Euna Grants sends automated email notifications when key actions are taken across grants, opportunities, awards, and custom forms. This guide provides a comprehensive reference for which users receive notifications based on the action performed and the roles assigned to the record.
For actions with multiple possible outcomes, the recipient is determined by which roles are currently assigned to the record. If a primary role is not assigned, the system falls back to the next eligible role or email address as described below.
The tables below are organized by functional area. Use this guide to understand notification behavior and ensure the correct users are assigned to records in your organization.
Grants & Tracking
| Action | Who receives the email |
|---|---|
| Grant Amendment — Finalized | No email is sent. |
| Payment Request — Submitted | The Account Owner receives a notification. |
| Payment Request — Approved | No email is sent. |
| Tracking Period — Closed | No email is sent. |
Opportunity Applications
| Action | Who receives the email |
|---|---|
| Application — Submitted | If an Opportunity Manager is assigned, both the Opportunity Manager and the applicant's primary email address receive a notification. |
| If no Opportunity Manager is assigned, only the applicant's primary email address receives a notification. The funder does not receive an email. | |
| Application — Funder Approves | If the Change Submission Status field in the workflow is set to Approved, the applicant's primary email address receives a notification. If set to No Change, no email is sent. |
| Application — Funder Rejects | If the Change Submission Status field in the workflow is set to Rejected, the applicant's primary email address receives a notification. If set to No Change, no email is sent. |
| Application — Funder Reopens | If the Change Submission Status field in the workflow is set to Reopened, the applicant's primary email address receives a notification. If set to No Change, no email is sent. |
Award
| Action | Who receives the email |
|---|---|
| Award — Activated | The Recipient Account Owner receives a notification. |
Award | Payment Requests
Note: When a payment request is submitted, Funder Additional Users are never notified — only the Funder Manager or, if none exists, the Funder Account Owner.
| Action | Who receives the email |
|---|---|
| Payment Request — Submitted by Recipient | If a Funder Manager is assigned, the Funder Manager receives a notification. |
| If no Funder Manager is assigned, the Funder Account Owner receives a notification instead. | |
| Payment Request — Approved by Funder | If a Recipient Manager is assigned, the Recipient Manager receives a notification. |
| If no Recipient Manager is assigned, the Recipient Additional Users receive a notification. | |
| Payment Request — Rejected by Funder | If a Recipient Manager is assigned, the Recipient Manager receives a notification. |
| If no Recipient Manager is assigned, the Recipient Additional Users receive a notification. |
Award | Reporting Periods
| Action | Who receives the email |
|---|---|
| Payment Request — Submitted by Recipient | If a Funder Manager is assigned, the Funder Manager receives a notification. |
| If no Funder Manager is assigned, the Funder Account Owner receives a notification instead. | |
| Payment Request — Approved by Funder | If a Recipient Manager is assigned, the Recipient Manager receives a notification. |
| If no Recipient Manager is assigned, the Recipient Additional Users receive a notification. |
Award | Amendments
| Action | Who receives the email |
|---|---|
| Amendment — Funder Creates & Finalizes | If a Recipient Manager is assigned, the Recipient Manager receives a notification. |
| If no managers are assigned, the Recipient Org Primary Email receives a notification. | |
| Amendment — Recipient Submits | If both a Funder Manager and Recipient Manager are assigned, both managers receive a notification. |
| If only a Funder Manager is assigned, the Funder Manager and the Org Primary Email receive a notification. | |
| If no managers are assigned, both the Funder Org Primary Email and Recipient Org Primary Email receive a notification. | |
| Amendment — Recipient Submits, Funder Denies | If a Recipient Manager is assigned, the Recipient Manager receives a notification. |
| If no Recipient Manager is assigned, the Recipient Org Primary Email receives a notification. |
Custom Forms
| Action | Who receives the email |
|---|---|
| Custom Form — Reopened | If a Recipient Manager is assigned, the Recipient Manager receives a notification. |
| If no managers are assigned, no email is sent regardless of whether Additional Users exist. | |
| Custom Form — Submitted | If a Funder Manager is assigned, the Funder Manager receives a notification. |
| If no managers are assigned, no email is sent regardless of whether Additional Users exist. |
Comments
0 comments
Please sign in to leave a comment.