Create Benevolence Types

Rock lets you create Benevolence Types that can be assigned to each Benevolence Request. This is a great way to categorize requests, allowing you to specify the type of benevolence (e.g., Housing, Food Assistance, Utility Bills) that applies to the request.

You can create or maintain Benevolence Types by navigating to Finance > Benevolence and clicking the ti ti-settings button near the top-right of the grid. As described below, there are a few features of Benevolence Types that you'll want to know about.

  1. Show Financial Results - If this is disabled, then you will not be able to add a Result Type to the request. The Results Summary and Next Steps Provided fields can still be used. See the following sections below for more information.
  2. Active - You can make each Benevolence Type Active or Inactive. You might make a type Inactive if it's no longer being used or is only used certain times of the year.
  3. Request Lava Template - The template you provide here will appear on the Benevolence Request view screen, below the person's contact information and above the request details. You can personalize this content using Lava. This is a powerful way to add more detail to the request, or to provide buttons or links that the person working the request can click.
  4. Maximum Number of Documents - Here you can specify how many documents can be uploaded for each request of this type. If "0" is chosen, then documents can't be attached.
  5. Workflows - Workflows can be automatically launched for the Benevolence Request using triggers that you define. You can also select Manual to have a button added to the request page that the person can click to launch the workflow. In this example, the workflow is launched when the request's status changes from Pending to Approved.