262 results found
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Allow for copy text capability in document preview
The new ability to preview uploaded documents is great. However, is there a way to make it so that the user has the ability to copy text from the document while in preview mode?
2 votes -
New SmarConnect API Session Refresh Method
I fully understand that the RESTful API is stateless and under most circumstances having the ability that I am requesting doesn't make sense. However, due to the nature of our usage and reliance on the SmartConnect API, having such a feature is somewhat important. We have users that are "active" in an SPA for a long period of time but the platform does not recognize that they are active at all and times them out. Alerts regarding the session timeout are not particularly useful either as the user still needs to perform some native platform action in order to "refresh"…
1 vote -
New SmartConnect Trigger Workflow Method
The old Pandora API had a method that allowed us to trigger workflows by passing the workflow id along a few other parameters. This functionality was never passed onto the SmartConnect API. Currently the only way to "trigger" a workflow via the SmartConnect API is to create a redundant record and set a status. This is obviously not an efficient workflow for us as it creates unnecessary records that we now have to clean up at some point. It would greatly appreciated if a "Trigger Workflow" method could be added to the API that could be triggered against any Level…
1 vote -
Data Extraction API - Metadata endpoint that returns the schema definition of each entity type
Provide a schema discovery endpoint that allows clients to programmatically retrieve resource metadata, enabling automated data pipelines without requiring manual field mapping.
At minimum:
- Field id
- Field name
- Display label
- Field type
- Description
- List of possible values when Enum
- Created date
- Last modified date
In the iterated version of this, it would be good to have metadata on the UTA types (L1, L2, L3) and relationships between entities.
2 votes -
Data Extraction API - Inclusion of data from all field types (and particularly data tables)
Currently data captured through fields such as Basic and Advanced Data Tables is not included in the responses returned by the Data Extraction API.
It would be ideal to have them included and formatted as a json or xml.
In general, I think it would make sense that all collected data is made accessible through the Data Extraction API.2 votes -
Annotation Mode Data Integrity Issue
Currently, when a role has the "Edit Field" permission enabled for annotation mode, they are able to edit fields on an otherwise Status Locked record by adding an annotation alongside the change they make. This is great for the revisions process as it creates a clear record of where an external user has made an update to a record they already submitted; they are not able to make changes to fields unless they also include an annotation.
However, there is a delete button on individual annotations that is only accessible to the user who added that specific annotation. When testing…
2 votes -
Built-in spell check in text fields
It would be great if the platform included built-in spell checking in text fields across all applications and activities.
Most browsers have their own spell checker, but not everyone has it enabled and the experience isn't always consistent. Having spell checking built into the platform would make it easier to catch typos and spelling mistakes wherever you're typing, without relying on browser settings.
It’s a small feature that could make any text more polished.
1 vote -
Log manually sent emails in Message Queue
Currently, only emails generated through system processes (e.g. workflows) are visible in the Message Queue. Emails sent directly from an application are not logged in the Message Queue or Sent messages.
This creates inconsistency in how communication is tracked within the system.
For us (administrators), the Message Queue is an important tool to monitor and review outgoing emails. When emails sent from records are not included, it is not possible to verify whether an email has been sent correctly or to review the content.
It would be very useful if emails sent from an application could also be included in…3 votes -
Annotation Mode Usability Issue While in Split Screen
The annotation mode user interface while viewing a record in split screen is not user friendly and makes the annotation mode feature unusable. Previously, annotation mode allowed flexibility with collapsing the annotation pane, but now the annotation pane has a fixed width, which makes the record virtually nonfunctional.
2 votes -
Available languages in Type
Here there are two enhancements about available language in type funcionality:
a. From a usability standpoint, we believe that when a application supports multiple languages—and one of them matches the user's selected profile language—the application itself should display in that profile language.b. In the other hand, if user selects one language for one application, system should remind the last selected language for that application. Currently system opens the application in a default language and user always must select its preferred language.
See attached images.
4 votes -
List view return to page you were on
If you load a list view and go into a record on the 3rd page, when you come out it reloads back to the 1st page and you lose your place when reviewing a lot of applications. Can it go back to where you clicked onto the record please.
3 votesWhen you navigate back to the UTA list view after opening a record, I can see that the page reloads and returns you to the first page of list view records instead of your previous page in the list.
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Log Status changes triggered by a parent status trigger
Status Triggers are a powerful and underutilized feature in SmartSimple Cloud because they automatically keep parent and child records in sync without requiring workflow configuration. For example, when a Payment record is marked as Paid, related Disbursement records can automatically be updated to Paid as well.
One limitation is that status changes made through a Status Trigger are not currently logged or audited on the child record. This can create confusion for administrators and users who are reviewing record history, as it is not clear:
Why the status changed
Who or what initiated the change
Which parent record triggered the…2 votes -
Include Files that have been uploaded to records with new Data Extraction API
I learned recently that files that have been uploaded to records via file upload custom fields can not be extracted using the new Data Extraction API. I can see clients wanting these files included when extracting records into other business insight tools, AI or otherwise.
3 votesBased on client demand, we are interested in exploring support for accessing uploaded documents via the Data Extraction API
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Media Library processing message
We are having a lot of Media Library processing lags and messaging with 3 dots of “We're processing your media. Check back later.” continues to confuse applicants. Many think the files have not been uploaded and are contacting us with concerns and need for clarification.
Something like "Your file has been successfully uploaded. We're processing your media for in-system viewing. Check back later or download to view.” might be more clear.
2 votesIf we were to change the messaging perhaps something short to fit well inside the thumbnail. Example “Upload complete. We are processing your media.”
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Add field name to T2P export page
Add field name as a field on the T2P export page so admins don't have to look across the system for the scope of changes being made.
1 voteFor custom fields, the unique field ID is surfaced. You can navigate to Global Settings > Custom Fields to locate the field. When you open it, the breadcrumb will show where it is located.
Being able to see the name of the field, task, or settings page as suggested would be helpful.
An alternative, we could also consider would be adding a button that lets you jump directly to the change in the system, providing full context for where the update occurred and allowing you to easily see how that item is configured.
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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 -
Visual Step-Indicator for Application Workflow Stages
Problem:
Internal users must individually review applications to determine their current approval stage (first approval → second approval → payment generation → payment approvals → paid). No at-a-glance visibility into bottlenecks.Suggestion:
Implement a visual step-indicator (progress bar or workflow timeline) showing where each application sits in the approval pipeline. It will be impactful to improve workflow visibility, for both internal approval users and external applicants.See proposed design attached.
4 votes -
Dinamic advanced data table: allow add/delete rows by role
In addition to the current permissions to edit the content of a table, we would like to be able to define by role who can add/delete rows in a dinamic advanced data table.
Example: field can be editable by applicant and reviewer, but only applicant could be able to add/delete rows.9 votes -
Add support for IdP metadata URL for SAML SSO configuration
We have had a couple of clients' SSO certificates expire recently, which caused downtime for their employees until they provided a new cert.
Can you please implement support for IdP metadata URL for SAML SSO configuration? That way a client can just provide a single URL that never changes to help automate this process and prevent any downtime.
1 vote -
Transfer field formatting (dates, numbers) when exporting list views and reports to Excel
Transfer field formatting (dates, numbers) when exporting list views and reports to Excel.
Adding this functionality would greatly improve Smartsimple's usability.
Often, the fields in list views and reports are date or number fields and when exporting to Excel (xls, xlsx, csv, etc.), these formats are not transferred, requiring subsequent editing of the generated files.4 votes
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