Define Search Filters
Administration > Manage Search Filters
Overview of the Search Filters Report
The Funding Search Filters report will display all pre-loaded search filter questions that may or may not be applicable to your organization. You can mark questions inactive if they do not apply. In order to create search filters to meet your organization's requirements, you must edit one or more of the existing search filters.
Note: There are only 20 available pre-designed questions for search criteria filters.
Define Search Filters
Search Filter Field Descriptions
Change the order in which the search filters display by clicking the up or down arrows in the columns directly to the left of the Sort Order column. The number displayed in the Sort Order column reflects the exact position in which the filter will display on the Search Funding screen.
Yes – Activates the filter requiring the applicant to add a value for this criteria in every funding source.
No – Click to inactivate the filter and it will not display in the funding source setup.
Yes – Click to require the applicant to use this search filter. If required the applicant will not be able to perform a search without first selecting a value in this filter’s search field.
No – Click to make this field optional and the applicant can skip this field when searching.Hidden From Search: This setting allows you to create search filter questions that are shown on the fund page but not available on the search page.
Yes – Hides the search filter from the Welcome search page.
No – Search criteria is viewable on the Welcome search page.
External Name (As it appears to Applicants): The search filter question name that is displayed to the applicant on the search page.
Internal Name (As appears to Staff): The search filter question name that is recorded for internal purposes only. This is usually an abbreviated version that is understandable to internal staff within your organization.
Filter Type: Set how the criteria values are displayed when selecting the specific filter for the search question type.
Drop Down – A dropdown list that allows only a single selection of an item.
Multi-Select – A dropdown list that allows multiple value selections within a criteria filter.
Question XML Name: The XML name given to the search filter is important when using external integration with your organization’s program. When applicants are matched to specific criteria and you need the fields to be populated with the internal data, you need to know the XML names to be able to map the data accurately.
List Items: Listing of the available value replies for the search filter question. Delete the existing items by selecting them and clicking delete on your keyboard. Then add your new item list, separating each individual value with the tilde symbol (~); do not add spaces between the values as this will be one long string listing all the available values for that filter.
Example: Illinois~Indiana~Ohio~West Virginia~Virginia
Save Changes to Search Filters
After editing each filter click Save to record the changes and continue to the next filter to edit.
Once you have finished editing and adding all your search filters for your funding sources, click Save & Exit to return to the Administration dashboard. Filters that are saved and activated will be available for use in the Funding Source Setup.
Cancel – Click this button to cancel changes and remain on the Search Filters report page.
Exit – Click this button to cancel any changes and return to the Administration > Setup User Accounts report.