To sync grants or scholarships from CommunitySuite to GLM or SLM, you must first create a CommunitySuite process in GLM/SLM to accept the synced grant or scholarship requests (referred to as requests in this article). This cannot be copied from another process; it must be created as a brand new process. A CommunitySuite process always starts with the application stage, meaning an eligibility, qualification, or LOI stage cannot be added.
Create a CommunitySuite Process
Add a CommunitySuite process as you would any other process, but select CommunitySuite in the External Type field.
The purpose of a CommunitySuite process is to accept grants or scholarships synced from CommunitySuite, rather than to be opened for applicants to submit new requests. Once the External Type is set to CommunitySuite, the process Visibility will automatically be set to Internal and cannot be changed. The Start and End Dates will be set to blank and cannot be changed.
Add Forms to a CommunitySuite Process
Once the CommunitySuite process has been created, the application form can be added. For this type of process, it's best practice to create a new application rather than copying an existing form. This helps prevent incompatible questions from copying into the application. In addition, you can edit the decision forms for the process.
CommunitySuite questions can be added to forms in the process to populate information from CommunitySuite upon syncing a request to GLM/SLM. Details are available in Add CommunitySuite Questions in GLM/SLM.
Follow up forms can be added as usual, and can be assigned to an applicant once their request is synced from CommunitySuite and in the approved status in GLM/SLM.