How To Add a Workflow to an Opportunity

One or more defined workflows can be assigned to an opportunity. Workflows can help facilitate the application evaluation, scoring, and awarding process in AmpliFund. To learn more about workflow, see the AmpliFund Workflow Guide.

Any Opportunity Application workflow type can be assigned to an opportunity.

1. Open Award Management>Fund Opportunities or >Grant Opportunities.
2. Click an opportunity name.
3. Open the Configuration tab>Workflow Settings.
4. Select a workflow from the Choose Workflow dropdown. This list pulls from Administration>System Administration>Workflow (Opportunity Application workflow type only).
   
5. Click Add.