Settings and activity
7 results found
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SmartFields - change default to Exclude (or allow us to choose our preferred default for our system)
15 votes
Harry Baultin
supported this idea
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23 votesHarry Baultin
supported this idea
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6 votesMonitoring Interest ·
AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
This is a known issue that will be addressed soon via a new variable syntax. In the meantime, disable rich text editor when editing emails with sslogic.
Harry Baultin
supported this idea
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6 votesMonitoring Interest ·AdminJohn Fulton
(Director of Product Management, SmartSimple, Foundant Technologies)
responded
We will monitor interest to determine if others vote up the priority.
An error occurred while saving the comment Harry Baultin
supported this idea
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21 votesMonitoring Interest · 3 comments · SmartSimple Idea Lab » User Interface / User Experience · Admin →
An error occurred while saving the comment Harry Baultin
commented
This would be an enormous usability improvement.
I find myself constantly needing to toss-up between emulating and losing all of my tabs or waiting.
Harry Baultin
supported this idea
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53 votes
An error occurred while saving the comment Harry Baultin
commented
The wiki is extremely outdated. I often find pages that reference settings that don't exist any more.
For example, we were trying to diagnose what appears to be a bug yesterday and wanted to access the UTA record lock dataset in the report builder.
There is a wiki page referring to report recordsets. It does mention that that interface is for the classic report builder only, but the datasets should be the same in report builder Neo.
https://wiki.smartsimple.com/wiki/Report_Recordsets
There is simply no way to access this recordset in our current instance.
Additionally, in trying to investigate this issue, we needed to review the record lock settings.The record lock wiki page shows toggles/options that have been moved or no longer exist, the 'Enable record lock' used to appear under the 'reader log' toggle as pictured on the wiki, but it's simply not there any more, the wiki page is outdated and there are no references to this in recent upgrade notes.
https://wiki.smartsimple.com/wiki/Record_Lock
These are just a couple of examples but this is a constant and recurring issue almost every time we try to refer to the wiki to assisst with configuration or troubleshooting.
Harry Baultin
supported this idea
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11 votes
An error occurred while saving the comment Harry Baultin
commented
@John, we get requests/have issues with this occasionally.
If the email is incorrect, we advise users to cancel and resend the invitation.
However, sometimes the invitation is accepted, but there may be a typo in the invitee's name, or an incorrect title listed.
We work with applicants/programs which are highly competitive, and applicants are often very anxious to ensure that all of their application details are correct, including e.g. titles of invited collaborators.
Having to withdraw and re-invite an already accepted application, often close to a submission deadline, just to update basic invitation information is a poor user experience for applicants and grant managers.
We know that users can just update their own details once they have created an account, but this is not displayed/reflected in the invitation list on an application, which causes confusion for applicants.
Harry Baultin
supported this idea
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This would be useful. A workaround to achieve this is adding a child record type and mapping the XML table to it. This lets us export the data both in list views and reports, but this is a significant piece of configuration work and is not possible if the table is on a level 3 record.