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Make Forms assigned to a workflow level invisible when they are not required to be filled out.
If an application is canceled, declined, or able to be approved at an earlier workflow level, all forms that are required at higher workflow levels still populate in the "Application Forms" tab when viewing/editing the application. If the forms ar...0 Reviewed: Voting Open
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Communications or messaging function between reviewers
Need ability to send message to next reviewer so it surfaces in email communication and not just in Communications/Activity tabs.0 Reviewed: Voting Open
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Option for no default communication
The client uses different versions of emails (50.1, 50.2, etc.) for grant reviewers to send when they send out information. When they are selecting which communication goes out, they skip this and send the default. It would be great if they were f...0 Reviewed: Voting Open
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Grant review form fields trigger workflow level automation
Currently, you can only create workflow level automation on custom fields for the original application fields. I would also like to be able to route based on responses to additional forms (truly grant manager and applicant fields) -
Ability to automatically route by secondary forms in GrantsConnect
In GrantsConnnect we can only create a routing rule using a default form for a program. Having the ability to add an additional secondary form to create rules in addition to the default form would solve this. This would greatly increase the abilit... -
Custom Pop-up Window to notify customers Grant Managers of changes
Allow a GrantsConnect customer to utilize a pop-up window to notify their grant managers of changes within their program when they log in. Example: A grant program has a change regarding the maximum dollar amount a grant request can be awarded. Th... -
Ability to add "Recommended funding" in aggregate totals
Currently with how GC captures recommended funding, it is unable to capture the total to add in aggregate form fields within custom forms. The ask is to be able to have a form field that can calculate the "Total approved ytd", "Total Awarded ytd",... -
Create Requirement for Recommended Funding to be completed before automated routing rules route to next wfl
Automated routing rules can override the need to complete the Recommended Funding before it routes to the next workflow level. Making using the recommended funding button a requirement before it can move on will help keep the application process u... -
Form Capability Not Requiring Tie Back to NPO
Specifically, this idea is tied back to a prospect's question surrounding if GC can track CD loans. This request is for functionality in GC that would allow a member internal to an organization to be able to fill out a form (or application) with i...0 Already exists
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Add Archive to routing rule.
Reviewer custom forms can make an application route, decline and approve. It would be helpful if we could add archive to the decline or approve functions.