How to search and filter

Nearly every area within Good Grants has a search filter available, located at the top right corner of the screen. Filtering can be used to narrow down a list of results to include only those that are relevant for a particular purpose.

You can also add multiple filters to narrow down results even further. The options available to filter vary depending on the location. For example, in Applications, options include chapter, category, status, action status, moderation, tags (only shows if you have tags created), applicant, and starred whereas in Users you can filter by role and applications.

Using the advanced search

Here are the basic steps to filter results:

1. In the search box, click Advanced
   
   
2. Select which options you would like to filter by (choose as many as you like)
3. Click Search
4. You can now do what you like with the information like exporting, sending a broadcast, or tagging applications
5. To clear the filter options, either click Reset or the X next to the filter you want to remove
   

Adding custom search filters

You have the ability to add up to three of your own fields to the advanced search. The field types that can be added are:

• Checkbox
• Country
• Email
• Numeric
• Phone number
• Radio buttons
• Select
• Text (single-line)
• Text (multi-line)

To add a field to search via the form editor:

1. In the Manage workspace, navigate to Applications and click Edit form
2. Locate the field you'd like to make searchable and click the settings icon
   
3. In the configuration tray under the Options heading, select the Available in advanced search checkbox
4. Save

To add a field to search via standard configuration:

1. From the Manage workspace, go to Settings > Applications > Fields
2. Select the field you want to add to your filter
3. At the bottom of the middle column, in the Searchable section, check the box Available in advanced search box 
   
   Note: if the resource type is Applications, it will show on the Applications filter menu. If the resource type is Users, it will show on the Users filter menu.
4. Click Save