58 results found
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Remove the blank page before or after a generated PDF with file attachment.
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 votesNot Planned ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
This isn't the intended usage of this feature. The function requires an existing page/content. You have the option to add content or a cover page instead of a blank page in this case. If you are requesting a pure merge function, this would be a new idea request.
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Annotation replies on WPV
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 votesWeb 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.
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Built-in spell check in text fields
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 votesNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
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.
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Create the ability to redirect URLs (e.g. in the event of a brand/name change)
I would like to be able to redirect old URLs to new URLs after we complete a branding update and name change
3 votesWe appreciate the suggestions however its not something we will pursue at this time.
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Batch update buttons on Consumer List views - Enhancements
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 votesNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We are phasing out the type specific field. No enhancements are planned for this type.
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Increase email attachment size to 25MB or more
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 votesIt 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…
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Mail Run queue limit
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 votesNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We don't see this as a high priority with the option to reduce to 50.
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Enhance Dynamic Field Visibility Control with “Exclude Types” Option and Extended Branch Support
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 votesNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We are not planning to add additional levels. If you provide more insight to the justification, this may help understand your requirements.
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New SmarConnect API Session Refresh Method
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 -
Automatic Alerts for Unusual Login Activity
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 votesNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We understand the request, but each customer will have different rules for what is a different location and may require an IP lookup if based on country. This isn't a priority at this time.
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SmartSimple / Phone (SMS) Integration
Context: Axia Health needs an automated workflow to call scheduled patients prior to appointments, verify if the call was answered or a message was left, and log the outcome directly into the patient's SmartSimple file.
Proposed Approach:
Leverage SmartSimple’s Workflow Subsystem integrated with a third-party telephony API (such as Twilio). Workflows will trigger outbound communications based on the appointment date field. The external API will post a webhook response back to SmartSimple, automatically updating the patient record's status.Question:
Are there any telephony API providers currently offering robust, out-of-the-box integration with SmartSimple for real-time activities?
1 voteNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
This may be possible but would require custom work via a services project. We have no plans for OOTB. There is support today with Vonage to support SMS (text message) via workflow task, but won't identify if it was confirmed, open or read.
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Autoloader - external user displays custom field ids
Autoloader feature is primarily used for internal use but due to requirement
External Users role for Organization - has capability to upload a csv file for updating level 1 records after some processing using autoloader.The custom field name and ids are displayed to the users when they upload the file on confirm for submission page.
Can this text within parenthesis could be hidden from the external users?Please refer the screenshot what users see when they are attempting to upload a file and reach the 'confirm your submission' step.
1 voteNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
This wasn't targeted for external users. The label and IDs appear. We have no plan to support an enhancement to differentiate between internal and external users. Please contact your CSM to provide more details on the client and use case to revisit.
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notes
Allow to edit the date of a note being entered - or- include date as a field when bulk importing notes via the autoloader.
2 votesNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
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.
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Switch Primary Dataset in Reports
Would love to switch primary dataset in reports after they have been created for simplicity and convenience when tying to wfs / Gort export
2 votesNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Not planning in the near term
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Change how field revision annotations work for XML Advanced Data Tables
The user experience for requesting and submitting annotations on Advanced Data Table fields is very challenging & unintuitive.
This comes up with every client who tries to use this feature.
- The grant manager will request an annotation on the field displaying the table. This doesn't allow editing of the displayed data.
- We will then direct the grant manager to request an annotation on the XML button itself. This does allow the data to be edited, but if the applicant clicks the button on the form itself, they will not be able to edit the data.
What needs to happen with…
1 voteNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We are not planning to enhanced the ADT; however, we are looking at a new set of budget capabilities to support the annotation.
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Rich Text Fields: Built-in "Cleanse Formatting" button to sanitize pasted Word/third-party content
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 votesNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
we are looking at other ways to support content/format and enhanced ways to work with Word, but not natively within SmS, we have no immediate plans to support this use case
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Allow nested logic within SSlogic
Allowing an sslogic statement within another sslogic statement would be very helpful.
2 votesNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Available with if and else if today, no plans for nested logic
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pdf generation
We would like the ability to have SmartFields pull fields into the summary PDF based on the type of application / program. Having this universal doesn't work when you have many types of applications with various needs.
1 voteSmartFields are designed to display all fields associated with a given application type. Fields that are not part of an application type will not appear in the generated summary PDF for that type.
If fields are shared across multiple application types but you need more granular control over which fields appear in the PDF for each type, there is a possible workaround. The @SmartFields(customfieldids)@ token can be used to return a subset of fields by specifying a comma‑delimited list of custom field IDs. By creating separate web page views for each application type and generating the PDF from those web page view fields, you can control which fields are included per type.
We acknowledge that this approach requires additional configuration and ongoing maintenance, and is not ideal.
While we see the value and utility in having more flexible, type‑specific SmartField behavior for PDF generation, this is not an enhancement we…
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Gort Automation - Sync Down (Decouple config and data)
I want to decouple the configuration from the data sync. So we can move just our data to a lower environment without having the higher env config impact lower environment
1 voteWe understand the request to decouple configuration from data synchronization so that data can be moved to lower environments without affecting existing configuration, and we recognize the value in that approach.
However, data in the system is closely tied to the configuration and underlying structures it relies on. Supporting data-only synchronization without ensuring those structures align is not something we plan to pursue in the near future. That said, we appreciate the feedback and will keep it in mind as we consider longer-term improvements to environment management.
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Can we get a "Resend" button in the Emails tab of L1 Grant records?
Occasionally we need to resend grant correspondence to a contact, and it would be a great time and effort saver to be able to do so directly from the listview in the "Emails" tab of our L1 grant records, rather than having to note the contact name/email there, and then go to the Message queue, search in the "Sent" tab, select the precise emails, and resend there.
1 voteNot Planned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
The record you see on L1 is a log, not the actual L2 email so it cannot be resent.
- Don't see your idea?