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Revised 03/03/2026

 

 

Prerequisites

 

Several System Views control which records and columns are displayed externally in the GOfund UI for GOfund users. This Knowledge Article provides an overview of each and highlights best practices to consider when making changes to ensure a consistent, reliable user experience.
For detailed instructions on customizing System Views in Power Apps, see Editing System Views and/or the System Views Video from the System Customizer One - Suggested Learning Course.

  GOfund Grant Recommendation Eligible Constituents

 

Overview of View/Where it Appears in the GOfund UI

The GOfund Grant Recommendation Eligible Constituents System View is accessed through the Constituents table.

 

This System View populates the drop-down list of possible grant recipients when searching for an organization on the Grant Recommendation Form when the GOfund user chooses to 'Recommend to an Organization':

 

 

Default Criteria and Customizing 

By default, this System View includes all Active Constituents where Tax Status equals Verified Nonprofit, Church, Government Agency, or Political Organization.  If you would like to adjust these filters to change the Constituents that appear in this dropdown, a System Customizer user can do so by editing the System View within the Constituent table.

 

Best Practices - GOfund Grant Eligible Constituents System View

This list of available Constituents should be reviewed at least annually. If any new constituents should be added or removed from this list, edit the filter criteria as needed.  Please note that adjusting the columns of this System View will not change the columns that appear within the Organization search in the GOfund UI; it will be the Constituent Name, City, and State. However, changing the criteria will affect which records display.

 

  GOfund Interfund Funds

 

Overview of View/Where it Appears in the GOfund UI

The GOfund Interfund Funds System View is accessed through the Funds table. This System View populates the drop-down list of possible Gift Funds on the Grant Recommendation Form when the recommender chooses to 'Recommend to an Established Fund':

 

 

 

Default Criteria and Customizing 

By default, this System View includes all Active Funds with Tax Status set to Donor Advised, Field of Interest, General Unrestricted, Scholarship, or Special Project.  If you would like to adjust these filters to change the Funds that appear in this dropdown, a System Customizer user can do so by editing the System View within the Funds table.

 

Best Practices - GOfund Interfund Funds System View

It is recommended that this list of available Funds be reviewed at least annually. If any new Funds should be added or removed from this list, edit the filter criteria as needed.

Please note that adjusting the columns of this System View will not change data that appears in the Funds dropdown in the GOfund UI; it remains as Fund Name. However, changing the criteria will affect which records display.

 

  Pending Fund Disbursements

Overview of View/Where it Appears in the GOfund UI
Pending Fund Disbursements is a System View that populates the Pending Recommendations/Submissions section on the Fund Summary tab:

Pending Fund Disbursements is a System View under Request: 

Default Criteria and Customizing 
By default, this System View includes all Active Requests where Fund contains data (and matches the Fund the GOfund User is viewing), where Original Grant does not contain data. If you would like to adjust the filters or columns to change what appears in this section, you can do so by editing the System View within the Requests table.

Best Practices - Pending Fund Disbursements System View
For this System View, you can adjust the criteria of this view to change the records that appear or adjust the columns of this view to change the columns displayed in the GOfund UI.

  GOfund Grant History

Overview of View/Where it Appears in the GOfund UI
GOfund Grant History is a System View that populates the Grant History tab:

GOfund Grant History is a System View under Payment and Requirement:

Default Criteria and Customizing 
By default, this System View includes all Payments (Type = Payment) whose Payment Status contains data and is not Reversed or Error. If you would like to apply filters to adjust the records included or the columns shown, you can do so by editing the System View within the Payments and Requirements table.

Best Practices - GOfund Grant History System View
**This view must include the Formal Fund Name column! Do not remove this column**
This view does not support fields of type: multi-line text.
GOfund Grant History excludes payments with a Payment Status of "blank", "Error", or "Reversed". We recommend keeping these filters as they are, to prevent Payments not yet processed/reviewer (blank), errors, or reversals from appearing to GOfund users. We highly recommend keeping the criteria for the GOfund Grant Export System View and the GOfund Grant History System View the same to ensure consistent records are shown in both the GOfund UI and when exporting Grant History. 

  GOfund Grant Export

 Overview of View/Where it Appears in the GOfund UI
GOfund Grant Export is a System View that populates the Excel Export available on the Grant History tab. 

GOfund Grant Export is a System View under Payment and Requirement:

Default Criteria and Customizing 
By default, this System View includes all Payments (Type = Payment) whose Payment Status contains data and is not Reversed or Error. If you would like to adjust the criteria or the columns shown, a System Customizer can do so by editing the System View within the Payments and Requirements table.

Best Practices - GOfund Grant History Export System View
**This view must include the Formal Fund Name column! Do not remove this column**  
This view does not support fields of type: multi-line text. GOfund Grant Export excludes payments with a Payment Status of "blank", "Error", or "Reversed". We recommend keeping these filters as they are, to prevent Payments not yet processed/reviewer (blank), errors, or reversals from appearing to GOfund users. We highly recommend keeping the criteria for the GOfund Grant Export System View and the GOfund Grant History System View the same to ensure consistent records are shown in both the GOfund UI and when exporting Grant History. 

  GOfund Gift History

Overview of View/Where it Appears in the GOfund UI
GOfund Gift History is a System View that populates the Gift History tab:

GOfund Gift History is a System View under Gift Payments:

Default Criteria and Customizing 
By default, this System View includes all Gift Payments whose Payment Status contains data and is not Reversed or Error. If you would like to adjust the criteria or the columns shown, a System Customizer can do so by editing the System View within the Gift Payments table.

Best Practices - GOfund Gift History System View
**This view must include the Formal Fund Name column! Do not remove this column**
**This view must include at least one column from the related Gift record** 
This view does not support fields of type: multi-line text. GOfund Gift History excludes payments with a Payment Status of "blank", "Error", or "Reversed". We do not recommend adjusting these filters.

We highly recommend keeping the criteria for the GOfund Gift Export System View and the GOfund Gift History System View the same to ensure consistent records are shown in both the GOfund UI and when exporting Gift History. 

  GOfund Gift Export

Overview of View/Where it Appears in the GOfund UI
GOfund Gift Export is a System View that populates the Excel Export available on the Gift History tab. 


GOfund Gift Export  is a System View under Gift Payments:

Default Criteria and Customizing 
By default, this System View includes all Gift Payments whose Payment Status contains data and is not Reversed or Error. If you would like to adjust the criteria or the columns shown, a System Customizer can do so by editing the System View within the Gift Payments table.  This System View includes a column for the Formal Gift Address from the related Gift record. This is intentional for the export to provide the GOfund user with the donor's address.

Best Practices - GOfund Gift History Export System View
**This view must include the Formal Fund Name column! Do not remove this column**
**This view must include at least one column from the related Gift record**
This view does not support fields of type: multi-line text.
GOfund Gift History excludes payments with a Payment Status of "blank", "Error", or "Reversed". We do not recommend adjusting these filters.  
We highly recommend keeping the criteria for the GOfund Gift Export System View and the GOfund Gift History System View the same to ensure consistent records are shown in both the GOfund UI and when exporting Gift History. 

 

 

Keywords: GOfund, System View, Constituent, Grant, Recommend, Power Apps, Interfund, Grant History, Gift History