Record Page: Auto-save on Button click

We've updated the Record Page to make sure your automation buttons always work with the very latest data. Now, when you click a button, SmartSuite proactively attempts to save your record, so you no longer have to manually save changes first.
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Key highlights

• Auto-save on Button Click: When you trigger an automation using any button on a Record Page, SmartSuite will automatically save your changes in the background.
• Modal Confirmation for Pending Changes: If your record has unsaved updates, a popup will ask whether you’d like to save before the automation runs, execute without saving, or simply cancel the action.
• Validation Check: If required fields are empty, you’ll see the usual validation messages prompting you to fill them in before re-clicking the button.
• Activity Logging: Any button-triggered automation executed post-save will be recorded in your activity history for easy tracking.
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How it works

• When you click a button on a Record Page, SmartSuite makes an attempt to save your record using the “Save and continue” method in the background.
• If there are no pending changes, the button performs its action immediately as before.
• If unsaved changes are detected, a modal pops up to offer you options: save your work and execute, continue without saving, or cancel altogether.
• For records with missing required data, you’ll receive the standard prompts to update the information, and the button’s action will run only after everything is in order.
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This enhancement addresses the need to avoid executing automations with outdated record data, ensuring that all your actions use the most current information available.