270 results found
-
Add inline editing ability to list views
Users often need to make quick, minor updates to individual record fields where batch updates are not practical. The current Quick Edit functionality does not fully meet this need, as it involves multiple clicks and modal windows, creating unnecessary friction.
Introducing inline editing within the list view would allow users to modify fields directly, without navigating away or opening additional screens. This streamlined approach would significantly reduce effort and improve efficiency for small, targeted changes and is a feature currently offered in other software suites
20 votes -
Tracking Recent Actions of Users
We’re wondering if there’s a setting or feature we could enable that would allow a user to see their own recent activity in SmartSimple.
This could be somewhat general (e.g., modified grant ID X on X date/time, modified Organization X on X date/time, etc.) or more granular (e.g., updated field X on grant ID X on X date/time, created a note on grant ID X on X date/time, etc.).
This would be helpful for internal staff members who are adding Notes or making changes to many grant records and want to look back at which grants they've recently edited.
12 votes -
Type Specific Captions for a Custom Field
The platform was enhanced in recent years to support different display order numbers on a single custom field by Application Type. This allowed us to finally be able position a single field in different positions on different forms. It would be great if we could also support different captions for that one field by Application Type. The only way to do this today is to create multiple fields for the same purpose and then use the value storage setting to store each discrete field to a master field for reporting purposes.
49 votes -
Improved SmartSimple–Word Integration for Collaboration and Version Control
Contracts and collaborative documents across the grant and partnership lifecycle are currently managed primarily through Word documents shared via email. This creates challenges with version control, including multiple document versions, parallel edits, and manual consolidation of changes. Collaboration is fragmented, resulting in limited visibility into document updates, no single source of truth, and limited auditability of changes and negotiations. In addition, the process creates administrative pressure on a small legal function, and contracts are largely managed outside the SmartSimple platform, leading to duplicated documentation and limited traceability.
To address this, improved collaboration functionality is needed. The solution should allow documents…
9 votes -
Export custom field list with visibility permission settings
The ability to export the custom field list from L1, L2 or L3, users, orgs or any system object, with settings such as mandatory toggle, description, select values, and including the role, status, and type permission settings, into Excel, or the ability to build a report builder report where you can customize the settings to be exported. The system design summary pulls some of this data into a word table format, which can be copied into Excel, but it is cumbersome and only copies from the core fieldset. Being able to export directly and easily from the custom field list…
22 votesMonitoring Interest ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We see the value and need to provide a way for customers to have a documented view of their system. We will monitor to see how much others are interested.
-
Fiscal Year
Many clients have fiscal years that are not calendar years. We need an easy way to set the fiscal year (e.g. 10/1-9/30) and be able to use this to filter list views.
31 votes -
Transfer field formatting (dates, numbers) when exporting list views and reports to Excel
Transfer field formatting (dates, numbers) when exporting list views and reports to Excel.
Adding this functionality would greatly improve Smartsimple's usability.
Often, the fields in list views and reports are date or number fields and when exporting to Excel (xls, xlsx, csv, etc.), these formats are not transferred, requiring subsequent editing of the generated files.5 votes -
Expand options for Dynamic Field Visibility Builder
The Dynamic Field Visibility Builder could be expanded to include the following:
• a larger window
• an expandable window that scrolls
• auto-zoom that allows the text on the screen to be readable at all times
• Save As functionality
• Restore option if a condition is accidentally deleted43 votes -
Native integration with OpenAlex (Publication Search)
In our Grants and Fellowships programmes, we require our candidates to link their application to publicly available publications, papers, etc. as to build the State of Art, Methodology, etc. of their project.
Currently SmartSimple supports some Publication search engines natively (Scopus, Web of Science and PubMed as far as we are aware). These are all good resources, but there is a new source which is becoming more popular - OpenAlex -. As it stands, we are building a custom integration with their API for the Fellowships instance, but we would like to suggest that SmartSimple builds a native integration with…
7 votes -
List view return to page you were on
If you load a list view and go into a record on the 3rd page, when you come out it reloads back to the 1st page and you lose your place when reviewing a lot of applications. Can it go back to where you clicked onto the record please.
4 votesWhen you navigate back to the UTA list view after opening a record, I can see that the page reloads and returns you to the first page of list view records instead of your previous page in the list.
-
Include Files that have been uploaded to records with new Data Extraction API
I learned recently that files that have been uploaded to records via file upload custom fields can not be extracted using the new Data Extraction API. I can see clients wanting these files included when extracting records into other business insight tools, AI or otherwise.
3 votesBased on client demand, we are interested in exploring support for accessing uploaded documents via the Data Extraction API
-
Visual Step-Indicator for Application Workflow Stages
Problem:
Internal users must individually review applications to determine their current approval stage (first approval → second approval → payment generation → payment approvals → paid). No at-a-glance visibility into bottlenecks.Suggestion:
Implement a visual step-indicator (progress bar or workflow timeline) showing where each application sits in the approval pipeline. It will be impactful to improve workflow visibility, for both internal approval users and external applicants.See proposed design attached.
4 votes -
Changing the Owner at the top level should automatically filter down to all activities
Changing the Owner at the top level should automatically filter down to all activities
3 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
A valid use case when replacing a user (ex. employee changes role or leaves company). Moved to under consideration
-
Change the default error message for SSO
Request: Can the SSO default authentication error message be updated, perhaps by client instance? Is there any way for users not to hit a dead end but be nudged towards the correct behaviour?
Context: Logging in on the SSO “happy path” works well (users follow directions and know if they already have registered with SmartSimple or not). These users do things in the right order: Users click the Create an account button if they have not previously registered in SmartSimple, or they click the Log in button if they have.
The “unhappy path” does not work, where users think they…
5 votes -
Bring back ability to choose different email addresses when using Email Templates/Group Email
It is critical and imperative for our work that the ability to choose different email addresses when using Email Templates/Group Email is implemented again (in the deprecated personal email settings). This has a major impact on the work that we do. We rely on this feature quite heavily. Without this feature we need to email stakeholders manually, which is taking a step back for us.
14 votesWe plan to allow the ability to specify multiple “From” email addresses in a future release. This will most likely be added at Global Settings > Communications > Email Options and Security > From Address
-
Record Lock Override Notification
When a user is being kicked out of a record, it would be great if they were notified that they were being kicked out.
38 votes -
Personal dashboard configuration
When configuring a personal dashboard, you currently need to choose a list view that already has a filter applied. As a result, each conditional summary requires its own dedicated list view with a matching filter, which significantly increases the configuration effort.
In a previous portal configuration release, we introduced the ability to select list views and filters independently. This allowed users to reuse existing list views and apply different filters as needed, reducing duplication and simplifying setup.
I recommend extending this same flexibility to personal dashboards. Enabling independent selection of list views and filters would reduce the number of configurations…
4 votes -
Global Search Functionality
Implement a global search feature that enables users to search by grant name, user name, or organization name. When a user is searched, the results should include:
A direct link to the user’s profile
Links to all organizations the user is affiliated with
A list of all grants associated with the user
This enhancement would streamline navigation and improve access to relevant information across the platform.
This search may be surfaced in the header and should take advantage of the OpenSearch work being done to ensure the fastest performance.
46 votes -
Strip HTML from Rich Text Fields on List View or Report Export
When exporting a reporting that includes rich text fields, the export includes unrendered HTML. This HTML then needs to be stripped out to make the content of the report readable.
Suggest to add an option on the report and list view export to strip html from the export. Include a tooltip to advise that this will impact formatting.
35 votes -
Data Extraction API - Metadata endpoint that returns the schema definition of each entity type
Provide a schema discovery endpoint that allows clients to programmatically retrieve resource metadata, enabling automated data pipelines without requiring manual field mapping.
At minimum:
- Field id
- Field name
- Display label
- Field type
- Description
- List of possible values when Enum
- Created date
- Last modified date
In the iterated version of this, it would be good to have metadata on the UTA types (L1, L2, L3) and relationships between entities.
3 votes
- Don't see your idea?