194 results found
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Pass a Javascript variable to a ReportProperty
Allow to pass a javascript variable to a ReportProperty syntax.
It will be very useful in a SmartCheckValidation.
Example (in SCV):
var sID;
var sResults = @ReportProperty(1234,exportdata,,sID)@;2 votes -
Advanced filtering and search on workflows/tasks
The list view search and filter criteria far exceeds the workflow search (which only allows 1 condition). Would love to see the functionality that is currently available in UTA searches be applied to workflow and task searches
7 votes -
workflow connector - delay
Can delay workflow task by hours or days. Could minutes or seconds be added?
2 votes -
Tracking processing times via status report
(Re ticket #277463 - Tracking processing times)
We have been asked to report on the length of time in review for monitoring the workload and efficacy of our staff.
We have created a status duration report but it will not calculate the length of time in the current grant status. Yet, when we click on the status history for an individual file, it lists the length of time in each grant status including the current status.
We basically want the numbers listed on the graph in the individual status history but in a table with all the other files.
2 votes -
Add Deny View Version feature in Dynamic Field Visibility Control
Add Deny View Version feature for Dynamic Field Visibility Control field (see attached file).
Currently we have to remind which DFVC fields we have and if there is a condition in version feature every time we set up a new submission manager version. This is vey annoying because we have a lot of DFVC (more than 100) and we need to check one by one to add the new version.3 votes -
Make the duplication check functionality separate form the record merge functionality
Right now, any users that have access to the duplicate organization check also have the ability to merge organization records. It's too risky to give all of our end users the ability to merge records, but we do want the duplication check functionality. Right now we required them to manually search for an organization before making a new record, but they often forget to do that. If we could split the duplication check from the merge record functionality and assign the access separately, it could make things much easier for us.
7 votes -
User Emulation - Add granular role-based privileges
At present, the settings for user emulation do not allow for granular role-based permissions. For example, there is no feature to restrict which other roles a user role can emulate. It would be incredibly useful for our staff to be able to emulate grantee user accounts. Unfortunately, we currently cannot enable this feature for them, as it allows them to emulate all other roles which includes higher-level users.
Something like "Roles this role can EMULATE" (reference attached image) would be incredibly useful.
3 votes -
Integration with Outlook
I just saw that there is now an option to log an email activity, but it would be helpful if that email could trigger an actual email form that could be linked with an application.
4 votes -
Reduce Configuration Requirements for Word Merge
There are clients who leverage the word merge field to consolidate data across multiple L2s (often grant reports) under a grant application and map it to a word template. The configuration for this is very syntax heavy and leverages a lot of list syntax and/or report property syntax.
The amount of effort to support clients with this functionality often warrants an RFS. It would be nice to have a UI for selecting the L2s and the fields to be included in the word template. Some HTML work will still be required but perhaps we can eliminate the need for list…
2 votes -
Please add the following features to Listview configuration in the revamped Interactions tab:
Please add the following functions/features to listviews for the revamped Interactions tabs for both Users and Organizations:
Make the column widths adjustable with mouse drag or in column configuration specification
Add the ability to create and save complete filters and apply them to listviews, including boolean logic operators to exclude, etc.
For lists in the User tab allow column selection to include selections from the Organization fields
Add Create Date and Last Modified to the column/field selection options
Add Created By to the column/field selection and filtering options
Make it possible to configure listviews to manifest as tabs (so that…
2 votesMonitoring Interest ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We've linked this idea to the List View discussion topic currently on the roadmap. We will have several events to dive into this topic and prioritize the related ideas.
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Add Filtering Capability for Level 3 Lookup Based on Level 1/Level 2 Type
The Dynamic Dropdown/Lookup Autocomplete field referencing Level 3 – Sub-Activities should include an option to filter results based on the selected Level 1 or Level 2 type.
Example:
We have a Level 3 lookup field with “Enable Dynamic Content” enabled, which references Level 3 activities. Since the same Level 3 activities can be shared across multiple Level 1 and Level 2 types, there should be an option to filter the available Level 3 activities in the dropdown according to the selected Level 1 or Level 2 type.3 votesPlanned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We have an enhancement targeted for the February release to assign search filters to dynamic content options.
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Version comparison report
To quickly compare field differences between two versions of fields in a UTA for a specific level (L1 or L2): Be able to generate a list/report/printout that lists only the fields where there is difference between the two versions. Bonus if it includes what the difference is. This would be kind of like the "Diff" button on custom fields, but it would provide a list only of the fields where there is a difference.
3 votes -
Managing removal of uploaded files
For 'Upload - Multiple Files Storage' where Disable Delete is toggled on, allow System Admin to delete/remove uploaded files (incorrectly uploaded by user) without needing to toggle off Disable Delete across all users.
3 votes -
Allow Group Email on Program Manager Cycles
We need to use the Group Email functionality on the Program Manager > Cycle level to easily communicate with grantees within a certain cycle.
3 votesIt appears the desire is to be able to group email from a consumer provider list view, which is not currently possible, I have changed the status.
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Make it possible to restore the little "building" icon to the portal header to change the active organization association for selected roles
We have many external users who are associated with more than one organization, and we have spent three years training them (including designing training materials, slide decks, and videos) to use the 'building' icon in the portal header bar to manage their active organization association.
The new version is not 'intuitive' or 'easy' for our users to catch on to how to chance associations. Please make it possible for us to restore the building icon and its function.
9 votes -
Threaded Notes
Reporting tool doesn't (at least based on what I can see) thread conversation so you can see replies in one string in report output. We would benefit from a thread for all replies so you can order/sort by that field
2 votes -
Advanced Data Table Dynamic Sections Options to Hide the Plus and Minus Buttons without Scripting
Currently if columns in an XML should be updated in say a progress report, but rows shouldn't be able to be deleted or added, the +/- buttons on the dynamic section have to be hidden with custom script. Instead it would be great if there was a setting on each dynamic section to hide the +/- buttons based on status and/or role - perhaps a visibility condition like we have for edit conditions on the column? This would make initial configuration and ongoing changes easier.
5 votes -
Map Advanced Data Tables - Static Sections
When a static section is required in an advanced data table, clients still want to be able to query the data across records. While technically they can in a report, the only way to make this more user friendly at the moment is to create hidden fields that are populated with template formulas or try to make the section dynamic and map to L2s.
It would be much more user friendly and make configuration easier if you could just map each applicable cell to a field on the same record level. This would reduce template formulas that have to run…
5 votes -
Keep original formatting of notes when using @notes@ in email notifications
Currently, when using the @notes@ token in email templates, all formatting (such as line breaks, bullet points, etc.) is lost and the note appears as one large paragraph.
The idea is to preserve the original formatting of the note so that it displays clearly in the email, exactly as it was entered in the system.
5 votesUnder Consideration ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We are looking into keeping line breaks in legacy notes for better readability.
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Allow for accounts to be created/accessed with either a Username or Email Address
We are running into a limitation whereby applicants/users have a need to change their email addresses on a semi-regular basis. Researchers move institutions frequently enough and when doing so they will receive new email addresses.
This often leads to duplicate accounts if they need to reset their password and don't have access to their original email address at the previous institutions. Additionally, if they don't remember having created an account and then register under their new email address, this bypasses the duplicate check. Lastly, using the email address limits the ability to update the email address without making their account…
9 votes
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