Begin GOapply Opportunity at Later Phase for Existing Request

 

introduction

 

This guide will walk you through bypassing initial phase(s) for organization Requests that were not submitted through GOapply and choose the first phase they will complete. This could apply to Requests that were imported from another system and/or Requests that have been manually entered by the foundation. By selecting the appropriate phase the Applicant will begin from, they can complete later phases in GOapply, even if the initial phase was not submitted this way. This allows applicants to start from a Phase you choose (i.e. allowing the applicant to bypass a LOI phase and start directly from an Application, begin from a reporting phase, etc.) 

 

Important note – these instructions are only for organization requests. This process will not work for individual requests.

 

Use the “goapply invite constituent” workflow TO create A status tracking record

 

Before beginning this process, ensure the Primary Contact on the related Request has a Parent Constituent on their contact record. A Parent Constituent is required for the process to work.

 

Gather information needed from GOapply Opportunity

From the GOapply area of akoyaGO, open the GOapply Phase you would like the applicant to access. Make note of the GOapply Application ID and Phase ID that you want your applicant to access. These ID numbers are needed in a later step. 

 

 

 

 

 

Run GOapply Invite Constituent workflow

 

This flow will create a GOapply Status Tracking record. The GOapply User can log in or register if they have not yet used GOapply to access the appropriate Phase. Please note this flow does not currently send an email to an applicant. 

 

Find the Request record that was not started in GOapply, but you want the Applicant to now access later phases. Make note of the Request number, as you will need it later. Click on the Applicant's name to go to their Constituent Record.

 

 

 

Once you are on the correct Constituent record, choose Flow from the top bar. Choose GOapply Invite Constituent

 

 

If prompted to sign in, click on Continue

 

 

Enter the GOapply App ID for the Application you would like the Applicant to access.

 

 

Scroll down to enter the GOapply PhaseID for the specific Phase (i.e. Application, Interim Report, Final Report) you would like the Applicant to access.

 

 

 

Click on Done

 

 

 

Click on Area Manager at the bottom of the Left Navigation Bar to change Area to "GOapply"

 

 

Go to the GOapply Status Tracking Table

 

 

Search for the new GOapply Status Tracking you created with the workflow. You can do this by sorting the Created On date from newest to oldest, searching for the Applicant's name, etc.

 

 

Select the Status Tracking record you created.

 

 

 Enter the appropriate Request number to link this new Status Tracking Record to your existing Request

 

 

 Click on Save