What’s New
in SmartSuite

New features, improvements and updates from SmartSuite

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All Updates

January 29, 2024
January 29, 2024

Automations: Merge records Action

The long awaited merge capability has been just released in beta!

The primary goal of this feature is to keep the data clean an uncluttered. One of the most frequent examples would be cleaning up duplicated contacts and accounts in CRM solutions.

Let's see in details how this whole thing functions!

Learn more
January 23, 2024
January 23, 2024

Automations: Nested Full Name & Address Field

We have added nested field support for the Full Name and Address field types within automations.

This enhancement provides you with greater flexibility when configuring conditions and actions.

For example, you can set up an automation to trigger when only the City field is changed, and as a result, update only the State field.

Learn more
January 22, 2024
January 22, 2024

Lookup Drill-in

You are now able to click on a Lookup field value in a View or Record to access the record, making it easy to review details or make necessary changes, subject to appropriate permissions.

This feature brings distant data right at your fingertips.

Learn more
January 19, 2024
January 19, 2024

Chart View: Sorting of Values

We have enhanced our charting capabilities by enabling you to sort chart segments in ascending or descending order, clarifying number-driven visualizations.

This feature is now available for both Column and Bar charts.

Learn more
January 19, 2024
January 19, 2024

New Formula Functions!

Today's update includes a large number of new formula functions including the long awaited FIND! For examples or the full list of our available functions and operators, check out this shared view.

Learn more
January 15, 2024
January 15, 2024

Dashboards: Edit / View Modes

A View/Edit Toggle feature is coming to dashboards, designed to streamline the user experience and safeguard against unintended changes.

This will simplify the display for end users while still allowing Solution Managers to quickly and easily update layouts and widget configurations.

Learn more
January 12, 2024
January 12, 2024

Record Cover Image

Cover Images extend SmartSuite’s existing record display, bringing a personalized touch to your data. Pull images from existing fields to add visual engagement and help users quickly identify information as they navigate records.

Learn more
January 11, 2024
January 11, 2024

View Description

You will have the option to include descriptions for Views, which can either appear as icons to the right of the View name, or be displayed below the View name when clicked for increased accessibility.

Displaying the description directly below the View's name makes it easier for others to understand the purpose of that View.

Learn more
January 10, 2024
January 10, 2024

Table Icons

You can now add icons to your Table names.

Choose from a variety of icons to personalize and visually distinguish your tables, making it easier for users to navigate and identify table contents.

Learn more
January 9, 2024
January 9, 2024

Undo / Redo Actions

Introducing the SmartSuite Undo/Redo feature.

Now you can effortlessly reverse actions like saving, editing, or deleting records with a simple 'Undo' button. If you change your mind, 'Redo' is just a click away.

Plus, we offer two convenient methods: a toast message or keyboard shortcuts for quick access. Apply a standard CMD/CRTL+Z to Undo and CMD/CTRL+Y to Redo and action.

Learn more
January 9, 2024
January 9, 2024

SmartDoc Field: Whiteboard Feature

Introducing the Whiteboard feature in SmartDocs – your canvas for creating flowcharts, diagrams, and charts directly within the SmartDocs field.

Easily draw and add content on a virtual whiteboard, with the option to include multiple whiteboards within a single SmartDoc field to clarify your documents and visually describe any concept.

Learn more
January 8, 2024
January 8, 2024

Multi-User SmartDoc Collaboration

Our SmartDoc field type has been enhanced to support a collaborative display mode that is auto-enabled if two or more team members are editing a SmartDoc field at the same time.

This feature provides a real-time view of all edits, mirroring the dynamic collaboration experience of platforms like Google Docs.

This feature is enabled by default, no further actions are required to set it up.

Learn more
January 3, 2024
January 3, 2024

‍View Side Navigation Panel

We have introduced a new Side Navigation Panel design that simplifies View access. This collapsible side panel can be pinned open for quick access, or closed to maximize the page viewing area.

Learn more
January 2, 2024
January 2, 2024

Gantt Chart View

We are excited to announce the general availability of Gantt Charts, a powerful project management tool that simplifies planning, tracking, and task management.

Visualize project timelines, allocate resources efficiently, ensure timely delivery, and elevate coordination for construction, software development, professional services, and marketing projects.

We highly encourage you to watch a video by Dan Leeman in which he highlights all the features of the Gantt View and explains how it is used in combination with the Dependency field type.

Learn more
January 1, 2024
January 1, 2024

Dependency Field Type

The Dependency Field is designed to streamline task management by keeping track of things that must come before or after the task, process or other work item. The addition of dependency as a dedicated field makes it easy to configure and manage task dependencies, promoting efficient workflow coordination.

We highly encourage you to watch a video by Dan Leeman that explains how Dependency field can be set up and used.

Learn more
January 1, 2024
January 1, 2024

Due Date: Nested Field Display Options

We have enhanced the Due Date field to support nested field display.

Due Date has always been a compound field, consisting of Start and End Dates. Now, you have the flexibility to choose whether to show the full date range or opt for just the Start or End date in your View

Learn more
December 18, 2023
December 18, 2023

Views: Advanced Filtering Options (Groups)

Our filtering control has been enhanced to support the use of condition groups. You can now logically connect conditions together, into a condition group, using "and" and "or" conjunctions.

Learn more
December 11, 2023
December 11, 2023

Grid View: Bulk Record Copy

You now have the ability to easily copy the content of a record to your clipboard by checking the checkboxes next to each record (row) and then selecting the "Copy" option. This allows you to paste the data back into SmartSuite or into other tools or spreadsheets.

Learn more
December 4, 2023
December 4, 2023

Grid View: Bulk Record Duplication

In our Grid view, you now have the capability to select and instantly duplicate multiple records by checking the checkboxes next to each record (row) and then selecting "Duplicate". When the "Unique Record Titles" option is activated, we'll automatically append "Copy 1," "Copy 2," and so on, to differentiate each record.

Learn more
November 27, 2023
November 27, 2023

Grid: Paste of Values in Select Lists

We've streamlined the process for adding choices in Single and Multiple Select fields. Instead of using the dropdown field type "Add new" option, you can now paste values directly into grid cells when the "Allow users to create new choices" setting is enabled. Note that Solution Managers always possess this capability irrespective of the field setting.

Learn more
November 20, 2023
November 20, 2023

New Printing Options

We've enhanced our Linked Records printing options. Now, instead of solely displaying linked record titles, the print output mirrors the display setting you've chosen for the field. This update allows you to incorporate additional linked record field content into your printouts when desired.

Learn more
November 13, 2023
November 13, 2023

Forms: Conditional Section Logic

We are excited to announce a much-requested enhancement to our Forms feature. With this enhancement, you can now dynamically show or hide entire sections of fields in your forms based on conditional logic. It functions similarly to Conditional Fields but offers even greater control!

Learn more
November 6, 2023
November 6, 2023

SmartDoc: SmartSuite AI Assistant

We're excited to announce that our SmartSuite AI Assistant has graduated from Beta and is now accessible to all our valued customers.
Dive deep into the world of AI with our integration of OpenAI's Chat GPT 3.5, a feature housed within our SmartDoc field. Whether you're selecting from our array of pre-crafted prompts or feeling creative and designing your own, the power of context-aware generation is at your fingertips.
Plus, we're gifting you 200 free requests to kickstart your AI journey. If you're hungry for more after that, simply integrate your own Open AI API key for uninterrupted access.
Embrace the future of content creation and experience the unparalleled potency of our newest offering! For intricate details, do refer to the comprehensive article provided.

Learn more
October 30, 2023
October 30, 2023

Solution Template Videos

We have started adding Overview Videos to each Solution template category. This has been done to allow new users to better understand the types of templates that are available in each category.

Learn more
September 18, 2023
September 18, 2023

Field Types: Repeating Tasks

We are excited to announce that our new Repeating Tasks feature is now available to all customers.  Repeating tasks allow users to schedule tasks to be auto-created on a daily, weekly, monthly, yearly, or custom schedule.
This new feature can be enabled and configured directly within any Due Date field by users that have edit access to the field.
Scheduled repeating tasks will adapt to changes in completion dates and schedules the next occurrence accordingly, so you don't have to worry about missing future deadlines.

Learn more
August 21, 2023
August 21, 2023

Multiple Completed Statuses

This gives you the flexibility to mark a project as completed in various situations like 'achieved', 'on hold', or 'canceled'. It's a small yet impactful feature that caters to the complexity and diversity of your workflows.

Learn more
August 7, 2023
August 7, 2023

Card View: Shareable Card Views

We've  made it possible to share views in card format. Solution managers can control access to these shared views in a granular manner.

Learn more
July 31, 2023
July 31, 2023

Grid Views: Copying, Pasting, and Deleting Made Easier

Have you ever wished you could use SmartSuite like a spreadsheet? You can now copy, paste, and delete cells just like you would in a good old-fashioned spreadsheet.

Learn more
July 24, 2023
July 24, 2023

Automations: Automation Run History

Detailed information about trigger, action, and field value updates to understand why it went wrong is coming this week.

Learn more
July 10, 2023
July 10, 2023

Integrations: Charts & Chart Widgets

Select your color of preference for chart segments in the legend. We also added support for (almost) all Text and Numeric fields in the Group By control.

Learn more
July 3, 2023
July 3, 2023

Field Types: Migrations from Text Field to Most Frequently Used Field Types

A Text Field can now be migrated to a Number, Date, Link, Email, Assigned To, Linked Record, Status, and Single and Multiple Select Field types.

Learn more
June 26, 2023
June 26, 2023

Record View: Quickly Add a New Field in Record View

We just added the ability to insert a new field above or below the current one in Record View by clicking on the + sign.

Learn more
June 19, 2023
June 19, 2023

Integrations: WeWeb Integration

We are excited to announce our partnership with WeWeb, a powerful software that offers a unique combination of low-code and no-code customization capabilities, allowing customers and partners to deploy custom front-end applications.

Learn more
June 12, 2023
June 12, 2023

Integrations: Update Google Calendar Event

Create and now update existing events on your Google Calendar based on a trigger in SmartSuite.

Learn more
June 5, 2023
June 5, 2023

My Work: Guest Role: Status Change in My Work, Record and Grid View

Guests can now change status field values they are assigned to from My Work, in the Record or from Grid View.

Learn more
May 29, 2023
May 29, 2023

Grid View: Fill Handle

There is now a more efficient way to copy and paste the values of cells, just drag the bottom corner of a cell to copy its contents to adjacent fields!

Learn more
May 22, 2023
May 22, 2023

Communication Center: Communication Center Updates

Explore the Communication Center additions including email templates, support for files and images fields for attachments in templates, and the addition of in-app notifications when reply emails are received.

Learn more
May 15, 2023
May 15, 2023

Field Types: Conditional Lookups

You also have the option to set conditions on the lookup field in order to narrow down the results that are included.

Learn more
May 8, 2023
May 8, 2023

Field Types : Conditional Rollups

You can use conditions to filter the rollup data and display only a specific subset of related records. For instance, you could choose to display only tasks that are ready for review in a particular project.

Learn more
May 1, 2023
May 1, 2023

My Work: My Work for Guests

Guest users now have greater control and flexibility when it comes to tracking the progress of projects and tasks and participating in the workflow. They can now update the status in their My Work- without needing to rely on a paid user to make the changes for them.

Learn more
April 24, 2023
April 24, 2023

Communication Center : Communication Center Updates

The Communication Center now has an added feature of being able to create, manage and apply templates to your emails within the context of a record!

  • Email templates
  • Use email and lookup to email fields in templates (TO, CC, BCC)

Learn more
April 17, 2023
April 17, 2023

Document Designer : Document Designer Enhancements

Streamline your document creation process with our new multi-page Document Designer!

  • Additional field types are now supported
  •  Improved image handling
  • Added filtering for linked record fields
Learn more
April 10, 2023
April 10, 2023

Forms : Conditional Forms

Conditions in forms are a way to set specific conditions or parameters that must be met before displaying a certain field. Display form fields based on previous field values, hiding unnecessary fields until conditions are met, helping form fillers complete forms quickly.

Learn more
April 3, 2023
April 3, 2023

Member Directory: Member Directory Display Control

Member Directory display options now include an option for “None, except select profiles.” When this option is selected, only the Members selected in "Always displayed profiles” will be shown in the directory.

Learn more
March 27, 2023
March 27, 2023

Automations: Automation History Logs

Automations now have a history view that can be toggled by clicking the History button in the Automation header. You will see a display of each automation execution, it’s start time, status, duration and number of actions.

Learn more
March 20, 2023
March 20, 2023

Grid View: New Bulk Actions

You can now select multiple cells with your mouse, then press Cmd/Control+C to copy their contents to the clipboard. With Bulk Actions, you can now bulk paste data when the Title field is in edit mode, and use your [Shift] + [Arrow Keys] to select multiple cells for bulk copy.

Learn more
March 6, 2023
March 6, 2023

Shared View: Shared View Updates

Select whether to display the report toolbar, offer an embed code snippet, enable passcode protection, and optionally allow the entire record to be opened. We have also added a URL parameter header=false that disables display of the header.

Learn more
February 27, 2023
February 27, 2023

Dashboard: Data Schema Solution Map

The Data Schema Widget visualizes your Workspace and Solutions by showing active relationships between Solutions, their Apps, and their fields.

Learn more
February 27, 2023
February 27, 2023

Solutions: Copy Solutions Into Other Workspaces

You can now share an entire solution, and optionally allow users to make a copy the Solution in their own Workspace.

Learn more
February 20, 2023
February 20, 2023

Document Designer

Streamline your document creation process with our new multi-page Document Designer! Combine visual elements like lines, boxes, and static text with fields from your SmartSuite records that place them into a document template. Use the template to create a PDF containing values from specific records in your App.

Learn more
February 20, 2023
February 20, 2023

Communication Center : Send and Receive Emails Within Records

SmartSuite’s Comments section has been enhanced and rebranded as Communication Center. In addition to traditional comments, this new feature allows users to send and receive emails and create, manage, and apply templates to emails right from the edit record interface.

Learn more
February 13, 2023
February 13, 2023

Grid View: Right-Click Actions within Grid Views

You can now right-click (Control right-click on Mac) within any cell in the grid to open a menu that will let you open the record, insert a new row, share via email, copy the record URL, print, export or delete the record.

Learn more
February 6, 2023
February 6, 2023

Solutions: Publicly Share Solutions

Admins and Solution Managers can now share a read-only version of an entire solution via a link or by embedding within a webpage. Includes the ability to require a passcode and also allows the user viewing the solution to download the structure and content - if this option has been enabled.

Learn more
January 30, 2023
January 30, 2023

Imports: Data Import Improvements

Our Data Importer has been updated to handle large data sets, perform more advanced data validation, and to auto-create fields within an App.

Learn more
January 30, 2023
January 30, 2023

Dashboard: New Grid View

You can now create and embed data in a grid display format, from any solution you have permissions to access, within a Dashboard.

Learn more
January 23, 2023
January 23, 2023

Field Types: Time Tracking Log: Auto Timer

Our Time Tracking Log field type has been updated to now support an "Auto Timer" feature.

Learn more
January 23, 2023
January 23, 2023

Grid View: Bulk Paste Data in Grid

We have made it easier to cut data from spreadsheets and other products and then paste it directly into a Grid view.

Learn more
January 16, 2023
January 16, 2023

Automations: New Integrations

The following new automation actions are now available: Google Calendar, Google Sheets, Intercom, Outlook, Salesforce.

Learn more
January 16, 2023
January 16, 2023

Automations: Find Records Action

When configuring an Automation, you can now choose the “Find Records” action. This will look for records matching specific conditions that you can specify within the action settings.

Learn more
January 16, 2023
January 16, 2023

Integrations: Integration with Make

You can now use Make.com to connect SmartSuite to 1,000's of other products.  Will be live on the Make.com site on Tuesday, January 17th, but you can use this link to access now.

Learn more
January 9, 2023
January 9, 2023
January 9, 2023

Permissions: Field Permissions

You can now control permissions at the field level, by selecting members or team that can view and/or edit specific fields.

Learn more
January 29, 2024
January 29, 2024

Automations: Merge records Action

The long awaited merge capability has been just released in beta!

The primary goal of this feature is to keep the data clean an uncluttered. One of the most frequent examples would be cleaning up duplicated contacts and accounts in CRM solutions.

Let's see in details how this whole thing functions!

Learn more
January 23, 2024
January 23, 2024

Automations: Nested Full Name & Address Field

We have added nested field support for the Full Name and Address field types within automations.

This enhancement provides you with greater flexibility when configuring conditions and actions.

For example, you can set up an automation to trigger when only the City field is changed, and as a result, update only the State field.

Learn more
January 22, 2024
January 22, 2024

Lookup Drill-in

You are now able to click on a Lookup field value in a View or Record to access the record, making it easy to review details or make necessary changes, subject to appropriate permissions.

This feature brings distant data right at your fingertips.

Learn more
January 19, 2024
January 19, 2024

Chart View: Sorting of Values

We have enhanced our charting capabilities by enabling you to sort chart segments in ascending or descending order, clarifying number-driven visualizations.

This feature is now available for both Column and Bar charts.

Learn more
January 19, 2024
January 19, 2024

New Formula Functions!

Today's update includes a large number of new formula functions including the long awaited FIND! For examples or the full list of our available functions and operators, check out this shared view.

Learn more
January 15, 2024
January 15, 2024

Dashboards: Edit / View Modes

A View/Edit Toggle feature is coming to dashboards, designed to streamline the user experience and safeguard against unintended changes.

This will simplify the display for end users while still allowing Solution Managers to quickly and easily update layouts and widget configurations.

Learn more
January 12, 2024
January 12, 2024

Record Cover Image

Cover Images extend SmartSuite’s existing record display, bringing a personalized touch to your data. Pull images from existing fields to add visual engagement and help users quickly identify information as they navigate records.

Learn more
January 11, 2024
January 11, 2024

View Description

You will have the option to include descriptions for Views, which can either appear as icons to the right of the View name, or be displayed below the View name when clicked for increased accessibility.

Displaying the description directly below the View's name makes it easier for others to understand the purpose of that View.

Learn more
January 10, 2024
January 10, 2024

Table Icons

You can now add icons to your Table names.

Choose from a variety of icons to personalize and visually distinguish your tables, making it easier for users to navigate and identify table contents.

Learn more
January 9, 2024
January 9, 2024

Undo / Redo Actions

Introducing the SmartSuite Undo/Redo feature.

Now you can effortlessly reverse actions like saving, editing, or deleting records with a simple 'Undo' button. If you change your mind, 'Redo' is just a click away.

Plus, we offer two convenient methods: a toast message or keyboard shortcuts for quick access. Apply a standard CMD/CRTL+Z to Undo and CMD/CTRL+Y to Redo and action.

Learn more
January 9, 2024
January 9, 2024

SmartDoc Field: Whiteboard Feature

Introducing the Whiteboard feature in SmartDocs – your canvas for creating flowcharts, diagrams, and charts directly within the SmartDocs field.

Easily draw and add content on a virtual whiteboard, with the option to include multiple whiteboards within a single SmartDoc field to clarify your documents and visually describe any concept.

Learn more
January 8, 2024
January 8, 2024

Multi-User SmartDoc Collaboration

Our SmartDoc field type has been enhanced to support a collaborative display mode that is auto-enabled if two or more team members are editing a SmartDoc field at the same time.

This feature provides a real-time view of all edits, mirroring the dynamic collaboration experience of platforms like Google Docs.

This feature is enabled by default, no further actions are required to set it up.

Learn more
January 3, 2024
January 3, 2024

‍View Side Navigation Panel

We have introduced a new Side Navigation Panel design that simplifies View access. This collapsible side panel can be pinned open for quick access, or closed to maximize the page viewing area.

Learn more
January 2, 2024
January 2, 2024

Gantt Chart View

We are excited to announce the general availability of Gantt Charts, a powerful project management tool that simplifies planning, tracking, and task management.

Visualize project timelines, allocate resources efficiently, ensure timely delivery, and elevate coordination for construction, software development, professional services, and marketing projects.

We highly encourage you to watch a video by Dan Leeman in which he highlights all the features of the Gantt View and explains how it is used in combination with the Dependency field type.

Learn more
January 1, 2024
January 1, 2024

Dependency Field Type

The Dependency Field is designed to streamline task management by keeping track of things that must come before or after the task, process or other work item. The addition of dependency as a dedicated field makes it easy to configure and manage task dependencies, promoting efficient workflow coordination.

We highly encourage you to watch a video by Dan Leeman that explains how Dependency field can be set up and used.

Learn more
January 1, 2024
January 1, 2024

Due Date: Nested Field Display Options

We have enhanced the Due Date field to support nested field display.

Due Date has always been a compound field, consisting of Start and End Dates. Now, you have the flexibility to choose whether to show the full date range or opt for just the Start or End date in your View

Learn more
December 18, 2023
December 18, 2023

Views: Advanced Filtering Options (Groups)

Our filtering control has been enhanced to support the use of condition groups. You can now logically connect conditions together, into a condition group, using "and" and "or" conjunctions.

Learn more
December 11, 2023
December 11, 2023

Grid View: Bulk Record Copy

You now have the ability to easily copy the content of a record to your clipboard by checking the checkboxes next to each record (row) and then selecting the "Copy" option. This allows you to paste the data back into SmartSuite or into other tools or spreadsheets.

Learn more
December 4, 2023
December 4, 2023

Grid View: Bulk Record Duplication

In our Grid view, you now have the capability to select and instantly duplicate multiple records by checking the checkboxes next to each record (row) and then selecting "Duplicate". When the "Unique Record Titles" option is activated, we'll automatically append "Copy 1," "Copy 2," and so on, to differentiate each record.

Learn more
November 27, 2023
November 27, 2023

Grid: Paste of Values in Select Lists

We've streamlined the process for adding choices in Single and Multiple Select fields. Instead of using the dropdown field type "Add new" option, you can now paste values directly into grid cells when the "Allow users to create new choices" setting is enabled. Note that Solution Managers always possess this capability irrespective of the field setting.

Learn more
November 20, 2023
November 20, 2023

New Printing Options

We've enhanced our Linked Records printing options. Now, instead of solely displaying linked record titles, the print output mirrors the display setting you've chosen for the field. This update allows you to incorporate additional linked record field content into your printouts when desired.

Learn more
November 13, 2023
November 13, 2023

Forms: Conditional Section Logic

We are excited to announce a much-requested enhancement to our Forms feature. With this enhancement, you can now dynamically show or hide entire sections of fields in your forms based on conditional logic. It functions similarly to Conditional Fields but offers even greater control!

Learn more
November 6, 2023
November 6, 2023

SmartDoc: SmartSuite AI Assistant

We're excited to announce that our SmartSuite AI Assistant has graduated from Beta and is now accessible to all our valued customers.
Dive deep into the world of AI with our integration of OpenAI's Chat GPT 3.5, a feature housed within our SmartDoc field. Whether you're selecting from our array of pre-crafted prompts or feeling creative and designing your own, the power of context-aware generation is at your fingertips.
Plus, we're gifting you 200 free requests to kickstart your AI journey. If you're hungry for more after that, simply integrate your own Open AI API key for uninterrupted access.
Embrace the future of content creation and experience the unparalleled potency of our newest offering! For intricate details, do refer to the comprehensive article provided.

Learn more
October 30, 2023
October 30, 2023

Solution Template Videos

We have started adding Overview Videos to each Solution template category. This has been done to allow new users to better understand the types of templates that are available in each category.

Learn more
September 18, 2023
September 18, 2023

Field Types: Repeating Tasks

We are excited to announce that our new Repeating Tasks feature is now available to all customers.  Repeating tasks allow users to schedule tasks to be auto-created on a daily, weekly, monthly, yearly, or custom schedule.
This new feature can be enabled and configured directly within any Due Date field by users that have edit access to the field.
Scheduled repeating tasks will adapt to changes in completion dates and schedules the next occurrence accordingly, so you don't have to worry about missing future deadlines.

Learn more
August 21, 2023
August 21, 2023

Multiple Completed Statuses

This gives you the flexibility to mark a project as completed in various situations like 'achieved', 'on hold', or 'canceled'. It's a small yet impactful feature that caters to the complexity and diversity of your workflows.

Learn more
August 7, 2023
August 7, 2023

Card View: Shareable Card Views

We've  made it possible to share views in card format. Solution managers can control access to these shared views in a granular manner.

Learn more
July 31, 2023
July 31, 2023

Grid Views: Copying, Pasting, and Deleting Made Easier

Have you ever wished you could use SmartSuite like a spreadsheet? You can now copy, paste, and delete cells just like you would in a good old-fashioned spreadsheet.

Learn more
July 24, 2023
July 24, 2023

Automations: Automation Run History

Detailed information about trigger, action, and field value updates to understand why it went wrong is coming this week.

Learn more
July 10, 2023
July 10, 2023

Integrations: Charts & Chart Widgets

Select your color of preference for chart segments in the legend. We also added support for (almost) all Text and Numeric fields in the Group By control.

Learn more
July 3, 2023
July 3, 2023

Field Types: Migrations from Text Field to Most Frequently Used Field Types

A Text Field can now be migrated to a Number, Date, Link, Email, Assigned To, Linked Record, Status, and Single and Multiple Select Field types.

Learn more
June 26, 2023
June 26, 2023

Record View: Quickly Add a New Field in Record View

We just added the ability to insert a new field above or below the current one in Record View by clicking on the + sign.

Learn more
June 19, 2023
June 19, 2023

Integrations: WeWeb Integration

We are excited to announce our partnership with WeWeb, a powerful software that offers a unique combination of low-code and no-code customization capabilities, allowing customers and partners to deploy custom front-end applications.

Learn more
June 12, 2023
June 12, 2023

Integrations: Update Google Calendar Event

Create and now update existing events on your Google Calendar based on a trigger in SmartSuite.

Learn more
June 5, 2023
June 5, 2023

My Work: Guest Role: Status Change in My Work, Record and Grid View

Guests can now change status field values they are assigned to from My Work, in the Record or from Grid View.

Learn more
May 29, 2023
May 29, 2023

Grid View: Fill Handle

There is now a more efficient way to copy and paste the values of cells, just drag the bottom corner of a cell to copy its contents to adjacent fields!

Learn more
May 22, 2023
May 22, 2023

Communication Center: Communication Center Updates

Explore the Communication Center additions including email templates, support for files and images fields for attachments in templates, and the addition of in-app notifications when reply emails are received.

Learn more
May 15, 2023
May 15, 2023

Field Types: Conditional Lookups

You also have the option to set conditions on the lookup field in order to narrow down the results that are included.

Learn more
May 8, 2023
May 8, 2023

Field Types : Conditional Rollups

You can use conditions to filter the rollup data and display only a specific subset of related records. For instance, you could choose to display only tasks that are ready for review in a particular project.

Learn more
May 1, 2023
May 1, 2023

My Work: My Work for Guests

Guest users now have greater control and flexibility when it comes to tracking the progress of projects and tasks and participating in the workflow. They can now update the status in their My Work- without needing to rely on a paid user to make the changes for them.

Learn more
April 24, 2023
April 24, 2023

Communication Center : Communication Center Updates

The Communication Center now has an added feature of being able to create, manage and apply templates to your emails within the context of a record!

  • Email templates
  • Use email and lookup to email fields in templates (TO, CC, BCC)

Learn more
April 17, 2023
April 17, 2023

Document Designer : Document Designer Enhancements

Streamline your document creation process with our new multi-page Document Designer!

  • Additional field types are now supported
  •  Improved image handling
  • Added filtering for linked record fields
Learn more
April 10, 2023
April 10, 2023

Forms : Conditional Forms

Conditions in forms are a way to set specific conditions or parameters that must be met before displaying a certain field. Display form fields based on previous field values, hiding unnecessary fields until conditions are met, helping form fillers complete forms quickly.

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April 3, 2023
April 3, 2023

Member Directory: Member Directory Display Control

Member Directory display options now include an option for “None, except select profiles.” When this option is selected, only the Members selected in "Always displayed profiles” will be shown in the directory.

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March 27, 2023
March 27, 2023

Automations: Automation History Logs

Automations now have a history view that can be toggled by clicking the History button in the Automation header. You will see a display of each automation execution, it’s start time, status, duration and number of actions.

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March 20, 2023
March 20, 2023

Grid View: New Bulk Actions

You can now select multiple cells with your mouse, then press Cmd/Control+C to copy their contents to the clipboard. With Bulk Actions, you can now bulk paste data when the Title field is in edit mode, and use your [Shift] + [Arrow Keys] to select multiple cells for bulk copy.

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March 6, 2023
March 6, 2023

Shared View: Shared View Updates

Select whether to display the report toolbar, offer an embed code snippet, enable passcode protection, and optionally allow the entire record to be opened. We have also added a URL parameter header=false that disables display of the header.

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February 27, 2023
February 27, 2023

Dashboard: Data Schema Solution Map

The Data Schema Widget visualizes your Workspace and Solutions by showing active relationships between Solutions, their Apps, and their fields.

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February 27, 2023
February 27, 2023

Solutions: Copy Solutions Into Other Workspaces

You can now share an entire solution, and optionally allow users to make a copy the Solution in their own Workspace.

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February 20, 2023
February 20, 2023

Document Designer

Streamline your document creation process with our new multi-page Document Designer! Combine visual elements like lines, boxes, and static text with fields from your SmartSuite records that place them into a document template. Use the template to create a PDF containing values from specific records in your App.

Learn more
February 20, 2023
February 20, 2023

Communication Center : Send and Receive Emails Within Records

SmartSuite’s Comments section has been enhanced and rebranded as Communication Center. In addition to traditional comments, this new feature allows users to send and receive emails and create, manage, and apply templates to emails right from the edit record interface.

Learn more
February 13, 2023
February 13, 2023

Grid View: Right-Click Actions within Grid Views

You can now right-click (Control right-click on Mac) within any cell in the grid to open a menu that will let you open the record, insert a new row, share via email, copy the record URL, print, export or delete the record.

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February 6, 2023
February 6, 2023

Solutions: Publicly Share Solutions

Admins and Solution Managers can now share a read-only version of an entire solution via a link or by embedding within a webpage. Includes the ability to require a passcode and also allows the user viewing the solution to download the structure and content - if this option has been enabled.

Learn more
January 30, 2023
January 30, 2023

Imports: Data Import Improvements

Our Data Importer has been updated to handle large data sets, perform more advanced data validation, and to auto-create fields within an App.

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January 30, 2023
January 30, 2023

Dashboard: New Grid View

You can now create and embed data in a grid display format, from any solution you have permissions to access, within a Dashboard.

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January 23, 2023
January 23, 2023

Field Types: Time Tracking Log: Auto Timer

Our Time Tracking Log field type has been updated to now support an "Auto Timer" feature.

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January 23, 2023
January 23, 2023

Grid View: Bulk Paste Data in Grid

We have made it easier to cut data from spreadsheets and other products and then paste it directly into a Grid view.

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January 16, 2023
January 16, 2023

Automations: New Integrations

The following new automation actions are now available: Google Calendar, Google Sheets, Intercom, Outlook, Salesforce.

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January 16, 2023
January 16, 2023

Automations: Find Records Action

When configuring an Automation, you can now choose the “Find Records” action. This will look for records matching specific conditions that you can specify within the action settings.

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January 16, 2023
January 16, 2023

Integrations: Integration with Make

You can now use Make.com to connect SmartSuite to 1,000's of other products.  Will be live on the Make.com site on Tuesday, January 17th, but you can use this link to access now.

Learn more
January 9, 2023
January 9, 2023
January 9, 2023

Permissions: Field Permissions

You can now control permissions at the field level, by selecting members or team that can view and/or edit specific fields.

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