We use GrantsConnect to manage as many as 8 programs. We create Ad Hoc reports for various audiences and needs. We'd like the ability to create folders in Ad Hoc and Data Hub to organize the reports into. It'll look cleaner and reports will be eas...

I am using the "attach" external emails often. It is time consuming to have to click into the application to pull the link. It would be productive to have it added to the application main page as well so that I can grab it to use instead of clicki...

Workflow Automation is very nuanced and often has many different routing rules associated with a program. It is difficult to look through all the rules to find any mistakes or anything that could be routing applications in unexpected ways. Adding ...

Currently, the Applications view columns are hard-coded and you cannot add columns. Additionally, you cannot export the view. Examples of columns the customer would like to add: Facility name (custom form field), Amount requested, Award amount, WF...

Provide the option to make a copy of a full Dashboard from year to year. We use GrantsConnect for three separate grant programs and have annual dashboards for each program. Every year, I have to manually create a new dashboard for each program in ...

Copying a form, with a lot of logic tied to it, it is a long and tedious task. You have to delete all the logic, copy the component(s), delete the old component(s), rename the component/keys on the new components, then readd the logic. It will be ...

If a form field cannot populate in a spreadsheet/adhoc report format, do not allow admins to pull field into adhoc reporting. This results in blank fields and trial and error configuration process. Only allow fields that will populate with agreeab...

Clients are maintaining Custom Data Table for internal employee lists, reviewers, admins with Grant Manager/internal process forms. Can we create a new field type that pulls a list of options sourced from Admin Permissions. Instead of maintaining ...

Current Limitation: While the platform currently allows importing users directly into workflow levels, it does not support removing users or updating audience assignments in bulk. Additionally, previous requests focused on importing users into Aud...

Currently, Audiences are designed to control users per workflow. However, when adding new users to the platform or updating users due to role turnover, administrators must manually create each user one by one. This process becomes highly inefficie...