187 results found
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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 -
Management / Administration - Visibility on System List Views
System administrators cannot see where list views are set across the portal / dashboard. This creates a time consuming and tedious process where administrators need to tab through each list view on a dashboard to see where it's exposed before making a change.
Example:
1 list view is configured for 3 different portal components. In looking at the list view, an admin cannot see where the related portals are. 1 of the three portal list views needs an update, but the admin needs to go chase down and split out views so information is not inadvertently exposed on the 2…2 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Good suggestion, we are targeting some improvements around list view management, this could be considered as the next phase.
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Autoloader Validation
When the autoloader runs, it currently loads the data as it receives it as long as the data matches the field format. We are experiencing ongoing challenges because users are uploading data files with the Autoloader that do not meet our business rules and cause issues to downstream systems. Is it possible to add a feature that allows us to define validation rules for an autoloader file? so we can reject the data before it is loaded into SmartSimple?
2 votes -
Ability to delete/cancel declined invitations.
It is not currently possible to delete/withdraw an invitation if it has been declined.
This causes confusion for some of our applicants, as they don't want the record of the declined invitation included with their submission.
I understand it may be useful to retain that data in some instances, but it's not even possible for a system admin to remove these at the moment.
2 votes -
Allow upload fields on an L1, L2, or L3 to automatically be transferred to the associated organization or contact record.
Allow for a field or file that is uploaded on an application to be automatically transferred to the associated organization or contact records. Currently we manually move W9 files to the organization record for easy access by all internal users.
4 votes -
Slack Integration
Add a Slack integration for SmartSimple so teams can receive automated messages when action is needed, such as approvals, tasks, updates, or missing information. Messages could include basic details, a link to the SmartSimple record, and buttons like Approve or Reject. Users could take quick action directly from Slack, while SmartSimple saves the response. Admins could choose which workflows send Slack messages and who receives them. This would help reduce email, speed up decisions, and make it easier for users to stay on top of important SmartSimple tasks.
1 vote -
Edit automatic email (confirm your new email address)
The system generates emails to people who need to confirm their email address. Example attached. For many people, it appears to be spam as there is no mention of us (HMSA, the funder). I would like to be able to edit this email to include mention of our company and an email they can reply to, so they know this email is a legitimate email.
3 votes -
Message Queue: “To” field preserve the recipient email address used at send time (audit) / Point in time email address in the Message Queue
In the Message Queue, the “To” field currently displays the user’s current profile email, not the email address that was actually used when the message was sent. When a user updates their email address, historical messages appear as though they were sent to the new address, even when they were not. This makes it impossible to reliably determine which email address received a message at the time it was issued.
This is an issue for auditability, Freedom of Information (FOI) requests, privacy breach investigations, and resolving disputes about notification, delivery, or non‑receipt. A message log must be able to stand…6 votes -
Allow URLs to be opened from Notes
We are currently using the Notes feature to add instructions to reviewed reports in order to allow for replies between reviewers and grantees.
Often times these notes will include links to support documents. While these URLs appear as hyperlinks, when clicked they open within the SmartSimple UI and are blocked.
I suggest automatically adding the _blank target to all URLs added to notes to allow them to be opened directly.
3 votes -
mTLS
Support mTLS for restful API
2 votes -
Owner fields in list views
When you create a L1 list view, you can include fields from the L1 owner.
I would like to do the same for L2 and L3 list views (i.e. include L2 owner fields in L2 list views and include L3 owner fields in L3 list views).2 votes -
Trigger uta role assignment workflow when updating contacts in batch update
Batch update of contacts using "update" feature doesn’t run UTA assignment workflow, but “add” does. We’ve reverted to a two-step process to make personnel changes (e.g. new person filling in for old person) to add then remove as opposed to one-step update process for personnel changes because of the unintended consequences with UTA assignment workflow. Is this a platform bug? Or was it never built to trigger wf for updates
2 votes -
Invitations - Ability to register new user under same org as Owner
While in an active SmS session, we can pass "&uselocalcompany=1" to the User Signup page URL to allow a new user to register under the session/record organization.
A similar variable/approach is missing when we send a Invite (Invitations Feature) to a new user, and the Signup page URL (Acceptance Redirect) is accessed outside an active SmS session.
Currently, if we want to invite a new user within the same Org on record, we have to configure an Org and User signup page. The new user will have to search and select the Org, and then fill in the User details…
4 votes -
See record version history
We would like to know the record version history. In the past we were able to do this by report, using the Audit Log data set but nowadays this option is not visible.
We would like to know the person who change the version and when (by record).3 votes -
System Filters Availability to non-Global Admins
Currently, non-Global Admins can only view Personal filters on UTAs/People/Org Filter dropdown. They can see and select the system filters on a list view.
Requesting an enhancement to make the system filters be role permission-based (Example: "Search Filters and Email Templates - Manager") and remove the global admin requirement.
Expected behaviour: System filters available to non-Global Admins under the Filter dropdown. See Attachment
4 votes -
Native integration with OpenAlex (Publication Search)
In our Grants and Fellowships programmes, we require our candidates to link their application to publicly available publications, papers, etc. as to build the State of Art, Methodology, etc. of their project.
Currently SmartSimple supports some Publication search engines natively (Scopus, Web of Science and PubMed as far as we are aware). These are all good resources, but there is a new source which is becoming more popular - OpenAlex -. As it stands, we are building a custom integration with their API for the Fellowships instance, but we would like to suggest that SmartSimple builds a native integration with…
6 votes
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