62 results found
-
Multiple Standard Field Update from single task
Just like when creating a workflow task allows updating multiple custom fields at once, the same functionality should apply to standard fields. Currently, updating each standard field requires a separate task. So, if I need to update 5 standard fields, I have to create 5 different tasks — whereas for custom fields, all changes can be made within a single task.
1 vote -
Fiscal Year
Many clients have fiscal years that are not calendar years. We need an easy way to set the fiscal year (e.g. 10/1-9/30) and be able to use this to filter list views.
1 vote -
On Full Flow Diagrams, the jumbled boxes showing Status, Workflow, and Buttons relationships should start in an initial arranged order
Full Flow diagrams start out as a jumbled mess which have to be sorted manually to get an idea of the overall picture. Can you present this diagram in an arranged order that shows the overall relationships clearly? A before and after example has been uploaded to show how it could be ordered. Statuses and buttons are aligned columnwise with buttons between statuses.
1 vote -
Auto-connect tasks in workflow based on order
When building a linear workflow, there's some additional config overhead that could be removed if we had a "auto-connect" feature in workflow tasks that connected first task in firing order to the next (and so on and so forth) until the end
1 vote -
Advanced filtering and search on workflows/tasks
The list view search and filter criteria far exceeds the workflow search (which only allows 1 condition). Would love to see the functionality that is currently available in UTA searches be applied to workflow and task searches
1 vote -
Centralized location for management of translations
It would be nice to have a single place to manage all translations: User Roles, Types, Status, Standard Fields, Custom fields, Submit Buttons, Tasks, List Views, Portals, Shortcuts...
1) See, per language, existing translations and which translations are missing
2) Batch delete of translations
3) Export, per language, all translations in a single Excel file, reimport the same file with updated translations1 vote -
Add 3+ layer parent/child relationships of tags to the tag library, and make them searchable based on parent/child status as well as by tag.
Use case:
Parent tag #Training
Child1 tag #StaffDevelopment
Child2 tag #RequiredCEUs
Child2 tag #TeamBuildingChild1 tag #VolunteerEd
Child2 tag #Orientation
Child2 tag #SkillWorkshop
Child3 tag #SurveyAdmin
Child3 tag #FocusGroupMgmtAnd so on. A search on the tag "Training" would deliver not only everything explicitly tagged "#Training" but all the child tagged-items; a search on #SkillWorkshop would deliver that plus its two child tags, and a search on "RequiredCEUs" would deliver only items with that specific tag.
1 vote -
Ability to cancel List View Loading
The List View now loads asynchronously with the rest of the page, which is beneficial because if there is a slow loading List View, it is possible to escape to another page (such as the List View settings). A further improvement to the use of List Views would be to be able to cancel a List View that is currently loading. This would allow for the editing of search terms, filters, and the number of records being displayed in order to speed up searches and system navigation.
2 votesPlanned ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
The October release is targeting a smart search feature to improve performance on list views.
-
Permission Quick Edit: Security Matrix checkboxes for Fields
It would be really helpful to have the option in the various Security Matrix sections to toggle all the checkboxes on or off across for a particular field, not just down for a Role or Status.
And as we can do with the 3 dots in the header row to "Copy Row Settings", I'd like to be able to "Copy Field Settings".
Use Case: I have a similar update I'd like to make to a large number of new fields to remove all the current permissions and replace with updated permissions and need to go through each field and each…
3 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We will monitor interest for future consideration.
-
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.
-
Update objemail from uuid to a user-friendly syntax
Email Anything uses UUIDs --- which work well for emails that originate from SmartSimple, but require an extra step to go find UUID if you're trying to route an email to a SmartSimple object for storage/recordkeeping.
We'd love to see a UUID aliasing solution in the product roadmap. The biggest use case is for external users who are corresponding with staff based on an known, common attribute of the L1 application record (e.g. application ID). If they could add something like [client]-[opp]-[recordid]@smartsimple.com to the email thread as an alias for the L1 record of interest, it'd be a lot easier…
1 vote -
Move record locks from record level to tab or field level
Consider allowing concurrent record access as long as same field (or alternatively) same tab isn't being edited. There's good reason to have record locks for many orgs and use cases, but the whole record doesn't necessarily need to be locked.
Applicants and grantees typically wait until the deadline to submit. Suppose two staff members are collaborating simultaneously on different tabs / fields as deadline approaches. With record locks, there's a fair bit of coordination w/ applicant grantee to submit in timely fashion. If record locks were made at field or tab as opposed to record as a whole, it would…
2 votes -
Task Connector For When All Other Connectors Fail
It would be nice if there was an easy way to mark a Task Connector as "Do this thing if none of the other Task Connectors work."
Right now, let's say you have 10 Task Connectors, and each Task Connector is dependant on the outcome of a drop-down field on a form. In order to do a "none-of-the-above", you would have to do something manually like "@dropdown@" NOT IN ('option1','option2',etc...). Instead of having to account for every situation, just having a flag would simplify the whole workflow design.
2 votes -
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 -
Preview Subject in Communication Center
When preparing an email in the Communication Center, the "Preview" button previews only the body, not the subject. It would be great to include the subject in the preview as it contains often variables or sslogic statements
1 vote -
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 -
Update Wiki
An up to date reference for the system and its standards please.
14 votes -
Give the option to just run a Charity Check report through the GuideStar extension, rather than it pulling the entire "Pro" report
A recent SmartSimple update included a change with the GuideStar Charity Check feature, where it now pulls a GuideStar Pro report versus just pulling the Charity Check report. I'm not sure if it's just us or if there are any other clients have found this to be burdensome to their processes for a couple of reasons.
1) It now takes so much longer for the report to be pulled into the record (at least 5-10 minutes). So, it's not as immediate as it once was.
2) We don't use all of the other information that is in the Pro report.…
3 votes -
Allow reports to display multiple addresses from address book
When running a report on an Organization Profile with address book enabled, it seems that it is only possible for the report to return one address (the one designated as primary).
In our configuration we have allowed users to enter 1 record for each address type: Mailing and Physical. The idea is that they might have a physical location but prefer to get mail at a PO Box, for instance.
Only the Mailing Address fields show up when a report is run with the Company dataset. It would be great to somehow get a report to display each address type…
1 vote -
Role names in report
We would like to review on a regular basis (1 or 2 times per year) that all users having a privileged account in the system still need such access. We would like therefore to generate a report listing all users with their current role. Unfortunately, only "Role ID" can be added to report. Not "Role Name" or "Role Caption"
2 votes
- Don't see your idea?