7 results found
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Save filter settings when searching until cleared
When using the search feature to filter reports, the current system removes all filters when I click "back." It would be helpful to keep the filter settings and to add a "clear" or "reset" button, as it is very inconvenient to have to keep entering the same filters if I am wanting to look at the same thing for different grantees.
2 votesReach out to support or client success for assistance.
If I go to the Reports list, enter a value in the search field, and then navigate away, when I return to Reports the search criteria is still maintained. I see the same behavior when working with a UTA.
When you talk to Support or Client Success let them know:
- Are you using the browser Back button, or the application's navigation controls?
- How are you returning to the Reports list? Are you using the menu icon, or another navigation path?
There is also a personal setting that controls whether previous searches are remembered. If that setting is enabled, the system will retain your search criteria when you return to the page.
Support or client success can assist. They can review:
- The exact navigation steps being followed
- Which Back button or navigation method is being used
- Your user settings
- The system configuration
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List Views should sort by display value and not stored value
I have noticed that list views sort by stored value rather than display value. I don't believe this is the behavior a SmartSimple client user would expect. For example, if you are using stored values for different countries and you want to filter them so they appear alphabetically, the list view will filter by the stored value which is numerical rather than the country display name.
The list view should filter based on the display value.
2 votesPlease log a support ticket that includes the replication steps and request that the issue be escalated after verification. Our expectation is that list view sorting should use the field caption rather than the display value wherever feasible.
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Default Placeholder Handling for “Select One - Dropdown List” Fields
When configuring a “Select One - Dropdown List” field, it is common practice to define the first option as a placeholder (for example, “-- Select One --”). Currently, if a record is saved without changing this value, the placeholder is stored in the database.
This creates several challenges:
- Validation requires additional SmartChecks rather than leveraging the built-in mandatory field setting
- Placeholder values are inconsistent across implementations (for example, “-- Select One --”, “Select…”, “Please choose”, etc.), making standardized validation difficult
- Data quality is reduced because non-meaningful placeholder values are stored
Proposed enhancement:
Introduce a system-defined default placeholder option for this…1 voteProduct Education ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Contact your CSM, available today
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Role based left menu visibility on Organization portal
Left menu which are displayed on the Company (organization) portal, should be visible based on the roles. We cannot restrict the visibility of the tab based on the role.
From the UTA when we enable the setting "Enable Applications list view on Organization Profile - Display List of Applications associated with the Organization under their profile.
eg. Applications UTA setting
Internal users should see the Applications listed on the Organizations, but the external School user should not see this tab when they view the organization.
With the permissions set on the listview we can hide the list from school users…3 votesProduct Education ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
The solution appears to be achieved through security matrix configuration. Contract Support if you need assistance.
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Delegation
When a colleague delegates their activities to another colleague (e.g. due to sickness, holidays, etc.), the BA has no option to see if a delegation has been set up and to whom responsibilities have been delegated. To ensure that BA can follow up with the colleague to whom authority was delegated and thus to ensure a fast time to approval, it would be great if BA (and I guess everyone with emulation power) could also see the delegation field when they emulate a colleagues account.
Refer to the screenshots
Additionally,
We have a list of colleagues for whom it would…2 votesProduct Education ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
You can add a message under the delegation feature. From a security perspective, we limit the delegation so the user can't change another user's delegation settings.
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Adding dynamic visuals
We would like to incorporate dynamic visuals. Our system generates Portfolio Visuals. Ideally, these visuals should be filterable — rather than showing data for the entire organisation by default. Users should be able to view the visuals by specific centres/ teams. This would provide more granularity and support better decision-making across the organisation.
1 voteProduct Education ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
The October release includes a dynamic filtering option, does this meet your needs? https://wiki.smartsimple.com/wiki/Upgrades#New_Dynamic_Chart_Filtering_in_Dashboards
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Auto-save
Currently, users have to click the Save Draft button to save their work. Some of our users are so used to AutoSave on Word, Google Sheets, etc. that they forget to hit save and then lose their work.
Also, we live in an area with poor connectivity and sometimes the internet goes down without warning so having the ability to automatically save would help reduce frustration.
1 voteProduct Education ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Auto-save is available today to avoid requiring the user to select save every time
Global Settings > System Tab
Automatically Save Field Values when Editing Records
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