4 results found

1. 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.

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   0 comments  ·  Application Process  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminMark Bridger (Product Owner, Foundant Technologies) responded

   SmartFields 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 are planning to pursue in the near future. We appreciate the feedback.

   SmartFields 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… more

2. Remove the automatic title "New"

   When an application is created, there is an automatic "New" inserted into the title such as "New Admissibility" "New subvention" and sometimes the title of the form does not make sense because of this "New". Would it be possible to change this title as we wish? Or at least have the "New" Removed ?

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   0 comments  ·  Application Process  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminMark Bridger (Product Owner, Foundant Technologies) responded

   When the New Application or New Anything button is used, the system creates a new record and applies a default title beginning with “New” to indicate that the application is in an initial, unsaved state. This placeholder remains until the user updates the title and saves the record.

   
   

   While we understand the concern and agree this is a valid request, the current behavior is intentional and helps ensure clarity and consistency when new records are created.

   
   

   At this time, adding the ability to customize or removing the default “New” prefix is not something we are planning to address in the near future, but we appreciate the feedback. Feel free to reach out with clarity if we misunderstood anything.

3. Adding APO state abbreviations to the State field SF_1011

   When an individual who resides on a military base goes to register, their state is not listed. The armed forces uses three states to receive mail.
   - American Armed Forces Europe - Abbreviation: AE
   -American Armed Forces Pacific - Abbreviation: AP
   - American Armed Forces America - Abbreviation: AA

   Can these be added to the field for states (SF_1011) in the registration process? It can be added as a custom field in the application, but they haven't made it to that point and are asking what to do. If they select a random state in registration and the correct state in the application, we now have conflicting data.

   Thank you

   When an individual who resides on a military base goes to register, their state is not listed. The armed forces uses three states to receive mail.
   - American Armed Forces Europe - Abbreviation: AE
   -American Armed Forces Pacific - Abbreviation: AP
   - American Armed Forces America - Abbreviation: AA

   Can these be added to the field for states (SF_1011) in the registration process? It can be added as a custom field in the application, but they haven't made it to that point and are asking what to do. If they select a random state in registration and the correct state… more

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   0 comments  ·  Application Process  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   Custom field is an option. Adding these values to all customers is not valid as they are technically not states.

4. Application References

   As part of our application process, candidates must provide 3 reference letters. Since we need to ensure the letters are legitimate and undoctored, they must be sent in directly by the reference and not uploaded by the applicant.

   To facilitate this, we currently use the invitation functionality to allow our applicants to send invitations to the reference's email addresses. The references then create an account in SmartSimple and submit a reference form with the letter from within their portal.

   Unfortunately, this adds a significant workload as we need to manage three additional users for every applicant. The bulk of support requests we get during the competition are regarding issues with account creation, passwords, and accessing the system.

   In order to streamline this, it would be extremely helpful to have functionality that allows an applicant to enter a name and email address on their L1 application, and have that trigger an email to that address with a link to a simple form with a few fields and a PDF upload box. When submitted, the uploaded PDF and fields would be stored on that application.

   As part of our application process, candidates must provide 3 reference letters. Since we need to ensure the letters are legitimate and undoctored, they must be sent in directly by the reference and not uploaded by the applicant.

   To facilitate this, we currently use the invitation functionality to allow our applicants to send invitations to the reference's email addresses. The references then create an account in SmartSimple and submit a reference form with the letter from within their portal.

   Unfortunately, this adds a significant workload as we need to manage three additional users for every applicant. The bulk of support… more

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   0 comments  ·  Application Process  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminJohn Fulton (Director of Product Management, SmartSimple, Foundant Technologies) responded

   Registration is required to validate users and their responses/references. If validation is not required, you could create a Level2 web enabled (public) template page for these users to submit files without registration (logging in).