What's New in SmartSuite: July 2024

July 2024 Product Updates

At SmartSuite, we are dedicated to innovation that better equips and empowers our customers. Read on to see all the new features our product and engineering teams have been diligently working on as well as the upcoming events we have in store!

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Two Factor Authentication & IP Address Restrictions

Administrators of Professional and higher SmartSuite plans now have the option to require users to use two-factor authentication when logging in with a username and password.

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Help article: Two factor authentication

The platform now offers an advanced security feature: IP Address Restrictions for your Workspace. With this tool, you can define a whitelist of trusted IP addresses or IP ranges. Only users connecting from these authorized addresses will be granted access to your workspace.

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Help article: IP restrictions

Shared Dashboards

Public Dashboard Sharing allows you to share read-only versions of your dynamic dashboards with a wider audience. Provide real-time data to stakeholders, clients, or team members who are not part of your SmartSuite account.

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Help article: Public dashboard sharing

Communication Center: Support Gmail & Outlook for Email Send/Receive

Members of Pro and Enterprise workspaces can now connect their profiles to Gmail or Microsoft accounts in SmartSuite’s Communication Center.

Send personalized emails to external recipients directly within SmartSuite records.

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Connect Microsoft Outlook
Connect Gmail

Automation Trigger: Outlook

With SmartSuite's new "When an email is received" trigger for Outlook, you can automate actions in SmartSuite based on your Outlook inbox activities.

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Help article: Automation trigger Outlook

Automation Action: Create a Comment

You can now add comments to existing records in addition to updating the record’s content with the Add a Comment action. Use it to quickly add notes, update your team on the record’s progress through a workflow and more.

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Help article: Automation action create a comment

Document Designer: Generate PDF in Record Menu

This feature adds the ability to print page designs from the record menu. Both print and export options have been enhanced to allow selection of a Document template or the default SmartSuite export format to export the record content as a PDF.

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Help article: Document designer

Document Designer Enhancements

The Document Designer now supports more use cases. An anchor option fixes a field's position relative to another. File and image fields can display multiple images with sizing options.

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Help article: Document designer

Automation Action: Generate Document Designer PDF

This feature lets you select Document Designer templates during automation setup to generate PDFs from record values. You can then attach the PDF to a file, email (SmartSuite, Gmail, Outlook), Twilio message, or Slack message.

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Help article: Automation action generate PDF

Automation: Use Results from Create and Update Actions

The Automations Engine has been enhanced to allow the results from Record Create and Record Update actions to be used in subsequent automation actions. This supports creation of more dynamic and interconnected automation workflows, enabling actions to build upon the results of previous ones.

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Help article: Automations using action data

Dashboards Widget: Pivot Table

SmartSuite’s Pivot Table widget helps transform complex data, allowing you to see patterns and trends from multiple angles. The pivot supports grouping and summarization, organizing information into rows and columns that can answer questions like "Which product sold the most?" or "What is the average income per region?"

To add a Pivot Table to your workspace, click Add widget and then select Pivot Table from the Widget Library. After selecting the solution and table for the source of your data, you can select fields for the rows and columns in your pivot. Finally, select the field and aggregation type (either by count or by field value) in the “Summarize by” dropdown.

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Help article: Pivot table widget

Chart View: Heat Map Updates

Several enhancements have been made to SmartSuite's Heatmap Chart type, aimed at improving its data visualization capabilities. These updates include consistent sorting, display of drill-in enabled values within segments, and a refined color scale that better highlights values. Additionally, the X and Y axis sort order can be configured, and each axis is labeled with the field name of its source data.

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Help article: Chart view heat map

Manage Members: Export Member List

Workspace administrators can now export the full member list from the Manage Members page for analysis or record-keeping. Open the page, click the three-dot menu in the top-right corner, and choose Export to download the list as an Excel or CSV file. The export includes each member's name, email, status, role, type, teams, two-factor authentication status, and last login, so you can audit who has access, reconcile seats against billing, or hand a current roster to HR without copying rows by hand.

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Help article: Managing inviting members

Form View Static Elements: Callout, Divider, Image, and Video

You can now highlight important information with a static text block, icon, and shaded background; add customizable horizontal lines with optional captions; embed images; and include clickable videos for introductions or instructions in Form Views.

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Help article: Form view

Form View: Support for Time in Date Field

SmartSuite forms now support time entries within Date fields, enabling users to input both a date and time in their responses.

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Help article: Form view

Fields: Rich Text in Field Help Text

SmartSuite’s support for field-level help text has been enhanced to support rich text formatting, in addition to allowing you to include lengthier help descriptions of up to 700 characters (increased from 250).

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Help article: Adding modifying field help text

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