216 results found

1. Allow configuration of session timeout warning

   The system will automatically timeout sessions for users at the interval specified on the Security page, or sometimes earlier if there is an error. There is an automatic timeout notification that pops up immediately before the session times out, but it would improve user experience and accessibility to be able to configure a notification with more time before the timeout, so that the user could have a chance to save their work. It would also be nice to be able to customize the notification message.

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   Monitoring Interest  ·  0 comments  ·  User Interface / User Experience  ·  Delete…  ·  Admin →
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2. T2P Projects: filter assigned users

   In the T2P project when you are going to assign users the system should display Global Admin users who have User Access. Nowadays system shows all Global Admin users (with or without User Access).

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   4 votes

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3. AI-Powered Configuration Assistant

   Enhance the SmartSimple platform with an AI-driven assistant that supports developers during configuration by offering real-time suggestions such as field types, AI tools, syntax guidance, and automated script generation. This assistant would analyze existing configurations and scripts to recommend improvements, flag potential issues, and answer natual language questions (e.g., “How do I call an OpenAI function in web page view?”).

   Together, these features would create a smarter, more supportive configuration environment that reduces the time and effort for developers to research on resolutions, improves code accuracy, and accelerates development.

   20 votes

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   Monitoring Interest  ·  2 comments  ·  Artificial Intelligence  ·  Delete…  ·  Admin →
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4. Different colour banner for emulate vs. backup

   I often work in the back-up and prod sites concurrently. I rely on the top orange banner to know that when I am in back-up. However, when I am in the live site and click emulate user, I get an orange banner across the top of the prod site. This makes me nervous that I will get distracted and forget that it is the live site.

   Can the emulate banner please be a different colour than the backup banner?

   5 votes

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5. Allowing address field's caption customized when 'Enable Multiple Address' is enabled

   Currently: When 'Enable Multiple Address' is enabled (on org or user profile), the Address field's caption remains locked to "Primary Address"; updating the standard field caption for Address or Address Type doesn't change it.

   Use Case: Client might set a different default address type, such as "Mailing Address" (which they can configure in Address Types), and they want the caption to display as Mailing Address.

   Request: To allow the address field caption to be customized when using the Multiple Address feature.

   4 votes

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   Monitoring Interest  ·  0 comments  ·  User Interface / User Experience  ·  Delete…  ·  Admin →
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6. Please add the following features to Listview configuration in the revamped Interactions tab:

   Please add the following functions/features to listviews for the revamped Interactions tabs for both Users and Organizations:

   1. Make the column widths adjustable with mouse drag or in column configuration specification

   2. Add the ability to create and save complete filters and apply them to listviews, including boolean logic operators to exclude, etc.

   3. For lists in the User tab allow column selection to include selections from the Organization fields

   4. Add Create Date and Last Modified to the column/field selection options

   5. Add Created By to the column/field selection and filtering options

   6. Make it possible to configure listviews to manifest as tabs (so that there can be a tab for Phone Calls, a tab for Emails, etc.)

   Please add the following functions/features to listviews for the revamped Interactions tabs for both Users and Organizations:

   1. Make the column widths adjustable with mouse drag or in column configuration specification

   2. Add the ability to create and save complete filters and apply them to listviews, including boolean logic operators to exclude, etc.

   3. For lists in the User tab allow column selection to include selections from the Organization fields

   4. Add Create Date and Last Modified to the column/field selection options

   5. Add Created By to the column/field selection and filtering options

   6. Make it possible to configure listviews to manifest as tabs (so that… more

   5 votes

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

   We've linked this idea to the List View discussion topic currently on the roadmap. We will have several events to dive into this topic and prioritize the related ideas.

7. Disable annotations from fields

   Add field level configuration to allow disabling of annotations so read-only and display fields aren't annotated inadvertently

   6 votes

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   Monitoring Interest  ·  1 comment  ·  User Interface / User Experience  ·  Delete…  ·  Admin →
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8. Allow users to copy a system list view without needing edit access

   I would like to be able to give users the ability to copy an existing system listview and save it as a personal listview.

   Currently, a system list view can only be copied if a user has EDIT access to it. This access is only granted if you are a UTA Admin or a Global Admin.

   My users are not system admins or UTA admins for Grant Manager, so they do not have the ability to EDIT or copy a system list view.

   So, I would like users to be allowed to copy a system list view without needing edit access.

   I would like to be able to give users the ability to copy an existing system listview and save it as a personal listview.

   Currently, a system list view can only be copied if a user has EDIT access to it. This access is only granted if you are a UTA Admin or a Global Admin.

   My users are not system admins or UTA admins for Grant Manager, so they do not have the ability to EDIT or copy a system list view.

   So, I would like users to be allowed to copy a system list view without needing edit… more

   9 votes

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9. Add reports to SmartCards

   If you have some reports you are using all the time you should be able to star them to your SmartCards.

   4 votes

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

   Good suggestion, we have linked this to the report builder workshop sessions occurring over these next few months in order to evaluate the priority against the larger report improvement opportunities.

10. Autoloaders - Field Change History

    Field Change History should be logged whenever data is updated through Autoloader or by workflows triggered via Autoloader, to ensure a complete audit trail. Autoloader should include a configurable setting that enables Field Change History tracking, similar to the existing capability available through API functions.

    11 votes

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11. Invitations - Ability to register new user under same org as Owner

    While in an active SmS session, we can pass "&uselocalcompany=1" to the User Signup page URL to allow a new user to register under the session/record organization.

    A similar variable/approach is missing when we send a Invite (Invitations Feature) to a new user, and the Signup page URL (Acceptance Redirect) is accessed outside an active SmS session.

    Currently, if we want to invite a new user within the same Org on record, we have to configure an Org and User signup page. The new user will have to search and select the Org, and then fill in the User details to sign up.

    Request: When sending an invitation, we pass the record company ID in Acceptance Redirect so that we only need to configure a User Signup page, and the new user is automatically created under the passed company ID in the URL.

    Use Case: The Applicant initiates the Invitations process to invite a colleague. When the colleague accepts the invite, a user signup page is shown instead of the Organisation & user signup page, where they need to search for their organization first. The new user fills out and submits the form and is automatically created under the companyid specified in the URL.

    While in an active SmS session, we can pass "&uselocalcompany=1" to the User Signup page URL to allow a new user to register under the session/record organization.

    A similar variable/approach is missing when we send a Invite (Invitations Feature) to a new user, and the Signup page URL (Acceptance Redirect) is accessed outside an active SmS session.

    Currently, if we want to invite a new user within the same Org on record, we have to configure an Org and User signup page. The new user will have to search and select the Org, and then fill in the User details… more

    3 votes

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12. Enhancements to the T2P Tool

    After our first experience with the new T2P tool, we would like to suggest the implementation of the following enhancements:

    1. Pagination in "Changes Logged Against This Project"

    The current page to view, select and manage the changes lacks pagination. This makes navigating large sets of changes difficult, especially when we need to manually select or unselect hundreds of changes.

    Pagination would significantly improve usability and efficiency.

    1. Promoted indicator should be tied to ENVIRONMENT

    We have noted several that the current behaviour is not ideal. The main suggestions would be:
    --> The Promoted field should reflect the status of that change in regards to the environment to which could be exported. If a T2P project can promote changes to TEST and LIVE, for example, the field should reflect whether the specific change has been promoted to the environment to which the export would be made to.
    --> Though not consistent, we have seen that the Promoted field will reset between sessions - therefore, we are unsure of whether a change has been promoted already -. For now, our workaround is to export all changes linked to the project every time, but it is inefficient.

    1. Filters for visible columns

    We would like to be able to filter the changes by Exported and User fields at least... Though ideally we should be able to filter with any of the fields offered.
    Also, we would like to have the option to apply advanced filters, as we can do in listviews.

    This would help manage large change sets more easily.

    1. UI improvement: move the delete (trash) icon

    Currently the button is placed on the left, close to the "Select all" checkbox. Though unlikely, this could lead to someone deleting changes.
    The suggestion is to move this to the right, where there are no user-interactive elements to work with (right now, if we added filters as mentioned in the previous suggestion, it wouldn't so necessary :D).

    1. Include UTA version activation as a logged project change

    We changed the Version in which new Applications would be created in our Submission Manager. However, the change did not appear in the list of changes to apply in the T2P tool. This means this change needs to be done manually for every environment - which is not ideal -.

    After our first experience with the new T2P tool, we would like to suggest the implementation of the following enhancements:

    1. Pagination in "Changes Logged Against This Project"

    The current page to view, select and manage the changes lacks pagination. This makes navigating large sets of changes difficult, especially when we need to manually select or unselect hundreds of changes.

    Pagination would significantly improve usability and efficiency.

    1. Promoted indicator should be tied to ENVIRONMENT

    We have noted several that the current behaviour is not ideal. The main suggestions would be:
    --> The Promoted field should reflect the status of that change… more

    8 votes

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    Under Consideration  ·  AdminMark Bridger (Product Owner, Foundant Technologies) responded

    We plan to review pagination, search, and filtering capabilities within the T2P tool. If versioning is not being promoted, it should be reported as a defect to support.

13. Records per page

    Options for allow for more than 100 but not all on the items per page picker. Often, even when filtered, there are hundreds of results and the option to pick more that 100 but not all is necessary.

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    4 votes

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14. SmartFields - change default to Exclude (or allow us to choose our preferred default for our system)

    Can there be a way to choose your system's preferred default for SmartField inclusion? Currently it defaults to Include. Ideally we'd much rather it default to Exclude, or at least give us the option to choose our default.

    The issue is that with numerous system admins making changes or adding fields over time, we inevitably are forgetting to toggle this to Exclude and errant fields then show up in our exported pdf files - that we often are completely unaware of. This could cause a file to being shared with users who should not have access to some of the exported information we did not intend to be "included" as a SmartField.

    We are creating a new UTA and have decided to do a bulk update on ALL new fields to change this setting to Exclude, but only once we're really close to go-live so we know we didn't miss any. Then, when we're ready to create the pdf exports, we'll "opt-in" the specific fields we really want to be included at that time.

    Can there be a way to choose your system's preferred default for SmartField inclusion? Currently it defaults to Include. Ideally we'd much rather it default to Exclude, or at least give us the option to choose our default.

    The issue is that with numerous system admins making changes or adding fields over time, we inevitably are forgetting to toggle this to Exclude and errant fields then show up in our exported pdf files - that we often are completely unaware of. This could cause a file to being shared with users who should not have access to some of the… more

    16 votes

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15. Add option to display data as percentages on charts.

    Currently, we only have the option to display data on charts as counted totals. We would like to be able to display data as percentages on these charts for evaluation purposes.

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    14 votes

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16. Image sizing for dashboards

    The portal page to display an image (URL and Smartfolders) doesn't adapt to the size of the browser window. It would be great visually to have the image be displayed as the whole web page instead of having a blank space on the right side.

    I've attached a screenshot of a sample image and it shows up on our dashboard.

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    4 votes

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17. Ability to report/extract/import description field in uploaded files

    Currently, descriptions for uploaded files can be added. It will be helpful to be able to report on each uploaded files, with their description and upload date/time, and user. It will be helpful for staff/reviewers to be able to have a list of files that were uploaded, with the description at hand, as filenames may not be as descriptive.
    Also, since file upload is available thru autoloader, it will nice to be able to add descriptions of files when uploaded thru autoloader.

    5 votes

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18. Hide columns in the global user lookup list view

    Add the ability to hide specific columns in the global user lookup list view settings. This would allow admins to include fields (e.g., a unique ID) in the lookup view so users can search by them, without displaying those fields in the list view.

    1. Go to Global Settings
    2. Users > Lookup List Views
    3. Edit the default user lookup list view
    4. Select a column and add a toggle button to “Hide Column” here (similar to List views)
    2 votes

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

    Thanks for the clarification, this is a valid use case. Today, the lookup list view for users is global (i.e. configurable, but will be the same view for all users). One option would be to offer more flexibility to support more dynamic list views with conditions to support this use case. This would be an enhancement. We will monitor interest to revisit this priority.

19. Disable formulas on end-state statuses

    For each formula, we need to configure in formula syntax the statuses that the formula shouldn't run on. It would be incredibly valuable to have end-state statuses control the formula access.

    Save draft (on record or triggered through batch update) will trigger formulas inadvertently on end-state statuses like "Approved", "Complete", "Finalized", "Closed", "Paid" unless configured onto each formula

    5 votes

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20. Bulk assignment / reassignment / removal of roles on L1s, L2s, L3s

    Platform solution to support bulk CRUD updates to L1, L2, and L3 assignments and roles.

    We build a report and workflow(s) for each CRUD operation we have to perform in bulk. It's a rather tedious exercise and requires someone with config experience to support

    5 votes

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    Monitoring Interest  ·  1 comment  ·  Workflow  ·  Delete…  ·  Admin →
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