119 results found
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Add alternative signatory to sign while using Adobe e-sign
In Adobe e-sign, a user is able to assign a signatory and an alternative signatory (proxy signatory) to the same signature spot, but only one can sign. Would it be possible to do the same in the Smart Simple platform, as Adobe eSign is used as the interface?
7 votes -
1 vote
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Add an upload option to the Notes section
The notes section is helpful but it would be more helpful if there was a way to upload documents relevant to the note (ie emails, pdf files, etc.)
26 votes -
Ability to Copy/Save As SmartVersions
We build funding applications using SmartVersions. Sometimes we have a minor update to a SmartVersion we would like to make for a future competition but want to keep the original SmartVersion as well. It would be great if we could Copy or Save As a SmartVersion the same way you can Copy or Save As a Custom Field so we don't have to start from scratch each time.
3 votes -
Allow for accounts to be created/accessed with either a Username or Email Address
We are running into a limitation whereby applicants/users have a need to change their email addresses on a semi-regular basis. Researchers move institutions frequently enough and when doing so they will receive new email addresses.
This often leads to duplicate accounts if they need to reset their password and don't have access to their original email address at the previous institutions. Additionally, if they don't remember having created an account and then register under their new email address, this bypasses the duplicate check. Lastly, using the email address limits the ability to update the email address without making their account…
3 votes -
Red Lining/Track Changes
Need the system to track field level changes for red lines, similar to Word.
9 votes -
Defining reply-to email address at email template level
All our emails are sent from "no-reply@smartsimple.eu"
However, even if this is a "no-reply" email address and we describe in the email body the one to use to reply, users continue to use the "reply" button of their email client. So, we would like to define, at the email template level, the reply email address to use (can't be a global parameter as multiple internal teams are involved).
For now, we try to use the "(reply-to)" feature in cc (see screenshot - do not remove it!) but this is not very practical8 votes -
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 -
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 -
Integration with BILL.com
Currently key grant information directly into BILL.com. After grants are paid, payment information flows into QuickBooks and records the general ledger transactions.
4 votes -
Improve Custom Field Type: Text Box - Date
Improve the Custom Field Type "Text Box - Date" by adding the possibility to enter a range of selected dates. Today it is only possible to add a default value into the Calendar but for example it is not possible to prevent the client from selecting a date prior to the default value date. The proposition would be to have the possibility to add a range of predefined date: the client could select dates only within the specified perid of time added in the range.
6 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 -
Include Object Name in Reports
The Object ID can be included in reports, however it would also be useful if the object name could be included too - for example, Workflow, Custom Filed, UTA Name, etc.
We have created a report to track and reference changes within the system, based on notes that are entered onto the object (we have created a specific category of notes to accommodate this). We can run a report that lists all the changes, but the only the numeric object ID is included - if the object name/description could also be included it would be extremely helpful in determining what…
3 votes -
Field Change History and Workflow History
Currently, on a Level One record, the Logs button includes two separate items: Field Change History and Workflow History. Our developer has proposed consolidating Field Change History into Workflow History to streamline the debugging process.
This would allow developers to view data changes—such as values passed to custom fields—directly within the workflow history. If a workflow fails, this visibility would make it easier to trace what data was modified at each step, improving troubleshooting efficiency without the need to switch between tabs.
7 votes -
AI-Powered Configuration Assistant
Enhance the SmartSimple platform with an AI-driven assistant that supports developers during configuration by offering real-time suggestions such as field types, AI tools, syntax guidance, and automated script generation. This assistant would analyze existing configurations and scripts to recommend improvements, flag potential issues, and answer natual language questions (e.g., “How do I call an OpenAI function in web page view?”).
Together, these features would create a smarter, more supportive configuration environment that reduces the time and effort for developers to research on resolutions, improves code accuracy, and accelerates development.
13 votes -
Make it possible to restore the little "building" icon to the portal header to change the active organization association for selected roles
We have many external users who are associated with more than one organization, and we have spent three years training them (including designing training materials, slide decks, and videos) to use the 'building' icon in the portal header bar to manage their active organization association.
The new version is not 'intuitive' or 'easy' for our users to catch on to how to chance associations. Please make it possible for us to restore the building icon and its function.
4 votes -
Record Lock Override Notification
When a user is being kicked out of a record, it would be great if they were notified that they were being kicked out.
14 votes -
Add the possibility to preview PDF or Excel files uploaded by clients (to avoid having to dowload all files)
Currently in single/multiple file upload fields: it is only possible to dowload the files that have been uploaded. The idea would be to have the possibility to only view/preview the file without downloading it.
40 votes -
Allow a Media Library enabled multi-upload field to receive documents
We have a multi-upload field with media library enabled. That field can only accept images and videos, not documents. Please allow us the ability to accept more file types, including documents, to fields of this type.
4 votes
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