46 results found
-
notes
Allow to edit the date of a note being entered - or- include date as a field when bulk importing notes via the autoloader.
2 votesNot Planned ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Allowing the date and time of a note to be changed introduces tension between data integrity and operational convenience. By design, notes are currently locked to their created date, which represents a system fact rather than user intent. This approach supports auditability, compliance, and overall trustworthiness of the data.
Enabling users to change note dates could allow timelines to be manipulated and may reduce the validity and reliability of this information. That said, we understand valid scenarios such as bulk migration or backfilling historical data, where preserving the original creation date may be important. For those cases, maybe we could consider setting the created date as part of a controlled import process. Another idea would be adding an effective date within the content of the note.
-
pdf generation
We would like the ability to have SmartFields pull fields into the summary PDF based on the type of application / program. Having this universal doesn't work when you have many types of applications with various needs.
1 voteSmartFields are designed to display all fields associated with a given application type. Fields that are not part of an application type will not appear in the generated summary PDF for that type.
If fields are shared across multiple application types but you need more granular control over which fields appear in the PDF for each type, there is a possible workaround. The @SmartFields(customfieldids)@ token can be used to return a subset of fields by specifying a comma‑delimited list of custom field IDs. By creating separate web page views for each application type and generating the PDF from those web page view fields, you can control which fields are included per type.
We acknowledge that this approach requires additional configuration and ongoing maintenance, and is not ideal.
While we see the value and utility in having more flexible, type‑specific SmartField behavior for PDF generation, this is not an enhancement we…
-
Gort Automation - Sync Down (Decouple config and data)
I want to decouple the configuration from the data sync. So we can move just our data to a lower environment without having the higher env config impact lower environment
1 voteWe understand the request to decouple configuration from data synchronization so that data can be moved to lower environments without affecting existing configuration, and we recognize the value in that approach.
However, data in the system is closely tied to the configuration and underlying structures it relies on. Supporting data-only synchronization without ensuring those structures align is not something we plan to pursue in the near future. That said, we appreciate the feedback and will keep it in mind as we consider longer-term improvements to environment management.
-
Remove the automatic title "New"
When an application is created, there is an automatic "New" inserted into the title such as "New Admissibility" "New subvention" and sometimes the title of the form does not make sense because of this "New". Would it be possible to change this title as we wish? Or at least have the "New" Removed ?
1 voteWhen the New Application or New Anything button is used, the system creates a new record and applies a default title beginning with “New” to indicate that the application is in an initial, unsaved state. This placeholder remains until the user updates the title and saves the record.
While we understand the concern and agree this is a valid request, the current behavior is intentional and helps ensure clarity and consistency when new records are created.
At this time, adding the ability to customize or removing the default “New” prefix is not something we are planning to address in the near future, but we appreciate the feedback. Feel free to reach out with clarity if we misunderstood anything.
-
Add “Exclude Grant Types” Option for Activity Availability
We propose adding an “Exclude Grant Types” option under Activity Permissions and Availability. Currently, the “Available to Grant Types” field allows administrators to select which grant types an activity applies to, but many of our activities are relevant to nearly all grant types except one or two. Selecting every applicable grant type individually is time-consuming and inefficient given the large number of grant types we manage. An Exclude Grant Types field would allow us to simply select the exceptions, automatically making the activity available to all other grant types. This would save time, reduce administrative effort, and improve accuracy when…
1 voteNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Add exclusion rule will create additional complexity we are not planning for.
-
Please add status and type IDs to the Archive feature
Can you please add status and type IDs to all applicable csv files included in the zip file created by the platform archive feature? For example these are both missing from the applications and activities csv files, both which only include status and type names. Having IDs would be useful for downstream use of the feature.
1 voteNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
This is not planned as we are targeting an enhancement in the June release (API Endpoint Extraction, see roadmap) which will enable a more flexible export option to support a wider range of use cases beyond just archiving to extract data from SmartSimple.
-
Rich Text Fields: Built-in "Cleanse Formatting" button to sanitize pasted Word/third-party content
When applicants paste content from Microsoft Word or scientific journals into Rich Text fields, the editor silently injects hundreds of problematic HTML artifacts — deeply nested <span> tags with inline styles (font-family, font-size, color, border, background), Microsoft Office markup (mso-* properties, <o:p> namespace tags), Word bookmark anchors (<a name="_Hlk...">), and redundant wrapper elements.
From the applicant's perspective, the content looks fine in the editor. The problems surface downstream: PDF conversions break or produce corrupted output, field rendering becomes inconsistent, and in some cases, the Rich Text field functions themselves stop working properly. The applicant has no way to know their…
2 votesNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
we are looking at other ways to support content/format and enhanced ways to work with Word, but not natively within SmS, we have no immediate plans to support this use case
-
Allow nested logic within SSlogic
Allowing an sslogic statement within another sslogic statement would be very helpful.
2 votesNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Available with if and else if today, no plans for nested logic
-
Group Email - Add the possibility to choose a user role or a standard field as CC
Currently when we select Group Email : for the recipient of the email we can choose a user role or a standard field such as primary contact, staff etc. but for the contacts in CC we do not have the possibility to choose a standard field or user role. I have just sent an email and I would have loved having the possibility to choose the standard field staff as CC of the recipients.
1 voteWe recognize the value of the request; however, it’s not something we would consider at this time.
-
Switch Primary Dataset in Reports
Would love to switch primary dataset in reports after they have been created for simplicity and convenience when tying to wfs / Gort export
2 votesNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Not planning in the near term
-
email address change verification email time limit
Currently the verification email for email address changes has a time limit of 2 hours. This limit is very short for our organizations & staff. There is understanding that this is in place for security. We would prefer to see 24 hours or it be customizable based on an organization's risk tolerance.
In our environment 2 hours is too short so we end having to go through the process multiple times to send multiple verification emails to the user. Typically, users send an email staff requesting the change. Staff review the request withing their workload and make the update triggering…
1 voteNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
The timeline is based upon security reasons. We will have your Client Engagement Manager reach out to you to discuss the process and options.
-
Set default for single folder download
Our program area downloads pdfs of all our analyses. On the download files option, the default is set to create a folder for each grant which ends up with a complicated tree structure of folders. There is an option to choose a single folder download to dump all the pdfs together. This is the one we always want.
It would be nice to either have the single folder as the default setting or at least be able to change the default... Or perhaps make the folder structure a mandatory choice. Anything so that we don't download everything and then have…
1 voteNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We understand the value, but it isn't something we plan to consider in the next 12+ months. We may revisit if there is more interest.
-
Maintain the use of collapsible sections in the New Design.
Collapsible sections using title bar are no longer a feature in the New Design. Our team finds collapsible content useful and would like to keep it as part of New Design.
1 voteNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
The collapsible title bars were removed to improve clarity, reduce user errors, and create a more predictable form‑filling experience. While they allowed some users to temporarily hide content, they often caused accidental collapsing and led to important information being overlooked. Keeping all sections visible ensures a simpler, more consistent interface where users can confidently see all required data.
-
Binary responses "Web Service - RESTful Request" workflow
Allow binary responses from "Web Service - RESTful Request" workflow tasks to be stored as a single or multiple file upload.
1 voteNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We currently return as string, technically it could be possible to enhance this, but it not something as a priority for consideration.
-
Can we get a "Resend" button in the Emails tab of L1 Grant records?
Occasionally we need to resend grant correspondence to a contact, and it would be a great time and effort saver to be able to do so directly from the listview in the "Emails" tab of our L1 grant records, rather than having to note the contact name/email there, and then go to the Message queue, search in the "Sent" tab, select the precise emails, and resend there.
1 voteNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
The record you see on L1 is a log, not the actual L2 email so it cannot be resent.
-
Add email standard fields to Archive and MetaData API functions
When a UTA is configured to enable the email activity type, the standard fields “@From Addresssfsffromaddress@” and “@To Addresssfsftoaddress@” that are configurable in list views do not seem to appear in the archive data created by archive feature or the meta data API functions. Can these fields please be added to both the archive feature and the Meta Data SmartConnnect API functions?
1 voteNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We are planning to deliver a data extraction API in an upcoming release to replace the data archive method. We will consider these data elements in scope. Feel free to provide more details or reach out to us for discussion.
-
SmartCheck Validation ++AI Assistant
Let's integrate +AI with SmartCheck Validation; namely the [Source] tab. The idea is that if any validation errors exist, +AI can automatically parse the JS and reformat it, with a suggested update to the syntax available. Basically, integrate a validation-trained +AI Assistant into SmartCheck Validation.
1 voteNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We will be phasing out AI Assistant, but will be considering new AI use cases after launching the Application Analysis.
-
For scheduled reports with an email notification, if there is no data in the exported file, then don't send an email.
For a scheduled report, there is already an option to "Do not export file when no record is found".
However, if you have also configured your scheduled report to send an email notification on completion, the email will still be sent in all circumstances, even if there was no exported file because there was no data.
This issue is particularly noticeable if you have a report that runs daily, but in practice there might only be a few occasions a year where the exported file contains any data. This means there will be possibly hundreds of emails generated each year…1 voteNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We recommend a default template that includes the record count. We don't feel a configurable option is the best approach. If you agree, please submit another idea with the ask to provide more details on the results in the email so the user knows the report results. In addition, if you are attending the Unite event, we are having a brainstorming session on how to improve the report builder.
-
Support Embedded, Fillable PDFs in Forms
Problem:
Forms currently do not support embedding custom PDFs in a way that allows users to fill them out directly. This limits the ability to reuse standardized documents and forces teams to recreate PDFs as native forms or rely on external tools.Requested Improvement
Allow custom PDFs to be embedded directly into forms
Enable PDFs to be fillable within the platform (field mapping, validation, save/submit)
Support common use cases:
Regulatory and compliance documents
Customer-facing forms
• Internal approval workflows1 voteNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
This can be achieved via web page view field.
-
Add the Ability to Use Autoloader Functionality to build Reports in Report Builder
If we could use Autoloader functionality to build reports within the Report Builder instead of having to build them field-by-field, it would greatly improve our ability to create reports on the fly (and save so much time!).
1 voteNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We are looking to make improvements with the Report Builder which can include the ability to select fields, but not via the autoloader.
- Don't see your idea?