Creating Active Funds Filter with GOfund Connections
A step-by-step guide on how to create a new view for identifying active funds with GOfund connections.
Creating a New View for Active Funds with GOfund Connections
1. Click on Funds under Fund Management.
2. Click on Edit filters.
3. Click on Add.
4. Click on "Add related entity".
5. Click on the Related entity field selector.
6. Select "Connections (Connected From)".
7. Click on the field selector.
8. Select "Role (To)".
9. Type "donor portal" and select "Donor Portal Access (GOfund) (Connection Role)".
10. Click on Add.
11. Select "Add row".
12. Click on the field selector.
13. Select "Status".
14. Click on the value selector and select "Active".
15. Click on Apply.
16. Click on the View selector and then "Save as new view".
17. Type "Active Funds with Active GOfund Connections".
18. Click on Save.