Add a CommunitySuite Process in GLM/SLM – Foundant Technologies

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.

Once a CommunitySuite process has been created, it must be toggled on in your GLM/SLM site in order to sync grants or scholarships to it from your CommunitySuite site. Next steps are available in CommunitySuite GLM Settings and CommunitySuite SLM Settings.

Create a CommunitySuite Process

Add a CommunitySuite process as you would any other process, but select CommunitySuite in the External Type field.

If you do not see this field in your site, contact Support to enable it.

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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.

By default, requests in an internal process become visible to the applicant on their dashboard once they're approved or denied. The Applicant Visibility Override feature can be used to change this for all requests in the process or specific requests.

Once you select CommunitySuite as the External Type and click Create Process, the process cannot be deleted and the External Type 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.

While questions can be added as usual to the application and approval forms for administrators to record additional information, do not set the Required Type to Required for any additional questions. Doing so would prevent you from syncing requests from CommunitySuite into the approved status in GLM/SLM.

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.