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.
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Maya Rosman
- Jan 17 2025
- Reviewed: Voting Open
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- +257
Related ideas
I agree with other commenters. This is a NEED not a WANT.
I highly agree with this, having to "load more" several times before selecting all takes much longer especially when we are a large system with tons of appeals/funds/...
This was a huge oversight. The ability to cut and paste fund ID numbers would save so much time and energy. The "Load More" button feels cruel when trying to select hundreds of funds.
Not having the option to paste values in all "one of" fields in query (especially fund IDs) is a huge oversight. It was already difficult to use for large lists of funds in database view and web view query is somehow less functional.
I agree with other commentors. This design sacrifices function for aesthetics. Raiser's Edge has been our database of record for 28 years. We have over 500 funds, over 1,000 appeals, hundreds of events, dozens of constituent codes. To have to repeatedly click "load more", wait for items to load, then scroll up and down to review selected items, is inefficient. Even the "select all" button only captures the items that have loaded. The current design in database view is preferable. Perhaps a drag and drop function would be an upgrade - the current (partial) list of checkboxes feels like a downgrade.
Yes! Please add ability to see the entire list of funds. Having to click Load More is incredibly time consuming and we often need to see which funds we haven't selected. It's also helpful to see the whole list to make sure no funds have been missed, or that funds that shouldn't be included are left out. We often reuse queries and only want to go into the filter and add new funds that have been added to the database since the last run - it's difficult to see that and find those the way it is currently configured.
We really need these options! Being able to see what you haven't selected is critical for the way several of our queries needed to be built in RE.
For example, if we need to find donors whose only gift(s) were to a certain fund, we need to use "NOT ONE OF" to exclude all other funds. If I can't see which funds are not selected, then I have to scroll through the entire list of funds (+ clicking "load more" often) to make sure all the appeals are selected.
There is no toggle to show inactive campagins so I cannot select them for my query. Back to database view.
I haven't started to use webview query but I would encounter the same issues--this sounds horribly frustrating. Please change as requested.
We really need to choose between Active and Inactive!
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.
This is a definite need!
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.
This is necessary UX. Please fix!
Please add this important functionality. Many organizations have hundreds of Appeals and Funds to choose from.
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.