58 results found
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Add functionality in tables to clone columns
Just as we can clone rows in tables, I think it would be even more impactful to clone columns. As one use case, we have a table question in a follow-up form that asks for several different outputs (each row being a different output) for each month in a quarter, with each column being a different month. This would have been way easier to build out with a Clone Column feature.
1 vote -
formula
We use tables to collect budget information, one table for revenue and one table for expenses. We'd love to be able to calculate the net revenue taking the total from revenue less total expenses.
1 vote -
Create application form outside of process (SLM)
In SLM, I feel it would be helpful to be able to develop a form template outside of processes (maybe I'm missing this somewhere, but the only place I have found "create new form" has been inside a process under "change form"). I'd like to have an independently created Application template (that stays then untouched or modified, so I know where I started) that I can then copy and adjust into my processes. This could also apply for Follow-Up forms, etc. Essentially, I'd like the Create New Form button or a Create form template button inside the Forms tab within…
1 vote -
Process building
I'd love to have a side by side feature in the create process area, meaning it would be good to be able to also edit any email templates that are needed (or forms) within a process, but within the same screen. I don't know if this could be done via a pop up window, or if it could be the side by side view (similar to what an evaluator would have), but I'd love to not have to add a second open tab or have to get out of a process any time I need to go update or add…
1 vote -
Text Ranking with Score
We would love the ability to display ranking options in text to our evaluators, such as
Extremely Clear
Very Clear
Somewhat Clear
Not So Clear
Not at All ClearBUT - We'd like to store them as numeric data so that
Extremely Clear =5
Very Clear =4
Somewhat Clear =3
Not So Clear =2
Not at All Clear =1To be clear, we don't want to show the numeric to the evaluator, just the text.
Currently, we use a complicated formula to calculate the data.6 votes -
Opportunity Specific Questions - see the total # of opportunities it applies to
UA - Application - See the total # of opportunities a 'opportunity specific question' applies to.
I have several questions that are only for need-based scholarships. On every one of these questions I have to check my 40-50 opportunities. It would be very helpful to see the total number that are checked to help me be sure I have them all.
1 vote -
Branching logic in printable form for admins.
Building forms with many branching questions groups can get confusing. It would be nice, as an admin, to be able to see how each question group is branched within a form without having to click on each one.
5 votesWhat information would be important for you to be able to easily see.
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Sharing Questions for the Nested Lists
I don't see this idea listed the way that I'm gong to explain it. I would like to use "Nested Lists" but I don't because I cannot share those lists on decisions, follow-ups, etc. It is a wonderful function but useless when I have to go back to the application to see what the responses to the nested questions. I believe that sharing nested lists throughout the workflow would be a great feature to access.
1 vote -
Increase number of columns in tables
To effectively use Tables as a shared question in a Follow Up (as stated in documentation, very helpful for Budget and ongoing grantee progress statements) - being limited to only 5 columns does not allow for multi-year grants especially
3 votesThank you for this feedback. We currently have the limitation to making sure tables easily appear on screens and print packers but are continuing to evaluate ways to expand this functionality.
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Branched question to be red when they have not been assigned rules.
Branched questions with incorrect question will be marked red. It would be for branched questions to be marked red if no rules have been assigned yet.
4 votes -
Pull Opportunity Info or Flag Questions into Follow Up Forms
When creating Follow Up forms, it would be a real time-saver, and lessen the likelihood of error, to be able to pull information or fields from the Applicant Opportunities section of the Universe into the follow up form. (Or even from the connected CSuite Scholarship.)
Currently, each opportunity we have has its own initial acceptance follow up form where the student must certify they still meet that scholarship's criteria, and we have to manually copy/paste that criteria into the follow up form from the Applicant Description section of the Opportunities page, or the scholarship description in CSuite.
To take it…
2 votes -
Clone question
We really like the clone feature available when editing a table, and it would be helpful if this were available for all questions. Having to manually copy over the drop-down items and additional information is very time consuming.
18 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 -
Option to hide questions on forms that are no longer relevant
While I understand why you cannot delete question fields once an applicant or staff member has submitted a response on it, sometimes that question needs to be deleted moving forward and based on how we have set things up it is preferred to not create/copy a new process when we want to make deletions. It would be nice to be able to "toggle"/hide a question from the applicant/grant manager on forms when we no longer want them to be answered/used.
9 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…
3 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 -
Ability to add attachments
Currently, the only way to provide a form to be completed is through links. I'd like to attach an excel spreadsheet that needs to be completed and uploaded by applicants. We have run into issues where links to forms break and it would be much simpler to provide the attachment within the application question.
11 votes -
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.)
2 votes -
Table-style questions: Allow calculations across more than one table question
We have a budget form with a table for Revenue and a table for Expenses. It would be great to be able to calculate the net (revenue minus expenses) without the applicant having to do math or cut-paste totals from the separate tables into a third table or field.
26 votes -
Custom Column Widths in Tables
Currently the columns in tables are all the same width, but there are use cases where it would make sense for one column to be wider than another.
For example, in our budget we have 5 columns - Expense, Request, Cash Match, In-Kind Match, and Calculation/Description. By my calculation if you have 5 columns only 33 characters are visible at one time. However, in our use case, 3 of the fields would not contain more than 7 characters (plus the characters for the column headings). Being able to resize those columns would free more real estate for fields where users…
15 votes
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