to the new Funding Request record. |
| 8. Create Records: Insert Funding Request | Creates the new Funding Request record. |
| 9. Loop: Link Files | Creates the ContentDocumentLink record that links the uploaded attachments to the new Funding Request record. |
| 10. Assignment: Create File Link | Creates the ContentDocumentLink record to link the attachment to the new Funding Request record. |
| 11. Assignment: Add Link to Collection | Adds the ContentDocumentLink record, which links the attachment to the new Funding Request record, to the collection of ContentDocumentLink records. |
| 12. Create Records: Insert File Links | Adds the ContentDocumentLink records from the attachments to the Funding Request record. |
| 13. Screen: Navigate to Application | Navigates the user to the new Funding Request record. |
