--- schema_version: "1" id: f71fe6db2e690a6af7545282982fc3ad313ce169dd9e3d33d8069f5f174dc1d6 title: Create a Multi-Section Application collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/gm_create_multi_section_app.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.gm_create_multi_section_app.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: fc01b311114a14d9591a4406d641a47fd80e1af9d6314c870deb7773ae5905d9 description: A multi-section application breaks an application into navigable sections while letting grantseekers save and return to an in-progress application. products: - Nonprofit release: "264" --- # Create a Multi-Section Application A multi-section application breaks an application into navigable sections while letting grantseekers save and return to an in-progress application. Use the provided [Grants Management: Multi-Section Application Form (Sample)](https://help.salesforce.com/s/articleView?id=sfdo.gm_multi_section_app_flow.htm&release=264.0.0&type=5 "Learn what's included in the flow for multi-section applications.") flow to create this application experience. ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/images/icon_tip.png) Tip For more information about working with flows, see [Build a Flow](https://help.salesforce.com/articleview?id=platform.flow_build.htm&type=5) in Salesforce Help or [Build Flows with Flow Builder](https://trailhead.salesforce.com/en/content/learn/trails/build-flows-with-flow-builder) in Trailhead. - **[1\. Configure the Multi-Section Application Form Flow](https://help.salesforce.com/s/articleView?id=sfdo.gm_create_multi_section_app.htm&release=264.0.0&type=5)** Clone the Multi-Section Application Form (Sample) flow and determine which elements to use. - **[2\. Add the Flow API to the Application Form Picklist](https://help.salesforce.com/s/articleView?id=sfdo.gm_create_multi_section_app.htm&release=264.0.0&type=5)** Add the Flow API to the Application Form Picklist. - **[3\. Configure a Page Variation](https://help.salesforce.com/s/articleView?id=sfdo.gm_create_multi_section_app.htm&release=264.0.0&type=5)** Create a page variation, set up an audience, and update it to show information that’s pertinent to your nonprofit organization. ## 1\. Configure the Multi-Section Application Form Flow Clone the Multi-Section Application Form (Sample) flow and determine which elements to use. ### Clone the Flow To get started, clone Grants Management: Multi-Section Application Form (Sample). This flow is the multi-section application screen that a grantseeker sees in the grantee portal. 1. From Setup, in the Quick Find box, enter Flows, and then select **Flows**. 2. Click **Grants Management: Multi-Section Application Form (Sample)**. 3. Click **Save As**. 4. Select **A New Flow**, then give it a unique Flow Label. For example, Community Impact Application. 5. Press Tab to autofill the Flow API Name. 6. Optionally, enter a Description. 7. Click **Save**. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/images/icon_note.png) Note Don't worry if you see a warning message about screens missing navigation. You can ignore this message because the Application Form - Section Navigation Lightning web component included in the flow handles the navigation. ### Review the Flow Out-of-the-box, the Grants Management: Multi-Section Application Form (Sample) flow includes four sections: User and Organization Information, Proposal Summary, Attachments, and Review and Submit. Edit the screen elements to rename existing sections and customize the information and fields included in each section. For more information about working with flows, see [Build a Flow](https://help.salesforce.com/articleview?id=platform.flow_build.htm&type=5) in Salesforce Help. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/images/icon_note.png) Note  Refer to [Grants Management: Multi-Section Application Form (Sample)](https://help.salesforce.com/s/articleView?id=sfdo.gm_multi_section_app_flow.htm&release=264.0.0&type=5 "Learn what's included in the flow for multi-section applications.") for a step-by-step review of each flow element and what it does. ### Add a New Application Section (Optional) The Grants Management: Multi-Section Application Form (Sample) includes default sections. To add more sections, clone one of the existing screen elements. We'll walk through creating an Additional Information section. **Create a New Stage** 1. From the Toolbox, click **Manager**. 2. Click **New Resource**. 3. Select **Stage**. 4. Enter a Label. For example, Additional Information Section. 5. Press Tab to autofill the API Name. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/images/icon_note.png) Note Copy the API Name to use when you Create a New Stage Label Formula. 6. Optionally, enter a Description. 7. Enter an Order. For example, enter 5 for the section to show last. 8. Select **Active by default**. 9. Click **Done**. **Create a New Stage Label Formula** 1. From the Toolbox, click **Manager**. 2. Click **New Resource**. 3. Select **Formula**. 4. Paste the API Name from Create a New Stage and add Label to the end of the API Name. For example, Additional\_Information\_Section\_Label. 5. Optionally, enter a Description. 6. From Data Type, select **Text**. 7. From Formula, select the API Name created in Create a New Stage. For example, **Additional\_Information\_Section**. 8. Click **Done**. **Clone and Configure the Screen Element** 1. Click one of the screen elements in the flow. For example, **Screen: Proposal Summary**. 2. Click ![Duplicate](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/duplicate.png) to duplicate the element, then double-click the duplicated element to edit. 3. Click ![Edit](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/penciledit.png). 4. Enter a new Label that briefly describes the section. For example, Additional Information. 5. Enter a unique API Name. For example, Additional\_Information\_Screen. 6. Click the display text component that contains the cloned element’s content, then enter a unique API Name. For example, Applicant\_Additional\_Information. 7. Update this component with information or fields you want the grantseeker to complete. For example, remove the Display Text component, then update the existing components to give a grantseeker a place to provide additional information. 8. Click **Done**. **Clone and Configure the Assignment Element** 1. Click **Assignment: Assign Fields**. 2. Click ![Duplicate](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/duplicate.png) to duplicate the element, then double-click the element to edit. 3. Click ![Edit](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/penciledit.png). 4. Enter a new Label that briefly describes the section. For example, Assign Additional Information Fields. 5. Enter a unique API Name. For example, Assign\_Additional\_Information. 6. Optionally, enter a Description. 7. In Set Variable Values, click **X** to remove the Variable. 8. Map fields from the screen element to the corresponding Funding Request field. To do this, enter Funding, then select **FundingRequest** from Record (Single) Variables, then select the Funding Request field. 9. Click **X** to remove the Value. 10. Add values so that the fields on the screen element map to the Funding Request field. For example, for the Geographic Area Served, the values would look something like this. 1. Variable: Funding Request | Geographical Area Served 2. Operator: Equals 3. Value: _FlowAPIName_ 11. Click ![Trash can](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/trashcan.png) to remove the second variable. 12. Click **Done**. **Add Decision** 1. Double-click **Decision: Which Section Is Displayed?**. 2. Click ![Plus](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/plus.png) to add a new outcome. 3. Enter a Label for this section. For example, **Additional Information Outcome**. 4. Press Tab to autofill the Outcome API Name. 5. Click **Resources**. 6. Search for and then select **{!PendingStage}**. 7. Search for and then select the recently created stage label formula. For example, **AdditionalInformationSectionLabel**. 8. Click **Done**. **Connect the Elements** 1. Drag ![Flow connector node](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/flowconnector.png) from the recently created Screen element to the recently created Assignment element. 2. Drag ![Flow connector node](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/flowconnector.png) from the Assignment element to Update Records: Update Funding Request. 3. Drag ![Flow connector node](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/flowconnector.png) from the Decision Element to the recently created Screen element. ### Save and Activate the Flow When you're ready to use the cloned flow, save it and then click **Activate**. ## 2\. Add the Flow API to the Application Form Picklist Add the Flow API to the Application Form Picklist. 1. From Setup, in the Quick Find box, enter Flows, and then select **Flows**. 2. Click ![Row-level action menu](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/flowactionarrow.png) for the flow you created in [Create a Multi-Section Application](https://help.salesforce.com/s/articleView?id=sfdo.gm_create_multi_section_app.htm&release=264.0.0&type=5 "A multi-section application breaks an application into navigable sections while letting grantseekers save and return to an in-progress application.") and select **View Details and Versions**. 3. Copy the cloned flow's API Name. 4. Navigate to Object Manager, then click **Funding Program**. 5. Click **Fields & Relationships**. 6. Click **Application Form**. 7. Under Values, click **New**. 8. Enter the Flow API Name, then click **Save**. ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/images/icon_important.png) Important Remember to select the flow from the Funding Program’s Application Form field for grantseekers to use it. See [Create Multiple Applications Using Flow](https://help.salesforce.com/s/articleview?id=sfdo.gm_set_multi_apps.htm) for more information. ## 3\. Configure a Page Variation Create a page variation, set up an audience, and update it to show information that’s pertinent to your nonprofit organization. ### Create a Page Variation 1. From Setup, in the Quick Find box, enter Digital, and then select **All Sites**. 2. Click **Builder** next to your grantee portal. 3. In Experience Builder, click **Page Properties** next to Home, then select **Funding Request**. 4. Click ![Page Actions icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/builderpageactions.png) next to Funding Request Detail, then select **Page Settings**. 5. Click **Page Variations**. 6. From Record Detail, click ![Row-level action menu](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/flowactionarrow.png), then select **Duplicate**. 7. From Record Detail (1), click ![Row-level action menu](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/flowactionarrow.png), then select **Rename**. 8. Enter a Name. For example, Community Impact Application. 9. Click **Save**. ### Create and Assign an Audience for the Page Variation 1. Click ![Manage audiences icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/buildermanageaudiences.png) from the Funding Request Detail Page Variations tab. 2. Click **New Audience**. 3. Enter an Audience Name. For example, Community Impact Application. 4. From Criteria Type, click **Record** | **Funding Request** | **Funding Program** | **Application Form**. 5. From Value, select the flow to show this audience. For example, **Community Impact Application Launcher**. 6. Click **Save**. 7. With your new audience selected, click **Assign**, then **Done**. ### Update the Page Variation 1. On your newly created page variation, click ![Row-level action menu](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/flowactionarrow.png) , then click **Edit**. 2. In the header region, remove the Record Information Tabs component and replace it with the Call to Register Org Banner and Record Banner components. 3. In the content region, add the Tabs component and configure it with two tabs named Application and Additional Details. 4. Click ![Trash icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-grants_management-264-0-0-production-enus/d4e7b98d-b7c0-4567-9e74-1c2abf270665/grants_management/images/buildertrash.png), then click **Delete** to remove Tab 3. 5. In the Application tab, add the Application Form Flow component. 6. In the Additional Details tab, add two Related List - Single components with these configurations. 1. Related List is set to Requirements. 2. Related List is set to Disbursements. 7. After you're finished making updates, publish your changes.