What's New in SmartSuite: January 2025

January 2025 Product Updates

This release introduces powerful enhancements across dashboards, charts, forms, and formulas to make SmartSuite even more flexible and intuitive. Highlights include the ability to move dashboards across solutions, improved chart axis controls, prefilled forms via URL parameters, a more user-friendly formula builder, and the launch of the new Heat Map Chart Widget for deeper data insights.

Move Dashboard

SmartSuite dashboards are now more flexible than ever with the ability to move them across solutions and tables.

Key Highlights:

• Relocation Flexibility: Dashboards, unlike traditional views tied to a table's data, can now be moved seamlessly to different tables or solutions within your workspace.
• Workspace Evolution Support: As your workspace evolves, you can restructure dashboards without needing to recreate them in their new location.Folder Organization: When moving a dashboard, you can place it into a specific folder to keep everything organized.

Learn More In This Help Article

Enhanced Chart Axis Configuration Options

SmartSuite Charts now offer improved axis label positioning, ensuring a polished and readable data presentation.

Key Highlights:

• Centrally Aligned Labels – Axis labels are now perfectly centered relative to their corresponding axis, enhancing visual balance.
• Optimized Y-Axis Orientation – The Y-axis label is now displayed vertically, improving readability in dense data views.
• Customizable Labels – Users can define X and Y axis labels (max 30 characters each) for more informative charts.

Prefilled Forms

SmartSuite Forms now support pre-filling field values directly through URL parameters, enabling seamless automation and dynamic form generation.

Key Highlights:

• Pre-Fill Any Supported Field: Automatically populate form fields using URL parameters.
• Dynamic Value Generation: Form URLs can be created dynamically using formulas or button fields.
• Support for Multiple Values: Fields that accept multiple values (e.g., multi-select, linked records) allow comma-separated inputs.
• Flexible Field Matching: Pre-fill fields using either their title or field ID.
• Hidden Field Submission: Pre-filled values for hidden fields will still be submitted and recorded in SmartSuite.
• Robust Linked Record Matching: Supports pre-filling linked records by ID or exact title match.

This implementation enables dynamic form pre-filling without modifying the UI, streamlining workflows and automating form entry seamlessly.

Learn More In This Help Article

Improved Formula Builder

This update significantly improves the formula entry experience, ensuring the formula column remains clear and functional while providing dynamic support through the Help Sidebar. The sidebar now defaults to an empty state where users can populate it by selecting elements. Clicking an element adds it to the builder and displays relevant help text without disrupting the formula workspace.

Key Highlights:

• Enhanced Formula Entry Area: The formula column is protected with a minimum width of 400px, ensuring a clutter-free and focused workspace, regardless of sidebar adjustments.
• Resizable Help Sidebar: With a minimum width of 150px and dynamic maximum width, users can customize the sidebar to balance help visibility with formula entry needs. A fixed-position toggle ensures easy re-access after hiding the sidebar.
• Fields Panel Enhancements: Search dynamically filters results as you type, improving field discovery. The panel includes visually refreshed icons and clear sections that are open by default for quick access.
• Improved Help Access: Users can explore help content by clicking elements in the sidebar or using the “?” icon to reveal tooltips like "Show me examples," making formula writing more intuitive.

Heat Map Chart Widget

The Heat Map Chart Widget brings advanced data visualization to SmartSuite dashboards, helping you analyze trends, identify patterns, and gain deeper insights with interactive features.

Key Highlights:

• Flexible Data Selection: Choose specific Value, X-Axis, and Y-Axis fields to structure the heat map with meaningful insights.
• Filter Widget Integration: Apply dynamic filters directly from your dashboard for a more refined data view.
• Drill-In Enabled Values – Click on any segment to explore the underlying data for deeper insights.
• Refined Color Scale: Enhances differentiation of value variations for clearer trend analysis.
• Configurable Sort Order: Customize sorting on both the X and Y axes using "First to Last" or "Last to First."
• Labeled Axes: Clearly display field names from the source data to improve readability.
• Full Chart Functionality: Matches the capabilities of the existing Heat Map Chart View.

View Product Roadmap

The January 2025 updates mark another step forward in making SmartSuite more adaptable, insightful, and user-friendly. From moving dashboards across solutions, to refining chart visuals, to streamlining form entry and formula building, these enhancements are designed to save time and improve clarity. With the new Heat Map Chart Widget, teams also gain powerful tools to uncover trends and patterns at a glance. Together, these updates empower you to work smarter, organize more effectively, and get deeper insights from your data.