Setup Two-Stage Application using the New Grantee Portal in Grantmaking

To create a multi-stage workflow in the Applicant and Grantee Portal, users will need to create their Stage 1 and Stage 2 forms, then add the Stage 2 to the Program workflow. By adding the Stage 2 to the Program workflow, a link is made between the two forms that will allow you to publish the Stage 2 from the request created by the considered Stage 1. To create a two-stage application, please review the steps below:

  1. Log into Blackbaud Grantmaking.

  2. Click Applications then select Manage forms.

  3. Click Create custom form.

  4. On the Create custom form screen, enter any value for Name. Select either Request (Applicant) from the Form type dropdown. Select the Default form language from the dropdown.

  5. Click Create, then select Create and go to form.

  6. Set up your form to your liking. Once complete with setup, click Save. Click Save and close.

  7. Click Applications then select Manage forms.

  8. Locate the form you just created. Click the action menu to the far right. Click Publish form. Click Publish.

  9. Repeat steps 2-6.

  10. When setting up your "Stage 2" form, you may add the same fields as the "Stage 1" form. If you wish to display the information from the "Stage 1" form submission, be sure to click the pencil icon on the field to Edit component. Go to the Details tab. Mark the checkbox for 'Display value from BBGM'. Click Save.

  11. Once complete with setup, click Save. Click Save and close.

  12. Repeat steps 7 and 8 for this "Stage 2" form.

  13. Click Applications from the navigation bar. Click Programs.

  14. Click New then Click Program.

  15. In the Create Grant Program window, enter any value for Program name. Select your Default program language from the dropdown. Select the "Stage 1" form in the dropdown created from steps 2-6 as the Default form. Select Workflow from the Workflow dropdown. Click Next.

  16. On the Program page, set the Defaults.

  17. Click Cycles. Click + Add new cycle.

  18. In the Add New Cycle window, enter any value for Name. Set the start and end dates/times for your cycle. Click + Select cycle budgets.

  19. In the Select Cycle Budgets window, mark the checkbox next to Budget (Cash). Click Select.

  20. Click Save.

  21. Click Workflow.

  22. Click the dropdown for Default workflow level. Select Workflow Level.

  23. In the rightmost panel entitled Forms, click + Add form.

  24. Click the Form dropdown and select the Stage 2 form created in steps 9-12.

  25. [OPTIONAL] In the Due Date section, fill the radio button for Custom due date. Click the calendar icon. Select your preferred Due Date using the date picker.

  26. Click Save.

  27. Click Save and close.

  28. Click Applications, then Click Programs.

  29. Find your Program. Click the action menu to the far right and Click Publish. Click Publish.

  30. Locate the Program once more. Click the action menu to the far right. Click Copy link to locate the link to the Stage 1 form, which is now connected to the Stage 2.