Flows

Explore the available Grants Management flows that can automate your grants activities.

• Install Grants Management Flows
  Learn how to install the latest versions of unpackaged Grants Management flows in your org.
• 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.
• Grants Management: Application Form Launcher (Sample)
  Learn what's included in the flow that launches a multi-section application in your portal.
• Grants Management: Email the Assigned Reviewer (Sample)
  Learn what's included in the external reviewer notification flow.
• Grants Management: Enhanced Application (Sample)
  Learn what's included in the flow that presents the Create Application flow on a single screen.
• Grants Management: Multi-Section Application Form (Sample)
  Learn what's included in the flow for multi-section applications.
• Grants Management: Send Invitations to Collaborators (Sample)
  Learn what's included in the Funding Request collaborators invitation flow.
• Grants Management: Share Account and Contact with Collaborators (Sample)
  Learn what's included in the flow that shares the Applying Organization and Applying Contact with a Funding Request Collaborator.
• Grants Management: Validate EIN (Sample)
  Learn what's included in the flow that validates the tax ID for an applying organization.
• Submit Application
  Learn what's included in the flow that automates submitting an application.