135 results found
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More options for colour-coding
More options for colour coding
We would like to see expanded options for colour coding in the system. For example, it would be helpful to colour code each project’s overall risk assessment in the list view — using red for high risk, amber for medium, and green for low.
As an alternative (or complement), a traffic light–style visual indicator could be added to improve quick scanning and enhance usability.
1 vote -
Branding Customization
Change colours on reporting charts. More flexibility to include branding colours and logos. Possibility to upload images/logos in Smartfolders to add own icons.
1 vote -
Enable "File from Local Disk" for Group Emails also
Currently, the "File from Local Disk" option is only available on the Message Center email. It'll be useful to have the option to select a file from the local disk when using Group Emails, also.
1 vote -
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 -
Ability to search by Multiple L2 IDs
When using a L2 list view, you can search for one ID but not multiple. The ID field does not appear as a selection in the dropdown. It would be great to use an or (or in() ) statement and enter many id's. The reason for this in a list view and not a report is due to the ability to bulk download attachments.
2 votes -
Default file size size limit
I suggest that default limit when you add a new upload field should be set to 10mb.
It can always be increased if necessary.2 votes -
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…
2 votes -
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 vote
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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 -
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…
1 voteMonitoring 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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