Advanced Grant Filters
You can build a report based on the top level Grants table to show all existing filters on all grants.
The "top level" restrictions are not disabled, only filters. For example, this grant would still be available on Cases, but would no longer have a filter on Percentage of Poverty (until it was recreated):
Adding an Advanced Grant Filter
In this example, ‘Age at Intake > 60’ was added as an individual rule. ‘Active Military is true AND Farmworker is true’ were added as a group. This filter will allow the grant to appear on records where the applicant is over 60 at the time of intake, or is both active military and a farmworker.
Viewing Advanced Grant Filters
Click on Show v2 Filter Status under the funding code selector on cases, timeslips or outreaches to see which grants are available or not, the expressions being testing, and result.
In this example, five funding codes are unavailable to assign to this record. The applicant does not fulfill our ‘Age at Intake > 60 OR Active Military = Yes AND Farmworker = Yes’ expression from earlier, so the result of the test on Funding Code 3310 is false.
Nuggets and Notes
The comparison operators "equal to" and "contains" are case sensitive on a text field. "chicago" will not match "Chicago".