I am in need of this option right now for a grant we have for individual artists, but we are also funding some organizations through this program, to support their grant programs for artists. The application for artists has multiple questions that we don't need for the organization, so I'm trying to figure out how to create a request for the organizations to track all dollars going out through this process.

Hi Alisha,

Thanks for the suggestion. I can certainly understand the motivation. However, the complexity that something like this would add to the system is extremely significant as it would impact everything from building processes to evaluations to how shared questions are handled to print packets to reporting.

We did add something recently, though, that may be of some interest to you. Due to its complexity, it is something that is only available in our "Advanced" product, so there is some additional cost to it. We refer to it as "Copy" functionality, and it basically allows you to copy information from an LOI into a different process (or processes). Based on what you're describing, I think this is far and away the most realistic approach to handling your situation.

While I'd be happy to continue the discussion here if you have more questions, you'd probably be best (and most quickly) served by contacting your CSM or your sales person.

I hope that helps, and please let me know if you have any questions or additional feedback.

Thanks!
-chris