Call for Proposal & Application Management Action Schema

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You can find the template for this action schema here. Contact your Vera POC if you need edit access.

Please be sure to first create a copy of the template before editing it for your project.

Automation in Call for Proposal & Application Management Extension

Object	Process API Name	Action Summary

Object	Process API Name	Action Summary
ampi__Project__c	ampgm__Auto_Setup_Application	This process sets up the new Application with related records, creates an Application Review and updates the Date Submitted when the Application is submitted and updates the record type to Grant when the Application is approved
ampgm__xx_Concept_Note__c	ampgm__Concept_Note_Auto_Setup_Concept_Note	This process sets up the new Concept Note with narrative reporting, creates an Application Review and when the Application is submitted and creates a new Application when Concept Note is approved
ampi__Submission__c	ampgm__Submit_Related_Records	This process updates the related Concept Note or Application Review record to submitted when the narrative report on those records is submitted
ampi__Disbursement__c	ampgm__Disbursement_Send_Email_To_Accounting_Team	This process sends an email to the accounting team with Disbursement details when a Disbursement record is Approved
ampgm__xx_Application_Review__c	ampgm__Notify_Reviewer_to_Submit	This process informs the application Reviewer to submit the Application Review by sending an email 3 days before the Review Due Date