177 results found
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Enable Links to Open L1s in BI Dashboards
With the BI dashboards set up it is possible to drill down to the project number, however it would be extremely useful to be able to open the project directly from the dashboard rather than having to make a note of the project number and then loading the submission manager to view it.
I’ve attached a screenshot example view – this is a drill down to hub level, and although I have hidden the project reference numbers they are displayed beneath each of the columns – a great improvement would be to hyperlink the project reference numbers and open the…
3 votes -
Include Object Name in Reports
The Object ID can be included in reports, however it would also be useful if the object name could be included too - for example, Workflow, Custom Filed, UTA Name, etc.
We have created a report to track and reference changes within the system, based on notes that are entered onto the object (we have created a specific category of notes to accommodate this). We can run a report that lists all the changes, but the only the numeric object ID is included - if the object name/description could also be included it would be extremely helpful in determining what…
3 votes -
When inviting organizations to a Funding Opportunity, have the option to select a "Mailing List" group
We have several groups of Organizations saved as a "Mailing List", for easily pulling the list or to send a group email. It would be really helpful to have the option to select one of those mailing lists when inviting a group of organizations to a Funding Opportunity in the Program Manager.
The steps could be to select a radio button option: 1. Add Organization, or 2. Add Group. When selecting the Group option, the drop-down menu of mailing lists is available to select a group of organizations that then can be added to the Funding Opportunity all at once.
1 vote -
Auto-connect tasks in workflow based on order
When building a linear workflow, there's some additional config overhead that could be removed if we had a "auto-connect" feature in workflow tasks that connected first task in firing order to the next (and so on and so forth) until the end
1 vote -
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.
3 votes -
SmartSimple - UI/UX feedback
We shared this last year when we did focused UI/UX testing, but this is a collection of the feedback we received (many that were beyond our control) - thought it might be helpful to the team.
Includes:
- Fleshed out submission pages
- Closing/saving a pop-up
- Missing back buttons
- Positioning of previous/next buttons
- Lock icon meaning confusion
- top-right arrow buttons meaning clarity
- navigating back to draft applications
- registration of additional users and configuring more complex use
- validating incorrect information before submitting
- "new" flags on dashboards (e.g., new call would show a flag that there is 1 new item or reports 2 new…
3 votesMonitoring Interest ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Thank you for sharing. We continue to focus on improving the UI/UX with each release. Several of your items are configuration related. We will consider the platform items including the registration wizard.
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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.
0 votes -
Enable the copy profile option workflow task to work without the copy button being visible
Currently in order to use the copy profile option in a workflow, the user that triggers the workflow must have access to the copy button under the new menu in the record. This creates extra menus for external users who don't need to see the copy button when the workflow is being run in the background. This should not have to be visible on the record for the user triggering the workflow in order for the workflow to trigger. This is something for all FHLBs.
1 votePlanned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We agree this condition should be removed as the work around adds more risk to maintain going forward.
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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.
1 vote -
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 !1 vote -
Support for SCIM 2.0 for user provisioning and de-provisioning
We would like to propose that SmartSimple develops support for SCIM 2.0 (System for Cross-domain Identity Management).
We're moving towards automated provisioning and de-provisioning of users directly from Microsoft Entra ID (Azure AD). SCIM 2.0 is the industry standard protocol for this purpose, and is already supported by Entra ID as well as most modern identity and access management systems.
Efficiency: Automating user lifecycle management reduces manual administrative tasks and minimizes delays in onboarding and offboarding users.
Security: Automatic de-provisioning ensures timely removal of access when people leave the organisation, reducing the risk of orphaned accounts and potential breaches.
Compliance:…
1 vote -
Drag and drop interface for list views like Monday.com or Airtable
We use both SmartSimple and Monday.com and Airtable at our organization, and it is so much more user friendly to build simple reports/listviews in those other tools with drag and drop and the like.
Our power users are fine with the current reporting tool and list view builder. But it would be great to have something a little less powerful for the casual user where user experience and ease of use (drag and drop) is the priority. This would allow end users to easily build list views for what they want instead of having to navigate the current advanced search…
1 vote -
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.
1 voteMonitoring 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.
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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.1 vote -
1 voteFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
@Hevedar - can you provide more details on your use case? Thanks
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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…
1 vote -
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…
1 vote
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