263 results found
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Add support for IdP metadata URL for SAML SSO configuration
We have had a couple of clients' SSO certificates expire recently, which caused downtime for their employees until they provided a new cert.
Can you please implement support for IdP metadata URL for SAML SSO configuration? That way a client can just provide a single URL that never changes to help automate this process and prevent any downtime.
1 vote -
Ability to change information in the invitation window on an application once an invited person has accepted
Once a person has been invited to an application and has accepted the invitation, it would be helpful if system administrators had the ability to edit information in the invitation window—such as correcting the spelling of a name or email address. It's common for the person sending the invitation to make small mistakes, and they often reach out to us for corrections after the invitee has accepted. Currently, the only way to fix these errors is to delete the invitation and re-invite the person, which is inefficient.
13 votes -
Ability to Hide/Sort/Freeze columns in the Assignment Grid (Reviewer Assignment Grid)
When using the Assignment Grid—specifically the Reviewer Assignment Grid—it would be helpful to have features similar to Excel, such as the ability to hide columns or freeze panes. This would make it easier to scroll horizontally on smaller screens without losing track of which application you're viewing. It would also be useful to have the option to sort by specific columns, such as Application ID#.
15 votes -
Add resolved status to annotations dataset
Would be really useful to be able to report on whether or not annotations are resolved, as then you could use the report property to create SmartCheck validations and/or have fields display conditionally based on if there are any unresolved annotations or not.
3 votesMonitoring Interest ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We see the bigger opportunity is to easily validate against unresolved annotations and will consider this in the future.
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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.
3 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.
5 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
3 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.
7 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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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.4 votes -
Batch update to update legislative districts
We use Legislative Districts on our Organization Profiles to track giving by district. Currently, this requires manually updating each organization by clicking the Legislative Lookup button next to the address and then saving the draft to populate the fields. The ability to batch update this information would be extremely helpful—especially after redistricting, which occurs every few years.
2 votes -
Fix the left hand column in report builder
Fix the left hand column in the report builder which tells you which row is the dataset, field, field ID etc. so if you add multiple columns and have to scroll to the right, you can still see what each row is for
9 votes -
Hide wf and status updates from Report Builder for non-admins
In system features (global settings), there’s one called “Report – Manager” that allows those roles to access the report feature in system, build reports, export them, etc.
o A subset of these features allow for wfs and statuses updates to be triggered (similar to bulk update)We have a user base that could benefit from self-service reporting, but shouldn’t be able to perform bulk CRUD operations on db.
Suggestion: have a lower perm’d “Report – Builder” that splits off the “Update status” and “Trigger Workflow” features
o This would mirror the personal list view limitations for non-admin users2 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
As part of a larger discussion on Report Builder improvements, we have linked this for consideration.
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Ability to cancel List View Loading
The List View now loads asynchronously with the rest of the page, which is beneficial because if there is a slow loading List View, it is possible to escape to another page (such as the List View settings). A further improvement to the use of List Views would be to be able to cancel a List View that is currently loading. This would allow for the editing of search terms, filters, and the number of records being displayed in order to speed up searches and system navigation.
10 votesPlanned ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
The October release is targeting a smart search feature to improve performance on list views; however, this initial release has limited availability and is targeted for GA in the February release.
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Inherit UTA permissions for report administrators
Certain UTAs contain personal data that should only be visible to the user themselves. Policy field sets allow us to cope with that through the front end but adminsitrators / report authors can still report out that data and we need to stop that happenning. Perhaps the UTA security or policy field set rules can apply to the report module.
1 voteMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We intentionally separate user views and reports to give customers who more control. Reports are not intended for all users. We will monitor interest as a new report builder would most likely be required.
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Permission Quick Edit: Security Matrix checkboxes for Fields
It would be really helpful to have the option in the various Security Matrix sections to toggle all the checkboxes on or off across for a particular field, not just down for a Role or Status.
And as we can do with the 3 dots in the header row to "Copy Row Settings", I'd like to be able to "Copy Field Settings".
Use Case: I have a similar update I'd like to make to a large number of new fields to remove all the current permissions and replace with updated permissions and need to go through each field and each…
9 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We will monitor interest for future consideration.
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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.
12 votes -
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.
4 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.
4 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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Submission Manager filter by Programme type in Activities
A filter for different programmes/fund calls/ fund rounds for Activities in the Submission Manager, this exists for Grants already
1 voteFeedback Needed ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
Can you expand on this use case and a screen shot to help us better understand the idea?
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Version is reports
When a UTA is using SmartVersioning, I would like to be able to add the @version@ information in reports (similar to what you can do in list views)
8 votes
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