Create the Common Parent Application
When using the Common Application process for your organization, you must build and clone the application forms from a Master Template.
Important: Your Global Admin will need to confirm that they have activated the Enable Import Responses from Existing Application feature by selecting Yes in the Administration > Manage Site Settings > General Settings. Items will not import to the additional applications unless this is selected.
Step 1: To create the common application process:
Note: If your child application has questions that only pertain to that child application, do not add those to the Master Template, as you do not want to have to remove them in every single cloned copy you make from the Master. You will create those questions in the child application only.
Make sure to include a section that contains the Matching Fund Eligibility Question.
Step 2: Clone your Master Template and create your Common Application form. Applicants will be looking for the Common Application when they are applying for funding. Make adjustments to the General Information setup to apply to the Common Application's process, (i.e., deadline dates, instructions, etc.)
Step 3: Remove from the Common Application form, any sections, and questions that do not pertain to this Common Application or the individual fund’s “child” application. Keep only those items that are necessary for all the “child” funds and the common application process.
Important: If additional items need to be present in the Common Application (to be pushed down to the child applications), add those items to your Master Template first. Do not change any of the XML names on items that came from the Master Template or you will lose any import mapping (pushing) capabilities for those items.
Note: If the common application process is the only application process you use and you only have that one common application each cycle, then create your Master Template for that process and you will not need to remove any items when it is cloned.