Create Multiple Applications Using Flow

1. Create a New Flow

You can create a new flow by cloning an existing flow or starting from scratch. The Create Application flow is already included in Grants Management, so we'll clone it to get started.

1. Click , then click Setup.

2. Enter Flows in the Quick Find box, then click Flows.

3. Click Create Application.

4. Click Save As.

5. Click A New Flow.

6. Enter a Flow Label.

7. The Flow API Name autopopulates, but can be updated. Once the flow is saved, you won’t be able to update the Flow API Name.

8. Optionally, enter a Description.

9. Click Save.

From here, build a flow tailored to your organization’s needs. We recommend reviewing Build a Flow in Salesforce Help for details on creating flows.

2. Activate the Flow

Activate the flow so it can be assigned in a Funding Program's Application Form field.

1. Click , then click Setup.

2. Enter Flows in the Quick Find box, then select Flows.

3. Click the down arrow button () for the flow, then select View Details and Versions.

4. Click Activate.

3. Get the Flow API Name

Find the flow's API name to add to the Application Form field.

1. Click , then click Setup.

2. Enter Flows in the Quick Find box, then select Flows.

3. Click the down arrow button () for the flow, then select View Details and Versions.

4. Click Save.

5. Copy the Flow API Name. This is needed for the next step. 

4. Add the API Name

Add the API name of the flow to the Application Form field's values. The values available in the Application Form field are dependent on having an active flow and adding the flow's API Name as a value to the Application Form field on the Funding Program.

1. Click , then click Setup.

2. Click Object Manager.

3. Click Funding Program.

4. Click Fields & Relationships.

5. Click Application Form.

6. Under Values, click New.

7. Enter the Flow API Name, then click Save.

5. Assign a Flow to a Funding Program

Assign the flow you created on a Funding Program. The options in the Application Form field are dependent on the values that exist in the Application Form field in the previous step.

1. Click App Launcher (), then search for and select Funding Programs.

2. Click a Funding Program.

3. Click the pencil icon () next to Application Form.

   

   Note Unable to see or update the Application Form field? Ask your admin for access. Learn more in Set Field-Level Security.

4. Select a flow. For this example, we’d select the flow we just created—Create_Application _Relief_Reinvestment.

   

5. Click Save.

Note An error occurs for the grantseeker if a flow isn't assigned to the Application Form field.