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Outbound Funds Module Managed Package
Submit Application

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Submit Application

The Submit Application flow automates how an 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 application can’t be submitted to your organization for review.

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. Screen: Submit Success Presents a confirmation message that the application is submitted.
 
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