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Conditional Logic for Number of Rows Required in Table Form Field
Right now, there is only the ability to choose the minimum and maximum number of rows required in the configuration for a table form field. Conditional logic would allow us to base the number of rows required in the table on another form field ent...Reviewed: Voting Open
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When sharing a report that you have created, adding the option to notify the individual whom you shared with via email.
Our team often has reports that we might create or adjust to meet the needs of ad hoc requests. As we are still newer in GrantsConnect, we are sharing reports with each other pretty frequently. We think it would be very helpful to have the person ...Reviewed: Voting Open
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When sending a GC email, ability to choose main applicant or some of the other applicants
Right now, when a form is sent to an applicant (see video https://share.vidyard.com/watch/sqv3je4x7ovZeRKxzcSe6R?) it sends automatically to ALL applicants but it doesn't alert the other applicants that the same message was sent to someone else. R...Reviewed: Voting Open
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Utilize organization information to incorporate in routing rules
Utilize organization information to incorporate in routing rules (e.g. organization EIN, state)Reviewed: Voting Open
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Ability to Edit Sender on Applicant Emails
Any applicant facing emails are automatically addressed directly to the individual listed as the applicant. While there is the ability to edit the bcc and cc email addresses, it would be beneficial to be able to send an email with the applicant's ... -
Ability to add Grant Manager information/form responses to Payment Adhoc Reports
Ability to see Grant Manager response fields with Payment exports, would allow for full program picture under lens of Payments and batchesAlready exists
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Allow Bulk Export Form Fields from All Forms Rather than Individually
In order to assist with assessing common Form Fields/Field Keys as between Forms, it would be great if there was an ability to export all form fields associated with every Form in a GC instance. As it currently stands, you need to export form fiel...Reviewed: Voting Open
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GrantsConnect standard Yes/No picklist reporting improvement
When using the the Grants/Connect - Yes/No picklist the key for yes or no fills in as 'gcStandard_yes' or 'gcStandard_no' in a report. I am requesting that the key gets updated to 'Yes' or 'No' because it comes across cleaner in a report and doesn...Reviewed: Voting Open
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Allow Automations to pull from different forms in Workflow
I can only use the "Default" form to trigger automations off of. It would be very helpful to be able to select another form in the workflow to create true automation at different points in the application process.Reviewed: Voting Open
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Workflow Level Description
Have the workflow level description visible on the application view when you click on the workflow level name to show the users and the description.Reviewed: Voting Open