Create Filters for Grant Submissions by Donors via Portal
Currently, "Create All Requests" in Portal will push all the grants to "New". Regardless if I use "load" or "filter" option, it will push all grants through.
Example:
The request has 2x grants that belong to Employee A and 3x grants that belong to Employee B. If "Create All Requests" is used then all 5x grants will be pushed to "New".
Resolution:
I'd like to see a filter where it will only push 2/5 grants through for Employee A or 3/5 grants through for Employee B
Jeffrey Jou
shared this idea
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Jeffrey Jou
commented
Hi Holly, that's a filter to view grants only. With the filter in place, as soon as I hit "Create all request" it will simply push ALL the grants through. It doesn't matter if my filter is on, the "Create all" seems to ignore it.