Call for Proposal & Application Management Action Schema
- Harshula Jhala
- Wilmarié Moreland
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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.
Call for Proposal & Application Management Action Schema
Automation in Call for Proposal & Application Management Extension
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 |