> ## Documentation Index
> Fetch the complete documentation index at: https://api-docs.helpyousponsor.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Filter donor worksheet rows

> Searches active or archived organization donors in one form or all forms. Resolves saved views, allowed filters and selected columns, retaining canonical identity/photo fields. Returns a paged configurable projection and full matching count. Uses current search/SQL fallbacks; an advanced date field can override the top-level creation-date range. Dates in row projections follow organization display formatting. Requires permission: one of donors_manage.



## OpenAPI

````yaml post /admin/all_donors/filter/{hysform_id}
openapi: 3.0.0
info:
  title: Gratona API
  description: >-
    REST API for the Gratona fundraising platform, including donor, donation,
    sponsorship, program, event, and integration workflows. Endpoints are
    organized by tag. Most endpoints require either a Passport bearer token or
    an issued API key — see the Security Schemes section.
  contact:
    name: Gratona Engineering
    url: https://gratona.com
    email: devs@gratona.com
  version: 1.0.0
servers:
  - url: https://api.gratona.com/v1
    description: Server Version 1.0.0
security: []
tags:
  - name: Auth
    description: >-
      Login, signup, logout, password reset, and email verification for admin
      users and donors.
  - name: Donors
    description: >-
      Donor records: CRUD, profile fields, household linkage, search, filters,
      merge, and duplicate detection.
  - name: Donations
    description: >-
      Individual donation records, recurring commitments, soft credits, refunds,
      designations, and exports.
  - name: Sponsorships
    description: >-
      Donor-to-entity commitment relationships, lifecycle transitions, and
      commitment-specific filters.
  - name: Entities
    description: >-
      Recipient records (children, families, projects, animals, etc.), their
      status, and entity-level fields.
  - name: Programs
    description: >-
      Program / campaign configuration: hierarchy, settings, and program-level
      metadata.
  - name: Forms
    description: >-
      Custom form builder (HysForm), form fields, standardized donor fields, and
      field migrations.
  - name: Trips
    description: >-
      Mission-trip management: trips, participants, budgets, tasks,
      e-signatures, fundraising milestones, and background checks.
  - name: Communications
    description: >-
      Email templates, SMS, newsletters, donor email manager, and per-donor
      notes.
  - name: Payments
    description: >-
      Payment-gateway management (Stripe, PayPal, Flutterwave, QuickBooks).
      Excludes inbound webhooks — see the Webhooks tag.
  - name: Reports
    description: Dashboards, analytics, scheduled reports, and exports.
  - name: Admin
    description: >-
      Client-account administration: users, groups/permissions, settings,
      integrations, and account lifecycle.
  - name: Donor Portal
    description: >-
      Endpoints consumed by the donor-facing portal (donor login, dashboard,
      donation history, messages).
  - name: Recipient Portal
    description: Endpoints consumed by the recipient-facing portal.
  - name: Public
    description: >-
      Unauthenticated public endpoints: donor signup, public trip pages,
      peer-to-peer campaigns, public checkout.
  - name: Webhooks
    description: >-
      Inbound webhooks from third parties (Stripe, PayPal, Flutterwave, Checkr,
      DropboxSign). Annotated minimally for reference; payload shapes are owned
      by the upstream provider.
  - name: Events
    description: >-
      Event setup, invitations, registration, ticketing, attendance and event
      reporting.
  - name: Journeys
    description: >-
      Journey graphs, activation, enrollment, message templates and event
      follow-up automations.
  - name: Tasks
    description: Workspace tasks, assignments, saved task views and record collaboration.
  - name: Fundraising
    description: >-
      Fundraising portfolios, stewardship plans, giving anniversaries and
      personal donor follow-up.
  - name: Impact Stories
    description: Story intake, review, assets, consent and publication workflows.
  - name: Integrations
    description: Workspace integration connections, mappings, synchronization and recovery.
  - name: Email Calendar
    description: Connected email/calendar accounts and donor interactions.
  - name: Spaces
    description: Workspace Spaces and collaborative Pages.
  - name: Library
    description: Workspace documents, source connections, files and analysis.
  - name: Intelligence
    description: Donor intelligence and Tali workspace workflows.
  - name: Automation
    description: >-
      V3 automation primitive discovery, input validation, invocation and Zapier
      contracts.
  - name: Schema
    description: V3 model, enum, capability and scope discovery.
  - name: Zapier
    description: Zapier automation connections, polling feeds and actions.
  - name: Files
    description: Files
  - name: Client
    description: Client
  - name: Payment Gateways
    description: Payment Gateways
  - name: Email Settings
    description: Email Settings
  - name: Admin Dashboard
    description: Admin Dashboard
  - name: Recipients
    description: Recipients
  - name: Historical Archived Updates
    description: Historical Archived Updates
  - name: Team & access
    description: Team & access
  - name: Settings
    description: Settings
  - name: Notifications
    description: Notifications
  - name: Participation
    description: Participation
  - name: Users
    description: Users
  - name: Wrapped
    description: Wrapped
  - name: Donor SignUp
    description: Donor SignUp
  - name: Frontend
    description: Frontend
  - name: User
    description: User
  - name: Workspace
    description: Workspace
paths:
  /admin/all_donors/filter/{hysform_id}:
    post:
      tags:
        - Donors
      summary: Filter donor worksheet rows
      description: >-
        Searches active or archived organization donors in one form or all
        forms. Resolves saved views, allowed filters and selected columns,
        retaining canonical identity/photo fields. Returns a paged configurable
        projection and full matching count. Uses current search/SQL fallbacks;
        an advanced date field can override the top-level creation-date range.
        Dates in row projections follow organization display formatting.
        Requires permission: one of donors_manage.
      operationId: adminDonorShowAllDonorsAjax
      parameters:
        - name: hysform_id
          in: path
          description: Donor form id or all forms.
          required: true
          schema:
            oneOf:
              - type: integer
                example: 42
              - type: string
                enum:
                  - all
                example: all
          example: all
      requestBody:
        description: Validated request fields for this operation.
        required: false
        content:
          application/json:
            schema:
              $ref: '#/components/schemas/AdminDonorWorksheetRequest'
      responses:
        '200':
          description: Operation result.
          content:
            application/json:
              schema:
                description: >-
                  length is total matching rows, not this page length. Row shape
                  follows the current form and selected columns.
                required:
                  - data
                  - length
                  - filter
                  - applied_filters
                properties:
                  data:
                    type: array
                    items:
                      $ref: '#/components/schemas/AdminDonorWorksheetRow'
                  length:
                    type: integer
                    minimum: 0
                    example: 42
                  filter:
                    description: >-
                      Echoed active/archive selector; string, boolean or null
                      depending on request/defaults.
                  applied_filters:
                    $ref: '#/components/schemas/AdminWorksheetAppliedFilters'
                  all:
                    type: boolean
                    example: true
                  date_from:
                    type: string
                    example: '2026-01-01'
                  date_to:
                    type: string
                    example: '2026-10-20'
                type: object
        '400':
          description: Form id is the null sentinel.
        '401':
          description: Authentication is required.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/UnauthorizedResponse'
        '403':
          description: >-
            The authenticated user lacks access to this workflow or its related
            records.
        '422':
          description: >-
            Advanced filter/relationship/date input is invalid or a required
            bounded search fallback is unavailable.
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/RequestRejection'
      security:
        - bearerAuth: []
        - apiKeyAuth: []
components:
  schemas:
    AdminDonorWorksheetRequest:
      description: >-
        Donor form worksheet state. The path supplies form scope;
        filters/search/date/sort are resolved with saved view settings. filter
        is conditionally required with filterGroups. Pagination defaults to
        page1, size10; hysform_id=all combines forms.
      properties:
        filter:
          description: >-
            Archived-view selector. Use string false for active and true for
            archived. Recipient views also support available, sponsored and
            unsponsored.
          type: string
          example: 'false'
        filterGroups:
          description: >-
            Multiple typed comparisons. Requires filter when present; value is
            required except supported presence/empty operators. Saved-view
            filters are sanitized to current allowed fields.
          type: array
          items:
            $ref: '#/components/schemas/AdminWorksheetFilterGroup'
        query:
          description: >-
            Worksheet search text; recipient search defaults to title/id fields
            when keysArray is absent.
          type: string
          example: Jane
        keysArray:
          description: Legacy comparison/search field keys.
          type: array
          items:
            type: string
            example: display_name
        comparisonOperator:
          description: Legacy single comparison operator.
          type: string
          example: contains
        savedFilterId:
          description: >-
            Saved view/report from this organization and worksheet module;
            missing/unmatched ids are ignored.
          type: integer
          example: 42
        saved_filter_id:
          description: Compatibility alias for savedFilterId.
          type: integer
          example: 42
        fields:
          description: Selected column keys; defaults to saved/current form preferences.
          type: array
          items:
            type: string
            example: display_name
        column_order:
          description: Preferred allowed column ordering.
          type: array
          items:
            type: string
            example: display_name
        sortKey:
          description: Allowed selected/system/custom sort key.
          type: string
          example: display_name
        sortOrder:
          description: >-
            Sort direction; unsupported directions normalize to asc where
            validated.
          type: string
          enum:
            - asc
            - desc
          example: asc
        pageIndex:
          description: >-
            One-based worksheet page. Supply with pageSize for predictable
            bounded pagination.
          type: integer
          example: 1
        pageSize:
          description: >-
            Requested worksheet page length; donor lists default to10 and clamp
            to at least1.
          type: integer
          example: 25
        date_from:
          description: >-
            Lower date bound, interpreted with module/saved report date
            semantics.
          type: string
          format: date
          example: '2026-01-01'
        date_to:
          description: >-
            Upper date bound; donor created-at range applies when both bounds
            are supplied and no advanced date override exists.
          type: string
          format: date
          example: '2026-10-20'
      type: object
    AdminDonorWorksheetRow:
      description: >-
        Configurable worksheet projection, not a full donor resource.
        Identity/photo fields are hydrated independently of selected columns.
        Standardized profile fields, tenant form field keys, engagement dates,
        commitment metrics and selected contribution totals may be added; values
        keep their current display formatting and can be strings, numbers,
        arrays or objects.
      properties:
        id:
          oneOf:
            - type: integer
              example: 42
            - type: string
              example: '42'
        hysform_id:
          oneOf:
            - type: integer
              example: 42
            - type: string
              example: '42'
        display_name:
          type: string
          example: Jane Donor
        display_name_source:
          type: string
          example: profile_resolver
        profile_photo_thumb_url:
          description: >-
            Signed thumbnail URL, or empty string without a usable profile
            image.
          type: string
          example: https://example.org/thumb.jpg
        profile_photo_updated_at:
          type: string
          format: date-time
          example: '2026-10-20T12:00:00Z'
          nullable: true
        email:
          type: string
          example: jane@example.org
        username:
          type: string
          example: jane@example.org
        tags:
          description: Selected tag column in its stored/presented form.
        created_at:
          type: string
          example: Oct 20, 2026
        updated_at:
          type: string
          example: Oct 20, 2026
        last_gift_date:
          type: string
          example: Oct 20, 2026
      type: object
      additionalProperties: {}
    AdminWorksheetAppliedFilters:
      description: >-
        Resolved saved/manual filter or column-order metadata; null when no
        applicable configuration exists. Additional fields include saved date
        range, selected tab and form-specific context. Recipient views can
        include general column preferences even without a saved filter.
      properties:
        saved_filter_id:
          oneOf:
            - type: integer
              example: 42
              nullable: true
            - type: string
              example: '42'
        saved_filter_name:
          type: string
          example: Active monthly supporters
        filter_groups:
          type: array
          items:
            $ref: '#/components/schemas/AdminWorksheetFilterGroup'
        fields:
          description: Effective selected columns or saved filter field payload.
          type: array
          items: {}
        column_order:
          type: array
          items:
            type: string
            example: display_name
        page_index:
          oneOf:
            - type: integer
              example: 42
            - type: string
              example: '42'
        page_size:
          oneOf:
            - type: integer
              example: 42
            - type: string
              example: '42'
        date_from:
          type: string
          example: '2026-01-01'
          nullable: true
        date_to:
          type: string
          example: '2026-10-20'
          nullable: true
        query:
          type: string
          example: Jane
        sort_key:
          type: string
          example: display_name
        sort_order:
          type: string
          example: asc
        sort:
          properties:
            key:
              type: string
              example: display_name
            order:
              type: string
              example: asc
          type: object
        footer_calculations:
          type: array
          items:
            type: object
            additionalProperties: {}
      type: object
      nullable: true
      additionalProperties: {}
    UnauthorizedResponse:
      title: UnauthorizedResponse
      description: >-
        Returned with HTTP 401 when the request lacks a valid Passport bearer
        token, a valid `X-HYS-API-Key`, or a valid session. The body is the
        simple `{message, status}` envelope emitted by `AuthenticateApiOrKey`.
      required:
        - message
        - status
      properties:
        message:
          description: >-
            Always the literal string `Unauthorized` from the `auth.api_or_key`
            middleware. Login endpoints return `Invalid Credentials` instead.
          type: string
          example: Unauthorized
        status:
          type: string
          example: error
      type: object
    RequestRejection:
      description: >-
        Request or workflow rejection. Framework field-validation failures
        contain errors; semantic rejections may contain message without errors;
        legacy/provider failures may use error and error_code. The operation
        description identifies the rejected condition. Domain responses may add
        current revision, limits or other conflict context.
      anyOf:
        - $ref: '#/components/schemas/ValidationErrorResponse'
        - $ref: '#/components/schemas/ErrorResponse'
        - required:
            - error
          properties:
            error:
              description: Legacy or provider-facing error message.
              type: string
              example: The request could not be completed.
            error_code:
              description: Stable domain error code, when provided.
              type: string
              example: WORKFLOW_UNAVAILABLE
          type: object
    AdminWorksheetFilterGroup:
      required:
        - field
        - operator
      properties:
        field:
          description: >-
            System or tenant form field key allowed in the current
            module/program.
          type: string
          example: display_name
        operator:
          description: >-
            Field-compatible comparison, for example equals, notEquals,
            contains, startsWith, isUnknown, hasAnyValue, isEmpty, greater_than
            or less_than. Date/age/relationship fields use their field-specific
            supported operators.
          type: string
          example: contains
        value:
          description: >-
            Comparison value. Required except presence/empty operators; scalar,
            list or field-specific structured date/relationship value.
        logicalOperator:
          description: >-
            Join this valid group to the following group; defaults to AND.
            Additional field metadata may be passed for typed date and
            custom-field comparisons.
          type: string
          enum:
            - AND
            - OR
          example: AND
      type: object
      additionalProperties: {}
    ValidationErrorResponse:
      title: ValidationErrorResponse
      description: >-
        Returned with HTTP 422 when `Validator::make($data, $rules)` fails. The
        `errors` map is keyed by the failing field name; each value is an array
        of human-readable error messages for that field. Most controllers also
        include a top-level `status: error`.
      required:
        - errors
      properties:
        errors:
          description: >-
            Map of field name to array of validator error messages. Example:
            `{email: [The email field is required.], amount: [The amount must be
            a number.]}`.
          type: object
          additionalProperties:
            type: array
            items:
              type: string
        status:
          description: Always the literal string `error`.
          type: string
          example: error
        message:
          description: >-
            Optional summary message — present on some endpoints, absent on
            others.
          type: string
          example: The given data was invalid.
          nullable: true
      type: object
    ErrorResponse:
      title: ErrorResponse
      description: >-
        Generic error envelope used by most controllers. Most error responses
        pair a human-readable `message` with `status: error`. Some endpoints
        additionally include `errors` (validator errors), `error` (legacy
        single-error string), `code`, or domain-specific context fields.
      required:
        - message
      properties:
        message:
          description: Human-readable error message.
          type: string
          example: Something went wrong. Please try again.
        status:
          description: >-
            Always the literal string `error` for failures. Some endpoints omit
            this field.
          type: string
          example: error
        error:
          description: Legacy single error code/string used by older endpoints.
          type: string
          example: invalid_request
          nullable: true
        code:
          description: >-
            Optional application-level error code (not all endpoints populate
            this).
          type: string
          example: DONOR_NOT_FOUND
          nullable: true
      type: object
  securitySchemes:
    bearerAuth:
      type: http
      description: Passport bearer token authentication for legacy admin sessions.
      scheme: bearer
      bearerFormat: JWT
    apiKeyAuth:
      type: apiKey
      description: Gratona API key sent with the compatibility header X-HYS-API-Key.
      name: X-HYS-API-Key
      in: header

````

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