230 results found
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workflow connector - delay
Can delay workflow task by hours or days. Could minutes or seconds be added?
6 votes -
add level 1 id , level 2 id, and level 3 ids to list views / search criteria
It is onerous to build a report to find the common name (front end name, etc) for a eventid that you find in wf history (or otherwise). I'd love to search for level 1, 2, 3 ids in list views to prevent that extra step of building report just to find a field I can search on list view
7 votes -
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…
4 votes -
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…
11 votes -
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.
14 votes -
Allow upload fields on an L1, L2, or L3 to automatically be transferred to the associated organization or contact record.
Allow for a field or file that is uploaded on an application to be automatically transferred to the associated organization or contact records. Currently we manually move W9 files to the organization record for easy access by all internal users.
3 votes -
Gmail Plug-in
Utilize Gmail for their mail service. Would love to have a plug-in that would allow them to sync emails from their Gmail account into SmartSimple.
6 votes -
System Filters Availability to non-Global Admins
Currently, non-Global Admins can only view Personal filters on UTAs/People/Org Filter dropdown. They can see and select the system filters on a list view.
Requesting an enhancement to make the system filters be role permission-based (Example: "Search Filters and Email Templates - Manager") and remove the global admin requirement.
Expected behaviour: System filters available to non-Global Admins under the Filter dropdown. See Attachment
4 votes -
Improvement to the API services
The current API services offered by SmartSimple are confusing in the response our team receives when calling them. For example:
- If there are missing variables in the call, it will respond a 200 - OK in almost all circumtances.
- If there is an incorrect variable (for example, report instead of reportid), the API will reply a 401 error in the body of the response - which indicates the user does not have authorization to that report, when the error is that the variable was incorrectly parsed in the URL.As our system becomes more connected with other platforms,…
14 votes -
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 -
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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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 -
Edit automatic email (confirm your new email address)
The system generates emails to people who need to confirm their email address. Example attached. For many people, it appears to be spam as there is no mention of us (HMSA, the funder). I would like to be able to edit this email to include mention of our company and an email they can reply to, so they know this email is a legitimate email.
3 votes -
API integration for email send (Microsoft Graph, Gmail API)
We currently configure SMTP relays for clients who wish to send email from their own domains.
However, it is often challenging to work with client IT teams to enable SMTP AUTH on the required mailboxes.
In these situations, we are frequently asked whether SmartSimple supports — or plans to support — integration with Microsoft 365 (Graph API) or Gmail API for outbound mail delivery.
We understand that the February upgrade strengthened security by enforcing OAuth 2.0 for SMTP authentication. However, this still relies on SMTP as the transport protocol, which many IT providers increasingly consider legacy compared to modern API-based…
4 votes -
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 -
Allow URLs to be opened from Notes
We are currently using the Notes feature to add instructions to reviewed reports in order to allow for replies between reviewers and grantees.
Often times these notes will include links to support documents. While these URLs appear as hyperlinks, when clicked they open within the SmartSimple UI and are blocked.
I suggest automatically adding the _blank target to all URLs added to notes to allow them to be opened directly.
3 votes
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