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58 results found

  1. Could we have the option in the Mail Run queue limit to set it at 80, or to be able to manually type a number in for the number of emails to send to our SMTP server at once, rather than having a drop-down list? Or keep the drop-down but have the option of 'other', and when selected, you can type in the number of emails to release at once.

    The reason for this request is our SMTP service limits sending to 100 emails at a time, but if we set the limit to be 100 and a few extras…

    7 votes

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  2. When an uploaded PDF file gets attached to a webpage view using the ssattach function, an extra blank page gets included in the PDF with attachment. Below is a sample ssattach function.

    <!--@ssattach(before;@Files.files@)-->

    Attached are:
    1. sample downloaded pdf with PDF file attachment and extra page (last page).
    2. sample of attached file in the web page view field (TestUploadFile.pdf)

    It would be ideal not to add another extra page.

    6 votes

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  3. It would be great if the platform included built-in spell checking in text fields across all applications and activities.

    Most browsers have their own spell checker, but not everyone has it enabled and the experience isn't always consistent. Having spell checking built into the platform would make it easier to catch typos and spelling mistakes wherever you're typing, without relying on browser settings.

    It’s a small feature that could make any text more polished.

    3 votes

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    Most modern browsers already provide built-in spell checking for web applications. This functionality is supported in our platform today. For example, in Chrome, misspelled words entered into text fields (such as multi-line text areas) are automatically highlighted with a red underline, allowing users to identify and correct spelling mistakes as they type.

    If spell checking is not enabled, Chrome users can turn it on by navigating to Settings → Languages → Spell check, where they can choose between Basic and Enhanced spell checking options.

    Given that this capability is provided natively by modern browsers, users can take advantage of browser-based spell checking across the platform without the need for a separate application-level spell checker.

  4. There's an inconsistent approach in the platform to reply to annotations. For xml tables (that are accessed through a button on UI), a user needs to reply to annotation then "Enter" the field through the annotation reply.

    For wpvs (also accessed through a button on UI), the approach is different. A user must click directly on the field instead of annotation.

    This creates considerable confusion for our end users and is quite difficult to train users on. They don't know the difference between WPV and XML and they shouldn't have to.

    The platform needs a consistent approach for annotation replies…

    3 votes

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    Web page views are currently designed for read-only purposes, such as displaying information and generating PDF documents. They are currently not intended for editing content, which is why an option to open them within the Annotation UI was not included like the option was withing Advanced Data tables.


    While it may be possible to customize a web page view to support some level of editing, this is not available out of the box and is not a capability all clients have. Because of this, it’s unclear whether introducing a general option for all clients to open what is typically a read-only view would be well received.


    At this time, there are no planned changes to this behavior. However, if web page editing is introduced in the future, or if we release new feature for budget management, we would be open to revisiting this functionality.

  5. I would like to be able to redirect old URLs to new URLs after we complete a branding update and name change

    3 votes

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  6. When trying to create a batch update button on consumer list view, type specific custom fields are not available for selection, only common fields from consumer UTA can be seen. Please open up other fields as well. PFA screenshot.

    3 votes

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  7. We often include the "objemail" variable (copied from an application record) in the To or CC line when we generate an email to a grantee from Outlook. By including the "objemail" variable in the To or CC line, the email will then be attached automatically to the application record. However, the functionality does not work if we include the "objemail" variable in the BCC line. Since the "objemail" variable is a long string of characters, we would find value in using it in the BCC line so that it is hidden from recipients to avoid any confusion on their end.

    3 votes

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  8. We had a batch of outgoing 'thank you for submitting your application' emails fail because the because the PDF copy of the application exceeded the system's 10MB limit. We use file attachments across applications and grantee reporting and we like to include a PDF summary of whatever got submitted, but the 10MB attachment limit prevents us from doing so, particularly for our lengthy research applications.

    2 votes

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    0 comments  ·  Other  ·  Admin →

    It is intentional that we do not allow larger attachments to be sent. Files over 10 MB, particularly those approaching 25 MB, can often encounter delivery issues. Most email systems enforce size limits in the 20–25 MB range, and attachments increase in size during transmission (by roughly 30%) due to encoding. This means larger files may be delayed, rejected, or not successfully delivered to recipients.


    To ensure a more reliable and consistent experience, we recommend sharing larger files via secure download links or by providing access through the platform instead. This approach works more reliably across different email providers and is better suited for users on mobile devices or within corporate environments that apply stricter controls.


    Using this method helps avoid delivery issues and ensures recipients can access files without interruption.


    If helpful, we’d be happy to walk through options with you, such as giving a user a direct link…

  9. I would like to propose two enhancements to the Dynamic Field Visibility Control feature to improve flexibility and support more complex configurations:

    1.Add “Exclude Types” Option:
    Introduce the ability to define specific types for which a field should be hidden. This will allow administrators to configure visibility rules more efficiently by excluding certain types rather than relying solely on inclusion criteria, reducing setup complexity and improving usability.

    2.Extend Branch-Level Support Beyond 6 Levels:
    Currently, Dynamic Field Visibility Control does not function as expected when configurations exceed 6 branches (e.g., at the 7th level). Enhancing the system to support more than…

    2 votes

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  10. Automatic Alerts for Unusual Login Activity:

    Add a security feature that emails users whenever a login occurs from an unexpected location. If someone who normally signs in from California suddenly logs in from another state or country, the system sends an alert so the user can quickly confirm whether it was them or report suspicious activity.

    2 votes

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  11. Allow to edit the date of a note being entered - or- include date as a field when bulk importing notes via the autoloader.

    2 votes

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    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.

  12. 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 votes

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  13. Allowing an sslogic statement within another sslogic statement would be very helpful.

    2 votes

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  14. Would love to switch primary dataset in reports after they have been created for simplicity and convenience when tying to wfs / Gort export

    2 votes

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  15. It would be great if you could duplicate a role and therefore the portal associated to the role. Have created a role with specific permissions and access including a special portal - lots of work involved and would love to be able to duplicate and fine tune to create a similar role/portal.

    2 votes

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    0 comments  ·  Portal  ·  Admin →
  16. Status Id as an option to search in advanced search would bypass issues with language translations and status name vs caption. See ticket 268653

    2 votes

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  17. Currently, the downloaded folders are automatically named using their application IDs.

    2 votes

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    0 comments  ·  Other  ·  Admin →
  18. (I was directed to submit this via IdeaLab regarding the support hub at supporthub.smartsimple.com )

    Add the ability to save a draft of a ticket's content before submitting it

    In the previous support hub environment, it was possible to save a draft of the ticket before submitting. This was helpful in multiple scenarios including, locating examples to cite, creating videos or images to be attached, and when interrupted before completing the entry.

    2 votes

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    0 comments  ·  Other  ·  Admin →
  19. Currently, if we want to delete a list view, we must open the listview first and then delete it. This process is time-consuming when handling multiple listview. It would be much more efficient if list views list included checkboxes that allow users to select one or more records directly and delete them in bulk.

    2 votes

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  20. I fully understand that the RESTful API is stateless and under most circumstances having the ability that I am requesting doesn't make sense. However, due to the nature of our usage and reliance on the SmartConnect API, having such a feature is somewhat important. We have users that are "active" in an SPA for a long period of time but the platform does not recognize that they are active at all and times them out. Alerts regarding the session timeout are not particularly useful either as the user still needs to perform some native platform action in order to "refresh"…

    1 vote

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    Not Planned  ·  0 comments  ·  Other  ·  Admin →
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