Settings and activity

4 results found

1. Formatting Control for Email Confirmation Template

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   Monitoring Interest  ·  0 comments  ·  SmartSimple Idea Lab » Communication  ·  Delete…  ·  Admin →
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   SShah shared this idea  ·  Dec 9, 2025

2. Type Specific Captions for a Custom Field

   34 votes

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   Monitoring Interest  ·  3 comments  ·  SmartSimple Idea Lab » Application Process  ·  Delete…  ·  Admin →
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   SShah supported this idea  ·  Nov 10, 2025

3. Add Filtering Capability for Level 3 Lookup Based on Level 1/Level 2 Type

   2 votes

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   1 comment  ·  SmartSimple Idea Lab » Grant Management  ·  Delete…  ·  Admin →
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   Planned  ·  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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   SShah commented  ·  Nov 10, 2025  ·  Edit…  ·  Delete…

   For Dropdown/Lookup Autocomplete fields with Dynamic Content enabled, there should be an option to filter the lookup data based on values from existing standard or custom fields on the object or form.

   Examples:

   In the 2025 Application Form within Grants Manager, the lookup should display only the approved 2025 programs (Level 3 on another UTA), and not programs from other years.

   For students attending School A, the lookup should display only the programs associated with School A.

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   SShah shared this idea  ·  Nov 10, 2025

4. Autoloaders - Field Change History

   7 votes

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   Monitoring Interest  ·  1 comment  ·  SmartSimple Idea Lab » Other  ·  Delete…  ·  Admin →
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   SShah shared this idea  ·  Sep 25, 2025