270 results found
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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.
22 votes -
Disable annotations from fields
Add field level configuration to allow disabling of annotations so read-only and display fields aren't annotated inadvertently
7 votes -
Querying whole database using AI (Insights)
Would be game changing for us to be able to use AI to extract insights and query every application in Smart Simple. GAME CHANGING
12 votesUnder Consideration ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We are enhancing our AI capabilities including a data lake and RAG to consume structured and unstructured data to leverage across a wide range of use cases. Can you provide any specific examples for us to consider as we are focusing on delivering specific use cases.
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expanding notes
Add expanding feature (hash marks) to allow the Notes section on Org profiles to expand
4 votes -
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.
5 votes -
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.
5 votes -
images
Better integration of captions/details on image files and videos to support assessment portfolio style content.
We current use an advanced data table to collect portfolio specifics (such as medium, description etc.) and use media library. This is cumbersome for assessors (who mostly use laptops) and review applications in split screen. Issues include:
-challenges reviewing both table and image in split screen (small, challenging to navigate both). Would be better if info was combined in some way
-advance table columns can't be expanded width-wise and don't auto expand lengthwise so it is visually challenging to review longer pieces of text
-having…5 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
There appears to be an opportunity to improve your configuration to address most of these items. We have asked your account representative to reach out to you to discuss. We will flag this ticket for 'monitoring interest' for specifically considering an option to zoom into images.
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Multi-Level Dropdown Support in Global Navigation
Problem:
Current flat menu structure lacks information hierarchy. As feature set expands, navigation becomes cluttered and difficult to scan.Suggestion:
Support Level 2 nested dropdowns in global navigation for a cleaner information architecture, to reduce cognitive load, and to improve accessibility for keyboard navigation.Example: Reports
- Level 1: Track Reports
- Level 2: Processing (Reports Pending Approval, Overdue Reports)2 votes -
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).
4 votes -
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:
- 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.
- 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…9 votesWe 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.
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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…
18 votes -
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.6 votes -
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 -
Role-Based Control to Disable File Downloads
The new file preview feature under multiple file upload field is very helpful, but users can still download files, and this option cannot be disabled.
We suggest adding a role-based control to allow administrators to restrict file downloads (e.g., for volunteers or external reviewers, or in some cases, internal staff) while still allowing file preview.
This way we can improve security, reduces risk of file being downloaded to user's own devices, and better supports data protection.
2 votes -
Centralized Logging and Improved Visibility for Configuration Errors
Problem: Logs related to configuration and system behavior are currently fragmented across multiple locations, making troubleshooting slow and inefficient. There is no clear centralized view or consistent process to identify high-impact issues, and important configuration errors are often buried as generic warnings.
Key Gaps:
No single, centralized location for all relevant logs
Configuration-related errors are hard to discover and correlate
Log severity levels are not granular enough, causing critical issues to appear as low-priority warnings
Lack of guidance on whether customers should rely on platform logging or develop internal processesRequested Improvements
Centralized Log Access
Provide a single, unified location…6 votes -
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 votesMonitoring 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.
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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.
15 votes -
API - Download files from other platforms
We have recently build an integration with our eSign provider (not natively supported by SmartSimple), using workflow tasks to send the contracts for execution, updating signee data on contracts already sent to the eSign platform, and monitoring via a Scheduled report the current status of the contract once per day.
However, there is one webservice from eSign platform that we have not been able to use although we really wanted to... Which is to get the signed file from the eSign platform to SmartSimple. This is due to the WF Type Task Web Service - RESTful Request not supporting the…
1 voteFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We support a number of e-signature vendors. Can you provide more details on which vendor you are looking at and the reason why you can't leverage any of the existing e-signature vendors we support?
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Allow the "Interaction" user interface to send emails to selected contacts using the group emailer.
Why have "email" as an interaction type if you can't actually create, select, store or reference the email within the user interface?
Use case: Our Finance staff wants to initiate an email conversation about unspent grant funds with an organization. The easy way would be to create an Interaction, use the "Email" type, and have it open an email template they could add subject line, body, and attachment(s) to, then select the "To" options from the "Contacts" specified in the Interaction. When a contact replied to the email, the email should show up in the owner's regular email client but…
5 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We are targeting an Outlook integration in an upcoming release. This will allow a user to create and store an email in SmS from Outlook. The additional scope for this idea is to support the same process from SmS to Outlook.
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Replace Hashtags with Hierarchy-Based Categories and Sub-Categories
Hashtags are a nice way to simply categorize records in SmartSimple. I think we can deliver more value if we can provide a UI for setting a hierarchy of categories and sub categories that allow you to categorize applications and also add any number of related sub categories as well.
It would also be nice if this could be an AI-based feature that allows for automatic categorization dependent upon the application data. Categories and subcategories should also be addable to list views and reports.
Value Add: This would allow you to create list views and reports that filter by categories…
2 votes
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