68 results found

1. AI Vision in PDF and Excel

   For your AI Vision tool, it would be game changing for us if we could use it on PDF documents and even Excels. We require our applicants to upload bank letters which then go through a manual review to ensure that it contains all necessary information. AI Vision perhaps could be used to ensure an account number is present, address, swift code, etc. Similarly, a budget as an Excel contains line items that might be unallowable per our policy. Maybe AI Vision could be used to help detect unallowable line items.

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   Monitoring Interest  ·  0 comments  ·  Artificial Intelligence  ·  Delete…  ·  Admin →
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2. Support for SCIM 2.0 for user provisioning and de-provisioning

   We would like to propose that SmartSimple develops support for SCIM 2.0 (System for Cross-domain Identity Management).

   We're moving towards automated provisioning and de-provisioning of users directly from Microsoft Entra ID (Azure AD). SCIM 2.0 is the industry standard protocol for this purpose, and is already supported by Entra ID as well as most modern identity and access management systems.

   Efficiency: Automating user lifecycle management reduces manual administrative tasks and minimizes delays in onboarding and offboarding users.

   Security: Automatic de-provisioning ensures timely removal of access when people leave the organisation, reducing the risk of orphaned accounts and potential breaches.

   Compliance: Standardised identity management helps meet audit and regulatory requirements around access control and data protection.

   Interoperability: SCIM 2.0 is widely adopted, ensuring SmartSimple can integrate seamlessly with existing and future identity management systems.

   Our suggestion is to implement SCIM 2.0 support as a standard integration option in SmartSimple.

   Enable configuration with Microsoft Entra ID and other IdPs, so that user accounts, attributes, and group memberships can be automatically created, updated, and deactivated.

   Provide documentation and configuration guidelines to support smooth deployment by client IT teams.

   This development would significantly improve the security, efficiency, and scalability of the SmartSimple platform, and align SmartSimple with industry best practices.

   We would like to propose that SmartSimple develops support for SCIM 2.0 (System for Cross-domain Identity Management).

   We're moving towards automated provisioning and de-provisioning of users directly from Microsoft Entra ID (Azure AD). SCIM 2.0 is the industry standard protocol for this purpose, and is already supported by Entra ID as well as most modern identity and access management systems.

   Efficiency: Automating user lifecycle management reduces manual administrative tasks and minimizes delays in onboarding and offboarding users.

   Security: Automatic de-provisioning ensures timely removal of access when people leave the organisation, reducing the risk of orphaned accounts and potential breaches.

   Compliance:… more

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3. Drag and drop interface for list views like Monday.com or Airtable

   We use both SmartSimple and Monday.com and Airtable at our organization, and it is so much more user friendly to build simple reports/listviews in those other tools with drag and drop and the like.

   Our power users are fine with the current reporting tool and list view builder. But it would be great to have something a little less powerful for the casual user where user experience and ease of use (drag and drop) is the priority. This would allow end users to easily build list views for what they want instead of having to navigate the current advanced search and listview set up (which can be overwhelming for program managers who may not be the most tech savvy).

   We use both SmartSimple and Monday.com and Airtable at our organization, and it is so much more user friendly to build simple reports/listviews in those other tools with drag and drop and the like.

   Our power users are fine with the current reporting tool and list view builder. But it would be great to have something a little less powerful for the casual user where user experience and ease of use (drag and drop) is the priority. This would allow end users to easily build list views for what they want instead of having to navigate the current advanced search… more

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4. 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

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   Monitoring Interest  ·  1 comment  ·  Workflow  ·  Delete…  ·  Admin →
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5. 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.

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   Monitoring 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.

6. 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.

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   Monitoring Interest  ·  0 comments  ·  Reporting and Analytics  ·  Delete…  ·  Admin →
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7. SmartSimple - Submission Manager and Contact Manager filters in Organization Manager

   You can create granular filters from the Grant Manager that pull from Organization and Contact and Activity fields, but then if you want to do the same from the Organization Manager or Contact Managers, you only have access to the specific fields on those UTAs. It would be amazing to be able to have the same filter access so you could for example pull a list of all Organizations with a Grant status: Active in 2025.

   Instead you have to generate a list of Active Grants in the Grants Manager, pull it out into excel, and then delete duplicates to get a list of Organizations.

   You can create granular filters from the Grant Manager that pull from Organization and Contact and Activity fields, but then if you want to do the same from the Organization Manager or Contact Managers, you only have access to the specific fields on those UTAs. It would be amazing to be able to have the same filter access so you could for example pull a list of all Organizations with a Grant status: Active in 2025.

   Instead you have to generate a list of Active Grants in the Grants Manager, pull it out into excel, and then delete duplicates to… more

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8. SmartSimple - UI/UX feedback

   We shared this last year when we did focused UI/UX testing, but this is a collection of the feedback we received (many that were beyond our control) - thought it might be helpful to the team.

   Includes:

   • Fleshed out submission pages
   • Closing/saving a pop-up
   • Missing back buttons
   • Positioning of previous/next buttons
   • Lock icon meaning confusion
   • top-right arrow buttons meaning clarity
   • navigating back to draft applications
   • registration of additional users and configuring more complex use
   • validating incorrect information before submitting
   • "new" flags on dashboards (e.g., new call would show a flag that there is 1 new item or reports 2 new reports, etc.)
   • Email password set-up being two steps, instead of completing in one

   We shared this last year when we did focused UI/UX testing, but this is a collection of the feedback we received (many that were beyond our control) - thought it might be helpful to the team.

   Includes:

   • Fleshed out submission pages
   • Closing/saving a pop-up
   • Missing back buttons
   • Positioning of previous/next buttons
   • Lock icon meaning confusion
   • top-right arrow buttons meaning clarity
   • navigating back to draft applications
   • registration of additional users and configuring more complex use
   • validating incorrect information before submitting
   • "new" flags on dashboards (e.g., new call would show a flag that there is 1 new item or reports 2 new… more

   • 

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   Monitoring Interest  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   Thank you for sharing. We continue to focus on improving the UI/UX with each release. Several of your items are configuration related. We will consider the platform items including the registration wizard.