Revised 3/19/2026

 

The Request Quick-Create form lets you streamline Request creation. This feature was introduced on June 16, 2022.

 

If your organization was installed before that date, you will need to opt in to this feature. If you were installed after that date, this feature is standard with your akoyaGO system. Please note that it is akoyaGO Best Practice to leverage the quick-create form. For steps on opting in to the request quick-create form, reference this Knowledge Article: Leveraging Request Quick-Create 

 

"Quick-Create” forms refer to the panel that appears on the right side of your screen when you choose +New Record from a lookup field or from a subgrid on a related record. For example, if you click +New Request from the Requests tab of the Constituent record, the Request Quick Create Form appears. You may have noticed this behavior when you create a Contact or Constituent from a lookup field. Quick-Create forms include the most relevant fields for creating a record. After a record is created in Quick-Create, you open the record and enter additional data if desired.  
 

Using Request Quick-Create

 

The Request Quick-Create form can be accessed from anywhere in akoyaGO by clicking the + icon in the top toolbar and selecting Request. You do not have to be in a Request-related table or record. 

 

 

 

As a best practice, however, we always recommend you start entering a Request from the Applicant's Constituent record. That way, the Applicant and Payee fields will auto-populate. By beginning here, you can also access the GOverify tab and check the applicant's Request history. 

 

To open the general grant request quick-create form, open a Constituent record, go to the Requests tab, and choose + New Request.

 

 

 

The Quick-Create form will open on the right side of the page.  

Next, all you have to do is fill in the form accordingly.  

 

 

Request Information Section

 

Applicant: This is a lookup to Constituent. This field is required if Request Type = Grant or Interfund. Select the Constituent. If you clicked +New Request from the Requests tab of the Constituent record, this field would auto-populate. 

 

Primary Contact: This is a lookup to Contact. List the individual whom you would contact with questions about this specific Request. This field is required if Request Type = Scholarship. The Constituent's Primary Contact will default to this field; if you would like to change it to another contact, you can remove this contact record by clicking the X next to the name. Then, search for the appropriate contact.  

 

Request Type: this field defaults to Grant. You can change the Request Type as needed. 

 

Program: a lookup to Programs. Can be used to further categorize this Request. Program budgets can be set for each Program. More information can be found here: Creating Fiscal Years and Program Budgets KA

 

Title: Set a title for this Request. If left blank, the title will default to [Request Type] to [Applicant] via a workflow process called Default a Request Title. This workflow process can be customized by a System Customizer as needed. For more information on workflow processes, see Creating a CRM Workflow Process.

 

Request Recommender: a lookup to Contact. This field is most frequently used for donor-advised grants to list the recommender.  

 

Recommended Amount: Enter the amount recommended by the Request Recommender above. This field is most frequently used for donor-advised grants.

 

Payment Information Section

Payee: a lookup to Constituent. This is the Constituent that will be listed as the Payee on any Payments created for this Request. If you started from the Constituent to create a Request, this will default to the Applicant Constituent, unless this Constituent has a Default Payee assigned. If there is a Default Payee, that Constituent will populate here instead. You can change the Payee if necessary by clicking the X next to the Constituent's name and searching for a different Constituent. 

 

Fund: a lookup to Fund. A fund should only be listed via the Request Quick-Create form if you are approving this Request upon entry. For example, if you are entering a donor-advised grant recommendation at the request of a fundholder and want it to be approved upon data entry, you can list a fund here. 

 

*IMPORTANT - if a Fund is listed, the Recommended Amount is deducted from the GOfund Spendable Value (even if the Request is still Pending!) 

Setting a Fund via the Request Quick Create for approved Requests ensures the correct fund is set on the auto-created payment when clicking Save and Close.
 

Anonymous: yes or no. If yes, the default title, if left blank, will not include the fund name. This will cause the Payment Memo and Description in Business Central to exclude the fund name.

 

Original Grant: dollar amount of original grant/scholarship amount (> $0 for Approved Requests, $0 for Denied Requests, blank for Pending Requests).

*IMPORTANT - If you add an Original Grant Amount from the Quick Create, this Request will be APPROVED when it is created. If you want the Request to remain PENDING, do not enter an Original Grant Amount.

 

Decision Date: if you are creating an Approved Request and have entered an Original Grant Amount, you should also choose a Decision Date. If you are creating a Pending Request, you can leave this field blank, as it will fill it when you Approve or Deny this Request. A decision date is required to manually approve a request. If the Original Grant Amount contains data, the Decision Date is required.

Please note: the Decision Date will populate the Posting Date on the Payment record. You can change this date on the Payment record. 

From here, if you are satisfied with the Request, click Save and Close.  

 

 

Auto-Create the Payment Upon Approval

 

akoyaGO will automatically create a Payment for the Request once it is approved. If you approved the Request upon creation (i.e., you entered an Original Grant Amount from the Quick-Create Form), the Payment will be created at the same time as the Request.

 

If you created a Pending Request, you can approve the Request by using the Approve/Deny button in the top toolbar. 

 

Once a Request is approved, a Payment will be created. Click on the Payments & Requirements tab of the Request to view associated Payments & Requirements.

 

Process the Payment and send to accounting following your normal process.