What’s New
in SmartSuite

We've enhanced the form experience by adding support for cover images in selection grids when choosing records in Linked Record fields. This visual upgrade helps users more easily identify and select the correct linked item—especially useful for image-driven use cases like selecting people, products, assets, or projects.
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Key Highlights

• Visual Previews in Forms: Linked Record selection grids now display cover images directly within form views, just like in standard grid selectors elsewhere in SmartSuite.
• Same Configuration: Cover images are configured by selecting an image field (Files & Images) in the Linked Record field settings—no extra steps needed.
• Consistent Experience: Users enjoy a consistent and intuitive experience whether selecting linked records from a form or within the main workspace.
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How It Works

• In the Linked Record field settings, choose a field from the related table that contains image content (e.g., a Files & Images field) to act as the cover image.
• When a form respondent clicks to select a related record, the selection grid will now include thumbnail previews of those images.
• This functionality mirrors the experience of standard linked record selectors, but is now available within forms.
• This enhancement adds helpful context to linked record choices and makes SmartSuite forms more visual and user-friendly.
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This enhancement adds helpful context to linked record choices and makes SmartSuite forms more visual and user-friendly.

SmartSuite now gives administrators a single place to track, manage, and control Automation Runs and API Calls. The new Usage tab in Account Administration shows real‑time consumption, up to 12 months of history, and lets you decide whether to allow automatic pay‑as‑you‑go “Auto‑Increment” purchases when you hit your plan’s monthly limits.
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Key Highlights

• Dedicated Usage page with two tabs: Automations (default) and Integrations (API), each showing the current month’s totals.
• Period drop‑down on every tab lets you view any of the last 12 months without leaving the page.
• Auto‑Increment toggle (one per tab) lets admins decide whether to buy extra blocks automatically.
• Clear in‑app banners warn when usage passes 80 % (yellow) or 100 % (red) while Auto‑Increment is off.
• When Auto‑Increment is on, each add‑on purchase is logged on screen (8 rows initially, “Show more” loads the next 8) and triggers an email + in‑app notification.
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How It Works

• Open Account Administration → Usage (admins only).
• Review the live progress bar and numerical counters; use the drop‑down to switch months or hover to see exact totals versus plan limits.
• Switch between Automations and Integrations (API) tabs to monitor each quota independently.
• Click the Auto‑Increment toggle to enable or disable automatic add‑on billing; confirm the action in the modal.
• Turn the toggle off at any time to halt further purchases; existing add‑ons remain active until the end of the month (unused units expire).
• Use the “Show more” link to expand the add‑on log in batches of eight and export invoices from Workspace Billing if needed.
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This Usage dashboard puts cost control and transparency front‑and‑centre, ensuring your automations and integrations keep running smoothly—or pause precisely when you want them to.

SmartSuite dashboards now support native Mobile Grid View widgets on iOS and Android, bringing the power of tabular data to every screen without extra setup.
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Key Highlights

• Native rendering of any existing Grid View dashboard widget in the SmartSuite mobile app
• Responsive layout automatically optimizes columns, grouping, filters, and conditional formatting for smaller screens
• Tap a row to open the full record, make edits, launch comments, or run record‑level actions from mobile
• Works out of the box, with no configuration changes required; every current dashboard inherits mobile support at release
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How it Works

• Ensure you have the latest SmartSuite mobile app (version 9.12 or later) from the App Store or Google Play
• Open a dashboard that contains a Grid View widget; it will load in a touch‑friendly list format
• Swipe horizontally to reveal additional columns and vertically to browse records
• Use built‑in filters, grouping toggles, and conditional formatting just as you would on the desktop
• Tap any row to view and edit record fields or trigger available record‑level actions; all changes sync instantly

This update puts critical list data at your fingertips wherever you work—review, update, and act on records in real time without switching to a desktop.

SmartSuite now includes a Gantt Widget that allows users to visualize timelines and dependencies across records directly within dashboards—ideal for managing projects, tasks, and schedules at a glance.
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Key Highlights

• Widget Type: Gantt View – Displays records as events across a timeline with support for dependencies and durations.
• Resizable & Expandable: Users can resize and expand the widget, with default height of 432px and 2-column width.
• Inline Editing: Supports drag-and-drop, resizing, and editing of start/end dates and durations from the Gantt interface.
• Dependency Awareness: Automatically detects and configures dependency fields when available in the selected table.
• Toolbar Controls: Toggle visibility of view controls like Filter, Sort, Group, and Spotlight.
• Open Record Modal: Optional setting to allow opening detailed record views by clicking on Gantt events.
• Preserved Settings: Switching view types (e.g., from Grid to Gantt) retains applicable properties like Solution, App, and fields.
• Permissions-Respecting: View, create, and edit actions are enforced based on user’s permissions for the solution or table, not dashboard access.
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How It Works

• Add the Gantt Widget from the dashboard and select your Solution and Table.
• Choose the appropriate View Type (Gantt) and configure optional settings like inline edit and toolbar visibility.
• Events are displayed along a timeline, with options to resize and move them to update associated date fields.
• If enabled, users can open record modals for quick editing or inspection.
• All changes are saved instantly if the user has dashboard editing permissions.
• Settings like dependencies, sorting, grouping, and filtering can be customized through the toolbar (if enabled).
• Backend respects record-level permissions for all record interactions, independent of dashboard role.
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The Gantt Widget brings powerful scheduling capabilities to SmartSuite dashboards—offering an intuitive, editable timeline view for project and task tracking.

SmartSuite now supports a Looping action in automations, allowing you to repeat a group of actions for each item in a list—unlocking powerful iteration capabilities for dynamic workflows.
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Key Highlights

• Action Type: Looping – Executes a group of actions once for every item in a selected list.
• Advanced Logic Group: Appears under a new “Advanced Logic” section in the automation builder.
• Visual Container: Looping groups are styled differently and always appear as the final action block.
• Supported Inputs: Accepts lists from Find actions or Webhook actions that return arrays of simple types or objects.
• Current Item: Adds a dynamic output for each item in the list, with object keys or record fields selectable in dropdowns.
• Action Limit: Supports up to 10 actions inside a looping group.
• Run History: Looped actions are grouped with individual statuses, expandable on demand.
• One Loop per Automation: Only one Looping group is allowed per automation; not available if Conditional Logic is present.
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How it Works

• Add a Looping action from the automation builder’s Advanced Logic section.
• Choose an input list from a Find or Webhook action.
• Add actions to the Looping container using the sidebar.
• Use the “Current Item” variable inside the loop to access each record or object.
• Save and run—each action group will execute per list item in isolation.
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This feature helps streamline repetitive tasks without manual duplication of logic. Whether you're iterating over records or processing data from a webhook, Looping gives you granular control inside a clean, visual interface.

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‍We’ve brought full chart support to the SmartSuite mobile app so your dashboards stay powerful—on any screen. Now you can view rich, interactive chart widgets right from your phone or tablet.
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Key Highlights

• Mobile dashboard support for the following chart types:
  • Bar, Column, Line, Area, Pie, Donut
  • Stacked & 100% Stacked (Bar, Column, Area)
  • Bubble, Scatter, and Heatmap
• Dynamic Filters are fully supported to personalize views
• WebView-based rendering for smooth performance and consistent visuals across devices
• Optimized for touch, making interaction with charts seamless and intuitive
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How it Works

1. Open any dashboard with chart widgets in the SmartSuite mobile app
2. Charts render automatically with full visual fidelity
3. WebView provides responsive, interactive charts with no quality loss
4. Data is fetched via API and passed to rendering components in real time
5. Platform-optimized utilities ensure performance on both iOS and Android
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This update puts powerful data visualization in your pocket - so you can monitor trends, track metrics, and make better decisions on the go.

We’ve updated the behavior of the DATE() function to make it consistent and predictable across all use cases — it will now always return a date-only value without a time. To complement this change, we’re introducing a new function: DATETIME(), which returns a precise date-time value and gives users full control over date/time-based calculations.
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Key Highlights‍

• DATE() now always returns a date-only value with the time stripped, regardless of context.
• New DATETIME() function introduced for working with exact date-time values.
• Improved consistency in formulas like DATEDIFF() and NOW() across different timezones.
• Backend calculations use the workspace timezone, while display uses the user’s timezone.
• Full support for parsing date and time strings in various formats.
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How it Works

• Consistent DATE() behavior: Strips time information from any input.
• New DATETIME() function: Returns a full date-time value.
• Timezones handled predictably: Input is evaluated in workspace timezone, display is in user’s timezone.
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These updates ensure that formulas using dates and times are now consistent, accurate, and easier to reason about—especially across different timezones. Whether you're building deadline reminders, aging reports, or time-sensitive automations, you now have the precision you need.

We’ve supercharged the Drill-In Grid experience with full inline editing support! Users can now edit, manage, and even create records directly within the drill-in modal—without needing to open each record individually. This brings the full power of the Grid view right into your data exploration workflows.
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Key Highlights

• Full Inline Editing: Edit single fields or entire records inline—no need to open the record detail view.
• Bulk Actions: Use right-click or multi-select to bulk update, delete, duplicate, print, export, or copy selected records.
• Add Records on the Fly: Insert new records inline with + buttons at the bottom, between rows, or after the last row—just like in standard Grid view.
• Smart Filtering Behavior: If an edited or newly added record no longer matches the parent filter, it’s removed from view—just like in the main Grid.
• Real-Time Collaboration: See the names of users currently editing cells in the drill-in grid, helping avoid conflicts and boosting team visibility.
• Performance & Permissions Ready: Fully respects record- and field-level permissions, with performance parity to the main Grid.
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How It Works

• Edit Directly in the Drill-In Modal: Just click into any editable field to make changes, or right-click for quick bulk actions. All updates instantly reflect in the source widget or chart.
• Respect for Filters & Data Integrity: Records that are changed and no longer meet filter criteria will automatically disappear from the view. New records attempt to match the filter—if they don't, a badge will warn you before saving.
• Real-Time Sync with Source Widgets: When edits are made in the drill-in modal, the source (like a chart or widget) updates immediately—no refresh needed.
• No Plan Limits: This feature is available to all users on all plans with access to the relevant data source.
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Inline editing in drill-in grids bridges the gap between insights and action—giving you an even faster, more intuitive way to manage your data right where you’re working.

Gain more flexibility by basing a section’s visibility on a field’s value—even if it’s hidden. With the new Enable hidden fields in conditions setting, you decide whether conditions referencing hidden fields are automatically false or determined by their actual value.
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Key Highlights

• Flexible Visibility Logic: Turn on “Enable hidden fields in conditions” to evaluate fields—even if they’re hidden.
• Default Off: By default, hidden fields count as false in visibility conditions, preserving current layouts.
• Section-Level Control: Choose on a per-section basis to ensure the right combination of hidden fields and display logic.
• Clean Layouts, Powerful Rules: Keep fields hidden for a clutter-free page while still using their values to drive display logic.
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How It Works

• Enable the Setting: In the “Sections Visibility” tab, toggle Enable hidden fields in conditions to ON.
• Combine Logic: When enabled, a field’s value is used in visibility rules, even if that field is hidden.
• Configure Per Need: Turn it off if you prefer the original behavior where hidden fields are considered false.
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Leverage hidden field data to craft dynamic, condition-driven layouts that remain sleek and user-friendly, granting you more control over how information is displayed and ensuring your pages stay uncluttered, streamlined, and ready for efficient user interactions.

The new Button Row Widget brings a flexible, action-oriented element to your dashboards. Create rows of interactive buttons that let users navigate, trigger workflows, or open forms—directly from the dashboard. Each button is fully customizable in appearance and behavior, giving you full control over layout and functionality.
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Key Highlights

• Quick Access, Zero Clutter: Buttons appear inline—no widget title, description, or caption—keeping your dashboard sleek and focused.
• Flexible Layout Options: Choose between “Auto” (buttons adjust to their content and wrap to new lines if needed) or “Balanced” (equal-width buttons that stay on one line).
• Custom Button Styling: Set button colors, icons, labels, and tooltips to match your brand or convey purpose at a glance.
• Interactive Actions: Assign actions like opening URLs, triggering workflows, or launching forms—each button can do something different.
• Tooltip Support: Add helpful tooltips (up to 200 characters) to provide context for each button.
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How It Works

• Add the Widget: From the dashboard editor, add the Button Row Widget. It starts with three default buttons linking to SmartSuite pages.
• Choose a Layout Style: Choose an “Auto” style to have buttons adapt to content length.or “balanced” mode where buttons share equal width for a clean and uniform look.
• Customize Each Button: Buttons can be customized by specifying label, an optional icon, and color.
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Bring action directly into your dashboards with the Button Row Widget—a simple yet powerful way to drive user engagement and streamline workflows.

We’ve expanded the chart options available in Dashboards! Now, you can add Bubble and Scatter charts—previously exclusive to Chart View—directly to your dashboards. Plus, Heatmaps (previously released) provide valuable insights into data density and patterns.
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Key Highlights

• Bubble Charts visualize three dimensions of data, using bubble size to represent an additional variable.
• Scatter Charts display relationships between two numerical variables, helping identify trends, clusters, and outliers.
• Heatmaps (previously released) allow you to analyze data density across a grid, making patterns and anomalies easier to spot.
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How It Works

1. Navigate to your Dashboard and add a new widget.
2. Select “Chart” as the widget type and choose between Bubble, Scatter, or Heatmap.
3. Configure your data fields based on the selected chart type:
   • Bubble Chart: Define X and Y axes, then add a third dimension for bubble size.
   • Scatter Chart: Choose two numerical fields to analyze their correlation.
   • Heatmap: Map values to grid positions for density-based insights.
4. Customize the appearance and display settings to best represent your data.
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This brings additional data visualization options to your dashboards to make it possible to view complex data and trends at a glance.

We’ve introduced a new enhancement to Linked Records that allows you to designate a “Cover Image” from any Files and Images or Lookup to Files and Images field—and display it across multiple formats. This update also lets you click on a record’s thumbnail to view all associated images in a convenient gallery.
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Key Highlights

• Cover Image in Every Display
  Choose a cover image for Linked Records in all supported display formats.
• Clickable Thumbnails
  When clicked, the cover image now opens a gallery so you can browse all files and images in the record.
• Lookup Field Support
  Images from Lookup fields can also be used and viewed in the same gallery experience.
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How It Works

1. Select a Cover Field
   • Go to your Linked Record settings and open the Fields control.
   • Choose a Files and Images field or a Lookup to Files and Images field to serve as the cover image in the Selected Fields configuration.
   • Note that the Cover Image option is only displayed if a Files and Images field is available for selection.
2. Switch Display Formats
   • Change the Display Format (e.g., Card, Grid, List) and confirm the cover image appears correctly in each.
3. Open the Gallery
   • In any view where the Linked Record is displayed, click the cover image to open a gallery.
   • Scroll through all images attached to that record, including those in Lookup fields.
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We hope this update makes your Linked Records more visually engaging and improves your workflow efficiency. Enjoy the new cover image and gallery features!

The Webhook Trigger allows you to initiate SmartSuite automations from external services or custom applications by sending an HTTP request to a unique, system-generated URL. It supports both GET and POST methods, handles JSON data, and enables mapping incoming payload fields for use in subsequent automation steps.
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Key Highlights

• Unique Webhook URLs: SmartSuite generates a dedicated endpoint you can copy and use in external services or code, making it easy to trigger automations.
• GET & POST Support: Configure your automation to accept query parameters (GET) or JSON data (POST), with future expansion to additional content types.
• Robust Error Handling: Standard HTTP status codes (e.g., 400, 415, 429) are returned for invalid payloads, unsupported encodings, or rate limit violations.
• Security & Rate Limits: IP whitelisting, 5 requests per second, and a 1 MB max payload size help protect against misuse and service overload.
• Selective Mapping: Only the payload fields you configure will be used in automation steps; unused fields are safely ignored.
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How It Works

• Generate & Copy URL: When you select “When a webhook is received,” SmartSuite provides a unique URL and method selector (GET or POST). Copying the URL is a single click.
• Test & Validate: Automation stays disabled while testing. Send requests to the webhook URL; SmartSuite logs up to 10 recent requests for review within 24 hours.
• Structure Detection: For POST requests, SmartSuite automatically parses JSON fields (including nested objects, arrays) for mapping. For GET requests, query parameters are detected.
• Map Payload Fields: Pick which fields from the request should become automation outputs—query parameters, JSON keys, or nested objects. These outputs are available in subsequent steps.
• Enable & Integrate: Once satisfied, enable the automation. Each valid incoming request triggers the automation, passing along mapped data for actions like record creation, notifications, or looping processes.
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With these capabilities, the Webhook Trigger turns any external event into a secure, reliable catalyst for your SmartSuite automations - streamlining integrations and accelerating workflows.

The Card View Widget brings the flexibility and visual appeal of SmartSuite’s Card View directly into your dashboard, allowing you to organize and display records in a structured, intuitive format.

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Key Highlights:

• Dashboard Integration: View and interact with records in a card-style layout without leaving your dashboard.
• Customizable Display: Choose which fields to display, ensuring relevant data is highlighted.
• Drag-and-Drop Interaction: Reorder records easily for better organization and workflow efficiency.
• Expandable Cards: Click on a card to view full details or make quick edits.
• Consistent Card View Experience: Matches the functionality of the existing SmartSuite Card View for a seamless experience.

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How It Works:

• Open the Widgets Panel and select the Card View Widget.
• Choose the SmartSuite Table you want to display.
• Customize the visible fields to match your workflow needs.
• Enable drag-and-drop sorting for effortless record management.
• Click any card to view detailed information or make quick updates.

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This Card View Widget enhances data visualization, organization, and workflow management, making SmartSuite dashboards more interactive and user-friendly.

The Image Library simplifies image management across Widgets, Forms, and Workspace Logos, enabling users to upload, reuse, and organize images efficiently. It integrates Unsplash for stock images and includes an AI Image Generator for custom creations.
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Key Highlights:

• Centralized Management: Upload, organize, and reuse images across SmartSuite.
• Unsplash Integration: Find high-quality images from Unsplash by entering a keyword or description. Choose from a curated selection of free-to-use images that fit your needs.
• AI Image Generation: Generate unique images by describing what you need. AI will create a selection of visuals tailored to your input, giving you fresh and customizable design options.
• Permissions Control: Administrators can manage global images; users access and reuse them.
• Integrated Access: Available in widgets, forms, dashboards, and workspace settings.
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How It Works:

• Solution & Brand Images: Store images within solutions or workspace-wide.
• Stock & Popular Images: Search Unsplash or use SmartSuite’s curated selections.
• AI Image Generator: Generate custom images with OpenAI’s DALL-E 3 (100 free per account).
• Upload, Use & Manage: Add new images, reuse existing ones, and manage deletions.
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The Image Library enhances image selection, reuse, and management, ensuring visual consistency across SmartSuite solutions.

The View As feature allows administrators to view a business workflow (solution) from the perspective of another user. This helps administrators quickly understand if they have configured the solution permissions and interface as desired.
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Key Highlights:

• "Viewing As" Capability: Administrators and Solution Managers can now view a business workflow (solution) from the perspective of another user, team, or role to validate permissions and configurations.
• Access Through Solution Action Menu: The feature is seamlessly integrated into the existing 'Solution Action Menu,' allowing quick access to "View As" mode.
• Comprehensive User Perspective: Displays the entire solution, including interface elements, permissions, and data, exactly as the selected user would see it.
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How It Works:

• Select User Perspective: Use a searchable dropdown to select a member, team, or role to view the solution through their access level.
• Restricted Header Options: Certain global navigation options are disabled while in "Viewing As" mode to ensure an accurate representation of the user’s view.
• Smooth Transitioning: Optimized performance ensures a seamless switch between user perspectives, maintaining a consistent and reliable experience.
• Security and Permissions: Only administrators or solution managers can access this feature, with all activity logged for audit purposes.
• Exit Easily: Return to the standard view with a single click, allowing administrators to continue managing and configuring the solution efficiently.
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The "View As" feature provides powerful tools for administrators to ensure that solution configurations align perfectly with user permissions, enhancing both security and the overall user experience in SmartSuite.

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

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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.

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How It Works:

• When a chart widget is added or modified, calculations occur in the backend instead of the browser.
• The frontend receives only the processed data, ensuring faster load times and reduced memory usage.
• Users can still modify chart settings, with updates processed without performance degradation.

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This update significantly enhances chart responsiveness, reliability, and scalability, ensuring a seamless experience when visualizing large data sets in SmartSuite.

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

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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.

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How It Works:

• Open Form Builder and add the Consent Element from the Display Elements section.
• Enter custom acknowledgment text (optional, defaults to system text if left blank).
• Configure conditional display rules if necessary.
• When the form is displayed, users must check the box before submission.

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This enhancement streamlines consent collection, ensuring compliance while maintaining a seamless user experience within SmartSuite Forms.

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.

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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.

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How It Works:

• Structure the dataset with comma-separated numbers and types.
• Start an Import and map the Phone field.
• Select the optional Phone Type sub-field.
• Complete the import, and SmartSuite will automatically assign types and organize numbers accordingly.

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

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

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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.

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How It Works:

• Open Form Configuration and enable the "Read-Only" checkbox for any field.
• The field remains visible but cannot be edited by users submitting the form.
• If the field has a pre-filled value, it will still be included in the submission.
• Fields with drop downs will no longer display the selection arrow, preventing user changes.

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

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

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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.

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How It Works:

• Copy the form URL and append ?Prefill_FieldName=Value.
• If the field name has multiple words, use + (e.g., Prefill_Full+Name=John+Doe).
• To pre-fill multiple fields, separate them with & (e.g., Prefill_Title=Test1&Prefill_Name=John).
• Multiple value fields accept comma-separated values (e.g., Prefill_Multiple+Select=apple,samsung).
• If a field title is changed in the form, the pre-fill still works based on the original field title.
• Hidden fields with pre-filled values will be submitted even if they’re not visible in the UI.

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

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

• Navigate to Advanced Options in the chart settings.
• Enable Show Axis Labels (default: off).
• Enter custom X and Y labels (if needed).
• Labels will: Align centrally along the axis, and Ddisplay vertically for the Y-axis.
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This update enhances visual clarity and layout precision, ensuring SmartSuite charts remain intuitive and professional.

Take your formulas to the next level with our new Formula Output Formatting capabilities! This update allows you to format values returned by formulas, customize their display for different value types, and apply optional styles for improved readability and usability.

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Key Highlights:

• Numeric Value Formatting: Tailor the presentation of numerical data with versatile options, including:
  • Precision: Set the number of decimal places (e.g., 123.45).
  • Separators: Toggle thousands separators (e.g., 1,000 or 1000).
  • Large Number Abbreviation: Compact large numbers (e.g., 1.2M for 1,200,000).
  • Labels: Add units or context-specific labels.
• Currency Formatting: Display monetary values with enhanced options:
  • Select your desired currency type (e.g., USD, EUR).
  • Control precision, separators, and large number abbreviations for clean, professional reporting (e.g., $1.2M).

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Consistent Formatting Everywhere

Configured formats are automatically applied across the platform—records, dashboards, charts, PDF exports, and the Document Designer—ensuring a polished and uniform presentation of your data.

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

1. Open the dashboard's options using the three-dot menu.
2. Select "Move to another table."
3. Choose the target table or solution and an optional folder for organization.

This feature is designed to save time and effort, making it easier to adapt your dashboards to changing workflows or workspace structures.

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.

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How It Works:

• Open a formula field’s properties.
• Toggle “Advanced Editor” on.

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This update prioritizes seamless formula entry by enhancing usability, preserving workspace clarity, and providing quick, context-aware help, empowering users to work smarter and faster.

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.
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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.
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How It Works:

• Add the Widget: Open the Widgets Panel and select the Heat Map Chart Widget.
• Select the Data Fields:
  • Value Field – Choose the field that determines the values for heat map cells.
  • X and Y Axis Fields – Select fields that define the chart structure.
  • Supported Fields – All field types can be used except Dependency, Files & Images, SmartDoc, Checklist, and Sub-Items.

• Configure Sorting: Adjust the order of X and Y axes using "First to Last" or "Last to First."
• Apply Filters: Use the Filter Widget to refine the displayed data dynamically.
• Interact with the Chart: Click on any heat map cell to drill into the data for further insights.
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The Heat Map Chart Widget transforms complex data into actionable insights, making it easier to spot trends, analyze patterns, and drive data-driven decisions—all from your SmartSuite dashboard.

SmartSuite now supports System for Cross-domain Identity Management (SCIM), enabling automated provisioning, deprovisioning, and synchronization of users and teams across identity providers (IdPs).
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Key Highlights:

• Automated User Provisioning: Users are automatically onboarded into SmartSuite from an organization’s IdP.
• User Lifecycle Management: When users leave the organization, SmartSuite accounts are automatically deactivated.
• Team Assignment: Users can be added to SmartSuite Teams based on group membership.
• Profile Synchronization: Ensures user details remain consistent between SmartSuite and the IdP.
• Audit Logging & Monitoring: Tracks all provisioning activities, providing administrators with full visibility.
• Plan Availability: Enterprise and Signature customers can configure SCIM when SSO is enabled.
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How It Works:

• SmartSuite SCIM Authorization Token: Navigate to SSO Configuration in Workspace Administration.
• Configure SCIM in Your Identity Provider: Define provisioning rules based on user assignments or groups.
• Map Attributes for User & Team Synchronization: Ensure attributes are correctly mapped.
• Enable & Monitor SCIM Provisioning: Activate SCIM provisioning in your IdP.
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This SCIM integration streamlines user administration, reduces manual effort, and ensures seamless identity synchronization between SmartSuite and enterprise identity providers.

The outbound webhook action sends a customizable REST request (GET, POST, PUT, etc.) to a URL you define, allowing you to include parameters, headers, and a JSON payload mapped from the automation trigger or prior action. For example, you can use this to sync data with another app, post updates, or trigger actions in external services.

Configuration Steps

1. Set Up the Webhook: Navigate to the automation settings and add the webhook action, specifying the destination URL.
2. Define the HTTP Method: Choose the HTTP method (GET, POST, PUT, PATCH, DELETE) and configure additional fields such as headers and payloads for non-GET methods.
3. Map Data: Use field mapping to include dynamic values in the payload from previous automation steps.
4. Test the Webhook: Use the built-in testing tools to ensure the configuration works as expected, and review detailed logs for troubleshooting.
5. Handle Responses: Capture and map response content, such as HTTP status codes or specific fields from the JSON body, for use in subsequent actions.

Learn more

The Styling Settings feature offers a simple yet powerful way to personalize the appearance of your dashboards, ensuring they align with your brand or desired aesthetic.

Background Color: Choose the dashboard's overall background color to create the perfect visual experience. Whether it's a light, neutral tone for a clean and modern look or a bold color that aligns with your brand identity, the background color selection allows you to set the right mood for your dashboard content.

Page Width Options: To further customize the layout, the Styling Settings offer three page width options:

• Auto: Automatically adjusts to the size of the user's screen, providing a dynamic and responsive experience.
• Standard: A balanced width that offers a comfortable viewing experience, ideal for most use cases.
• Compact: Creates a more focused, narrow layout, perfect for dashboards that need to display content in a concise, streamlined format.

These settings allow you to present your data most effectively and visually appealingly, enhancing both usability and aesthetic impact.

The Footer feature allows users to add a professional, customizable footer, enhancing the dashboard's overall look and feel. Similar to website footers, this versatile feature provides a cohesive section at the bottom of the dashboard, where users can include essential elements to communicate information effectively.

Options: The Footer can display your company logo and name, providing consistent branding across your dashboard. Additionally, users can include a descriptive text area, which is perfect for adding a brief company overview or other relevant information. To further streamline navigation, the Footer supports adding links to other pages or resources, making it easy for viewers to explore additional content or sections.

Social Integration: For a more connected experience, the Footer includes social icons, allowing users to link directly to their social media profiles. This integration provides a seamless way for viewers to engage with the company on other platforms.

Overall, the Footer serves as an informative and functional section, tying the dashboard's elements together while offering a professional appearance that resonates with users and visitors alike.

The Navigation Tabs feature offers a versatile way to create custom navigation within each dashboard, enhancing the overall user experience. With this feature, users can add a logo, create multiple tabs, and introduce action buttons tailored to their unique workflow needs.
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Tabs: Each tab within the Navigation Tabs framework functions like a mini-dashboard, allowing users to display a unique set of widgets. This approach provides a website or portal-like experience, where clicking on a tab reveals its content without leaving the dashboard. The flexibility of this setup makes it perfect for organizing data, metrics, and visualizations across various sections, simplifying how users interact with complex information.
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Action Buttons: In addition to tabbed navigation, you can add custom action buttons that perform specific tasks. For example, you could create a "Contact Us" button that, when clicked, displays a form directly within the dashboard. Other potential actions include accessing URLs, launching forms, or triggering other SmartSuite workflows, empowering users to engage with content seamlessly.

This feature's intuitive design ensures that dashboards can be tailored to meet any business need, providing an engaging and streamlined user experience.

The Spacing Widget offers a simple way to control the layout of your dashboard by adding extra space between widgets only when additional spacing is desired. It helps to create a cleaner, more organized visual presentation, allowing you to guide users’ focus effectively across different sections.

This widget is optional and is not needed between all widgets. Instead, use it strategically to focus on key areas, improve readability, and maintain a professional, user-friendly appearance throughout your dashboard.

The Divider Widget enhances the visual organization of your dashboard by adding a horizontal line to separate sections of content. This simple yet effective tool helps create a more structured and readable layout, guiding users through different areas of the page.

Customization Options:

• Line Color: Choose a color for the divider line to match your dashboard's overall design and branding.
• Caption: Optionally, add a text caption that displays at the center of the divider. This caption provides context or labels different sections, further enhancing the clarity of your dashboard's content.

The Divider Widget is perfect for breaking up content into manageable segments, adding a touch of professionalism and structure to any dashboard.

The Summary Card Widget lets you showcase essential numbers on your dashboard, whether manually entered or calculated using a formula. It effectively highlights key metrics, giving users a quick and clear overview of vital data points.

Customization Options:

• Value Alignment: Choose the alignment of the displayed number (left, center, or right) to suit the layout and design of your dashboard.
• Background Color: Select a background color for the widget, allowing you to match your branding or differentiate between various metrics.

With its simplicity and flexibility, the Summary Card Widget is perfect for emphasizing critical values, ensuring that essential information is always on your dashboard.

The Record Selector Widget in SmartSuite is a powerful tool that enables users to interactively select a specific record from a filtered list on the dashboard. This selection dynamically controls the content displayed in other widgets, such as Metric, View, Chart, and Record Detail types, making it a central component for creating interactive and data-driven dashboards.

How It Works: When setting up a Record Selector Widget, an admin must select a source table to determine the available records. Any table in the workspace can be chosen as the source, enabling data from across various workflows to be displayed within a single dashboard. 

Permissions: Users will only see the records in the selector for which they have been granted access. This ensures that sensitive data remains secure and that each user's experience is tailored to their specific role and permissions within the workspace.

Styling Options: The Record Selector can be displayed in two different styles:

• Dropdown: A compact format lets users select a record from a dropdown menu.
• List (Panel): This is a more expansive format, displaying the records as a panel within the dashboard, providing an overview of multiple records at once.

Within the widget's styling settings, you can also control the background color to match the dashboard’s overall theme and layout.

Dynamic Content Control: The true power of the Record Selector Widget lies in its ability to update and display content in other widgets based on the selected record. It can control widgets on a single dashboard or within a single tab (if tabs are used). For example, selecting "Customer A" in the Record Selector Widget can trigger the display of various data across the dashboard:

• Grid Widget: Shows a list of open orders related to the selected customer.
• Calendar View Widget: Displays delivery dates for upcoming orders.
• Summary Card Widget: Provides a quick overview of total orders.
• Chart Widget: Visualizes order trends over time.
• Record Detail Widget: Displays detailed fields from the selected record, such as Customer Name, Email, Phone, Address, Industry, and Account Representative.

Advanced Capability – Connecting Multiple Record Selectors: For more complex use cases, Record Selectors can be connected to each other. When a record is selected in Record Selector A, it can influence the list of records displayed in Record Selector B. For example, selecting a customer in Record Selector A can automatically filter Record Selector B to show only open orders related to that customer. This cascading selection process allows for highly contextualized data displays tailored to the user's specific needs.

By using the Record Selector Widget, you can create a highly interactive and contextualized dashboard experience, allowing users to explore different data sets seamlessly and even implement advanced data relationships.

The Record Detail Widget lets you showcase fields from a specific record directly on the dashboard, offering a streamlined way to view or interact with detailed information. This widget provides flexible options for field display, allowing users to tailor the content presentation to suit their needs.

Prerequisite: The Record Detail Widget requires a Record Selector Widget to be added to the dashboard first. This setup ensures that the widget can dynamically display fields based on the record selected in the Record Selector.

Setup and Field Selection: When configuring the Record Detail Widget, you'll first select a source from the list of available Record Selectors. After choosing the source, you can select the fields you want to display within the widget. Each field comes with the following customization options:

• Permissions: Choose between "View Only" or "Edit" for each field. The "Edit" option allows users to update the field's value directly within the widget, similar to in-line editing in the Grid View. However, users cannot be granted permissions beyond what they have in the source table, ensuring data security. You can also restrict individual fields to "View Only" if desired.
• Display Field Name: Control whether the field name is shown above the field value for clearer context.
• Help Text: Choose to display any associated help text for the field, either as a tooltip or directly below the field name, providing additional guidance for users.
• Field Width: Adjust the width of each field to span multiple columns if needed. Options include 1, 2, 3, or 4 columns, giving you flexibility in organizing the display.

Styling Options: The Record Detail Widget includes styling settings that allow you to customize the background color, helping it blend seamlessly with your dashboard's overall design.

With its robust display and interaction capabilities, the Record Detail Widget makes it easy to surface critical record details directly on your dashboard, offering a more interactive and informative user experience.

The HERO Widget builds upon the capabilities of the Banner Widget, offering a visually dynamic and customizable experience for dashboard headers. Designed to make a bold statement, it provides enhanced features for displaying images and controlling layout to effectively set the tone and context of your dashboard.

Image: One of the standout features of the HERO Widget is its advanced image options:

• Size and Display Settings: Choose how the image is presented with settings like Contain, Cover Fill, and Scale Down to ensure a seamless fit within the design.
• Placement: Position the image on the left, right, or top of the HERO to complement the overall visual flow of your content.
• Background: Use a solid color or an image as a backdrop, enhancing the HERO's visual impact and thematic consistency.

Caption, Title, and Subtitle: The HERO Widget supports rich text customization for your content, allowing you to include a caption, a bold title, and a subtitle to convey essential information:

• Rich Text Elements: Customize each element with formatting options such as font sizes, text colors, alignment, bold, italic, underline, highlighting, bullet points, and numbering. This flexibility ensures that your message is clear and aligned with your brand’s style.

Styling Options: The HERO Widget offers extensive styling controls within its settings:

• Layout: Position content to the left, center, or right within the widget.
• Width: Choose between Full Width, which spans the entire page, or Fixed Width, which adjusts based on the selected dashboard width.
• Padding: Control the overall padding around the HERO Widget with individual settings for the left, top, right, and bottom, allowing precise spacing adjustments.

Buttons: Add interactive Buttons to the HERO Widget to guide user interactions. These buttons can be customized for tasks like accessing a URL, displaying a form, or triggering workflows, providing a more dynamic dashboard experience.

Versatile Use Cases: The HERO Widget is perfect for making a striking first impression at the top of the page. Additionally, it shines in webpage-like layouts, where users create a series of alternating left-to-right and right-to-left HERO Widgets down the page to describe various concepts, creating a dynamic storytelling format.

With its advanced image options, comprehensive styling settings, and interactive elements, the HERO Widget is ideal for crafting a powerful visual narrative on your dashboards.

The Heading Widget is designed to bring structure and clarity to your dashboard by creating designated sections with customizable headings and descriptions. This widget is an anchor, helping users easily navigate and understand the various segments of information presented.

Heading: The Section Heading Widget offers an array of rich text elements to fully customize your headings' appearance. You can modify font sizes, text colors, and alignment to suit the style and layout of your dashboard. Further, you can enhance your headings with formatting options such as bold, italic, underline, and highlighting, making essential information stand out.

Description: You can add a descriptive text area using bullets and numbering for more detailed context. This versatility allows you to guide viewers through each section of your dashboard, whether introducing a new data set, outlining key metrics, or providing instructions.

With the Section Heading Widget, organizing dashboard content becomes seamless, creating a visually appealing and easy-to-follow structure.

The Filter Row Widget streamlines data analysis by allowing you to simultaneously apply filter conditions to multiple charts and views on a dashboard. Using filter values from a common table, this widget ensures that connected elements on your dashboard respond consistently to the chosen criteria, making data exploration more cohesive and efficient.

Setup and Connected Widgets: When setting up the Filter Row Widget, you start by selecting a source table. This table serves as the common data source for the filters. After selecting the source, you can choose other widgets on the page that contain data from the same source to connect with the Filter Row. These are referred to as Connected Widgets, and they will automatically respond to the filters applied through the widget.

Field Selection and Customization: On the Fields tab, you select which fields from the source table will be available as filters. For each selected field, you can customize how the filtering should work, providing flexibility in data presentation. The widget supports various field types, enabling you to fine-tune the filtering experience to match the specific needs of your dashboard.

Real-Time Filtering: Once displayed on the dashboard, the Filter Row Widget allows users to apply filters interactively. Each filter operates as an AND condition, meaning that as additional filters are selected, they narrow down the data set to meet all specified criteria. This consistent filtering mechanism helps users drill down into data in real time, uncovering insights quickly and accurately.

The Frequently Asked Questions (FAQ) Widget provides a convenient way to present a series of questions and answers on your dashboard. Typically placed on a tab labeled "FAQ," this widget is perfect for addressing common queries, explaining processes, or providing guidelines to help users find essential information quickly.

Rich Text Support: The FAQ Widget supports rich text formatting for the answers, including elements like bold, italics, links, bullet points, and more to enhance readability and provide comprehensive responses.

Styling Options: Customize the display of your FAQs with flexible styling choices:

• One-Column or Two-Column Display: Choose between a single-column format for a straightforward presentation or a two-column layout to better use space and organize content effectively.
• List or Accordion Display: Opt for a simple list format or use the accordion style, which allows questions to be expanded or collapsed. The accordion display helps maintain a clean and uncluttered look, especially when dealing with multiple FAQs.

The FAQ Widget is an excellent tool for conveying essential information in an organized, user-friendly manner, enhancing the overall experience for dashboard users.

The SmartSuite Calendar View widget is a powerful tool designed to bring a dynamic and interactive calendar to your dashboard. This widget enables you to display events, deadlines, and schedules in an organized manner, making it easier to manage your time and stay on top of important dates. With customization options, you can tailor the calendar to show the most relevant information, ensuring that your dashboard remains both functional and visually appealing.

The Calendar View widget can be used in various scenarios to improve organization and efficiency on your dashboard. Examples include tracking project deadlines, scheduling meetings, planning events, and managing personal or team calendars.

To configure the Calendar View widget, start by navigating to your dashboard and selecting the option to add a new widget. From the list, choose Calendar View. Next, customize the calendar by giving it a display name, selecting the source table, choosing your date fields, and adjusting the display settings to match your preferences. Once you’ve configured the calendar, save your changes to add the calendar to your dashboard, ensuring it is fully integrated and ready to use.

The Banner Widget offers a simple yet versatile way to add a striking visual element to the top of your dashboard. Most dashboard pages use a visual banner at the top to help users quickly grasp the page's context, and the Banner Widget is designed precisely for this purpose.

Caption, Title, and Subtitle: Customize the banner’s content using rich text elements. The Banner Widget allows you to add a caption, bold title, and subtitle:

• Rich Text Elements: Format each text component using options like font sizes, text colors, alignment, bold, italic, underline, highlighting, bullet points, and numbering, ensuring your crucial information is impactful and visually aligned with your brand.

Background: Elevate your dashboard's visual appeal by selecting a solid background color or uploading a custom image. This flexibility enables you to set the visual tone of your dashboard, enhancing branding or thematic consistency.

Buttons: The Banner Widget includes the option to add interactive Buttons. These can perform tasks such as accessing a URL, displaying a form, triggering a workflow, and providing clear pathways for user interaction.

Positioned at the top of the page, the Banner Widget sets the tone and context, combining aesthetics and functionality to create a professional and engaging user experience.

SmartSuite's Pivot Table widget is a powerful tool that helps you transform large, complex datasets into clear and actionable insights. By organizing your data into rows and columns, the Pivot Table allows you to analyze and compare different aspects of your information, making it easier to answer specific business questions.

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Use Cases:

• Sales Analysis: Track sales performance across different regions to identify which areas are driving the most revenue.

• Project Management: Compare timelines, track tasks, and analyze project performance across teams efficiently.

• Customer Feedback: Evaluate customer satisfaction scores across various service teams to identify strengths and areas for improvemen

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How to Use the Pivot Table Widget:

1.  Add Widget: Start by clicking "Add widget" on your dashboard.

2. Select Pivot Table: From the Widget Library, choose "Pivot Table."

3. Choose Data Source: Link the widget to the appropriate solution and table that contains the data you want to analyze.

4. Configure Rows and Columns: Define the fields that will be displayed in the rows and columns of your pivot table, allowing you to structure your data for easy analysis.

5. Summarize Data: Choose how you want to summarize your data—whether by counting occurrences, calculating totals, or using another aggregation method.

By visualizing your data in this structured way, you can quickly grasp critical insights that drive your strategic goals. The Pivot Table widget is particularly useful for professionals who need to dissect data from different perspectives, helping them uncover trends, identify gaps, and make informed decisions.

This feature is available for All Plans.

SmartSuite’s new feature allows you to capture not just dates but also specific times within your forms, enhancing the precision and functionality of your data collection. This is particularly useful for scenarios such as scheduling event start times, setting appointment times, or any situation where both the date and time are crucial.

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Use Cases:

• Event Bookings: Specify exact start times when organizing events, ensuring clarity for both attendees and organizers.

• Appointments: Capture precise appointment times, improving scheduling accuracy and reducing the risk of overlaps or errors.

• Project Deadlines: Record not only the due date but also the exact time, helping teams meet critical deadlines more effectively.

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How to Configure Date Fields to Capture Time Values:

1. Create Date Field: Start by adding a date field to your form.

2. Display Field Properties: Click on the field within the form layout to access its properties.

3. Enable Time Entry: In the field properties, check the box labeled 'Include Time.'

Once enabled, this feature adds a time entry input below the date picker on the form, allowing users to specify a time value alongside the date. This enhancement ensures that your data collection is both detailed and precise, tailored to meet the needs of your specific workflows.

This feature is available for All Plans.

SmartSuite’s automation capabilities have been extended to allow you to generate PDF documents using pre-defined templates from our Document Designer. This feature is designed to streamline your workflows by automatically creating and distributing documents such as invoices, brochures, status reports, agreements, and more, all tailored to the specific needs of your business processes.

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Use Cases:

• Invoice Automation: Automatically generate and send invoices to customers using predefined templates when a sales order is marked as completed.

• Client Reports: Generate and email status reports to clients based on project milestones, ensuring timely updates.

• Contract Management: Create and send agreements or contracts automatically when a deal reaches a certain stage in your sales pipeline.
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How to Use the Generate Document Designer PDF Feature:

1.  Build Your Automation: Begin by navigating to the Automation section in SmartSuite and selecting "Generate PDF" from the list of available actions.

2.  Select Target Solution and Table: Choose the solution and table that contain the records you want to use to populate your document.

3.  Choose a Template: From the Document Designer, select the template that best fits the document you need to generate, such as an invoice or report.

4. Configure PDF Settings: Customize how the values from the triggering record will be mapped onto the template fields to ensure accurate and relevant data is included in the PDF.

5.  Specify PDF Usage: Determine how the generated PDF will be used within your workflow. Options include:

• Email Attachments: Attach the PDF to emails sent via SmartSuite, Gmail, or Outlook.
• File Storage: Save the PDF as an attachment within a record or external storage.
• Messaging Services: Include the PDF as an attachment in messages sent through Twilio or Slack.
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By integrating Document Designer templates into your automations, you can automate the creation and distribution of key documents, reducing manual effort and ensuring consistency across all your communications.

This feature is available for All Plans.

SmartSuite now enables you to share your dashboards publicly via a read-only link. This feature allows you to disseminate important information seamlessly to third parties such as vendors, clients, and customers, keeping them informed and engaged without granting them full access to your SmartSuite workspace.

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Use Cases:

• Client Reporting: Share project progress dashboards with clients to keep them updated on timelines, milestones, and deliverables.
• Vendor Coordination: Provide vendors with access to relevant dashboards displaying supply chain statuses or inventory levels.
• Customer Updates: Offer customers insights into their service requests or order statuses through dedicated dashboards.
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How to Share Your Dashboard:

1.  Open the Dashboard: Navigate to the dashboard you wish to share within SmartSuite.

2.  Click Share View: Locate and press the "Share View" button, typically found at the top-right corner of the dashboard.

3.  Customize Settings: In the sharing modal that appears, adjust settings to define how your data will be shared. This includes:

• Permissions for Record Details: Decide whether viewers can see detailed records.
• Passcodes: Set a passcode for an extra layer of security, if necessary.
• Other Settings: Configure additional preferences as required.
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4.  Enable Sharing: Toggle the switch in the top-right corner of the sharing modal to activate the sharing link.

Once enabled, a unique link will be generated that you can distribute to your intended audience. The shared dashboard will be in a read-only state, ensuring that your data remains secure while still providing valuable insights to external parties.

This feature is available for All Plans.

The Divider display element allows you to add a horizontal line to your Form View. You can pick the line color and optionally specify a text caption.If configured, the text caption will be displayed centered on the form with shorter line segments to the left and right of the text.

The Callout display element allows you to add a static text block to your Form Views that include a callout icon, shaded with a distinctive background color to call attention to important information or instructions.

Add a callout to your Form by selecting Callout from the Display Elements section. The callout block will be added to the form, and clicking it will open its configuration options. You can pick your callout type from a list of options, including: Info, Note, Success, Warning, Error and Decision types. Text that you specify in the text entry area will be displayed with a background color that corresponds to the callout type.

The Video display element allows you to embed a video directly in your Form View that will play when the user clicks a play button, allowing you to an introduction, detailed instructions or other information to the form user.

Add a video to your Form by selecting Video from the Display Elements section. The Video block will be added to the form, and clicking it will open its configuration options. You can specify a YouTube or Vimeo URL as well as the maximum height for the video frame.

Add an image to your Form by selecting Image from the Display Elements section. The Image block will be added to the form, and clicking it will open its configuration options. You can click the image that is provided by default to upload a different file, as well as specify the image alignment and maximum height.SmartSuite’s Form View now includes the ability to embed images directly into your forms, providing a visual aid that can enhance user understanding and improve the data entry process. This feature is ideal for displaying diagrams, infographics, or any visual content that helps guide users through form completion.

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Use Cases:

• Instructional Diagrams: Embed diagrams or flowcharts to guide users on how to fill out complex forms correctly.

• Product Images: Include product images to help users identify items when selecting from a list or entering product-specific data.

• Visual References: Use infographics to provide context or additional information that supports the data being collected.
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How to Add an Image to Your Form:

1.  Select Image: From the Display Elements section in your Form View, choose the "Image" option.

2.  Click Image Block: Click on the Image block that appears on your form layout.

3.  Configure Options: Adjust the settings to suit your needs, such as selecting the image to display, setting its alignment, and determining the maximum height for the image.

By embedding images into your forms, you can provide visual cues and references that make the form easier to complete, ensuring users have all the information they need right at their fingertips.

This feature is available for All Plans.

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.

Add a Comment is listed in the SmartSuite Actions section when building your automation. Once you select the target Solution and Table, you can specify content for the comment using a rich text interface that allows you to embed other fields or prior action outputs. You can also add comments to multiple records returned by a Find Records action.

SmartSuite Administrators now have the option to export the entire members directory list to CSV or Excel format. To export the data, navigate to the Manage Members tab in Workspace Administration. Click the 3-dot menu, hover export, and click on either CSV or Microsoft Excel. The exported file will be named Manage Members combined with the current date.

You can now export the contents of your Solution Guides to PDF. Simply click the 3-dot menu when displaying the Solution Guide and select "Export to PDF." The PDF Settings panel will be displayed, allowing you to configure paper size, layout and font size. The exported file will be named after the solution, along with the current date.

Several enhancements have been made to SmartSuite's Heat map 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.

To create a heat map chart, add a new Chart View to your table and select Heat map Chart in the chart settings section. You can then select a field to provide values for the cells, as well as fields that define the heat map’s X and Y axis. Adjust the sort direction by selecting First to Last or Last to First in the dropdown for each axis.

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). Available formatting options now include bold, italic, strikethrough, and underlined text. You can choose to incorporate numbered and bulleted lists, URLs, and specify text and highlight colors.

Together with the option to display the text as a tooltip or under the field name in the edit record page, this capability supports a number of new use cases:

• Provide additional context so that the user understands exactly what the field value represents
• Display the text of a question that should be answered by the user’s choice of field value (i.e. for a Single Select field with Yes, No or N/A values)
• Provide links to in-depth help for more complex workflow processes

To add rich text help for a field, start by opening the field’s properties by clicking “Modify Field Settings.” Select the Help Text tab and you’ll be able to enter your content using a rich text editor. Highlight text to apply formatting, or click formatting options to start a list or configure a link.

The Automations engine has been enhanced with a new trigger that fires when a connected Microsoft email account receives mail, allowing you to initiate a workflow that starts with an email.

When creating an automation, select Microsoft Outlook in the integrations section and click “When an email is received.” You will be prompted to connect your Microsoft account, and then will be able to select the folder to check for new mail, as well as filter conditions to identify just those messages that you want to process.

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.

To export using a template, open the record detail view and click the 3-dot menu. Hover export, then hover Adobe PDF. You can then click the option to Export Record Page (which uses SmartSuite’s default format) or select a Document Designer template you have configured. You can then specify paper size, layout and font size for the PDF, which will have a filename that reflects the record’s title field combined with the current date.

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.

The option can be enabled in Workspace settings by toggling on Two-Factor Authentication (2FA). Admins can select the user roles that are required to use 2FA, giving you the flexibility to only require two-factor login for Admins or a sub-set of roles. Admins can additionally reset an individual user’s 2FA settings, allowing them to re-register for 2FA if necessary.

Members of Pro and Enterprise workspaces can now connect their profiles to Gmail accounts in SmartSuite’s Communication Center. Simply add or delete a Gmail account in the Connected Emails section of your User Profile. Once connected, emails sent from SmartSuite will appear in your email client’s Sent folder. Whether you continue the conversation in Gmail or SmartSuite, all emails will be captured and displayed in the original record.

Privacy and security are fundamental to SmartSuite’s product development and customer service. We rigorously assess all our practices to safeguard your information. In alignment with Europe’s General Data Protection Regulation (GDPR), SmartSuite has undergone a formal third-party GDPR audit conducted by Prescient Assurance.‍

SmartSuite not only complies but also assists our customers in doing the same. Our advanced permissions model supports access control at the workspace, solution, record and field levels to ensure the security of your organization's data.

HIPAA, or the Health Insurance Portability and Accountability Act of 1996, is a crucial regulation established by the U.S. Department of Health and Human Services (HHS) to safeguard the confidentiality and integrity of protected health information (PHI). This legislation sets a national standard for ensuring the security and privacy of individuals' sensitive medical data, aiming to prevent unauthorized access or disclosure that could compromise patients' privacy and rights. By implementing stringent guidelines and protocols, HIPAA plays a vital role in promoting trust and accountability within the healthcare industry, fostering a culture of data protection and ethical handling of patient information.

SmartSuite, as a platform that prioritizes data security and compliance, has successfully completed a rigorous third-party HIPAA compliance audit led by Prescient Assurance. This audit not only validates SmartSuite's commitment to meeting the stringent requirements outlined in HIPAA but also assures businesses subject to HIPAA regulations that they can confidently leverage SmartSuite for managing their work in a manner that aligns with HIPAA standards.

By choosing SmartSuite, organizations can enhance their operational efficiency and effectiveness while ensuring that their workflows adhere to the necessary security and privacy measures mandated by HIPAA, thereby mitigating risks associated with non-compliance and safeguarding patient information from potential breaches or unauthorized disclosures.

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.

To use the outputs of a prior action, select the action in the field selector displayed in the input of your target field. A list of available inputs from the selected action will be displayed, allowing you to use those returned values as inputs for the new action.

SmartSuite now offers an advanced security feature: IP Address Restrictions for your Workspace. With this powerful 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.

How It Works:

• Whitelist Creation: Add specific IP addresses to your whitelist. These could be your office network, trusted partners, or specific locations.
• Unauthorized Access Blocked: When a user attempts to log in from an IP address not on the allowed list, they’ll encounter an error message. Unauthorized access is instantly blocked.
• Enhanced Security: Protect sensitive data, confidential projects, and collaborative work by ensuring that only authorized users can access your SmartSuite Workspace.

Members of Pro and Enterprise workspaces can now connect their profiles to Microsoft accounts in SmartSuite’s Communication Center. Simply add or delete a Microsoft account in the Connected Emails section of your User Profile. Once connected, emails sent from SmartSuite will appear in your email client’s Sent folder. Whether you continue the conversation in Outlook or SmartSuite, all emails will be captured and displayed in the original record.

Several enhancements have been made to the Document Designer to accommodate an expanded set of use cases.  An anchor option lets you fix the position of a field relative to another field that may increase in vertical height, ensuring that it is always displayed directly beneath the anchored field. File and image fields can now display multiple images, with several options for sizing the displayed images.

Set a field’s relative position by selecting the “Anchor” option. Choose the field you want it to be positioned under, and specify the vertical offset in pixels. Use this option to position a total field under an invoice’s line items, display a signature block under contract text or add a signature under a letter to a customer.

Files and Images fields can be configured to display the first image or all images. When in all images mode, you can choose to display square thumbnails or fixed height or width images. Image size and padding can be specified in pixels. Use this option when you’re designing a real estate promotional piece, creating a product data sheet or other marketing materials.

We are excited to announce that SmartSuite was recognized as the "2024 Startup Grind SaaS Startup of the Year" at the recent Startup Grind Global Conference in Palo Alto, California.

The Startup Grind Global Conference is a premier event that brings together the world’s best startups and scaleups to explore the next wave of the web. It offers meaningful networking and mentorship opportunities, with discussions around building human-centric products, impacting diverse communities, and the future of the web itself.

This accolade is much more than a trophy for our showcase — it's a milestone that marks the hard work, resilience, and collaborative spirit of our entire team. SmartSuite was among a cohort of over 700 innovative companies and emerging as the winner in the SaaS category.

This award reminds us of the power of community in the startup ecosystem and the impact of collective ambition. SmartSuite thanks the StartupGrind team for creating a platform where entrepreneurs can connect, learn, and grow together - it is truly unparalleled.

The find records action has been enhanced to support the option to continue or fail (stop processing the automation) if no records are found. Selecting "fail" does not generate an error (or an email notification) - it simply stops the automation from continuing to the next action.

You can configure this setting in the "If no records are found" section of the Find records action configuration interface. It is available for both single and multiple record finds.

Record activity history has been updated to record email activities from the communications center. You'll now see emails sent and received, the sender, subject line, the time and date as well as the content of the email reflected in the containing record's history.

Click the view activity history button in the upper-right corner of the edit record interface to display a record’s history. Clicking the email history item will expand it to show you all of the details.

With the introduction of conditional sections you may now have fields and their sections that are not visible on the edit interface. We’ve enhanced the page settings capabilities to provide a convenient way to edit field and section properties even when they aren’t currently visible.

Open page settings from the edit record page’s 3-dot menu, then click on the Fields tab. You will see a list of fields grouped by their sections. Hovering a field will display buttons to edit field properties or change the field’s permissions. You can also drag and drop the fields to reorder them. Hover a section and you can click its 3-dot menu to change its properties, or click the up and down arrows to move the section.

The edit record interface has been enhanced to allow you to conditionally hide or show sections and their fields.The feature is available on all plans and Solution managers can access it from the Page Settings menu.

Click on the Sections Visibility tab to configure your conditions. You then have the ability to add one or more filters (or filter groups, which allow you to combine AND and OR logic) that specify the conditions that must be true for the section to be displayed.

The Slack automations action now supports dynamically selecting the target channel or user by referencing the value of a field in the record.

Now you can fully automate outbound messaging campaigns, distributing your Slack updates to the right audience without manual configuration or requiring multiple automations.

Enable dynamic mode by selecting Dynamic from the Configure dropdown. You can then select a field to retrieve the channel/user value that will be used for the dynamic match.

Power Search has been enhanced to index all record comments as well as their content. Now you can easily locate a record by keyword match to any text included in its comments.

You can narrow your search to only include comments by clicking on its tab in the Power Search interface.

SmartSuite has also achieved SOC-2 Type 2 compliance, certified by the American Institute of CPAs (AICPA). This certification stands as proof of our dedication to securing your data while it resides within our systems. SmartSuite undergoes an annual SOC 2 Type 2 audit, demonstrating our ongoing commitment to meeting the most rigorous security, availability and confidentiality standards in the industry.

By achieving SOC-2 Type 2 compliance certified by the AICPA, customers of SmartSuite can rest assured that their data is being handled with the utmost care and security. This certification serves as tangible evidence of our unwavering commitment to safeguarding customer data while it is stored within our systems. The annual SOC 2 Type 2 audit further showcases our continued dedication to upholding the highest standards of security, availability, and confidentiality in the industry. This means that customers can trust SmartSuite to provide a secure environment for their sensitive information, giving them peace of mind and confidence in the protection of their data.

We're adding the ability to export entire dashboards to PDF, allowing users to share valuable insights and data easily. Now you can distribute reports or save a snapshot of your dashboard for offline access, making collaboration even easier.

Export your dashboard to PDF by clicking the view’s 3-dot menu, then hover the Export option and click on Adobe PDF.

You can now export several fields to PDF format without including the entire record content. Supported fields include:

• SmartDoc
• Linked Record
• Checklist
• Sub-Item

View folders have been enhanced with a visibility setting. Now - in addition to grouping views in folders - you can determine which Member, Team or even users with particular roles can see a folder and the Views it contains.

To set Folder Permissions, click on the Folder’s 3-dot menu and select Folder Settings. You can then specify who should see the folder in the Folder Visibility section of the dialog.

The Email Field type has been updated to support a Require entries to be unique option. When checked, the field will require Members to enter a unique email address. No more duplicates in your CRM!

You have a powerful new tool to use in your automations: the Delete Records action.

Now you can delete records when specified conditions match, or find a list of records with the Find Action and delete in bulk.

Just select the Delete Records action from the action list to add it to your automation. You can then choose to delete the triggering record, or select (or add a new) Find Action to delete the records returned by the find.

By popular demand we have increased the number of files you can attach in a Files & Images field in Forms to 25. Now you can really power up your media-focused workflows, making it easier for users to submit the files you need.

You can now hide SmartSuite branding on your shared Form Views.

On the settings tab, uncheck the Display SmartSuite branding checkbox and the footer will be hidden (along with the header!) for seamless integration with your site.

You can now hide fields on the edit record page to keep your interface clean and organized.

Hide supporting calculations or other information that users don’t need to interact to create a streamlined user experience while retaining all of the information and functionality of the hidden fields.

To hide a field, open the Page Settings dialog and select the Fields tab. Clicking the hide field icon to the right of a field will hide it from view.

A new set of basic math operations is available for numeric fields in the Update Records action.

You may choose between using a Static value, a manual input, or a Dynamic value derived from another field.

Choose the math operation to be performed by click on the operator dropdown displayed to the left of the input area for the field. You can select Add, Subtract, Multiply or Divide.

SmartSuite’s Make connector has been enhanced to add Advanced Settings to Updated Records triggers, allowing you to specify field values (and optional changes) that will trigger the scenario. Also reference fields (like Linked Record) give you the option to use their text value or their SmartSuite Id, making it easier to configure advanced workflows.

The Dependency Field’s Predecessor and Successor information can now be displayed independently in grid, allowing you to edit and interact with them in the same way you would a Linked Record.

You can add Dependency subfields to the Grid View by opening Fields to Display, clicking the plus (+) icon to the left of Dependency, and then clicking Predecessor or Successor.

Previously, sub-fields could only be displayed in the Grid view in a read-only mode.

From now on, they can be edited individually! Just like any other normal field.

Use SmartSuite dot notation syntax to access Time Tracking Log Field information, including reporting user, date and time value.

Time Tracking Log Field now acts like a Linked Record, allowing you to retrieve information with all list-handling functions. Sub-Fields include:

• [Time Tracking Log].[Reported By]
• [Time Tracking Log].[Reported On]
• [Time Tracking Log].[Reported Time]

You can now set up and manage conditions for sections’ visibility.

The feature is available on all plans and Solution Managers can access it from the Page Settings menu. Look for the Sections Visibility tab.

Click on the Section’s name to open a dialog where you can configure criteria that will be evaluated to determine if the Section should be displayed on the page.

In the Update Records action, you can now specify the type of update for each field:

• Replace value (default)
• Append value
• Clear value

Just click the dropdown list displayed before the data entry portion of the field to change the behavior for individual fields.

Sophisticated Solutions often require multiple supporting tables. You can now choose to hide supporting tables, removing them from the table selector.

All tables and their data remain active and available for use with Linked Records, without cluttering the user experience.

Access hidden tables from the new table selector icon. Click the display icon next to the table name to hide or unhide the table.

GET_LIST() allows to run a query against related records of any type: Linked Records, Sub-items, and Checklist Items.

For example: 
On the Customer level, I want to get the Total Amount of the three most recent Orders that are in Shipped status.

With these new functions, you can get specific field values from a 
sorted list of related records. The functions include:

• RELATED_RECORDS_SORT
• RELATED_RECORD_SORT

They can be used in combination with any field type that returns an array, like Sub-Items and Checklists.

A new toggle allows to choose between finding one or many records.
The results of each action have quite different uses in later steps.Let’s take a closer look.

Automate the process of locating duplicate records within a table, merging them seamlessly into a single, consolidated record - while simultaneously removing the older version for enhanced data clarity and accuracy.

To configure, select the Merge Records action to add it to your automation. You can then configure the matching criteria (how to determine that something is a duplicate) and specify the actions to take during the merge.

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.

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.

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.

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.

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.

The toggle is displayed on the right side of the dashboard header. Click the toggle to move from View to Edit (and back).

Cover Images extend our 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.

To enable Cover Images, open the Page Settings dialog and select the Settings tab. Choose the Files and Images Field you want as the source for your Cover Image, then close the panel.

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.

To add a description, click the arrow icon to the right of the View name and select Add Description. Enter your descriptive text, specify how it should be displayed, and then save.