Applying a process filter can be utilized in Grant Lifecycle Manager (GLM) and Scholarship Lifecycle Manager (SLM). Process filters display requests specific to a process. If you apply a process filter when using your site, the system will remember the filter as you navigate your site until you log out.
- Navigate to the workload page where you would like to add a process filter.
- Click Process.
- Check the box next to each process you want to filter for, and then click Save.
- To filter for multiple processes in a row from the list, click the first checkbox you want to filter for, and then hold the Shift button on your keyboard and use your mouse to check the last box you want to filter for in the list. It will check all of the boxes between the first and last box in a row.
- In SLM sites, opportunities can be individually filtered by checking the box next to the applicable opportunity.
- Click Reset to remove all of the filters, and then click Save.
- To filter for multiple processes in a row from the list, click the first checkbox you want to filter for, and then hold the Shift button on your keyboard and use your mouse to check the last box you want to filter for in the list. It will check all of the boxes between the first and last box in a row.
If you want the system to remember the filter even after logging out, enable the Store Process Filter in the Site Settings page. Set the Store Process Filter as a User Setting feature to "True."
- Clear the current process filter by clicking the red X icon.