What's New in SmartSuite: July 2025

July 2025 Product Updates

The latest release brings one of the biggest updates yet with the completely redesigned SmartSuite Home Page — built to help you work faster, stay organized, and personalize your workspace. Alongside the new homepage experience, this update delivers powerful enhancements across forms, fields, charts, and record collaboration. From solution categories and branding options to new “Other” selections in fields, passcode-protected forms, field-level comments, and expanded chart visibility, these improvements are designed to make SmartSuite smarter, more secure, and more user-friendly than ever.

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New Homepage

We’ve completely redesigned the SmartSuite Home Page to help you work faster, stay organized, and personalize your workspace experience. From Solution Categories to flexible layout views and enhanced branding controls - everything you need is now at your fingertips.

Key Highlights

• Solution Categories: Group Solutions by team or function. Admins manage Categories; Solution Managers assign them.
• 4 Layout Views: Choose from Grouped (default), Card, Pill, or Admin views — each tailored to different user needs.
• Workspace Branding: Customize banners with logos, colors, background images, and personalized greetings.
• Navigation Enhancements: Access All, Favorite, and Recently Accessed Solutions quickly. Left-side menu redesigned for clarity and collapsibility. User and Workspace menus updated for easier role-based access.
• Solution Creation Options: Use templates, start from scratch, or try AI-powered Solution generation.
• Footer & Banner Customization (Signature plan): Personalize your workspace even more with editable footers and banner elements.

This update is being made available to all plan types. Your workspace will default to a “General” category - and from there, you can start organizing, customizing, and making the new Home Page truly yours. Welcome to the smarter SmartSuite Home!

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Single and Multiple Select: Other Option

We’ve added native support for an “Other” option in Single and Multiple Select fields, making it easier to capture unique responses in assessments, compliance forms, and similar structured data use cases.

Key Highlights

• Enable “Other” Option: A new checkbox in field settings lets Solution Managers turn on the "Other" option for select fields.
• Flexible Text Input: When selected by users, the “Other” option reveals a multiline text input to describe their custom response.
• Always Last, Can’t Be Reordered: The “Other” option is fixed as the final item in the list - and can’t be moved or deleted unless disabled.
• Fully Searchable: Text entered in the "Other" input is searchable across views.
• Consistent Behavior Across Views: Sorting, filtering, grouping, find, and spotlight treat “Other” as a standard choice.
• Supports Inline & Modal Editing: Available in Grid View and the expanded modal for Multiple Select fields.
• Preserves Data on Disable: If the “Other” option is disabled in settings, previously entered values are hidden (not deleted) and will reappear if re-enabled.

This enhancement brings SmartSuite in line with industry-standard questionnaire behavior, helping teams streamline assessments, compliance workflows, and data collection without messy workarounds.

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Multiple Select: Limit Number of Selections

You can now control how many options a user can select in a Multiple Select field, perfect for enforcing structured input in your workflows.

Key Highlights

• New setting: A “Limit number of selections” toggle has been added to field settings.
• Customizable maximum: Set a numeric limit (minimum and default: 1) for the number of allowed selections.
• Smart fallback: If input is cleared, the field selection count resets automatically.
• Fully optional: The feature is off by default to preserve existing behavior.

This enhancement gives you more control over data consistency while keeping the experience flexible and easy to configure.

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Record Page: Field Comments

Field-Level Comments bring a more precise and contextual way to collaborate within the Record Modal. Teams can now hold focused discussions tied directly to individual fields, streamlining communication and improving accuracy.

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Form View: Restrict Access with a Passcode

Shared Forms now support passcode protection, allowing form creators to restrict access and ensure that only individuals with the correct passcode can view or submit responses. This feature adds an additional layer of security when collecting sensitive or confidential information.

Key Highlights

• A “Passcode” option has been added to the Share Form modal.
• The passcode prevents unauthorized access to your form link without the code.
• This means forms now use the same secure access model available for other shared views like Card, Grid, and Kanban.
• Passcodes are easy to enable and manage, with no new steps or complexity.

This new passcode feature for shared forms delivers a simple yet effective way to safeguard sensitive submissions, giving users tighter control over who can access and respond.

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Form View: Restrict Access with a Passcode

Shared Forms now support passcode protection, allowing form creators to restrict access and ensure that only individuals with the correct passcode can view or submit responses. This feature adds an additional layer of security when collecting sensitive or confidential information.

Key Highlights

• A “Passcode” option has been added to the Share Form modal.
• The passcode prevents unauthorized access to your form link without the code.
• This means forms now use the same secure access model available for other shared views like Card, Grid, and Kanban.
• Passcodes are easy to enable and manage, with no new steps or complexity.

This new passcode feature for shared forms delivers a simple yet effective way to safeguard sensitive submissions, giving users tighter control over who can access and respond.

View Help Article

Charts: Include Empty Values

You can now choose to include empty or unfilled values in your charts, giving you a more complete view of your data - especially when tracking gaps, missing entries, or incomplete records.

Key Highlights

• New Advanced Option: A toggle labeled “Include empty values” (final name may change) is now available in the Advanced Options section of Chart View and Chart Widgets.
• Visualize “No Value” segments: When enabled, charts display a fixed segment labeled “No Value” to represent records without a filled value.
• Works with Groupings: Empty values are respected both in direct value calculations and when used in grouping.
• Drill-in Supported: Clicking on the “No Value” segment shows the underlying records, just like any other data slice.
• Numeric Calculations Included: When using fields like Number or Priority, unfilled values will factor into count and average metrics if this option is enabled.
• View Gaps in Data Clearly: Ideal for audits, compliance, and GRC reporting where completeness is critical.

This enhancement helps you uncover hidden insights in your data, from incomplete form submissions to uncategorized risks — and adds powerful diagnostic visibility across dashboards and reporting workflows.

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Forms: List Field "Other" Option

SmartSuite Forms now support a native “Other” option in Single and Multiple Select fields - enabling more flexible data collection when predefined choices aren’t enough. This enhancement is especially valuable for teams running assessments, audits, or surveys where users need to describe alternatives in their own words.

Key Highlights

• Form Users Can Select “Other”: When filling out a form, respondents can choose “Other” and provide a custom response via a multiline text area.
• Clear, User-Friendly Experience: The “Other” option always appears last in the dropdown, and displays a smooth in-line text input when selected — no extra configuration or fields needed.
• Text Input Required: If “Other” is selected, the respondent must enter a description before submitting the form, even if the field isn’t required.
• No More Workarounds: Replaces the need to pair select fields with separate text fields for capturing “Other” responses.
• Secure & Compatible: Fully supported in forms with passcode protection, response limits, and other form-level access controls.
• Works Across Views: After submission, the “Other” value is available in Grid View, Record Pages, and Details Widgets — searchable and stored at the record level.

This enhancement makes it even easier to collect meaningful, user-defined input - while preserving structure, usability, and data integrity throughout your forms.

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This release combines a fresh, modern homepage experience with practical enhancements that improve how you collect, visualize, and secure data. Whether you’re organizing solutions with categories, collaborating through field-level comments, protecting forms with passcodes, or spotting gaps in charts, these updates help streamline workflows and strengthen control. Together, they showcase SmartSuite’s continued commitment to delivering a platform that adapts to your team’s needs while making everyday work simpler, faster, and more intuitive.