198 results found
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Add Deny View Version feature in Dynamic Field Visibility Control
Add Deny View Version feature for Dynamic Field Visibility Control field (see attached file).
Currently we have to remind which DFVC fields we have and if there is a condition in version feature every time we set up a new submission manager version. This is vey annoying because we have a lot of DFVC (more than 100) and we need to check one by one to add the new version.3 votes -
Replacement of Google reCAPTCHA with a more privacy-friendly alternative
At the moment SmartSimple does use Google reCAPTCHA v2 or v3 as a security measure on the system. The use of Google reCAPCTHA however raises privacy issues since Google uses the data (IP adresses, Browser and device, user info, cookies) for own purposes. Google collects more data than is neccessary for the functioning of the reCAPTCHA. The use of Google reCPATCHA v3 raises even more privacy issues since in v3 Google continously analyses online behaviour and users are not aware anymore that their online behaviour is analyzed.
We would like to have a more privacy friendly reCAPTCHA on the system,…
2 votes -
Add two additional role permission sections for a new folder within a system SmartFolder
The current permissions tab for creating a new folder within a system folder is limited to View Folder and Modify Folder permissions.
Add the "Upload and Move Files" and "Create Sub-Folder" sections under the Role Permissions settings as well.
4 votes -
Disable formulas on end-state statuses
For each formula, we need to configure in formula syntax the statuses that the formula shouldn't run on. It would be incredibly valuable to have end-state statuses control the formula access.
Save draft (on record or triggered through batch update) will trigger formulas inadvertently on end-state statuses like "Approved", "Complete", "Finalized", "Closed", "Paid" unless configured onto each formula
4 votes -
Disable annotations from fields
Add field level configuration to allow disabling of annotations so read-only and display fields aren't annotated inadvertently
6 votes -
Bulk assignment / reassignment / removal of roles on L1s, L2s, L3s
Platform solution to support bulk CRUD updates to L1, L2, and L3 assignments and roles.
We build a report and workflow(s) for each CRUD operation we have to perform in bulk. It's a rather tedious exercise and requires someone with config experience to support
5 votes -
Version comparison report
To quickly compare field differences between two versions of fields in a UTA for a specific level (L1 or L2): Be able to generate a list/report/printout that lists only the fields where there is difference between the two versions. Bonus if it includes what the difference is. This would be kind of like the "Diff" button on custom fields, but it would provide a list only of the fields where there is a difference.
3 votes -
Managing removal of uploaded files
For 'Upload - Multiple Files Storage' where Disable Delete is toggled on, allow System Admin to delete/remove uploaded files (incorrectly uploaded by user) without needing to toggle off Disable Delete across all users.
3 votes -
Allow Group Email on Program Manager Cycles
We need to use the Group Email functionality on the Program Manager > Cycle level to easily communicate with grantees within a certain cycle.
3 votesIt appears the desire is to be able to group email from a consumer provider list view, which is not currently possible, I have changed the status.
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Project Reference on Note function to and from applicants
To improve customer service, on the note function to and from applicants, please carry the project reference number for efficiency and improved communication.
1 voteFeedback Needed ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
@Natasha - can you provide more details on this use case as it appears to be a configuration? Thanks
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Expanding Auto Archive Settings
It would be helpful for the Auto Archive feature to be configured per status that triggers it, so that there is more granular control over how records get archived.
For example, despite multiple statuses being able to trigger the archival process, if they must be unarchived, they all get the same status.
Additionally, it would be helpful to also be able to define when the auto archival process happens. For example, perhaps after a day, week, or month. Being able to define that per status add more flexibility.
2 votes -
Data Retention Policy Updates
We need the ability to upload new files after previous files have been removed through the data retention policy. To support this, it may be necessary to introduce an additional retention option—for example, an option that removes the file/data but unlocks the field for new uploads, as opposed to the current setting that simply removes the file/data.
A typical use case is annual reporting, where applicants are required to submit fresh documentation each year in the same report. In these scenarios, the field must be cleared according to retention rules, but still remain open for new uploads moving forward.
2 votes -
"Lookup - Organization and People" fields updated via workflow task
It would be helpful if "Lookup - Organization and People" field type could be updated via workflow task. Currently, If you try to add this field in an "Update custom field value task" you get a message "Not Records Found".
In a process where an organization is moved to a specific status and some fields are updated via workflow, it would be nice to also be able to update the "Lookup - Organization and People" ones.
2 votes -
Formatting Control for Email Confirmation Template
The font and text size used in the system-generated email with the subject “Confirm Your New Email Address” are not consistent with the formatting used in other system-generated emails. A fix related to this issue is scheduled for the February release as part of the ticket referenced below.
Given this, could we introduce a configuration control for this email template—similar to what is currently available for password-reset and new-user emails? Having this control would allow us to adjust the text and font formatting as needed to meet branding or client requirements.
Please refer to SmartSimple ticket #275411 for additional details.
3 votes -
Display all fields on Charts
Display all data fields on Chart key. Right now, the Chart only displays 8 fields and you need to scroll to see additional fields. When you download the chart, only some of the fields are displayed.
1 vote -
Refine Dynamic Visuals to Support Hierarchical Filtering
Improve the dynamic visuals: Many organisations use filtered data fields — for example, choosing a centre should limit the available team options to those within that centre. At the moment, the dynamic visuals don’t respect these filters. Instead of narrowing the list to relevant teams, they display every team from all centres. A more precise way to filter visuals would be valuable for many organisations.
1 vote -
Add inline editing ability to list views
Users often need to make quick, minor updates to individual record fields where batch updates are not practical. The current Quick Edit functionality does not fully meet this need, as it involves multiple clicks and modal windows, creating unnecessary friction.
Introducing inline editing within the list view would allow users to modify fields directly, without navigating away or opening additional screens. This streamlined approach would significantly reduce effort and improve efficiency for small, targeted changes and is a feature currently offered in other software suites
16 votes -
Known Issues Portal/Dashboard
Communicate known issues and their statuses/schedules so clients can review as opposed to creating help desk tickets that may already exist
5 votes -
Improve 'Copy Profile' field access for certain role
We would like to allow certain system roles to have the ability to copy profile, which we are able to do. However, after clicking Copy Profile, the pop-up window shows a section called 'Items to Copy', where the user can modify other elements they should not have access to edit including Status. Ideally, they could only see the 'Copy Profiles' dropdown and select the profile where we have defined the fields and elements that will copy over.
1 vote -
T2P Project Based Tool Improvements Needed
Prior to promoting changes in the Target environment, we see a comparison log that is similar to what we see in the desktop T2P tool. However, it was not clear that all the changes were represented in the Export package. The comparison log could also include additional information that could make it more useful like Date Changed, Time Changed, User, etc. Additionally, there is no way to export or save the comparison log, and after promoting changes, it is no longer accessible.
After promoting changes to the target environment, we can see the Import Log, which in some cases, will…
5 votes
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