Branch/Fund Filter

The Branch/Fund dialog box appears when you select Display only these branch’s funds (branch/fund filter) on the Fund Drop-down List Box Display dialog box, and then click .

Use the Branch/Fund Filter dialog box do the following:

• Expand a branch to see the funds for that branch - Select the plus sign button. The funds are listed under the branch.
• Select all funds for a branch - Select the checkbox next to the branch, and all funds for the branch are selected automatically. If you do not want to display all the funds you can click the checkbox next to any fund you do not want to display.
• Select specific funds for a branch - Leave the checkbox next to the branch unchecked, and check the checkbox next to the funds to select them. The branch checkbox is checked automatically when you select any of its funds.
• Select funds across multiple branches - Expand the branches that have the funds you want to select, and select the funds under these branches.

Note:
When you select the branches and funds for a specific selector, be sure that the selector also has the permission Selection List Line Item Segment: Create, Modify, Delete for the branches you selected. In addition, if the profile Filter branches in line item segments is set to Yes, make sure that you select funds for branches that are linked to the same parent library.