272 results found
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Add Ability to Open Level 2 in View Mode
Level 2 activities need an "Edit/View" button toggle. Currently, only Level 1 records and Organization/Contact Profiles have the "Edit/View" capability. We need this on Level 2 to enable our Program Managers to open an External Review form in View mode and then select "Edit" in the upper left to open the form for edits.
8 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…
7 votes -
Allow configuration of session timeout warning
The system will automatically timeout sessions for users at the interval specified on the Security page, or sometimes earlier if there is an error. There is an automatic timeout notification that pops up immediately before the session times out, but it would improve user experience and accessibility to be able to configure a notification with more time before the timeout, so that the user could have a chance to save their work. It would also be nice to be able to customize the notification message.
7 votes -
add level 1 id , level 2 id, and level 3 ids to list views / search criteria
It is onerous to build a report to find the common name (front end name, etc) for a eventid that you find in wf history (or otherwise). I'd love to search for level 1, 2, 3 ids in list views to prevent that extra step of building report just to find a field I can search on list view
7 votes -
Disable annotations from fields
Add field level configuration to allow disabling of annotations so read-only and display fields aren't annotated inadvertently
7 votes -
Known Issues Portal/Dashboard
Communicate known issues and their statuses/schedules so clients can review as opposed to creating help desk tickets that may already exist
7 votes -
T2P Project Based Tool Improvements Needed
Prior to promoting changes in the Target environment, we see a comparison log that is similar to what we see in the desktop T2P tool. However, it was not clear that all the changes were represented in the Export package. The comparison log could also include additional information that could make it more useful like Date Changed, Time Changed, User, etc. Additionally, there is no way to export or save the comparison log, and after promoting changes, it is no longer accessible.
After promoting changes to the target environment, we can see the Import Log, which in some cases, will…
7 votes -
Keep original formatting of notes when using @notes@ in email notifications
Currently, when using the @notes@ token in email templates, all formatting (such as line breaks, bullet points, etc.) is lost and the note appears as one large paragraph.
The idea is to preserve the original formatting of the note so that it displays clearly in the email, exactly as it was entered in the system.
7 votesUnder Consideration ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We are looking into keeping line breaks in legacy notes for better readability.
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On Full Flow Diagrams, the jumbled boxes showing Status, Workflow, and Buttons relationships should start in an initial arranged order
Full Flow diagrams start out as a jumbled mess which have to be sorted manually to get an idea of the overall picture. Can you present this diagram in an arranged order that shows the overall relationships clearly? A before and after example has been uploaded to show how it could be ordered. Statuses and buttons are aligned columnwise with buttons between statuses.
7 votes -
Promotion Rollback for Project-Based T2P Tool
Introduce a rollback feature in the new project-based T2P tool to allow reverting configuration changes promoted to test or production environments.
Use Case:
After promoting changes to a test environment, testing revealed issues, and a decision was made to not proceed with those configuration changes. In this case, the rollback feature would allow reverting specific changes within the current environment to its prior state. Similarly, if changes have been promoted to production and need to be temporarily undone, the rollback function would enable this.Implementation:
On the Import tab of the T2P tool, capture the pre-change state before applying any…7 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.
7 votes -
SmartFolder Direct Access Hyperlink
The SmartFolder Link custom field allowed users to add a clickable folder link directly within a record. When clicked, it opened the associated SmartFolder in a modal window, providing quick access to documents without leaving the page.
Use Cases:
Quickly access client or project folders directly from the record.
Enable workflow participants to view or manage related documents during task completion.
Streamline processes such as document review, onboarding, or audits by embedding direct folder links into forms or workflows.
Restoring the SmartFolder Link field would improve efficiency by providing seamless, in-context access to folders where related documents are stored.
7 votes -
Extended Ability to Transfer Files from one Upload Field to Another
In the February 2025 Update, Upload fields were updated to allow the transfer of files between Upload fields on the same form. This functionality should be extended such that files can be transferred between levels, and even UTAs. As an example, if we collect forms on an Application and want it posted to their Organization Profile, that has to be done manually right now.
7 votes -
Log manually sent emails in Message Queue
Currently, only emails generated through system processes (e.g. workflows) are visible in the Message Queue. Emails sent directly from an application are not logged in the Message Queue or Sent messages.
This creates inconsistency in how communication is tracked within the system.
For us (administrators), the Message Queue is an important tool to monitor and review outgoing emails. When emails sent from records are not included, it is not possible to verify whether an email has been sent correctly or to review the content.
It would be very useful if emails sent from an application could also be included in…6 votes -
workflow connector - delay
Can delay workflow task by hours or days. Could minutes or seconds be added?
6 votes -
Please add the following features to Listview configuration in the revamped Interactions tab:
Please add the following functions/features to listviews for the revamped Interactions tabs for both Users and Organizations:
Make the column widths adjustable with mouse drag or in column configuration specification
Add the ability to create and save complete filters and apply them to listviews, including boolean logic operators to exclude, etc.
For lists in the User tab allow column selection to include selections from the Organization fields
Add Create Date and Last Modified to the column/field selection options
Add Created By to the column/field selection and filtering options
Make it possible to configure listviews to manifest as tabs (so that…
6 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We've linked this idea to the List View discussion topic currently on the roadmap. We will have several events to dive into this topic and prioritize the related ideas.
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Centralized Logging and Improved Visibility for Configuration Errors
Problem: Logs related to configuration and system behavior are currently fragmented across multiple locations, making troubleshooting slow and inefficient. There is no clear centralized view or consistent process to identify high-impact issues, and important configuration errors are often buried as generic warnings.
Key Gaps:
No single, centralized location for all relevant logs
Configuration-related errors are hard to discover and correlate
Log severity levels are not granular enough, causing critical issues to appear as low-priority warnings
Lack of guidance on whether customers should rely on platform logging or develop internal processesRequested Improvements
Centralized Log Access
Provide a single, unified location…6 votes -
Update historyof function - FIELDNAME is brittle
https://wiki.smartsimple.com/wiki/HistoryOf_function
When using this function, I have to configure with status names. Example from WIKI:
@HistoryOf(Status::[Value]='Approved'::Update to [Value] by [UpdatedBy] at [UpdatedTime]::[UpdateTime]::desc::1)@
This is a brittle approach (as this is the caption / front end field name). I'd love the ability to pass the statusid as opposed to status. Even backend field (name) would be better than the caption
6 votes -
Ability to report/extract/import description field in uploaded files
Currently, descriptions for uploaded files can be added. It will be helpful to be able to report on each uploaded files, with their description and upload date/time, and user. It will be helpful for staff/reviewers to be able to have a list of files that were uploaded, with the description at hand, as filenames may not be as descriptive.
Also, since file upload is available thru autoloader, it will nice to be able to add descriptions of files when uploaded thru autoloader.6 votes -
Replacement of Google reCAPTCHA with a more privacy-friendly alternative
At the moment SmartSimple does use Google reCAPTCHA v2 or v3 as a security measure on the system. The use of Google reCAPCTHA however raises privacy issues since Google uses the data (IP adresses, Browser and device, user info, cookies) for own purposes. Google collects more data than is neccessary for the functioning of the reCAPTCHA. The use of Google reCPATCHA v3 raises even more privacy issues since in v3 Google continously analyses online behaviour and users are not aware anymore that their online behaviour is analyzed.
We would like to have a more privacy friendly reCAPTCHA on the system,…
6 votes
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