PowerClerk Support Center

Program Design
Automations
Questions to Ask
Locating the Automations feature
How to create an Automation
Automation Triggers
Automation Action Rules
Validation Rules
Scheduled Triggers
Troubleshooting Automations
FAQs
Channels
Questions to ask yourself
Locating the Channels feature
What are Channels?
Types of Channels
Channel Type: Mark as Child
Channel Type: Make Successor
Channel Type: Create Related Project
Channel Type: Submit Related Project
Channel Type: Project Lookup
How to create a Channel
Channel Signals and Automations
FAQs
Communications
Questions to ask yourself
Locating the Communications feature
Creating Communication templates
Finding Data Tags
Bulk Communications via Data Import
Images in Communications
Project Attachments and Content Library Items
Smart Templates
Upgrading to Smart Templates
Upgrading when a Test Environment Exists
Broken Template Tags
Examples of Broken Template Tags
PowerClerk Bulk Email Communication Policy
FAQs
Connections
Questions to ask yourself
Locating the Connections feature
What are Connections
How to Create a Standard Web Adapter
Define Input and Output Fields
Connecting, Testing, and Enabling the Web Adapter
Creating a Standard Web Adapter Configuration
Utilizing Connections on PowerClerk
Maintaining and Editing the Web Adapter
Web Adapter Message Type Format
Supported Message Versions
Error Handling
Custom List Lookup
Create a Custom List Lookup
Utilizing Custom List Lookup
FAQs
Content Library
Questions to ask yourself
Locating the Content Library feature
Uploading content to the Content Library
Use with Communication Templates
Use for Front Page content
FAQs
Custom API IDs
Questions to Ask
Locating the Custom API IDs feature
How to edit a Custom API ID
FAQs
Data Fields
Questions to ask yourself
Locating the Data Fields feature
How to work with Data Fields
Custom Lists and Data Field Groups
Table form element
PV System + batteries element
FAQs
Deadlines
Questions to ask yourself
Locating the Deadlines feature
What are Deadlines
How to Create a Deadline
Deadline Automation Action Rules
Utilizing Project Admin Page for Deadlines
Communication Templates for Deadlines
Deadline Set/Satisfy Options
Program-Wide Deadline Actions
Reporting on Deadlines
Deadlines in Project List Columns
FAQs
Document Templates
Questions to ask yourself
Locating the Document Templates feature
How to define a new Template
How to define a new Merged Document
eSignatures
DocuSign template tags
Mapping eSignature tags
Smart Templates
FAQs
eSignature Envelopes
Questions to Ask
Locating the eSignature Feature
What are eSignature Envelopes?
eSignature Checklist: The Prerequisites to create a new Envelope
How to set up Advanced eSignature Envelopes Step-by-Step
How to add an eSignature Envelope to a form
eSignature Automation Trigger
Viewing Completed eSignature Envelopes
Resending eSignature Notifications
Canceling eSignatures
FAQs
Forms
Questions to ask yourself
Locating the Forms feature
How to create and edit Forms
Adding data fields
Configuring Forms
VersaForms
Sensitive Data Fields
FAQs
Formulas and Calculated Fields
Questions to ask yourself
Locating the Formulas feature
How to work with Formulas and Calculated Fields
Formula Data Dictionary
Dynamic Formula References
Rules of Formula References
Advanced Visibility Rules
Video Guides: Formulas
FAQs
Front Page
Questions to ask yourself
Locating the Front Page feature
How to edit the Front Page
FAQs
Incentive Design
Questions to ask yourself
Locating the Incentive Design feature
How to create and edit Incentive Designs
Incentive Options for One-Time Incentive Type
Incentive Design Options
FAQs
Milestones
Questions to ask yourself
Locating the Milestones feature
How to define a Milestone
FAQs
Project List Columns
Questions to ask yourself
Locating the Project List Columns feature
How to use Project List Columns
FAQs
Project Summary
Questions to ask yourself
Locating the Project Summary feature
How to edit the Project Summary
FAQs
Project Views
Questions to ask yourself
Locating the Project Views feature
How to edit Project Views
FAQs
Roles
Questions to ask yourself
Locating the Roles feature
How to create and edit a Role
Access Groups
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Access Groups and Reports
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Workflow
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Locating the Workflow feature
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Transitions
Workflow Example Overview
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Administration
Business Days
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Locating the Business Days feature
Setting up Business Days
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Dashboards
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Locating the Dashboards feature
How to create widgets in your Dashboard
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Data Import
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Locating the Data Import feature
Steps to Complete a Data Import
Data Import Configurations
Column Header Types
Automatic Data Imports via SFTP
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Duplicate Check
Questions to ask yourself
Locating the Duplicate Check feature
How to use Duplicate Checks
FAQs
Import Projects
Questions to ask yourself
Locating the Import Projects feature
How to Import From V2
FAQs
Operation Status
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Locating the Operation Status feature
How to use the Operation Status feature
FAQs
Program Info
Project Inquiry
Locating the Project Inquiry feature
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Automating Communications for Project Inquires
Inquiry Summary
Questions to ask yourself
Locating the Program Info feature
How to edit the Program Info menu
Notification Banners
Usage Info
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Program Statistics
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Locating the Program Statistics feature
How to use Program Statistics
FAQs
Reports
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Locating the Reports feature
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Test Environment
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Locating the Test Environment feature
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User Administration
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Tools Menu
My Account
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Setting up Multi-Factor Authentication
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Recovery Guidelines for MFA Administrators
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FormSense
Questions to Ask
Locating the FormSense feature
How to use the FormSense feature
FAQs
Grant Access
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Project Grants vs Broad Grants (i.e. "Grant Access")
Locating the Project Grant feature
Locating the Grant Access feature
How to use the Grant Access feature
FAQs
Integration Guides
ePayments
Questions to ask yourself
Locating the ePayments History feature
How to add ePayments
FAQ
PowerClerk API
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What can the PowerClerk API do?
Integrating with the PowerClerk API
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Integration Guide 001: How to configure a Web Adapter – ArcGIS Implementation
Integration Guide 002: How to configure Electric Power Research Institute’s (EPRI) DRIVE Connect software with PowerClerk
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Setting up Business Days
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FormSense
Edit Forms - Tutorial #1
Build A Formula
Edit Forms - Tutorial #2
Automation with Formulas in Action Rules
Configuring Forms
Formulas and Advanced Visibility Rules
Calculated Fields
Milestones
Project Summary
Setting up Roll-up Reports
Roles and User Administration
Visualize Workflows
ArcGIS
API
SFTP Automatic Data Import
Standard Web Adapter Setup
PowerClerk Program Launch
PowerClerk User Group Sessions (UGS)
Learning Management System (LMS)

Channels: Create Related Project & Submit Related Project

Channel Type: Create Related Project

The Create Related Project Channel Type allows creating a new unsubmitted project in a program with data copied over from a different project. Links the new project as related to the original.
 
The Create Related Project Channel type allows the streamlined creation of new, related projects to support a vast array of possible use case scenarios. This type should be used if the newly created project requires more information before it can be submitted. If the original project has all the information needed, consider the Submit Related Project Channel Type.
 

    Attributes of the Create Related Project Channel Type:

  1. Creates new project(s) from an original project.
  2. Only creates the new project in draft form, does not submit the project. Allows the applicant to complete filling out the initial form if there is additional information required from the original project.
  3. Data is copied from the original project (as a one-time data copy).
    Use-cases for this Channel Type may include:

  • Applicants often have multiple projects to create that utilize similar information and are related. You want to streamline this process. For example, an EV Charger program that only allows one charger per application but a user can have multiple chargers.
  • You have multiple similar-type programs and want to streamline creating related projects in each. For example, you have an Incentive program and a Time-of-Use program.

 
Pre-Requisites to creating this Channel
If this is an interprogram set-up, establish which program is the Published Program and which program is the Linked Program. The Published Program is the program that will have the newly created projects. The Linked Program is the program that will have original projects. If interchangeability is desired, you can create two parallel Channels that are reversed.
 
In the Publishing program, create the Form that will be completed and eventually submitted by the newly created project. We suggest making the data fields that will be copied over as “read-only” so the applicant cannot edit them, if desired.
 
Ensure that there is a Role to put the user who created the new project into. For example, the user may be registered to an Incentive Program as the “Applicant” but may not be registered for the Time-of-Use program. This will allow PowerClerk to auto-register them to the Published Program with this Role.
 
Creating the Create Related Project Channel Configuration
First, navigate to the Publishing Program. Ensure that you have a Channel Group set-up by a CPR-Admin. Then select “Publish New Channel” and select the Create Related Project Channel Type.
 
Select the Role
Select the Role the user should be placed in if they are not already registered for the this program.
 
Select the Form
Select the Form that will open to fill out (and/or have data copied over from).
 

Select Data/Attachments to Copy
Select any data fields and attachments that you want copied from the original project to the newly created project. These do not need to be included on the Form selected, however it is often the case that they are.
 
Select the Data Field Type and Data Field Alias. The Alias acts as a label for you to understand what data you are attempting to share. You cannot change the Data Field Type and the Alias once the Channel has been published.
 
Select the Specific Data Field that should be mapped to the Data Field Alias. This is the Data Field you wish to store the information in this program. You will select the Data Field in the linked program to pull the information from when you link this Channel. This can be edited after the Channel is published.
 
Establish Signal(s)
Establish one or more Automation Signals to either send from the newly created project to the original or send from the original project to the newly created one. You can take action on a project when it receives the signor or share more information between the two projects when the signal is received. For example, you may wish to share more information once the project enters the “Complete” status. If you do not wish to take action on the related projects after the initial relationship is established, you can skip this step.
 
One example is having a signal labelled “Status Changes” and one labelled “Information Changes” to keep them separate for ease.
 
Once you are ready, save the Channel Configuration.
 
Publishing the Channel
Publish the Channel by clicking on your new Channel. Select the Group and Save.
 
Link the Channel
If this Channel will stay within the same program, tab over to “Linked Channels” and press “Link to Channel”. Select the proper Group and Channel and select “OK”. “Configure” the Channel. Map the data field aliases to the proper data fields for the data exchange and project lookup. These can be the same data fields from the Published ones, or unique ones. Then “Enable” the Channel.
 
If this Channel is between multiple programs, navigate to the other program’s Channel page. Tab over to “Linked Channels” and press “Link to Channel”. Select the proper Group and Channel and select “OK”. “Configure” the Channel. Map the data field aliases to the proper data fields for the data exchange. Then “Enable” the Channel.
 
Add Channel to your processes
This Channel will create a new unsubmitted project with copied information from an original. The two related projects can share information and action can be taken as the newly created one sends signals back to the original.
 
Set Up Signal
See below on how to set up Channel Signals in Automations. An example might be once the newly created project is Reviewed to send a signal back to the original to set a data field to indicate its enrollment in the other program.
Add Button to Project’s Landing Page(s)
To use this Channel, click on “Properties” under the Chanel. Give the button a label and decide whether you want to show it on the Project’s View/Edit Page or just the Project’s Admin page. If you allow the button to be exposed on the Project’s View/Edit Page, the applicant will be able to create new projects via this Channel. Select “Save”.
 
The button will appear on the Project’s Landing Page(s) for use.
 
 

Channel Type: Submit Related Project

The Submit Related Project Channel Type allows creating a new submitted project in a program with data copied over from a different project. Links the new project as related to the original.
 
The Submit Related Project Channel type allows the streamlined creation of new, related projects to support a vast array of possible use case scenarios. This type should be used if the newly created project can receive all of its information from the original. If the new project requires more information to submit, consider the Create Related Project Channel Type.
 

    Attributes of the Submit Related Project Channel Type:

  1. Creates new project(s) from an original project.
  2. Submits the new project immediately. Requires that the information on the initial form is completely copied over from the original project.
  3. Data is copied from the original project (as a one-time data copy).
    Use-cases for this Channel Type may include:

  • You have multiple similar-type programs and want to streamline creating related projects in each. For example, you have an Incentive program and a Time-of-Use program. The Incentive program collects all the information necessary for the TOU program.

 

Creating the Submit Related Project Channel Configuration
This configuration is similar to the Create Related Project Channel. Please review that section first. The additions to the Submit Related Project Channel Type are below.
 
Action Name that Automations can invite to create a related project:
This channel can submit a project either ad-hoc on the Project’s Admin Page (similar to the Create Related Project Channel) or via an Automation Action rule with this Action Name.
 

Add Channel to your processes
This is similar to the Create Related Project Channel, with these differences:
 
The Admin can submit a related project on the Project’s Admin Page. The button is not available on the Project’s View/Edit Page for the Applicant.
 
You can create an Automation Action Rule to automatically submit a related project utilizing the “Action Name” signal. For example, automatically submit a project in the Time of Use program if the applicant selects “yes” on the Incentive Application that they would like to be enrolled in the program. See more below on Channel Signals and Automations.
 

Video Guides

Would a video guide help to better explain Channels? Contact us and let us know.
 
A full list of all Video Guides can also be found here.

FAQs

Have additional questions? Contact us to nominate your FAQ and help others find answers to your own questions concerning this feature.

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