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4 votes
Hi All,
Thank you for the prompt feedback! We are continuing to review this idea and will keep you updated.
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21 votesRebecca Wardle shared this idea ·
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38 votes
An error occurred while saving the comment Rebecca Wardle commentedMerge fields from the Approval and Installment are needed to generate our grant nofication email when I sync grants over from CSuite to GLM.
An error occurred while saving the comment Rebecca Wardle commentedCustom merge fields for email templates: If possible, it would be great to customize which merge fields are able to be pulled into email templates (have more options than what is currently available).
For example: I have a "special conditions" question in my Approval Form and Follow Up Form, that gives instructions for how a grant is to be used. I cannot have that "special conditions" questions used in an email template since it is not one of the merge fields available.
Rebecca Wardle supported this idea · -
5 votesRebecca Wardle supported this idea ·
PDF Preview of Forms: I like this but would love to see adjustments for branching. Currently, applicants sometimes start answering questions in the preview and mistaken this for their actual application. The pdf preview would avoid this confusion. However, I'm not sure how the pdf preview would note question branching. Maybe something on the pdf preview could label the questions "branch 1" and "branch 2" with the branch titles or something similar to call out the different tracks that the application may take.