--- schema_version: "1" id: 02685109e0a32464ef7f0c4f01c85dbd76742b1e56ab61cadb0ab71f6e0b3364 title: Create Application collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/gm_create_application.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.gm_create_application.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: b23b6c0ebebcd9ccb02cc569c31b48a787798c6361ee9b118e82cc6bf642de44 description: The Create Application flow automates how the application initially starts for your grantseeker. This involves retrieving information about the Funding Program and user’s Contact information, autofilling fields on the application, and creating the application record. Without this flow, a grantseeker can’t apply for a Funding Request without making permission updates to the Grantseeker Plus Login profile. products: - Nonprofit release: "264" --- # Create Application The Create Application flow automates how the application initially starts for your grantseeker. This involves retrieving information about the Funding Program and user’s Contact information, autofilling fields on the application, and creating the application record. Without this 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.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/resources-product/images/create_application.png)
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. You can add additional fields or components such as the Custom Managed 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.