In Good Grants, action flow flow allows tasks or notification messages to be sent to people connected to an application. These can include the applicant, a manager, an individual named in the application, or a specified email address.
Action flow supports multi-step review processes wherein each stage ends with a decision to stop or allow the application to proceed.
Common uses
- Direct manager approval of a submission
- Two-step application forms for successful applicants
- Notification to accept or decline a nomination
- Request to complete a letter of recommendation
What you need before configuring action flow
To configure an action flow stage, ensure you have:
- Fields to collect the reviewer’s name and contact details if the reviewer is named in the application
- Fields the reviewer needs to view or edit
- Notifications for each review stage
- A planned action flow structure
Step 1: create a review notification
- In the Manage workspace, go to Settings > Communications > Notifications
- Click New notification
- Choose the Action stage started trigger
- Add the {review_url} merge field to the email body
- Click Save
Signed-in users will also see an alert badge when an action task is assigned. The badge clears once the task is completed.
Learn more in the Ultimate guide to notifications.
Step 2: configure an action stage
Before starting, configure any reviewer-only fields and remove applicant access.
- In the Manage workspace, go to Action flow > Settings
- Click New action stage and choose a form
- Enter a stage name for internal reference
- Choose whether the stage is a task or notification only
- Select the recipient:
Review by manager
Review by a person nominated in the application
Review by applicant
Review by referee
-
Under 'Start stage' choose:
- Stage is started by application submission
- Stage is started by another stage
- Choose your configured action flow notification
- Open the 'Action page' tab
- Set Read, Write, and Required access per field
- Optionally attach a content block
- Open the 'Proceed / Stop' tab
- Set labels for Proceed and Stop buttons
- Optionally:
- Apply moderation status automatically
- Start another action stage
- Hide the stop action
- Validate fields on stop
- Click Save when finished
Step 3: set an action flow deadline
- In the Manage workspace, go to Settings > Applications > Rounds
- Open the application round
- Set an Action / resubmission ends date and time
- Click Save
Learn more in the Ultimate guide to rounds.
(Optional) Add informational content to action pages
- In the Manage workspace, go to Settings > Content > Content blocks
- Create a new content block
- Set the location to Action flow page
- Save and attach the block to the review stage in the 'Review page' tab
Learn more in Content configuration and management.
Add a certificate to an action task
- In the Manage workspace, go to Reviewing > Settings > Awards
- Create a certificate
- Open Action flow flow > Settings
- Click the action stage name
- Open the 'Action page' tab
- Select a certificate
- Click Save
Learn more in Certificate and badge configuration.
View and export action flow data
You can access action flow data by:
- Viewing tasks in Action flow > Manage tasks
- Creating an export from the Manage tasks view
- Downloading a PDF that includes action flow data
Action flow data is stored within the application but is not visible to applicants.
Learn more in the Ultimate guide to exports and Download the manager PDF.
Good to know
- Conditional fields cannot be used in action flows.
- Action flow fields should not be reused across multiple stages. Copy fields to avoid overwriting data.
- If multiple reviewers are assigned to one stage, only the last decision is stored.
- Review URLs allow access without login for non-registered reviewers.
- Moderation approval can control which applications appear in reviewing panels.
Video overview