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CommunitySuite Idea Lab

CommunitySuite Idea Lab

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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

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1 comment · Grants, Grantees, Grant Types · Delete… · Admin →

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Feedback Needed · AdminHolly Spitz (Accounting Product Manager, Foundant Technologies) responded

There is the following filter available in the request bucket: Grant Request Steward Employee ID. Please reply to let me know whether or not this works or not.

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