209 results found

1. Save & Validate doesn't validate when there are save errors

   The Save & Validate button type (https://wiki.smartsimple.com/wiki/Submit_%26_Save_Buttons) only saves when there are no validation issues. We've changed the caption to "Check question status" to avoid this misnomer and have created a separate button that changes status, completes validation, and returns to draft if validation (field-level and logic) issues are present.

   Consider changing the workflow steps so the system saves first then validates and presents error messages where required fields are incomplete.

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   Monitoring Interest  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   The action is actually performing a validation then saving. We will monitor this to determine if we should change the button label.

2. Toggle On/Off Custom Field Type

   A new Custom Fields type that uses a binary control to toggle on/off. Same as the toggle used in "Track Changes" or "Mandatory" but for Custom Field Types.

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   Monitoring Interest  ·  0 comments  ·  User Interface / User Experience  ·  Delete…  ·  Admin →
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3. Let's Encrypt Certificates for custom domains

   Ability to enable 'Let's Encrypt', which would allow us to issue our certificates with our url without having to jump through additional hoops.

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4. Ability to get the latest activity with its fields in a report with L1 as parent dataset

   Users who are in financial or compliance would like to be able to report on existing Grants, with the latest (for example), budget amendment, financial report, etc. The report will contain Grant record fields, and latest budget amendment record fields.
   Currently, using the max function in a report column, only gives the max value of that specific column.
   This function or ability will be useful for a lot of clients.

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   Monitoring Interest  ·  0 comments  ·  Reporting and Analytics  ·  Delete…  ·  Admin →
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5. Support Limited Document Visibility (LDV) in Adobe Acrobat Sign and multiple document submissions

   Adobe Acrobat Sign supports Limited Document Visibility (LDV). This means that multiple documents can be sent for signing, but only documents that are tagged to a signer are visible to that signer. That allows you to send internal documents along with an Agreement, and then only expose the Agreement to the external parties. SmartSimple could benefit from integrating this feature.

   Right now, this is not possible because the e-signature task can only send one document as part of the workflow.

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6. Access report data from Email task type

   As it is right now, you can select a workflow to run on each record that's returned in a report. It would be great if in the workflow you could reference the columns of the report.

   For example, you have some report that has a bunch of formulas/criteria on it and you need to send an email for each record returned by the report.

   If the workflow could reference the data in the current row by column index to populate values to the email being sent, this would open up the possibility for some interesting things as reports can be scheduled to run at various intervals.

   As it is right now, you can select a workflow to run on each record that's returned in a report. It would be great if in the workflow you could reference the columns of the report.

   For example, you have some report that has a bunch of formulas/criteria on it and you need to send an email for each record returned by the report.

   If the workflow could reference the data in the current row by column index to populate values to the email being sent, this would open up the possibility for some interesting things as reports can be… more

   2 votes

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   Monitoring Interest  ·  0 comments  ·  Workflow  ·  Delete…  ·  Admin →
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7. Improve API between Smartsimple & Salesforce

   We want to be able to connect Organization and Individual from Smartsimple to Account & Person Account from Salesforce.
   Today it is only possible to connect Contact & account. Person account is an object in Salesforce that consider an individual as Person and as an organization, which is more powerful than only use contacts. Person account is also a fusion of Contact & Accounts field in Salesforce. In an ideal world, it would be also usefull to connect Affiliation from SmartSimple to Affiliation' object in Salesforce.
   Thanks !

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8. SmartSimple - Submission Manager and Contact Manager filters in Organization Manager

   You can create granular filters from the Grant Manager that pull from Organization and Contact and Activity fields, but then if you want to do the same from the Organization Manager or Contact Managers, you only have access to the specific fields on those UTAs. It would be amazing to be able to have the same filter access so you could for example pull a list of all Organizations with a Grant status: Active in 2025.

   Instead you have to generate a list of Active Grants in the Grants Manager, pull it out into excel, and then delete duplicates to get a list of Organizations.

   You can create granular filters from the Grant Manager that pull from Organization and Contact and Activity fields, but then if you want to do the same from the Organization Manager or Contact Managers, you only have access to the specific fields on those UTAs. It would be amazing to be able to have the same filter access so you could for example pull a list of all Organizations with a Grant status: Active in 2025.

   Instead you have to generate a list of Active Grants in the Grants Manager, pull it out into excel, and then delete duplicates to… more

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9. Is it planned for SmartSimple to incorporate the Permission tab/setting into SmartVersioning? At the moment, only the global admin has the a
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   Feedback Needed  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   @Hevedar - can you provide more details on your use case? Thanks