4 results found

1. T2P Projects: filter assigned users

   In the T2P project when you are going to assign users the system should display Global Admin users who have User Access. Nowadays system shows all Global Admin users (with or without User Access).

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   Under Consideration  ·  0 comments  ·  Administration  ·  Delete…  ·  Admin →
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2. Enhancements to the T2P Tool

   After our first experience with the new T2P tool, we would like to suggest the implementation of the following enhancements:

   1. Pagination in "Changes Logged Against This Project"

   The current page to view, select and manage the changes lacks pagination. This makes navigating large sets of changes difficult, especially when we need to manually select or unselect hundreds of changes.

   Pagination would significantly improve usability and efficiency.

   1. Promoted indicator should be tied to ENVIRONMENT

   We have noted several that the current behaviour is not ideal. The main suggestions would be:
   --> The Promoted field should reflect the status of that change in regards to the environment to which could be exported. If a T2P project can promote changes to TEST and LIVE, for example, the field should reflect whether the specific change has been promoted to the environment to which the export would be made to.
   --> Though not consistent, we have seen that the Promoted field will reset between sessions - therefore, we are unsure of whether a change has been promoted already -. For now, our workaround is to export all changes linked to the project every time, but it is inefficient.

   1. Filters for visible columns

   We would like to be able to filter the changes by Exported and User fields at least... Though ideally we should be able to filter with any of the fields offered.
   Also, we would like to have the option to apply advanced filters, as we can do in listviews.

   This would help manage large change sets more easily.

   1. UI improvement: move the delete (trash) icon

   Currently the button is placed on the left, close to the "Select all" checkbox. Though unlikely, this could lead to someone deleting changes.
   The suggestion is to move this to the right, where there are no user-interactive elements to work with (right now, if we added filters as mentioned in the previous suggestion, it wouldn't so necessary :D).

   1. Include UTA version activation as a logged project change

   We changed the Version in which new Applications would be created in our Submission Manager. However, the change did not appear in the list of changes to apply in the T2P tool. This means this change needs to be done manually for every environment - which is not ideal -.

   After our first experience with the new T2P tool, we would like to suggest the implementation of the following enhancements:

   1. Pagination in "Changes Logged Against This Project"

   The current page to view, select and manage the changes lacks pagination. This makes navigating large sets of changes difficult, especially when we need to manually select or unselect hundreds of changes.

   Pagination would significantly improve usability and efficiency.

   1. Promoted indicator should be tied to ENVIRONMENT

   We have noted several that the current behaviour is not ideal. The main suggestions would be:
   --> The Promoted field should reflect the status of that change… more

   8 votes

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   Under Consideration  ·  AdminMark Bridger (Product Owner, Foundant Technologies) responded

   We plan to review pagination, search, and filtering capabilities within the T2P tool. If versioning is not being promoted, it should be reported as a defect to support.

3. Custom Fields Permission Quick Edit - freeze top/left headers for Role and Status; add in field Caption

   When we need to update the custom field permissions, the Permission Quick Edit is often unusable. Once you scroll down a small amount, you lose the header row and can't tell what role or status you're changing. Same for when you scroll to the right, you lose the Custom Field column on the far left and have no idea what field you're editing.

   We also usually don't really know the field's name as well as we know the Caption. It would be so helpful to include both the name and caption for reference so you know you're really updating the intended field(s).

   See screenshot of a grid of checkboxes that I can't tell what they are for.

   We sometimes are adding or updating a role and want to compare with another existing role. It would be great if we could drag or reorder the roles to put the ones we want to use next to each other. Or toggle on/off or allow us to "hide" some columns for roles so we only display the role(s) we're interested in seeing at the moment. Similar functionality for Status would also be helpful.

   When we need to update the custom field permissions, the Permission Quick Edit is often unusable. Once you scroll down a small amount, you lose the header row and can't tell what role or status you're changing. Same for when you scroll to the right, you lose the Custom Field column on the far left and have no idea what field you're editing.

   We also usually don't really know the field's name as well as we know the Caption. It would be so helpful to include both the name and caption for reference so you know you're really updating the… more

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4. Give the option to just run a Charity Check report through the GuideStar extension, rather than it pulling the entire "Pro" report

   A recent SmartSimple update included a change with the GuideStar Charity Check feature, where it now pulls a GuideStar Pro report versus just pulling the Charity Check report. I'm not sure if it's just us or if there are any other clients have found this to be burdensome to their processes for a couple of reasons.

   1) It now takes so much longer for the report to be pulled into the record (at least 5-10 minutes). So, it's not as immediate as it once was.

   2) We don't use all of the other information that is in the Pro report. We are just looking for the charity check report to confirm an organization is a 501c3 and would have to manually pull that page from the Pro report for processes.

   We have currently been doing a workaround by going directly to GuideStar and searching an organization to pull their Charity Check report, which defeats the purpose of having and paying for the Candid extension for us!

   A recent SmartSimple update included a change with the GuideStar Charity Check feature, where it now pulls a GuideStar Pro report versus just pulling the Charity Check report. I'm not sure if it's just us or if there are any other clients have found this to be burdensome to their processes for a couple of reasons.

   1) It now takes so much longer for the report to be pulled into the record (at least 5-10 minutes). So, it's not as immediate as it once was.

   2) We don't use all of the other information that is in the Pro report.… more

   9 votes

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