In webview query, adjust how you view and select "one of" criteria pulled from a table to be more usable.

Currently when you want to view or add a criteria of "one of" from a table field (like Fund ID, Appeal ID, etc.) in webview query, it loads a single list showing you checkboxes for all the fields you have selected. It only loads 20 codes at a time and then you have to select "load more" to see the next 20 and so on.

For many of us who have extremely large lists of Fund IDs (for example), this is not a functional way to access the information. I have to click "load more" over 20 times, wait each time for it to load and keep scrolling to the bottom to hit load more again until I finally get the full list.

If I want to view which Fund IDs I've already selected, I have to do the same "load more" behavior, and it still breaks at 20 records, alphabetically, so sometimes if I have 70 Fund IDs selected, it'll only show me 1 or 2 more every time I click "load more". I do this often if it's a query I use annually and I want to make sure I don't need to make any updates before continuing. These are the kinds of tasks that are critical to our operations and will be so much more difficult to accomplish with the way the interface currently functions.

If I want to search for a group of records (say Fund IDs that include "BA"), I have to search it, then click load more until I'm sure I have all the IDs showing and THEN click "select all". Simply clicking "select all" will not select all matches - only the matches that have loaded on the screen. This is less than ideal because 1) it's more time consuming to accomplish your goal and it lends itself easily to error in missing the table entries you actually want.

You also cannot toggle inactive codes on and off - it appears to be set only to show you active codes. This is also a problem as sometimes we need to query anyone who gave to any of our annual Employee appeals, not just the active ones, and we have no way to create a new query that does this in webview.

Ideally, the UX would be adjusted to behave more how database view query worked, with a side by side list where your already selected table entries were on one side and your unselected table entries were on the other side and you could easily move entries between the two lists as necessary. Both of these lists load fully, and the unselected entries are searchable. This allows for quick decisions and easy checking that you've selected everything you need, going in and out of search without having to reset everything time. This is a case where the new interface is actively working against functionality and I would love it if it was adjusted to better support user's needs.

It is incredibly difficult the scroll through a huge list of table entries and be positive that you've put a check box by every one that you need, if you cannot both view what you've already selected all together, view what you haven't selected, and search without having to take time reset the list to show you all entries.

  • Maya Rosman
  • Jan 17 2025
  • Attach files
      Drop here to upload
    • Catherine Burns commented
      25 Mar 23:01

      There is no toggle to show inactive campagins so I cannot select them for my query. Back to database view.

    • Lori Kroening commented
      26 Feb 19:35

      I haven't started to use webview query but I would encounter the same issues--this sounds horribly frustrating. Please change as requested.

    • Judith Youngblood commented
      11 Feb 23:43

      We really need to choose between Active and Inactive!

    • Maura Carey commented
      11 Feb 20:25

      The appeals that I need to exclude all begin with the same appeal ID and it's been very difficult to scroll through the list to select them all. In DBV, I highlighted a group and moved them over at one time.

    • Ursula Stacks commented
      29 Jan 18:46

      This is a definite need!

    • Spring Velazquez commented
      17 Jan 23:54
      If you can't fix this at least enable users to start from a Query of Find IDs
    • Jaclyn Whitelock commented
      17 Jan 20:19

      This is a great example of where the UX of webview being designed for a frontline fundraiser is still evident, and hinders us on the "backend" as DBAs. While I'm all for looking visually appealing and less "cluttered" at a first glance, in a case like this, that "clutter" is actually really important data that we need to see and know about in order to effectively query and work with. Over the span of our organizations history, including the amalgamation of two RE databases, we have hundreds of funds- scrolling through in the way Maya describes is very inefficient and will inevitably end up with things being missed.

    • Carlene Johnson commented
      17 Jan 18:43

      This is necessary UX. Please fix!

    • Sunshine Reinken Watson commented
      17 Jan 18:31

      Please add this important functionality. Many organizations have hundreds of Appeals and Funds to choose from.

    • Sara Hassell commented
      17 Jan 18:25

      Agreed - Please adjust how you view and select “one of” criteria pulled from a table to be more usable. It will be very difficult without it.

    • +61