pull fields from past applications to new forms
I would like to be able to pull fields from a last years application follow up form onto a new years application.
Sarah Boll
shared this idea
-
Dana Jeffery commented
Our foundation talked about this, and while recognizing that there is the GuideStar option to prepopulate some of the standard responses, we have a majority of applicants that use a fiscal sponsor - so selecting the GuideStar response is not going to help them.
My supervisor was thinking there should be an internal repository (like what is proposed in Grant Hub) to have some of the responses they can pull to populate common answers. We currently have no way to know which of our users have Grant Hub to know if that will work for them, or if the auto fill feature is being used.
Are there other solutions we can use that we haven't considered? Just wanted to chime in to see if this idea would work not just for follow ups but for all applications across processes. -
Andrea commented
Yes! I think I also submitted a question about this. It would be great if it was optional to include it, but it would be SO helpful to the evaluators to see the outcomes of the previous grant. Pretty please!