249 results found
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Annotation replies on WPV
There's an inconsistent approach in the platform to reply to annotations. For xml tables (that are accessed through a button on UI), a user needs to reply to annotation then "Enter" the field through the annotation reply.
For wpvs (also accessed through a button on UI), the approach is different. A user must click directly on the field instead of annotation.
This creates considerable confusion for our end users and is quite difficult to train users on. They don't know the difference between WPV and XML and they shouldn't have to.
The platform needs a consistent approach for annotation replies…
2 votes -
Increase email attachment size to 25MB or more
We had a batch of outgoing 'thank you for submitting your application' emails fail because the because the PDF copy of the application exceeded the system's 10MB limit. We use file attachments across applications and grantee reporting and we like to include a PDF summary of whatever got submitted, but the 10MB attachment limit prevents us from doing so, particularly for our lengthy research applications.
1 vote -
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)1 vote -
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.
3 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.3 votes -
Personal dashboard configuration
When configuring a personal dashboard, you currently need to choose a list view that already has a filter applied. As a result, each conditional summary requires its own dedicated list view with a matching filter, which significantly increases the configuration effort.
In a previous portal configuration release, we introduced the ability to select list views and filters independently. This allowed users to reuse existing list views and apply different filters as needed, reducing duplication and simplifying setup.
I recommend extending this same flexibility to personal dashboards. Enabling independent selection of list views and filters would reduce the number of configurations…
2 votes -
AI Powered Support Chat-Bot for Applicants
Want a Support Chatbot for applicants/students, that will answer common questions powered by AI, referencing some kind of document/information repository. Had over 30,000 applicants last year, unable to keep up on emailed questions.
3 votes -
Email previews
It would be really great if the email builder/preview, allowed you to toggle between desktop and mobile views, use intuitive merge fields (as opposed to the variables), and send live test emails to specific addresses (like to yourself and/or a team member) to ensure the formatting is perfect.
The live test email would allow you to select a particular person or organization that it would pull the merge data from for the preview, without sending it to them and while allowing you to see it in your own inbox.2 votes -
System Email Templates
It would be really great and significantly more convenient if "System Email Templates" lived under
Menu-->Communication-->Email-->Templates
instead of under
System Admin-->Global Settings-->Communications-->System Email Templates1 vote -
Role-Based Control to Disable File Downloads
The new file preview feature under multiple file upload field is very helpful, but users can still download files, and this option cannot be disabled.
We suggest adding a role-based control to allow administrators to restrict file downloads (e.g., for volunteers or external reviewers, or in some cases, internal staff) while still allowing file preview.
This way we can improve security, reduces risk of file being downloaded to user's own devices, and better supports data protection.
2 votes -
API - Download files from other platforms
We have recently build an integration with our eSign provider (not natively supported by SmartSimple), using workflow tasks to send the contracts for execution, updating signee data on contracts already sent to the eSign platform, and monitoring via a Scheduled report the current status of the contract once per day.
However, there is one webservice from eSign platform that we have not been able to use although we really wanted to... Which is to get the signed file from the eSign platform to SmartSimple. This is due to the WF Type Task Web Service - RESTful Request not supporting the…
1 voteFeedback Needed ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We support a number of e-signature vendors. Can you provide more details on which vendor you are looking at and the reason why you can't leverage any of the existing e-signature vendors we support?
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Replace Hashtags with Hierarchy-Based Categories and Sub-Categories
Hashtags are a nice way to simply categorize records in SmartSimple. I think we can deliver more value if we can provide a UI for setting a hierarchy of categories and sub categories that allow you to categorize applications and also add any number of related sub categories as well.
It would also be nice if this could be an AI-based feature that allows for automatic categorization dependent upon the application data. Categories and subcategories should also be addable to list views and reports.
Value Add: This would allow you to create list views and reports that filter by categories…
2 votes -
Report management
Improve the list view in the reporting module so that the listview is more like the advanced search list views on UTAs and can be configured locally. It should allow sorting and filtering on whether export is enabled, Category, UTA association etc
2 votes -
Inherit UTA permissions for report administrators
Certain UTAs contain personal data that should only be visible to the user themselves. Policy field sets allow us to cope with that through the front end but adminsitrators / report authors can still report out that data and we need to stop that happenning. Perhaps the UTA security or policy field set rules can apply to the report module.
1 voteMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We intentionally separate user views and reports to give customers who more control. Reports are not intended for all users. We will monitor interest as a new report builder would most likely be required.
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French punctuation spacing
In French, there should be a space between a preceding word and a colon. For example, "Last name:" in English would be translated as "Nom de famille :"
However, when I add a space after "famille" in the translation field, the system does not save it and places the colon right beside the word famille, e.g., "Nom de famille:".
How do I get the correct punctuation in French with a blank space before a colon?
Support suggested I raise this issue in the Idea Lab.2 votes -
Introduce a new workflow task type to copy uploaded files
Add the ability to copy existing uploaded file(s) from one upload custom field to another anywhere in the system, with support for @triggerobject. syntax in multiple workflow triggers.
2 votes -
Submission Manager filter by Programme type in Activities
A filter for different programmes/fund calls/ fund rounds for Activities in the Submission Manager, this exists for Grants already
1 voteFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Can you expand on this use case and a screen shot to help us better understand the idea?
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User Groups
It would be nice for non system administrator user to be able to edit the profiles that are selected in the User Groups function.
1 voteFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Can you expand on the use case? We've enhanced contact association interface which will allow the user to perform bulk assignment.
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