Work with system grids

System grids include applications from the following opportunities:

• Auto-match

  Note: Drafted and submitted applications won't appear in the bulk auto-match grid.

• Apply-to

• Post-acceptance

• Renewal

• Flexible

To customize a grid, adjust the following options:

• From the toolbar, select : From the window, select columns to show or remove

• From a column heading, reorder columns: Drag and drop columns to re-arrange your data

• Using column filters:

  • Add specific values to filter applications

    Tip: For help creating detailed filters, scroll over the (i) button.

  • Select a column heading to sort by that column

To save your current view for yourself and other users:

1. Select .

2. Enter a name—without any special characters—then select Create.

To access saved views, use the drop-down menu at the top of the grid.

Once you're in saved view:

• Save changes by selecting

• Delete a view by selecting

• As a system admin, make this view the default for other admins by selecting

Tip: As a system admin, create a saved view on Opportunity, General Applications, Applications to make this view available on all opportunities.

From any grid view, create a card to add frequently accessed information to your personal dashboard.

This card will display the number of rows that meet your criteria.

To create a dashboard card:

1. Filter a grid.

2. Select (Create a new dashboard card).

3. Add a name and select Create.

From your dashboard, use this card as a shortcut to your filtered grid. Each user can have eight dashboard cards.

To delete a card, hover over it and select Trash.

Tip: When you archive an opportunity, don't forget to update your dashboard cards. Otherwise, they'll be linked to archived applications.

From any grid, you can categorize applications:

1. Select one or more records.

2. At the bottom, select Act on Selected, Categorize.

   Note: This is an example for bulk actions on the impact statements grid. Depending on the grid you are on, you will see a different set of actions for bulk actions when you select Act on selected.

3. Choose a category.

4. If your category is encumbering, choose an award amount and award period.

   Note: You can't select an award amount outside of the Minimum Award Amount or Maximum Award Amount set on an opportunity.

   Tip: To re-categorize more than 50 applications at a time, select the Also categorize {n} applications from other pages option.

5. Select Categorize.

These changes may take several minutes. You'll receive a confirmation message when they're complete.

Note: If you're moving applications from one encumbering category to another (e.g., Offered to Accepted), don't change the Update Amount field or Award Period.

To customize a grid:

• Select the three dots next to any column header to sort, pin, autosize or reset columns.

• Use the column panel on the right to reorder or select/deselect the columns you want to see in the grid.

To adjust filters:

• Enter a term in the search box under any column or filter a column via the funnel in the column header.

• Use the filter panel on the right to search or filter on any term.