Batch create new requests and import data into specific custom fields

United Way requests agencies applying for funding to provide data relating to their organization health as a prerequisite.  These organization health requests are reviewed /approved and is active for 3 year period.   For as long as an agency's organization health request is active an agency os able to submit funding requests.  At the end of 3 years agencies are required to submit new organization health requests - instead of having to fill up blank requests we would like to select data from approved organization health and upload to the new request to be completed.

 

  • Guest
  • Feb 20 2020
  • Reviewed: Voting Open