Allow nomination information to be surfaced/used in applications

I've heard over the years great use cases for this, but it seems like I'm hearing it more and more. Right now, a nominator fills out certain information in the nomination form, then that can't be brought forward to the application. I would like the ability for any information gathered in the original nomination to be accessible for automated workflows, reference fields, etc.

  • Sarah Anderson
  • Jul 6 2023
  • Shipped
Program Setup
Client Name n/a
Employee Name Sarah Anderson
  • Attach files
  • Beth Wolfgang commented
    August 18, 2023 20:02

    Adding a use case: my client needs to display data from the Nomination form into a Board Member Decision Form in the Application program. Currently, my client must copy and paste the applicable information from the nomination form into an Application review form, which is then pulled into the Application Decision form. Data includes: Name of Nominator, Office of Nominator (tied to custom HR field in Nomination), and name of organization. Would also like the ability to pull in responses from the Nomination form into Application review forms. Thanks!

    Attachments Open full size

Related ideas