"Copy" a Request

We have several grants that renew annually as a separate request. It would be great if a flow could be created to "copy" the request (and associated payments/requirements) so we could simply update minor information vs having to create from scratch.

Hello Laura:

Thanks for reaching out with your Product Suggestion.  What you want to happen is a workflow; however, I would advise you use scheduled distributions to avoid confusions.  

Let me know if you need more information or have any other questions. 

Thanks!
Linda
 

Hi Laura -

We do have a "Duplicate Request" workflow in our CRM that works well for us when we have a need to create a similar Request.

- Rebekah

We also have a "Repeat this Grant Request" flow.

I should clarify - we do have a copy request flow. I'm asking more about it copying the payments and requirements that are included. This primarily stems from one of our yearly grants having 23 payments/requirements associated with it.

Linda, I reviewed the scheduled distributions white paper, but I don't think that will satisfy what I am looking for because they have required GOapply uploads ("reports") that are needed before it triggers payment and the payment amount frequently changes depending on the submitted "report" (invoice).

Laura - I am asking Marni for clarification.  Will create a Product Suggestion.  Thank you!  Linda