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

Users can set up a two-stage Application using the New Grantee Portal in Blackbaud Grantmaking. This will involve new steps. Below are directions and suggestions on how to set this up in the New Grantee Portal.

1. Launch and 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) or LOI (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. but be sure to select Request (Applicant) from the Form type dropdown.

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. Select your preferred Availability in the Availability tab.

26. Click the Due Date tab. Set your preferred Due Date.

27. Click Email message. Enter your preferred text for the outgoing email.

    Note: This option will not appear if the 'Manually...' option is selected as the Availability.

28. Click Save.

29. Click Applications, then Click Programs.

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

31. 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.

    Note: The End Date on the Cycle will "turn off" the default form. Therefore, if your Stage 1 form is the default form, it will become inaccessible at the end of the Cycle. Other forms in the same Program as the Stage 1 can still be published, but will not be directly accessible by applicants.