Home > Select Application Form Name > Manage Applications tab > Auto Applicant Assignments >Assign Applicants > Filter By
- Step 3: (Assign Applicant(s)) of the Auto Applicant Assignments process provides two options to filter the applicants available to be assigned.
Option 1: Custom Filters
- Click the Custom Filters radio button and the Add Custom Filter button will display.
- Click the Add Custom Filter button to open the filter conditions window.
- Click the Add a Field button to add a row.
- Section Name: Select the section containing the field on which you wish to filter.
- Field Name: Select the field on which you wish to filter.
- To add another filter condition row, click the Add a Field button and select a section, and then field. Continue to add as many rows as needed.
- Click the Save button to save the filters and keep the filter conditions window open. Click the Save & Exit button to save the filters and return to the Assign Applicants page.
- Click the Exit button if you do not want to save the filters defined and you will return to the Assign Applicants page.
- Each filter you have defined will now display in the Filter By section. You will be prompted to select an operator and value on which to filter.
Option 2: Funding
- Click the Funds radio button and you will be prompted to select one or more funds to filter by.
- Select each fund by clicking the box to the left of the fund name. Click the All button to select all funds. Click the None button to deselect any selected funds. Click Ok to save the fund choices.
- Once you have defined all filter values click the Filter Applicants button.
Total Applicant(s) Selected: Displays the total number of applicants available to be assigned, based on any filters you have set. This value is automatically updated after you click the Filter Applicants button.
You are now ready to assign applicants to groups.