Learn how to quickly add requirements to multiple request records through a batch editing process.
1. Select the search icon from the Quick Navigation Menu.
2. Click Start a New Search.
3. Select Requests as the search type.
4. Add your desired search criteria. Then click Run Search.
5. Select Batch Edit.
6. By default, all requests within the search results will be selected for the batch edit. To exclude requests, deselect the green checkbox beside it.
Alternatively, deselect the checkbox beside Select All and then select which requests you'd like to batch edit.
7. Click Select an Action, then choose Add Requirement from the dropdown.
8. Click Go to proceed to the next step.
9. To add requirements that have a Grantee Portal Intake Form attached, select Yes from the dropdown, then click Next.
To add requirements without a Grantee Portal intake form, select No and then click Next.
10. Complete the required fields within the modal, then select Save to add a new requirement to each of the selected requests.
11. After selecting Save, you will receive a notification that the batch edit is processing.
12. Once complete, you will receive a GivingData inbox notification.
13. If you chose to batch-add a requirement with a Grantee Portal Intake Form attached, an Assigned Grantee Portal User will need to be added to each requirement unless a Default Assigned Grantee Portal User has previously been selected for each request.
Tip: Default Assigned Grantee Portal Users is a field on the Grantee Portal page of each Request record.
