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- Send back to review button - In the Submitted state, make sure there's a button that allows any WPP internal staff to send a review from submitted back to pending
- Sometimes reviewers will ask to adjust their reviews based on discussions about the various grants, which happen after they submit. Since it's a standard workflow, program officers should be able to do this without having to contact an admin.
4. Override the project summary, if needed
Fluxx has hard-coded the project summary field to be required on all grant records. However, WPP doesn't really use this field. If for whatever reason you absolutely must make a new grant form, you'll need to add a bit of code to the template to auto-populate some dummy text.
- Click the gear icon next to the grant request record to edit
- Expand the Advanced Settings section
- Enter the following code into the Draft After Create Block: model.project_summary = "Project Summary Not Needed for <year> <program name> Application"
Note: If there's currently text in the Current After Create Block, and it's not also setting the project_summary field, you should copy that code into the draft field as well. I haven't seen anything other than the summary being set, but check just in case. - Save
If records have already been created and the project summary is blank, you have a couple options:
- Add the field to the internal section of the template, and then manually update all affected records (best for a low number of records)
- Create a dashboard card that finds all affected records, then use Bulk Update to apply some dummy text to all (best for a lot of affected records, though be careful with your filtering logic!)
Document Type Prefixes
You'll notice a lot of Grant document types have a prefix like F07A. The purpose of the prefix is to enforce a consistent sort order in the Document Group on application forms. Doc types without a prefix might be retired or intended for internal or ad hoc use (ex. MOUs).
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