Request Copy Overview

Foundant GLM’s Copy Application tool allows administrators and applicants to reuse already completed applications to submit multiple requests within the same process or different processes. For organizations with many scholarship or grant processes, or for “deferred” applications, this can save your applicants hours of time while increasing the accu...

Setting up Copy in Processes

To configure Copy for your processes click on Process Manager in the Navigation Menu Note: Only fields that have the exact same Question Label and field code (code given to a question when it is built) will be available to be copied.  This means the question must be a copy of the original question. Select a process by clicking on the name Click on t...

Copy Functionality: Admin Workflow

Choose “Administrators” in the “Edit Process Summary” for both the process you are copying from, and the process you are copying into. Locate a request by searching from Requests & Decisions, Organizations, Users or any workload page. Click on the Project Name to access the Request Summary Page. Select “Copy Request” in the upper right. The tabl...

Copy Functionality: Applicant Workflow

Choose “Applicants” in the “Edit Process Summary” for both the process you are allowing applicants to copy from, and the process you are allowing applicants to copy into. For the process you would like them to copy into, be certain that the Start and End Dates encompass the dates that you would like the applicant to be able to apply (or leave the da...