1013 results found
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Collapse blank table rows in packet PDFs
Currently, when I create a table that may have an unknown number of rows used (such as asking applicants to list the date, time, location of grant-funded events), I just have to guess at what might be the right number of rows to add. If an applicant only uses one row of 10 available, the application packet will still print all 10 rows and use up a lot of space. Can blank rows be collapsed in the application packet?
(Even better would be to allow applicants to add rows if needed, but I suspect that's more complicated.)
4 votes -
Move Save Summary button above process description
After more than 6 years at Foundant, I still forget to click Save Summary when editing process summary bc it is usually out of my line of sight. Clients do this all the time. Moving it into line of vision would really help people not lose changes.
3 votes -
Show Merge documents in alphabetical order
On the "Merge Templates" page, it would be helpful if we could arrange and view the merge documents in order by column header, specifically by date or alphabetically.
2 votes -
Add DocuSign "bucket" to Dashboard
I'd like to have a DocuSign bucket/status box added to the DashBoard, just like the buckets for all other forms and their statuses (LOI, Applicaiton... FollowUps, etc.) to ease tracking the status of our grant agreements.
3 votes -
Organization Merge History
From what I can tell, there is no way to indicate if a request is from an organization that was merged into another organization or if it was originally from the final organization. Currently, for applicant funding history (which we provide in a Merge Document) to our grant reviewers, we have to manually go through each request and figure out which was for Org A and which was for Org B. If our current staff ever leave, this knowledge will be lost or buried in the Comments tab. Is there a simple way to see this?
8 votes -
Sub-subtotals in Tables
The addition of the subtotal function within tables is great, but more is needed for it to be compatible with my workflow. In particular, I would like to be able to have a subtotal that captures other subtotals.
For example, I have one grant that has three funding categories, and one non-funding category. I can subtotal each of the three funding categories, but it won't let me then see a subtotal of those three added together, only the total of the three funding categories plus the non-funding category (which I also need, but I want to see both). Otherwise I…
7 votes -
installment
'Installment' should be a field option that can auto-populate in GLM - email templates. We fund multi-year grants and it would be helpful to include both the total amount awarded as well as the installment amount.
9 votes -
Better tables with predefined choices for columns.
Often I have a series of yes/no questions that might be easier or less intimidating to an applicant if they were in a single table. While I know that I can create that using a drop down menu, it would require less of the system, and potentially move faster if it were a choice for a column setting. The same concept (creating a column setting) would also be useful to number rows that data is entered in.
3 votes -
Make merging documents as easy as using merge for batch emails
Please make merging documents as easy as using merge for batch emails. It's ridiculous after all these years that the workflow for doing this is still so clunky.
1. download the field codes
2. make sure you no to answer "No" when the popup comes up
3. copy and paste the codes into the template in Word
4. upload the template
5. go to Requests and Decisions and search for the appropriate requests and decisions, and
6. create the documents.4 votes -
Make "Request History" reportable
Please make "Request History" a reportable field. For example, if I want to know who approved a crop of our requests, I have to go to each individual request and check the history. This is something we should be able to grab quickly.
9 votes -
Include Applicant/User Registration information as a shared question
It would be helpful for grant agreements to be able to have the organization and user registration information available to populate the agreement form. Otherwise they need to be entered again to have a stand-alone document.
3 votes -
Shared ANSWERS within an application
It would be helpful to have answers that were selected earlier from a drop down list be able to carry over to another part of the application.
Totals from tables carrying over to a budget summary table would also be useful.6 votes -
Formula Fields Breaking Date Recognition in Reporting
Hi Idea Lab! I'm having an ongoing issue when it comes to creating reports that have a date field that has been modified with a formula. E.G., I have grants that have an "Award Period End Date" and a "Amended Award Period End Date" for those that have been extended. In reporting, I can configure it so that I see one column that displays the original end date is if it has not been modified, or an amended end date is if it has been modified. However, even though I specify the output as a date field, the reporting feature…
4 votes -
Document viewer hyperlinks
Hyperlinks are not clickable in the document viewer. Which means I would need to download the file to access links (defeating the purpose of the document viewer). Being able to click to links right from the document viewer would help streamline our work.
3 votes -
UA- Assign evaluations for a reviewer across different processes
UA- Assign evaluations for a reviewer across different processes. We have randomized reviews for our UA applicants (usually 500 applicants) and 70+ reviewers. It is so time consuming to assign each evaluator to their 20 applicants (which can be 200+ unique processes for each evaluator).
This is similar to another idea, but I want to make sure it inlcdes UA too.
4 votes -
follow up views
Please provide the option to have the Process name appear in the follow-up view. Currently we have the same Follow-up form appearing from three different processes but have no idea which process each one is related to. This is only going to become a bigger issue as time goes by.
14 votes -
Evaluator profile linked to conflicting org profiles
We have a number of evaluators with conflicts. Would be great if we could record these conflicts in a form and then have the system prevent us from assigning an evaluator to read a request from an org they have a conflict with
2 votes -
batch emails
It would be helpful when sending a batch email if there was a way to get notice of emails that did not go through.
16 votes -
GLM - Have Internal facing questions ommitted from the Copy Functionality when the Copy is performed by the Applicant
Having administrative Internal answers from a previous grant application (for example, we have in Internal question group where we provide additional information for our grant review committee) copy into a new grant application when the applicant is using the copy feature from their last cycle request is not ideal.
6 votes -
SLM Profile Telephone - Option to Select "Mobile"
In SLM, I think it's good to make a telephone number a required field, but it would be nice to have a checkbox next to it to categorize it as "Mobile" or "Mobile #" since most students these days only have that anyway. Otherwise, they end up typing their mobile number in the second field needlessly.
3 votes
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