Automatically Decline Applications Based On Available Funds

A program can be configured so that applications will be automatically declined if the assigned budget does not have enough funds to cover the amount requested.

Note: Auto-declination is not recommended if a client wants to be able to consider an application despite not having enough funding available OR if a client does not want an Applicant to receive an immediate decline after submission.

The following is required to use this feature:

  • Automated budget assignments must be set up for the program. Learn more.

  • Budget reservation must be enabled for both the client and program. Learn more.

  1. Navigate to the Program Setup > Grant Programs area.

  2. Select the ellipsis icon next to the item and then Edit program.

  3. From the Program Detail page, select the Settings tab.

  4. In the Budget Reservation section, take the following actions.

    Budget reservation options in Program Details

    1. Select the checkbox for the Automatically decline applications who budget does not have enough available funds to cover the reserved amount option to enable auto-declination functionality.

    2. This is optional, but recommended. Select Add declination comment to include a standard response that should be sent to Applicants when their application is automatically declined.

  5. Save your changes.

Tip: If the Send email to notify applicant of decision option is checked for the Declination Comment, then the GC-69 | Your Application is Declined - ID: {{APPLICATION_ID}} email will be sent. This template can be customized if desired.