What's New in SmartSuite: February 2025

February 2025 Product Updates

This month’s release delivers powerful improvements to SmartSuite’s Forms, Imports, and Charts. New capabilities include read-only fields in forms, phone type mapping in imports, consent elements for structured acknowledgments, and backend-driven chart calculations for faster performance on large datasets. Together, these updates enhance usability, data accuracy, and scalability across your workspace.

Ready-Only Forms

SmartSuite Forms now support Read-Only Fields, allowing form creators to disable user edits for specific fields while still displaying important data.

Key Highlights:

• New "Read-Only" Setting: A checkbox in Form Configuration, similar to "Hide Field from Users."
• Pre-Filled Values Supported: Read-only fields can still be pre-filled using URL parameters.
• Clear UI Indication: Read-only fields visually appear disabled (Lock icon and gray background to indicate non-editable status)
• No Impact on Conditional Logic: Read-only fields still function within conditional display rules.
• No Impact on Existing Forms: Previously shared or configured forms remain unchanged.

This enhancement extends SmartSuite’s Form functionality, ensuring form creators can lock important values while preserving dynamic pre-filling and conditional behavior.

Learn More In This Help Article

Import: Support for Phone Type

SmartSuite’s contact import process has been enhanced to include Phone Type mapping, ensuring more structured and accurate data imports. This update allows Solution Managers to import phone numbers with predefined types, reducing manual corrections and improving data integrity.

Key Highlights:

• Nested Phone Field Mapping: The Phone field now has an optional Phone Type sub-field displayed during the import mapping process.
• Always Available During Import: Phone Type mapping is available regardless of Phone field display settings. If later enabled, previously stored values will appear correctly.
• Predefined Phone Types: The following supported types can be imported: Office (default), Mobile, Home, Fax, Other.
• Handling Multiple Values in a Single Cell: Users can import multiple phone numbers and types in a single cell, separated by commas.
• Consistent Display & Storage: Users can choose to display either Phone Only or Phone with Type.
• No API or Mobile Impact: The update affects only the import process and does not require API or mobile app modifications.

This enhancement ensures seamless phone data management, reducing errors and eliminating manual data adjustments for imported contacts.

Form View: Consent Element

SmartSuite Forms now include a Consent Element, providing a structured way to capture user consent while maintaining flexibility in form design.

Key Highlights:

• New Static Display Element: Available in the Display Elements section for easy integration.
• Single Consent Checkbox: Users confirm acknowledgment by checking a single box that applies to all outlined points.
• Mandatory When Included: No “require” option; if the element is present, checking the box is mandatory for submission.
• Multiple Consent Sections: Users can add multiple consent elements via drag-and-drop.
• Conditional Display Logic: If visible, users must check the box to proceed. If hidden due to conditional logic, the form can be submitted without it.
• Submission Validation: Ensures acknowledgment only when the section is visible.
• Default Consent Text: If left blank, the system reverts to:“Please provide your consent by checking the box.”
• Always Interactive: No read-only or hidden options; the element remains interactive when displayed.

Learn More In This Help Article

Charts: Backend Value Calculation

SmartSuite has enhanced Chart and Chart Widget performance by shifting value calculations to the backend, allowing for smoother rendering and support for larger datasets.

Key Highlights:

• Backend Processing for Chart Calculations: All calculations are now performed server-side, eliminating the need to load all records on the frontend.
• Improved Performance & Scalability: Resolves previous limitations on large datasets (~5K+ records), enabling faster chart rendering.
• Seamless Widget Updates: Backend-calculated values ensure faster, smoother display in dashboard widgets.

Learn More In This Help Article

The February 2025 updates bring important enhancements that improve both the accuracy and efficiency of working in SmartSuite. From locking critical values with read-only fields, to importing structured phone data with predefined types, to capturing user acknowledgment with consent elements, these features strengthen data integrity and streamline workflows. Combined with backend-powered chart calculations for faster, scalable performance, this release makes SmartSuite more reliable, user-friendly, and ready to support growing teams and datasets.