goapply: prefill data

This article goes over the steps necessary to allow applicants to see information that is in your request record.
You may find this useful for creating interim or final reports if you want to remind the applicant of their previous answers, requested grant amount, etc.

overview

How to allow read-only fields to show in GOapply Applications based on data that the applicant has already input:

1. Open the GOapply app in your akoyaGO CRM
2. Select the application to open the record



3. Click on Phases in this Application




4. Click on Interim Report (or final report, if that is the one you choose to modify). The important thing is that it is not the first phase of the application.


5. Click on Form Editor

6. From your toolbox, drag a single input or comment question into the form builder


 

Note: you would use 'Single Input' if you are showing data that is no longer than 1 sentence. For example: Requested Amount, Begin Date, End Date, Title, etc. You would use 'Comment' if you are showing data that is more than 1 sentence. For example: Purpose, Project Description, Collaboration, etc.

7. Type the name of your question


8. In the following example, we will be mapping to the "Requested Amount" field, so the applicant can see the amount of the grant that they requested.

9. Click on Properties


10. Click on akoyaGO


11. Click on Request from Target entity dropdown




12. Click on Requested Amount from Target field dropdown



IMPORTANT: if you DON'T want the applicant to be able to modify the data in this field, you MUST toggle on the "Read Only" option in the properties of the question.

If you skip this step, the applicant will be able to edit the data and whatever they put in will be mapped back to the request record in the CRM

13. Check Read only

In the next example, we want to show the Title of the application to the applicant.

1. From your toolbox, drag a single input question into the form builder and name your question. In this example, I'm simply naming it "Request-Title"

2. Click on the question Request - Title

3. Click on Properties

4. Check Read only

Again, I am choosing to check "Read only" because I do not want the applicant to be able to modify the Title of the request record in my CRM.

5. Map the field. Click on akoyaGO

6. Choose Request from Target entity dropdown

7. Click on Title from Target field dropdown

In the next example, we will show the Purpose of the grant that the applicant put into Phase 1 of their grant application.

Since this is likely to be a longer answer with more data to show, best practice would be to drag in a "Comment" type of question from the toolbox.

1. Name your question. In this example, I am naming it "Request - Purpose"

 

2. Click on Properties

3. Check Read only

Note: if you want the applicant to be able to modify the data and overwrite the existing data in your CRM, you can skip this step.


4. Click on AkoyaGO


5. Click on Request from Target entity dropdown and Purpose from the Target Field dropdown



Be sure to save your work!