Advanced Grant Filters
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
With Filters Advanced Grant Filters enabled, click on Show v2 Filter Status under your funding code lookup on cases, timeslips or outreaches. A list will be displayed showing you what grants are being blocked due to their active filters, what the expression on the filter is testing, and what the result of that test is.
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.