This is a resource for organizations that utilize invitation-only applications. In this document, we’ll look at how to set up and administrate invitation-only applications in GOapply. 

 

  Getting Started

 

Invitation-only applications are administered through a Flow. This flow already lives in your system, but you may need to activate it. This flow creates a status tracking record in Draft to ensure that the application will appear on the applicant’s In-Progress Dashboard. This flow does NOT send an email to the invitee. You will need to send them the link to your GOapply site where they can access the application.​​​​​​​

 

  Activate the Flow

 

1. In akoyaGO, navigate to your Advanced Settings > Customizations > Customize the System. 
 

 

 

 
 

 

2. PowerApps will pop up in a new window. Choose Processes from the left-hand navigation. Find and select "GOapply Invite Constituent" and "GOapply Invite Contact" then choose Activate. 

 

 

  Before Running the Flow

 

Before you run the flow, you need to know the Application ID and the Phase ID to which you want to invite applicants. You’ll find those in the Application and Phase entities of the GOapply App, respectively. Please ensure the Invitation Only field in the Application is set to Yes.

 

 

If the invitation-only application is the only open application at that time, you should also change the Registration Status in GOapply Settings to Invitation Only.

 

 

 

Important: This setting removes the registration ability from your GOapply home screen, so you should only do this if you have no other applications running at that time. Please ensure that the applicants you plan to invite have had an opportunity to register with GOapply before turning on this feature.

 

 

 

  Run the Flow

 

1. This flow can be run from Contact or Constituent. You can run this process for multiple people or organizations. Select contacts or constituents, choose Flow, then Invite Constituent to Apply.

 

 
 

2. The Run screen will open, fill in the Application and Phase IDs, and Run Flow. 

 

 
 

3. Check the progress from the "Flow Runs Page" to ensure the flow is executed successfully.

 

 

  

 

Status Tracking Record

The Flow will create a status tracking record with the Applicant, Application, Phase, and Current Phase Status filled in accordingly. The Current Phase Status will be set to Draft.