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4 results found

  1. 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 deleted

    5 votes

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    Monitoring Interest  ·  2 comments  ·  Grant Management  ·  Admin →
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  2. Add Ability to Open Level 2 in View Mode

    Level 2 activities need an "Edit/View" button toggle. Currently, only Level 1 records and Organization/Contact Profiles have the "Edit/View" capability. We need this on Level 2 to enable our Program Managers to open an External Review form in View mode and then select "Edit" in the upper left to open the form for edits.

    5 votes

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    Monitoring Interest  ·  0 comments  ·  Grant Management  ·  Admin →
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  3. Extended Ability to Transfer Files from one Upload Field to Another

    In the February 2025 Update, Upload fields were updated to allow the transfer of files between Upload fields on the same form. This functionality should be extended such that files can be transferred between levels, and even UTAs. As an example, if we collect forms on an Application and want it posted to their Organization Profile, that has to be done manually right now.

    2 votes

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    Monitoring Interest  ·  0 comments  ·  Grant Management  ·  Admin →
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  4. Enable role filters for Contact Association Listviews in the Submission Manager

    We would like to be able to create role filters for contact association listviews in the submission manager. This capability is already available for global contact listviews, and we believe it would be useful to build custom filter settings to make grant contacts easier to navigate. E.g., a list of all reviewers assigned to a grant, communications contacts, etc. This would enable staff members to open a list of contacts and immediately parse the individuals with whom they'd like to interact directly without navigating through several other names.

    The current views are a bit cluttered with, for instance, 8 reviewers,…

    1 vote

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