Grant Workflow and Template Fields - Add "User" fields
I have two requests related to users/staff for grant processing.
Please add User/Staff fields (profile name and title) to the template fields list for grant letters. We include a signature block in every grant letter, but we have multiple staff members who process grants. There is no flexibility for the grant letter to list the staff member who processes the grant in the signature block, so our current letters have a static signature block that contains the name and signature of one of our grant processors. It would be nice if we could add name and title to the signature block based on who created the grant, and then that person can sign their own letters.
Please add a filter for User/Staff member in the grant workflow buckets. We have multiple staff members who are responsible for creating/approving grants, and it would be very helpful to be able to filter by user when we are moving grants through each step of the process.
Tori Calvert
shared this idea
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