88 results found

1. 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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2. 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.

3. 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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4. Allow reports to display multiple addresses from address book

   When running a report on an Organization Profile with address book enabled, it seems that it is only possible for the report to return one address (the one designated as primary).

   In our configuration we have allowed users to enter 1 record for each address type: Mailing and Physical. The idea is that they might have a physical location but prefer to get mail at a PO Box, for instance.

   Only the Mailing Address fields show up when a report is run with the Company dataset. It would be great to somehow get a report to display each address type and the address data from those types.

   When running a report on an Organization Profile with address book enabled, it seems that it is only possible for the report to return one address (the one designated as primary).

   In our configuration we have allowed users to enter 1 record for each address type: Mailing and Physical. The idea is that they might have a physical location but prefer to get mail at a PO Box, for instance.

   Only the Mailing Address fields show up when a report is run with the Company dataset. It would be great to somehow get a report to display each address type… more

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   Monitoring Interest  ·  1 comment  ·  Reporting and Analytics  ·  Delete…  ·  Admin →
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5. Is it planned for SmartSimple to incorporate the Permission tab/setting into SmartVersioning? At the moment, only the global admin has the a
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   Feedback Needed  ·  0 comments  ·  Application Process  ·  Delete…  ·  Admin →
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6. 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 scheduled to run at various intervals.

   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… more

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   Feedback Needed  ·  0 comments  ·  Workflow  ·  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.