Has BB or any BB user/funder created any training materials for grantees on how to use the new portal? If so, would you consider sharing as an example? Thank you.
I'm trying to set up conditional logic to show a field only when the applicant identifies their type of organization stored in a coding field (recipient auspices). I can display the coding field, but when I go to create the conditional logic for the subsequent text field, I don't see the coding fields in the “select a…
Hi! Our reviews can be complex and I was surprised to find that I couldn't hyperlink within a Review Form. I can insert the website address, which would require the reviewers to copy and paste it into a browser, but it won't hyperlink even if I insert HTML coding. Has anyone found a workaround for this? An example would be…
Currently creating and testing our new forms. We include demographic and other coded questions in our application forms such as age group, gender, and UN Sustainable Development Goals from which applicants select from a drop-down list. In IGAM, the dropdowns appear in the order we want them to e.g. for Age Group, 0-2, 3-5,…
Is this report still working for the applications in the new system? We opened our new application portal this week. When I run the “in progress application” report, it is showing zero, which I find hard to believe. Can I connect this to the new application form, or is there a similar report to run that will pull the info…
We just launched an application form that closed at the end of December. I created a declination email and activated it, but I can't figure out how to send it to the grantees that we are declining. I also can't seem to find how to do it anywhere in the instructions/directions. Another question - how can I add merge mail…
We have multiple signatories on our grant agreement forms. At a minimum, both the funder and the grantee sign it. Some grantees have to also get it signed by their legal department. I suspect we will have to continue using docusign and upload the agreement. Has anybody identified a more creative solution? Any other uses…
Colleagues, The legacy application tool allowed us to set up reviewers based on the coding. I could filter if an application is education and from south region, it would go to South Region Review Committee. Can I still do that with the new portal? Where can I set that up?
Hey colleagues. How do we assign multiple forms to a program? Or do we have to create a program for each form?
I see references to to grant management facing forms in the new portal, but my only options are the applicant facing forms. Are they not available yet?
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