Candid for Grant Applications as part of Demographics by Candid allows applicants to populate responses to specific questions on a Grant Lifecycle Manager (GLM) form using data from their Candid profile.
Add Candid for Grant Applications Questions
- Click Tools on the upper navigation bar, and then click Process Manager.
- Click the Process name to which you would like to add a Candid Question.
- Click the pencil icon of the application form.
- Click Add Candid Question.
- Select the question you want to add to the form, and then click Add Selected Question.
The question now appears on the form with a Candid icon next to the label.
- You may edit the instructions, required type, character limit, etc., the same as a non-Candid question.
- Candid questions cannot be made read-only.
Use Candid for Grant Applications Questions
When filling out a form, an applicant has the ability to use this feature.
- Upon clicking Apply on a process that has Candid questions, the pop-up shown in step 5 should appear with populated answers if they are present.
- If the pop-up doesn't automatically appear, click Copy Candid Profile.
- If the pop-up doesn't automatically appear, click Copy Candid Profile.
- In the pop-up, the applicant can select any data from their Candid profile to copy into corresponding Candid questions on the form.
- Click Copy Answers.
- The data will then automatically be added to the corresponding form question.
- The data will then automatically be added to the corresponding form question.
- This application uses GLM’s integration with Candid, which is based on the Tax ID on the applicant's organization profile. If the applicant claimed the Candid profile and filled out the information on it, then the applicant can use the Copy Candid Profile button to fill out some questions on this form.
- If the applicant has not filled out the Candid profile, the applicant can still fill out the Candid questions manually, just like any other question type.
- The applicant may edit Candid questions in GLM after copying answers from Candid.
- Editing Candid questions in GLM will not impact the applicant's Candid profile.
- Pulling in a response from Candid will not overwrite an existing response on a GLM form.
- Since this is based on the applicant's Tax ID, if the applicant is fiscally sponsored, they will need to fill in the information manually.
If an applying nonprofit organization has not yet claimed their Candid profile or filled out the profile information, they will not be able to use this feature until they do so.
Sample Language for Applicants
This application uses GLM’s integration with Candid, which is based on the Tax ID on your organization profile. If you have claimed your Candid profile and filled out the information on it, then you can use the Copy Candid Profile button to fill out some questions on this form. If you haven’t filled out your Candid profile, you can still fill out the Candid questions manually, just like any other question type. You may edit Candid questions in GLM after copying answers from Candid. Editing Candid questions in GLM will not impact your Candid profile. Pulling in a response from Candid will not overwrite an existing response on a GLM form.
Note: Since this is based on your Tax ID, if you are fiscally sponsored, you will need to fill in the information manually.
Questions? Please contact the Foundation.