Process Does Not Appear for Manual Request Entry

Written by Hanna Smith

Last published at: July 2nd, 2020

Problem 

You're trying to manually enter a request for an existing organization or contact, but the process you're looking for doesn't show up in the process selection dropdown.

Expected Behavior

The process should appear in the process selection dropdown so you can select it, and can enter a request within the process. 

Solution

There are several key items to check in this scenario: 

  • The process must be toggled on (check this on the Process Manager page).
  • The process must start with the application stage. 
    • If the process starts with another stage (i.e. LOI), you can still manually enter a request for the process, but will need to proxy as the applicant to do so.
  • The application cannot contain third party questions.