What’s New in SmartSuite

Multi-page forms now support an optional Review Page that lets users confirm their answers before submitting, with one-click edits back to any page. Service desk intake, compliance attestations, and any form with consequential downstream effects gets a built-in safety check at the end.
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Key Highlights

• Built-In Review Step: Add a single Review Page to any form to give users one last look at their answers before submission.
• Page-Grouped Answers: Fields display grouped by the page they live on, with the page name as a heading and an Edit button to jump back.
• Configurable Title and Description: Set custom copy for the review header, or use the defaults ('Please review your submissions' and 'Update any relevant information as needed.').
• Per-Field Selection: Choose which fields appear on the Review Page; by default all form fields are pre-selected, including conditionally visible ones.
• Smart Empty States: Unanswered fields show as 'Unanswered', Yes/No fields default to 'No', and fields with configured default values show their default rather than appearing empty.
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How It Works

• Add a Review Page from the Pages control at the bottom of the form canvas; one Review Page is allowed per form, and it always sits in a fixed position before the Submission Page.
• Configure the Title and Description for the review header, both with translation support for the default values.
• In the Fields to Review setting, deselect any fields you do not want users to confirm; everything else appears as a Label-Value pair grouped by source page.
• When a user reaches the Review Page, they see all their answers and can click Edit next to any page name to navigate back, make changes, and return.
• The Submit button only appears on the Review Page (or the last Form Page if no Review Page is configured), so users always know they are at the final step.
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Use the Review Page wherever a submitter benefits from a confidence check before their answers commit, especially in service desk intake, compliance attestation, and structured onboarding flows.

SmartSuite Forms now support multiple pages with a built-in Review step and a configurable post-submit experience. Service desks running long intake forms, GRC teams gathering attestations across multiple control areas, and HR teams onboarding new hires can pace longer forms cleanly instead of presenting one wall of fields.
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Key Highlights

• Multiple Form Pages: Group related fields into pages, with up to 10 pages per form including an optional Review page.
• Three Page Types: Form Pages hold the fields, the optional Review Page lets users confirm answers before submitting, and the Submission Page handles the post-submit message or redirect.
• Automatic Navigation Buttons: The system shows Next, Back, and Submit buttons in the right places based on which page the user is on, with no manual configuration.
• Page-Level Field Moves: Any field can be moved between pages from its three-dot menu, keeping a form organized as it grows.
• Progress Bar Pairing: Form Pages work hand-in-hand with the new Progress Bar option on the Style Tab to show users their position in a multi-step form.
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How It Works

• Open a form's Pages control at the bottom of the canvas to add, rename, reorder, or delete pages.
• Add a Review Page (one per form, optional) to show users their answers grouped by page, with an Edit button next to each page name for jumping back to make changes.
• Configure the Submission Page to either display a thank-you message (with a customizable title, description, and optional icon) or redirect submitters to a URL.
• The form's Title and Header display on every page, so the form's identity stays clear no matter which page the user is on.
• The Submit button only shows on the last Form-type page; Back and Next buttons appear automatically on the right pages.
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Use this to break long forms apart into manageable steps, especially for service desk intake, compliance attestation, structured HR onboarding, and any workflow where the form would otherwise feel overwhelming.

Linked Record fields on forms can now display as a table with configurable columns from the linked record's table. ITSM service desks linking to existing tickets, GRC teams linking evidence to controls, and PMO intake linking to active initiatives can give submitters far more context inline than the previous title-only display.
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Key Highlights

• New Table Display Format: Pick Table from a Linked Record field's display options to render linked records as rows in an inline table.
• Configurable Columns: Use the Fields to Display control to pick which fields from the linked record's table show as columns; the Title field is pre-selected by default.
• Inline Context for Submitters: Show ticket priority, control status, project sprint, or any other field inline next to the linked record, so submitters do not have to guess what they are linking.
• Familiar Record Selection: Submitters click '+ Link to {Table}' to open the standard record-picker modal, then remove rows with a single X click.
• Backward Compatible: The Standard format (text or pills) is unchanged and remains the default, so existing forms are not affected.
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How It Works

• Open a Linked Record field's settings on a form and pick Table as the display format.
• The Fields to Display control appears; pick the fields from the linked record's table that should show as columns. Title is selected by default.
• The Record Selector setting is hidden when Table is chosen, since the modal picker is the default selection method.
• Submitters see the table inline and use the Link button to add records or the X button on a row to remove one without a confirmation prompt.
• Each linked record's field values render as plain text in the table columns; column ordering follows the order you selected fields in the configuration.
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Use Table Display anywhere submitters need to see what they are linking to, especially in service desk intake forms (priority and owner inline), GRC evidence forms (control status), and project intake (sprint and dependencies).

Solutions deleted in error can now be restored from the Recycle Bin, complete with every child object and even the Linked Record relationships to other Solutions. Solution Managers running short-lived Solutions for projects, audits, or pilots gain a safety net that previously required IT-level intervention or a from-scratch rebuild.
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Key Highlights

• Solution-Level Restore: Solution Managers and Account Admins can restore a deleted Solution from the User Profile Recycle Bin in a single click.
• Full Child Recovery: Restoring a Solution brings back all its applications, automations, reports, records and comments, fields, My Work items, and dashboard widgets.
• Cross-Solution Link Repair: Linked Records pointing from other Solutions get reconnected automatically when both Solutions are present, with Mirrored Links and dependent Lookups restored end-to-end.
• Disambiguating Names: Restored Solutions get a '(Restored)' suffix, with a number appended if multiple restores happen for the same name.
• Safe Bin Behavior: Child elements that were already in the bin before the Solution was deleted return to the bin on restore and continue counting their original deletion timer rather than resetting.
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How It Works

• Solution Managers and Account Admins access the Recycle Bin from their User Profile to see deleted Solutions alongside other deleted items.
• Click Restore on a deleted Solution to begin the restore; the system walks the Solution's child objects and Linked Record relationships before completing.
• For Linked Records pointing to other Solutions, the system checks whether the target is still available: if yes, the link is restored along with the Mirrored Link and dependent Lookups; if no, the Linked Record remains in text mode until the target is restored.
• Permanent deletion is also available from the bin for Solutions that should be cleaned up rather than restored.
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Use this to recover from accidental deletions without rebuilding from a backup, especially in environments where Solution Managers create short-lived Solutions for project planning, compliance audits, or feature pilots.

AI Field Agents in the middle of generating can now be stopped manually. When generation runs long or gets stuck in a perpetual loading state, click Stop Agent next to the field to immediately return it to its regular state and discard the in-flight LLM response.
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Key Highlights

• Stop Agent Button: A new Stop Agent button appears on every AI Field Agent currently in the generating state, with a 'Stop agent' tooltip on hover.
• Immediate Return: Clicking Stop returns the field to its regular state without waiting for the LLM response, so the user can continue working.
• Discarded Response: Any LLM response that arrives after a stop is discarded and does not write to the record, so the field stays in the state the user left it in.
• Configuration Preserved: Stopping an agent does not change its configuration; the prompt, the model, and any toggles stay in place for the next run.
• Free Runs Counted: Cancelled executions still count against the workspace's Free Runs pool, since the LLM call has already been issued at the point of cancellation.
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How It Works

• When an AI Field Agent enters the generating state, a Stop Agent button appears next to the field.
• The button is available wherever the agent renders: inline editing in Grid View, the Record Page, and the Record Details Widget.
• On click, the field reverts to its regular state immediately, abandoning the in-flight LLM call from the user's perspective.
• The system listens for the LLM response in the background and discards it on arrival; the record value is never updated by a cancelled run.
• The agent's configuration is untouched, so the next manual run or automatic trigger executes normally without reconfiguration.
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Use this when an AI Field Agent is taking too long, when a slow model is blocking inline editing, or when an agent appears stuck and you need to recover the field without disabling the agent.

Forms now support an Internal mode designed for authenticated, in-app submissions. ITSM service desk teams, GRC compliance leads, and any builder running an internal intake workflow can collect data with full awareness of the signed-in user, complete with field-level permission enforcement and submitter attribution captured on the record.
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Key Highlights

• Two Operational Modes: Every form can run as Internal (in-app, authenticated) or Shared (public link), independent of one another, with both modes available on the same form simultaneously.
• Authenticated Submissions: Internal forms know which SmartSuite user is filling them out, opening the door to user-aware logic, permission enforcement, and per-user defaults.
• Permission-Aware Fields: Field-level view and edit restrictions apply to internal forms; fields a user cannot view are hidden, and fields they cannot edit are read-only.
• Service Desk Intake: ITSM teams can build authenticated intake forms that capture the requester's identity automatically, with no manual entry of who submitted.
• Submitter Attribution: An extended Created By model captures the submitter, the form title, and the source type, displayed as 'Created by [Member] via [Form Title] Form' in the activity history and on the record page.
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How It Works

• Open any form's configuration; Internal mode is automatically available without any toggle, and the Shared (public link) state remains independent.
• Internal forms can be opened from a Form View inside the app or launched from the new Open a Form button action on dashboards.
• When a user opens an internal form, the system loads it inside the SmartSuite app context, applies their permissions, and pre-resolves any user-aware defaults.
• On submission, the record is created with the submitter as Created By, plus a Source Type (Form) and Source Title (the form's name) for full traceability.
• Automation triggers that listen for 'When a form is submitted' fire for both internal and shared submissions, so existing automations work unchanged.
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This release is the foundation for richer in-app form workflows, underpins the new Open a Form button action shipping alongside it, and the Created By extension carries forward to upcoming workflow actions like MS Teams Actionable Notifications.

The Rich Text URL control now accepts dynamic field values, so URLs across SmartDoc, automation messages, and embedded rich-text content can resolve to the right record at runtime instead of pointing to a single hardcoded destination. ITSM teams sending MS Teams Actionable Notifications, GRC teams linking evidence pages to source records, and any builder embedding contextual links in rich text get a foundational upgrade.
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Key Highlights

• Dynamic URL Composition: Highlight text in any rich-text field, click the URL control, and insert a field placeholder using the same picker that powers automation message bodies.
• ITSM Notification Foundation: The Open Record button on the upcoming MS Teams Actionable Notification action uses this capability to link straight to the relevant ticket or change request.
• SmartDoc Live Links: Rich-text URLs in SmartDoc fields can now resolve to the correct record on every view, no manual editing per record required.
• Single Underlying Control: The same dynamic URL control works everywhere the Rich Text component is used, so a builder learns the pattern once and applies it across surfaces.
• Backward Compatible: Existing static URLs continue to function unchanged, so no automation or SmartDoc content needs to be migrated.
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How It Works

• Highlight the text you want to link in any rich-text field, click the URL control, and the URL input now supports the standard field picker.
• Use the field picker to insert placeholders that the system resolves to the live value at runtime when the automation runs or the SmartDoc renders for a record.
• Static URLs remain valid input; you can mix static and dynamic segments in the same URL when the destination needs both.
• The change applies wherever the Rich Text URL control appears, giving consistent behavior across automation messages, SmartDoc fields, and any embedded rich-text input.
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Pair this with the upcoming MS Teams Actionable Notification action to send approval requests that land recipients on the exact record that triggered the workflow.

The Calendar View can now combine public calendars from multiple Solutions into a single primary calendar. PMO leaders coordinating across teams, operations leads building unified availability views, and anyone who has been maintaining duplicate calendars to bridge Solutions can consolidate to one rolled-up view.
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Key Highlights

• Cross-Solution Roll-Up: Pull public calendar views from any Solution you have access to into a single primary calendar, instead of being limited to one Solution at a time.
• PMO Portfolio View: Combine engineering release schedules, marketing campaigns, and product launches in one calendar to coordinate across functions.
• Operations Visibility: One calendar can render team availability across HR, customer success, field service, and any other Solution holding scheduled work.
• Permission Aware: Each rolled-up calendar respects the source Solution's permissions, so users only see events from Solutions they have access to.
• Source-Of-Truth Editing: Drag, drop, resize, and inline edits flow back to the original Solution rather than creating cross-Solution copies, keeping each calendar's source clear.
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How It Works

• In Calendar View configuration, the calendar source picker now shows public calendar views from all Solutions you have access to, not just the current Solution.
• Pick any combination of public calendars and the resulting Calendar View renders them together with the existing scale, drag-and-drop, and event-editing behavior.
• Events keep the visual identity of their source calendar (color, icon) so the rolled-up view stays scannable even with many sources.
• Permission checks happen per source calendar at render time, so a user without access to one of the source Solutions sees the rest of the calendar normally.
• Existing single-Solution Calendar Views continue to work unchanged; cross-Solution support is additive.
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Use this to consolidate scheduling visibility across teams and Solutions, especially in PMO portfolio coordination, operations planning, and any role that has to look across multiple Solutions to plan their day.

The new Team field works end-to-end in automations: triggers, actions, loops, and notification routing. Service desks running approval workflows, GRC teams notifying ownership groups of compliance events, and any automation that previously had to fan out to individual members one at a time gets a more direct path.
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Key Highlights

• Team as Action Input: Set a Team field's value from a static team name, a lookup, a formula, or any text source the field picker accepts.
• Team-to-User Mapping: Setting an Assigned To field from a Team field writes all team members to the destination, with the first member used when the destination is single-value.
• Smart Email Routing: Send Email actions go to the Team Email when set, or fall back to deduplicated individual member emails when targeting multiple teams.
• Notification Fan-Out: Send Notification actions reach every team member directly without per-member configuration, mirroring how individual assignment notifications work today.
• Loop Support: Use a Team field in a Loop step to iterate over team members and run per-member follow-up actions like creating tasks, sending personal updates, or generating reports.
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How It Works

• In any automation action that targets a Team field, use the standard text input control to map the value, with field picker support for dynamic resolution.
• The Send Email action checks each target team for a Team Email, with the team email handling distribution when present and individual member emails sent (with deduplication across multiple selected teams) when not.
• Inactive or deleted teams encountered at runtime are skipped silently, consistent with how Assigned To handles deactivated members, so workflows stay running rather than failing on stale references.
• Validation respects table permissions: a team without explicit access to the target table is skipped at runtime rather than written, with the skip recorded in run history.
• Triggers fire when a Team field value changes, the same way they do for any other tracked field.
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This release closes the loop on the Team field type: configure it once on the table, and every automation surface treats it as a first-class assignment source.

A new Team field type joins Assigned To as a first-class way to allocate work in SmartSuite. Service desks routing tickets to a service team, change-approval boards routing to an oversight team, and PMO leaders splitting work across squads can now treat teams as the unit of assignment, with full permission inheritance.
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Key Highlights

• New Team Field: Pick Team from the Project Essentials field category, with single or multi-value selection and the same display options as Assigned To.
• Permission Inheritance: Team members get Contributor, Assignee, or Assignee+ access to records based on their team's table permission, exactly mirroring how individual assignment works today.
• ITSM Service Desks: Route a ticket to its target service team and every member of that team gains the right access automatically, with no per-user grant management.
• Team Email Routing: A new optional Team Email property handles notifications cleanly, sending to one address with the team's distribution list handling delivery, falling back to individual member emails when no team email is set.
• 'My Team' Filter: Build views scoped to 'Where Responsible Team is My Team' once and every user sees the records assigned to their own teams without per-user filter duplication.
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How It Works

• When configuring a field, choose Team under Project Essentials, set single or multi-value, and pick from the list of teams with access to the table.
• Notifications honor the Team Email when set, or send to individual members with deduplication when the same person belongs to multiple selected teams.
• An Assigned To field can optionally link to a Team field as its Parent Team, narrowing the Assigned To picker to members of the currently selected team.
• Filter operators match Assigned To, including a new 'My Team' comparison value that resolves to the current user's team memberships at view time.
• Supported across Grid, Kanban, Form, Calendar, Timeline, Gantt, Map, and Charts, plus bulk update, import, public API, Document Designer, and formulas (as text for single-value, list for multi-value).
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Use the Team field to clean up workflows that previously hacked around assignment via tags or duplicate Assigned To fields, especially in service desk intake, change management, and compliance ownership tracking.

April’s announcements focus on making SmartSuite more intelligent and action-oriented, with major enhancements to AI Field Agents, forms, and dashboard-driven workflows—enabling faster, more structured data capture and more intuitive user experiences across the platform.

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The hardcoded Add New Record button on every view-based widget has been replaced with a configurable button bar that supports up to ten custom buttons. Service desks, compliance boards, and project dashboards built on Grid, Card, Calendar, Timeline, Chart, or Gantt widgets get full button configurability without rebuilding anything.
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Key Highlights

• Configurable Button Bar: View-based widgets share the same button component used in Button Row widgets, replacing the old hardcoded button.
• Up to Ten Buttons: Configure as many as ten buttons per widget, with the first two visible and the rest under a '...' overflow.
• Broad Widget Support: Grid, Card, Calendar, Timeline, Chart, and Gantt widgets all pick up the change in the same release.
• Service Desk Friendly: ITSM teams can place Create Ticket, Open Form, Open URL, and Run Script buttons side by side on a single widget.
• Safe Migration: Existing widgets with Allow Inline Edit or Allow Edit enabled get an automatic Create-a-Record button preserving the previous label, color, and target table, so no flows break.
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How It Works

• Open a view-based widget's configuration to access the new Buttons section, where you can add, remove, reorder, and configure each button.
• Each button supports the standard properties: Label, Icon, Color, Tooltip or Description, Ask for Confirmation, and Action.
• Supported actions include Open URL, Create a Record (with default values), Open a Form, and Run a Script, identical to Button Row buttons.
• During the upgrade, the system migrates existing buttons automatically: Allow Inline Edit and Allow Edit settings keep their other behaviors but no longer control the Add Record button.
• Chart Widgets do not get a migration button by default, since they did not previously expose Add Record.
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Combine this with Open a Form to build dashboards where every common workflow is one click away from the right view.

Timeline Widgets embedded in dashboards now render natively on the SmartSuite mobile app, with the same layout, scale options, and filter behavior as desktop. PMO leaders, portfolio managers, and operations teams keep one dashboard for everyone and trust that the experience matches across devices.
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Key Highlights

• Full Mobile Rendering: Timeline Widgets show the complete timeline layout on phones and tablets.
• Dashboard Filter Support: Existing Filter Widget links to a Timeline Widget continue to work, narrowing the timeline by team, status, or release window the same way they do on desktop.
• PPM-Ready: Portfolio dashboards, sprint trackers, and operations coordinators get a consistent experience across devices.
• Touch Controls: Pinch to zoom, drag to pan, and tap a record bar to open the record detail in mobile context.
• Permission Aware: Dashboard edit permissions and record-level permissions apply on mobile the same way they apply on desktop.
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How It Works

• Open any dashboard that contains a Timeline Widget on the mobile app to see the new rendering.
• Existing widget configuration carries over, including the Default Scale, Allow Inline Edit, Display Toolbar, and Display Records Listing settings.
• The Scale control collapses into a dropdown when the widget renders in a narrow column, mirroring the desktop responsive behavior.
• Tap any record bar to open the record detail panel for inline edits when dashboard and record permissions allow.
• Dashboard owners' settings changes flow to the backend the same way they do on desktop; non-owner viewers see the configured state without persisting their own changes.
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Update the SmartSuite mobile app to the latest version to see Timeline Widgets render in full.

Timeline View now runs natively in the SmartSuite mobile app, with the same layout, scale options, and inline edit behavior as the desktop client. Project managers, PMO leads, and any team running a Timeline View can review schedules and milestone progress from a phone or tablet without losing fidelity.
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Key Highlights

• Full Mobile Parity: Open any Timeline View directly from the mobile app, with the same fields, dependencies, and color coding as on desktop.
• PPM Ready: Portfolio reviews, release planning, and milestone tracking work the same way on a phone as they do on a laptop.
• Configurable Scale: Switch between Hours, Days, Weeks, and Months from the mobile view's scale control, defaulting to Days.
• Touch-Optimized: Pinch to zoom across time, drag to pan, and tap any record bar to open the record detail in mobile context.
• Permission Aware: Field-level and record-level permissions apply the same way on mobile as they do on desktop.
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How It Works

• Open a solution that has a Timeline View configured and tap the view selector to switch to it.
• The view renders a touch-friendly timeline layout, automatically adapting controls for narrower screens.
• Pinch and drag gestures replace the desktop scrollbar and zoom controls; the toolbar collapses into a dropdown when space is tight.
• Tap a record bar to open the record detail panel for inline edits when permissions allow.
• All changes flow back to the underlying table the same way they do on desktop, so the team sees updates immediately.
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Update the SmartSuite mobile app to the latest version to access Timeline View on the go.

Dashboard buttons can now launch SmartSuite forms directly, opening them in an authenticated session inside the app. ITSM teams running service catalogs, GRC teams capturing attestations, and any builder who wants a one-click jump from action to data entry get a faster, in-context way to open the right form.
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Key Highlights

• Open a Form Action: A button can launch any internal SmartSuite form, picked by Solution, Table, and Form name.
• Service Catalog Ready: ITSM service desks can wire each request type to its intake form for one-click submission from a dashboard.
• GRC Attestation Friendly: Compliance review boards can put control-attestation forms one click away from the underlying record.
• Flexible Display: Choose Popup (default), Slider, Fullscreen, or New Tab to control how the form appears on click.
• Authenticated Context: The form opens in internal mode, with the current user known, so field and record permissions apply automatically.
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How It Works

• When configuring a button, choose Open a Form, then select a Solution and Table using the standard picker.
• The Form dropdown lists every form in the selected table in A-to-Z order; pick one to wire the action.
• The Open In setting controls whether the form appears as a Popup, Slider, Fullscreen, or in a New Tab on click.
• The form launches inside the SmartSuite app in a ready-to-fill state, so the current user submits as themselves with full attribution captured in the record's Created By.
• The action is supported across Button Row widgets, dashboard tabs, and view-based widgets, giving consistent behavior wherever buttons appear.
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Pair this with Internal Forms to streamline service desks, compliance intake, and any workflow where the next step is filling out a form.

The Button Row widget now offers a Card display style alongside the standard Button style. Service desks running request-routing dashboards, GRC teams running control attestations, and PMO leaders running portfolio panels get a more readable layout when each action needs a label, icon, color, and a description.
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Key Highlights

• New Card Style: Pick Card under the Style Tab to render each button as a full card with rich-text description support up to 200 characters.
• Service Desk Ready: ITSM dashboards can pair each card with a description that explains what the action does, ideal for self-service intake.
• Up to Seven Per Row: Choose Auto or any value from 1 to 7 for cards per row, mirroring the Button-style configuration.
• Same Action Set: Card buttons support the same actions as standard buttons, including Open URL, Create a Record, Open a Form, and Run a Script.
• Enterprise Color Palette: A new palette of enterprise colors is available across both Button and Card styles for consistent branding.
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How It Works

• Open a Button Row widget's settings and switch to the Style Tab to choose between Button (default) and Card.
• For each button, configure the Label, Icon, Color, Action, and a Tooltip (Button style) or Description (Card style) using the standard rich-text component.
• The Buttons-Per-Row dropdown controls how many cards display per row, with Auto sizing based on widget width.
• Existing Button Row widgets keep their current Button style on first load, so no dashboard breaks during the upgrade.
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This is the first of several display refinements coming to dashboard widgets. Use Card style to give action-heavy boards the breathing room their actions deserve.

We've enhanced our Forms experience by introducing support for Lookup fields. This update makes it easier for you to display related information from linked records right within your forms, ensuring data is clearly presented without the need to save the record.
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Key Highlights

• Lookup Field Integration: Form creators can now include Lookup fields to automatically pull in related record details, offering richer context for form respondents.
• Automatic Update: Lookup field values populate as soon as their dependent Linked Record's value is updated, providing you with information about the related field even before the record is saved.
• Streamlined User Experience: The new setup prevents hidden Lookup fields from interfering with form submissions and keeps the form clean and functional across different stages of deployment.
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How It Works

• Lookup fields now appear in the Form Editor, allowing you to select them and place them on your form canvas.
• The implementation guarantees that hidden fields won’t block form submissions, maintaining a smooth user experience throughout.

With this update you now have immediate access to details from selected Linked Records while you edit the form, improving visibility and enhancing the user experience.

We've enhanced our Forms experience to simplify setting up default values for your fields. With this update, you can now choose to set default values for specific fields. This ensures that you always have the flexibility to enable or disable the default value functionality without losing any previously configured settings.
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Key Highlights

• Broad Field Support: Default values can be configured for Text, Text Area, numeric, and select fields, as well as special fields such as Assigned To, Date, and Due Date (for internal forms).
• Transparent UI Behavior: When the flag is activated, a dedicated field picker component appears, offering you a choice between field values and system values (details about the current user and environment) ensuring that you can easily pick from any available options, including predefined user and date/time values.
• Override field-level defaults: Specifying a form-level default value will override the field's own default value, allowing you to tune the user experience for specific workflows.
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How It Works

• Upon activation, users will see the field picker component, making it simple to select default values based on the specific field type.
• Even if the flag is later disabled, any default values that have been set remain intact and can be restored simply by re-enabling the feature.
• The entire update is built to seamlessly integrate into your form creation process, with clear guidance provided via our design and requirements documentation.

This update is designed to give you greater control over your Forms experience, making it easier and more intuitive to manage default data inputs. Enjoy a more streamlined and customizable form setup with SmartSuite!

We’re excited to roll out a new button action that streamlines record creation across dashboards and widgets. This feature lets you open a Record Page pre-populated with static default values, ensuring a smoother and more structured workflow.
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Key Highlights

• New “Create a Record” action: Quickly launch a new record directly from dashboards or view widgets.
• Predefined default values: Set static values that override field-level defaults for consistent data entry.
• Enhanced enterprise workflows: Ideal for self-service request portals and multi-entry dashboards, keeping record creation simple and controlled.
• Broad support across interfaces: Now available in Dashboard tabs, Button Rows, Hero sections, and Simple Banners.
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How It Works

• In button configuration, selecting the Create a Record action type will prompt you to select the table you want to create a record in.
• You can optionally define default values for the new record, which will override any field-level default values.
• Once configured, clicking the “Create a Record” button will open a new record in the selected table, with any configured default values applied.
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This enhancement is designed to support a controlled intake workflow while preserving consistency with existing record template logic. Enjoy a more direct and efficient way to create records in SmartSuite!

We've enhanced our platform by extending AI Field Agent support to a broader range of field types. Now, you can leverage AI Field Agent capabilities on Title (manual), Text, Number, Status, Multiple Select, and Link fields to streamline your record creation and data management processes.
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Key Highlights

• Expanded Field Support: AI Field Agent now works with Title (manual), Text, Number, Status, Multiple Select, and Link fields.
• Updated Prompt Data: Improved prompt handling for Single/Multiple Select and Status fields now include choices, descriptions, and numeric values (when applicable) when sending field data, providing clearer context for AI processing.
• Backend & Frontend Updates: Both the underlying services and user-facing components have been refreshed to support these additional fields.
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How It Works

• All supported field types now include an AI Field Agent configuration section in field settings.
• AI Field Agent outputs for list-type fields (Single/Multi Select, Status) are automatically constrained to their configured values.
• The system automatically passes additional field settings (choice descriptions and numeric values) as part of the API request, eliminating extra configuration steps.
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This update is available to all users across all plans. Enjoy a smarter, more efficient way to interact with your data!

We’re excited to introduce an improved prompt-writing experience for AI Field Agent. Prompt input now uses a SmartDoc-powered editor, giving teams a more flexible and intuitive way to write, organize, and refine instructions. This enhancement makes it easier to create clearer prompts, include field references, and work with rich formatting when configuring AI-driven fields.
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Key Highlights

• Better prompt writing: Create more structured, readable prompts with a richer editing experience.
• Improved clarity: Use formatting tools to organize instructions so prompts are easier to review and maintain.
• Familiar editing experience: Work in a SmartDoc-style input that feels consistent with the rest of SmartSuite.
• Easier context insertion: Add field references directly into the prompt so the AI can use record data in its response.
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How It Works

• Open the AI Field Agent settings for your field.
• In the Instructions area, write your prompt using the SmartDoc-powered editor.
• Use the toolbar to format your instructions with options such as bold, italic, underline, strikethrough, text color, quotes, bullet lists, numbered lists, links, and clear formatting.
• Insert field references directly into the prompt, such as related fields like Project Tasks, Stage, and Due Date, to give the AI the right business context.
• Combine written instructions and field references to guide how the AI should generate, classify, summarize, or evaluate content.
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This updated experience is especially useful when prompts need more structure, such as step-by-step guidance, clearly defined expectations, or dynamic context pulled from record fields.

March’s updates introduce powerful AI Field Agents, expanded AI model support, dynamic dashboards, enhanced automations, and improved mobile document experiences—making SmartSuite smarter and more flexible across every workflow.

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We've improved our mobile experience with new support for Document Views. This update brings a range of mobile-friendly enhancements designed to make working with your documents smoother and more efficient.
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Key Highlights

• AI Assistance: Use the "Ask AI" option to leverage SmartDoc’s AI features while working on your documents.
• Custom Document Views: Easily create document views tailored to your workflow.
• Clear Document Details: Depending on your settings, the mobile app will now display the Document Title, Created By, and Last Updated fields.
• Seamless Editing: Enjoy inline editing with auto-save functionality and support for undoing or redoing your changes.
• Rich Content Insertion: Quickly add images, videos, and attachments using the file upload modal.
• Optimized Layout: Mobile screens automatically adopt a wide page view for maximum usability, while tablets provide options between Default and Wide.
• Permission Controls: The mobile experience will honor your existing permissions settings.
• Enhanced Integration: Benefit from the updated Smartdoc Embed Widget built with the latest features.
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How It Works

• Open the mobile app to find the new Document View support, which integrates multiple enhancements to simplify your document management.
• To take advantage of AI assistance, select “Ask AI” from the designated menu.
• Create and customize document views with straightforward controls, then adjust which document details are displayed based on your preferences.
• Enjoy hassle-free inline editing that auto-saves your work, complete with undo/redo options for improved control.
• Insert images, videos, or attachments easily via the in-app upload interface.
• The app automatically sets mobile devices to a wide layout for easier viewing, while tablets allow a choice between default and wide page widths.
• All changes made within the mobile app respect your current permissions and prompt a smooth, integrated experience.
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Enjoy exploring Document View support on your mobile device!

Introducing Generate PDF: Disable Public PDF Link – a new update that puts you in control of how your generated PDFs are shared. With this configurable option, you can prevent sensitive PDF links from being exposed while keeping your document generation intact.
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Key Highlights

• Disable Public Link: A new toggle on the Generate PDF action lets you stop the generation of a public, clickable PDF link.
• Secured Run History: When enabled, the PDF title in Run History is displayed as plain text, removing the clickable link.
• Downstream Action Safety: Downstream outputs will no longer show the Document link, mitigating the risk of exposing sensitive data inadvertently.
• Consistent Output: Even with link exposure disabled, the PDF is still generated successfully and remains available as a file output.
• Validation for Existing Configurations: If existing downstream actions reference the PDF link, enabling this setting will mark those references as invalid until they are updated.
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How It Works

• Simply toggle the new “Disable public PDF link” setting in any Generate PDF automation action. When turned on, the automation will no longer display clickable links in Run History or allow the Document link to be selected in downstream actions.
• The generated PDF remains fully available as Exported PDF, and the Document title is still provided as text output.
• For automations that already reference the Document link, the system will flag these as invalid configurations until you update or remove the outdated references.
• Existing automations will continue to work without interruption, as they default with the new setting turned off. New automations also start with this option off, ensuring a smooth transition.
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By adding this feature, we’re giving you greater control and security over your PDF outputs, ensuring sensitive documents remain protected while still delivering the functionality you rely on. Enjoy a more secure and tailored PDF generation experience with this latest SmartSuite update!

We've introduced a new update to make your grid views safer and easier to manage. Now, you can quickly toggle your Grid View to a read-only state - ensuring data is only viewed and not accidentally edited.
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Key Highlights

• Disable Inline Edit Option: A new checkbox in the Grid View 3-dot menu lets you disable inline editing with a single click.
• Accidental Edit Prevention: Once enabled, users can view and explore records without the risk of making unintended changes.
• Consistent Experience: This setting only affects inline editing in the grid view, leaving permissions and other editing options intact.
• Persistent Setting: The chosen setting will remain active across sessions for a consistent user experience.
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How It Works

• Administrators can enable the new read-only mode by checking the Disable Inline Edit option in any grid view’s menu.
• When toggled on, inline editing is turned off: cells no longer support direct interaction for edits, though users can continue to sort, filter, group, and perform bulk actions.
• This feature acts solely as a presentation control at the view level, preserving underlying record and field permissions as well as functionality in other areas of the platform.

We’ve introduced expanded Auto Number output options in automations, giving you more control over how Auto Number values are passed into automation steps. With this update, you can continue using the numeric Auto Number output for backward compatibility, or choose a new option that returns the full formatted field value, including prefixes, suffixes, and leading zeros.
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Key Highlights

• Two Auto Number Output Options: You can now choose between Auto Number, which returns the numeric value only and preserves existing behavior, and Auto Number • Entire field, which returns the full formatted value as text, including any prefixes, suffixes, and leading zeros.
• Backward Compatibility Preserved: Existing automations continue to use the numeric Auto Number output by default, so no updates or migration are required.
• Improved Token Picker Experience: In the automation token picker, Auto Number now appears with both output options clearly available so you can select the format you need.
• Better Support for Formatted Outputs: The new Entire field option is especially useful when Auto Number values need to retain formatting in emails and other automation outputs, such as showing 001 instead of 1.
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How It Works

• When you use an Auto Number field in an automation, you’ll now see two available outputs in the token picker: Auto Number returns the value as an integer, while Auto Number • Entire field returns the value as a formatted string. For example, 001 is passed as 1 with the numeric option and as 001 with the full-field option.
• Existing automations continue using the numeric version automatically, ensuring current workflows behave exactly as before.
• Numeric Auto Number values remain fully supported in conditions.
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This update gives you more flexibility when working with Auto Number fields in automations while preserving the behavior of your existing setups.

We’re excited to announce that Solution Packaging is now available to all users across every plan level. This update removes previous plan-based limitations so more teams can package and share solutions with ease.
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Key Highlights

• Available to All Plans: Solution Packaging is now supported across all SmartSuite plan levels.
• Simplified Access: Previous account-based restrictions have been removed.
• Expanded Availability: More teams can now create and manage solution packages without needing a specific plan tier.
• Consistent Experience: Package creation now works the same way across supported accounts.
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How It Works

• Users on any SmartSuite plan can now create solution packages.
• The packaging experience is now available without plan-specific limitations.
• This change ensures a more consistent experience for customers regardless of subscription level.
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We’re excited to make Solution Packaging more broadly available and give every team greater flexibility in how they build, package, and share their work.

We’re excited to announce an update that makes it easier than ever for Field Agents to work with both static and dynamic file attachments in their requests. This improvement gives you more flexibility when using documents and images with AI Field Agents, helping you provide richer context and get more useful results.
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Key Highlights

• Static and Dynamic Attachments: Field Agents now support both files added directly in Field Settings and files pulled dynamically from Files and Images fields.
• More Flexible Inputs: You can use PDFs, CSVs, Excel files, and images to give your agent the context it needs.
• Support for Multiple Files: Add one or several files to an AI Field Agent, making it easier to work with more complete supporting materials.
• Smarter Model Experience: File attachments are only available when the selected model supports files and images, so the experience stays clear and relevant.
• Better Validation for Static Files: The system checks file size limits for static uploads and alerts you if attached files exceed the allowed total.
• Combined Attachments: You can use both static and dynamic attachments together in the same agent run for greater flexibility.
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How It Works

• Open the AI Field Agent settings and attach one or more static files if you want the same files included every time the agent runs.
• Add Files and Images fields as pills in your prompt if you want files to be pulled dynamically from a record during each run.
• Choose a model that supports files and images to enable file attachment options.
• Make sure each uploaded file is under 50 MB and that the total attached content in a single request does not exceed 50 MB.
• Run the agent and your attached files will be included automatically, giving the model additional context for the task.

We've rolled out a new enhancement in SmartSuite to bring real-time visibility to your Lookup fields when editing records. Now, you can immediately preview how changes to your linked records will affect calculated values - no need to wait for a record to be saved. This update is designed to streamline your workflow and reduce unnecessary saves while keeping your data accurate and secure.
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Key Highlights

• Real-Time Preview: See updated Lookup field values as you select, modify, or remove linked records.
• No Unwanted Saves: The preview mechanism is read-only and doesn’t persist data or trigger background processes.
• Smart Field Dependencies: A dedicated dependency store tracks which Lookup fields relate to your changes, ensuring only relevant fields are recalculated.
• Consistent with Save Behavior: The preview mimics what will be calculated on save, so you always get an accurate view.
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How It Works

• As you adjust linked records during editing, our system quickly identifies which Lookup fields depend on your changes.
• SmartSuite computes the preview value without writing to the record or triggering additional processes.
• When you save your record, the preview value becomes the official stored value, keeping your workflow smooth and intuitive.

This enhancement is now available for all users. Enjoy a faster, more informed editing experience with SmartSuite!

AI adoption is moving faster than most risk programs can keep up with, especially in financial services. SmartSuite's CRI AI Risk Management Framework solution gives organizations a structured, enterprise-wide way to identify, assess, and govern AI risk across the full lifecycle of adoption, built in partnership with the Cyber Risk Institute.
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Key Highlights

• Centralized AI Risk and Control Management: Operationalize the CRI AI RMF in a single system aligned to financial services standards.
• AI Adoption and Maturity Assessments: Run structured questionnaires and risk-control matrices to evaluate maturity, surface gaps, and track progress across adoption stages.
• Risk and Control Mapping: Map identified AI risks to recommended controls with detailed guidance for governance, mitigation, and oversight.
• CRI Profile Alignment: Cover the Govern, Map, Manage, and Measure domains with control coverage tracked across each function.
• Dashboards and Reporting: Get real-time insight into AI risk posture, maturity, and control effectiveness across business units and use cases.
• Audit-Ready Evidence: Compliance teams can pull connected AI risk records, assessments, and decisions for examiners and internal audit.
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How It Works

• AI use cases and their associated risks are captured and organized against the CRI AI RMF across domains and functional areas.
• Teams complete AI adoption and maturity assessments using standardized questionnaires that score risk exposure and control effectiveness.
• Identified risks are mapped to recommended controls through the Risk and Control Matrix, generating clear mitigation and governance actions.
• AI risk posture is monitored continuously through dashboards and metrics, surfacing changes in maturity, coverage, and emerging risks in real time.
• Optional AI features can be configured to summarize assessments, detect anomalies, or recommend controls, with human oversight retained throughout.
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Financial institutions and other regulated organizations now have a connected, framework-aligned home for AI risk management, ready to evolve as AI standards and supervisory expectations continue to mature.

We’re excited to announce the general availability of AI Field Agents. AI Field Agents bring intelligence directly into your workflows by embedding AI-powered assistants into individual fields, so SmartSuite can analyze record context, generate structured results automatically, and help teams move faster on repeatable work. They can run manually when needed or automatically when relevant field values change, with results saved directly in the field and tracked in activity history.
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Key Highlights

• Bring AI directly into the flow of work by embedding intelligent assistants into supported fields.
• Automate repeatable tasks such as summaries, classifications, recommendations, and other structured outputs based on record data.
• Configure agents to run automatically when trigger fields change, or launch them manually when you want more control.
• Extend AI results with optional Internet Search, giving teams access to broader context beyond the record when enabled.
• Get started quickly with included free AI requests, then continue usage with your own API key as needs grow.
• Maintain visibility and trust with AI-generated values stored in the field, logged in activity history, and supported by SmartSuite’s audit trail.
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How It Works

• Enable AI Field Agents for your workspace. Workspace admins can turn on AI Field Agents, optionally add an API key for expanded usage, enable Internet Search, and view remaining free AI requests.
• Configure the agent on a supported field. Open Field Settings, select the AI Field Agent tab, and turn on Enable AI Field Agent for a SmartDoc, Text Area, or Single Select field.
• Build the prompt. Combine static instructions with values from other fields so the AI can use live record context to generate useful, structured outcomes. Prompts must include at least one field variable.
• Choose how it runs. Set the agent to run automatically when referenced field values change, or let users run it manually from Grid view, the Record page, or a Record Details widget.
• Review the result in context. The AI-generated output is written directly to the field, labeled as AI-generated, and recorded in the activity trail for traceability and governance.

We've expanded our Twilio messaging capabilities with a new Voice option, alongside our existing SMS action, giving you more options when configuring outbound notifications. With this update, you can now send voice messages using Twilio and choose both a Language and a Voice for each message, ensuring your calls are delivered in the right tone and language every time.
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Key Highlights

• New Voice Capability: Twilio Voice Messaging is now available as a new capability in addition to SMS, giving you more ways to communicate through automation.
• Language Selection: A new dropdown lets you select a language, defaulting to "English (US)" for every new configuration.
• Voice Options: Once you choose a language, the Voice dropdown refreshes to show the compatible options. The list includes a default selection, either the recognized default or the first available voice option.
• User-Friendly Interface: The UI automatically updates the Voice options when you change the selected language, so the choices always match your current selection.
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How It Works

• When configuring a Twilio: Send Voice Message action, you'll see a Language dropdown with "English (US)" applied by default.
• Changing the language prompts an automatic update of the Voice dropdown, ensuring you have the right voice options for that language.
• If a previously chosen voice isn’t available after switching languages, the system resets it to a default option, so your configuration never has invalid settings.
• All your selections are saved and reloaded automatically each time you access the action configuration.
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This update is now available to enhance your messaging experience across both SMS and voice. Enjoy a smoother, more tailored setup that helps ensure your messages are delivered the way you intend.

Responding to regulators usually means email chains, spreadsheet trackers, and the same questions answered three different ways. SmartSuite's Regulatory Inquiries solution centralizes the whole process so teams can capture inquiries, reuse approved responses, and produce regulator-ready outputs from a single platform.
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Key Highlights

• Centralized Inquiry Management: Capture every regulatory question and response in one system of record, removing fragmented email and duplicated effort.
• Reusable Response Library: Maintain a structured repository of approved responses and supporting evidence for consistent answers across regulators and frameworks.
• Answer Once, Respond Many: Reuse validated responses across multiple inquiries to improve efficiency and keep communications consistent.
• Collaboration and Approval Workflows: Comment, review, and approve responses inside structured workflows that maintain a full audit trail without email.
• Connected Risk and Compliance Data: Pull from existing assessments, controls, and evidence so responses build on the work your team has already done.
• Dashboards and Reporting: Monitor inquiry status, workload distribution, response timelines, and quality with real-time dashboards.
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How It Works

• Regulatory questions are captured, categorized, and linked to the relevant frameworks, assessments, controls, and prior responses.
• Teams can optionally use AI to match new inquiries to existing answers and evidence, with rationale provided for traceability.
• Responses move through structured review and approval workflows so the right stakeholders sign off before anything goes out.
• Final answers are packaged into regulator-ready formats for submission, keeping language and presentation consistent.
• Status, follow-ups, and additional requests are tracked, and approved responses are stored for reuse on future inquiries.
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With every inquiry, response, and piece of supporting evidence in one place, organizations can respond to regulators faster, more consistently, and with a complete audit trail behind every answer.

We’re excited to announce enhancements for AI Assist that bring new capabilities to your workflow. Building on your feedback and our commitment to delivering smart, efficient solutions, we’ve added support for advanced AI models to drive more accurate and dynamic responses.
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Key Highlights

• Expanded Model Options: Now choose from GPT 5.1, Claude Sonnet 4.5, and Gemini 3 Pro directly within the AI Assist action.
• Intelligent Request Routing: Each selected model routes your requests with precision, ensuring the right processing for your needs.
• Enhanced File Compatibility Checks: For models that support them, SmartSuite will verify that images and PDFs are handled correctly.
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How It Works

• Simply access the AI Assist dropdown and pick your preferred AI model from an updated list.
• Once selected, SmartSuite directs your request to the correct backend model, with built-in checks to confirm support for images and PDFs when applicable.
• Enjoy an enhanced AI experience as the system validates and returns responses generated with the advanced capabilities of GPT 5.1, Claude Sonnet 4.5, and Gemini 3 Pro.
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This update applies across all plans, making it easier than ever to harness the power of our latest AI technology for your everyday tasks. Enjoy a smarter, more efficient AI Assist in SmartSuite!

We've upgraded our Banner Widgets to include dynamic value support, making your dashboard text more flexible and data-driven. This update lets you use placeholders in your widget texts so that they update automatically with the right data.
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Key Highlights

• Dynamic Placeholders: Easily incorporate dynamic values into the text for Heading, Simple Banner, and Hero widgets using the familiar {{value}} format.
• Consistency Across Widgets: The same list of supported dynamic values is used for all widgets, ensuring uniform behavior and display.
• API Enhancement: The backend now accepts and stores strings with dynamic placeholders, ready to be injected with actual data when needed.
• Visual Design Alignment: The update is designed to match the approved Figma specifications, ensuring that the final output looks clean and professional.
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How It Works

• When you set up your widget text, simply add dynamic placeholders (displayed as {{value}}) where you want real-time data to appear.
• The API handles these strings by storing and later retrieving them as-is, allowing the frontend to replace the placeholders with actual dynamic data.
• Each widget (Heading, Simple Banner, and Hero) leverages the same component for dynamic values, ensuring a consistent configuration and user experience.
• This implementation is rooted in the established design and requirements, so dynamic values appear correctly in your dashboards just as intended.
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We hope this enhancement makes managing your dashboard content easier and more effective. Enjoy the smarter way to display your data!

We've introduced a new update that gives you more control over how formula field date outputs are displayed. Now, when your formula produces a date value, you can apply formatting options to make sure the result appears exactly the way you want.
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Key Highlights

• A new Formatting tab has been added to the advanced editor in formula fields.
• Date formatting is now available for formula fields that return a date value.
• You can choose how date results are displayed, helping create a more polished and consistent experience across your solution.
• Formatting is optional, and the default setting keeps the formula result displayed as-is.
• Your formatting settings are preserved even if the formula changes temporarily while you are editing it.
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How It Works

• Open a formula field and go to the Formatting tab in the advanced editor.
• If the formula returns a date value, date formatting options will appear automatically.
• If the formula is incomplete or SmartSuite cannot yet determine the result type, you will see a message prompting you to finish configuring the formula first.
• Once the formula returns a valid date result, you can apply date formatting to control how the output is displayed.
• These formatting settings are preserved as you continue editing, so you do not need to reconfigure them if the formula temporarily becomes invalid or changes before returning to a date result.
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This update makes it easier to present formula-based dates clearly and consistently throughout your workspace. Enjoy a cleaner and more customizable formula field experience!

February’s updates introduce deep linking for dashboard tabs and a new Timeline widget, making navigation, collaboration, and data visualization in SmartSuite more seamless and intuitive.

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Introducing Dashboards: Deep links for tabs – a new feature designed to help you navigate your dashboards more efficiently. Now you can share or bookmark direct links that take you straight to the desired dashboard tab.
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Key Highlights

• Direct Linking: Jump directly to a specific dashboard tab using URLs.
• URL Tracking: The browser’s URL updates whenever you switch tabs.
• Seamless Navigation: Enter a deep link in a new session and the dashboard opens with the designated tab.
• Reliable Routing: Tab renaming won’t disrupt existing deep links, ensuring your links remain valid.
• Sharing Made Easy: Copy and share deep links across your team or other SmartSuite features.
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How It Works

• When you switch between dashboard tabs, the URL in your browser updates to reflect the active tab.
• Our ID-based routing ensures that even if a dashboard tab’s name changes, any previously generated deep link will still work.
• Simply paste a deep link into your browser, and the dashboard will open with the specified tab active.

You can now enjoy a smoother, more customizable navigation experience across your dashboards.

Quantum-capable computers are still on the horizon, but the encryption protecting today's most sensitive data is already exposed to harvest-now, decrypt-later attacks. SmartSuite's Post-Quantum Security solution gives organizations a structured, lifecycle-driven way to identify, assess, and migrate quantum-vulnerable cryptography across applications, IT assets, business processes, and vendors.
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Key Highlights

• End-to-End PQS Lifecycle Management: Run cryptographic discovery, inventory, risk evaluation, and migration tracking from a single system of record.
• Comprehensive Cryptographic Inventory: Get visibility into algorithms, keys, certificates, and protocols across applications, IT assets, business processes, and vendors.
• CARAF-Aligned Risk Assessments: Score quantum vulnerability, data lifespan, exposure, and crypto agility using standardized CARAF-based scoring models.
• Third-Party and Vendor Readiness: Assess vendor PQC posture, including roadmap alignment, contractual obligations, and harvest-now-decrypt-later exposure.
• Migration Tracking and Dashboards: Monitor PQC readiness, maturity, and migration progress across business units with real-time dashboards.
• NIST-Aligned Migration Plans: Plan and execute the move to NIST-approved post-quantum algorithms inside structured workflows.
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How It Works

• Cryptographic usage is discovered across applications, IT assets, and vendors, then centralized into a single inventory and system of record.
• Each cryptographic element is scored using CARAF-based models to evaluate quantum vulnerability, exposure, and urgency for migration.
• Third-party dependencies are assessed for PQC readiness and folded into the organization's overall risk posture and migration strategy.
• Teams plan and execute migrations to NIST-approved post-quantum algorithms through structured workflows that track progress from analysis to completion.
• Dashboards and analytics provide real-time visibility into risk exposure, migration status, and enterprise-wide readiness for the quantum era.
• Optional AI features can assist with cryptographic discovery, risk prioritization, and reporting, with human oversight retained throughout.
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Organizations get an enterprise-wide view of their cryptographic exposure today, plus a structured path to migrate before quantum threats become a regulatory and operational reality.

AI is showing up in critical business processes faster than most organizations can govern it. SmartSuite's AI Governance solution gives teams a unified, enterprise-wide framework for managing AI systems across their full lifecycle, from development through deployment and ongoing monitoring, with the visibility, controls, and accountability that regulators and internal stakeholders are starting to expect.
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Key Highlights

• Centralized AI Model Inventory: Manage the full lifecycle of AI models in a single system of record, capturing ownership, lifecycle status, and governance coverage.
• Standardized Risk Assessments: Evaluate AI models for bias, security vulnerabilities, compliance risks, and safety concerns using consistent organization-wide methodologies.
• Continuous Performance Monitoring: Track model behavior over time to detect drift, degradation, or anomalies early, before they become incidents.
• Governance Workflows and Accountability: Assign structured roles for model owners, validators, and risk and compliance teams with clear review, validation, and remediation processes.
• Real-Time Dashboards and Reporting: Monitor AI governance posture, risk exposure, and remediation progress through executive-ready dashboards.
• Connected GRC Data: Tie AI risk records to controls, policies, and frameworks already managed in your governance program.
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How It Works

• AI models are registered in a centralized inventory with details such as ownership, lifecycle stage, and business purpose.
• Each model goes through structured risk and performance evaluations covering safety, bias, compliance, and operational effectiveness.
• Governance workflows assign responsibilities for validation, review, and remediation, keeping AI usage aligned with internal and regulatory standards.
• Performance metrics and assessments are tracked continuously to surface drift, anomalies, or emerging risks before they cause harm.
• Dashboards provide a live view of governance posture, risk exposure, compliance status, and the items currently requiring action.
• Optional AI features can summarize records, analyze trends, and recommend remediation, with human oversight maintained throughout.
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Organizations get a single, accountable place to govern every AI system in production, with the audit trail and reporting depth needed for boards, regulators, and internal risk committees.

January’s updates deliver a cleaner Calendar experience, more interactive dashboards with real-time scripting, enhanced SSO control, and improved Linked Record editing—making SmartSuite more intuitive and connected than ever.

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SOX programs are still run on top of spreadsheets, shared drives, and email-based certifications at far too many public companies. SmartSuite's SOX Compliance solution centralizes the full Sarbanes-Oxley lifecycle, from control scoping through SOX 404 testing and SOX 302 certifications, in a connected platform built for audit readiness.
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Key Highlights

• End-to-End SOX Lifecycle Management: Run scoping, mapping, testing, certification, and remediation in a single system of record.
• SOX 404 Control Assessments: Document and evaluate internal controls over financial reporting, including both design and operating effectiveness testing.
• Automated Control Testing Workflows: Generate and track design and operating tests for consistency, completeness, and audit-ready documentation across cycles.
• SOX 302 Certification Workflows: Drive process owner and executive certifications so management can attest to control effectiveness on schedule.
• Connected Financial Systems View: Link controls to the processes, applications, and IT assets that support financial reporting.
• Dashboards and Reporting: Give leadership and auditors real-time visibility into testing progress, control effectiveness, certification status, and compliance gaps.
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How It Works

• Financial reporting processes and control activities are captured and linked to applications, IT assets, and supporting systems to define SOX scope.
• Organizations conduct SOX 404 assessments through structured testing workflows that evaluate control design and operating effectiveness with full evidence capture.
• Automated workflows generate design and operating tests, document results, and trigger remediation actions when deficiencies are identified.
• Process owners and executives complete SOX 302 certifications, attesting to the effectiveness of financial reporting controls each cycle.
• Dashboards provide a continuous, real-time view of testing progress, control effectiveness, certification status, and audit readiness.
• Optional AI features can summarize testing results, surface control effectiveness trends, and recommend remediation, with human review retained throughout.
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SOX program owners get a single, defensible system of record for every control, test, and certification, with the audit trail external auditors expect and the visibility leadership needs to sign with confidence.

We've listened to your feedback and are excited to introduce a series of improvements focused on inline editing and the display of Linked Records. This update brings a smoother undo/redo experience during inline edits, along with several UI tweaks designed to make your grid views clearer and more flexible.
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Key Highlights

• Undo/Redo Enabled: When editing Linked Records inline, you can now easily undo or redo changes as you work—helping you quickly correct mistakes.
• Flexible Field Display: You now have the option to remove the auto-generated Title field from your grid display. The system will always ensure that at least one field remains visible so your data never gets lost.
• Modal Overhaul: The record selector modal has been refreshed. It now appears inline by default and can be expanded to a full-screen style when needed, creating a more streamlined selection process.
• Visual Enhancements: Updates across various UI elements—including hover effects, card layouts, and field states—improve the overall look and feel of your Linked Record grids.
• Seamless Switching: If you switch grid formats, any changes you made (like hiding the Title field) will be reset automatically to ensure a consistent viewing experience.
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How It Works

• Inline Undo/Redo: As you make changes to Linked Records using inline editing, each adjustment is saved immediately. The undo/redo actions are available as long as you remain focused on the grid.
• Managed Field Visibility: In the grid display, you can remove the Title field along with others; however, the system prevents you from removing all fields. Should you remove the last field, the Title field will reappear automatically.
• Updated Record Selector: The record selector modal now supports both inline and expanded views. Its intuitive design allows for quick filtering, record creation with a single ENTER key, and smooth transitions between modes.
• Consistent UI Behavior: Across the board, visual elements such as hover states, borders, and card heights have been refined. These improvements ensure that every interaction—from field selection to modal navigation—is as clear and responsive as possible.
• Contextual Action: Undo/redo actions apply directly to the inline edit session of the grid. Once you shift focus away from the Linked Record grid, these actions are no longer active.
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This update enhances your experience by providing greater control over inline editing and record display without compromising on usability or clarity. Enjoy a more intuitive way to work with your Linked Records!

We’re excited to introduce a new update to Single Sign-On that gives administrators more control over the logout experience. You can now direct users to a custom URL after they sign out of SmartSuite. This is especially helpful for SSO environments where ending a SmartSuite session does not automatically end the session with the identity provider.
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Key Highlights

• Custom Redirect URL: SSO administrators can now add an optional URL in the SSO configuration modal to redirect users after logout.
• Simple Configuration: The new Logout Landing Page field matches the style and behavior of other configuration inputs.
• Helpful Guidance: The field includes the placeholder Write here and helper text: Users will be redirected to this URL after they log out.
• URL Validation: SmartSuite validates the URL before saving. If the URL is invalid, a red validation message appears beneath the field.
• Consistent Logout Behavior: When a valid URL is configured, users are redirected after logout across supported SmartSuite logout flows.
• No Change by Default: If no URL is provided, logout behavior remains unchanged.
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How It Works

• In the Manage Single Sign-On settings, you’ll see a new optional field labeled Logout Landing Page.
• Enter a valid URL to define where users should be sent after logging out of SmartSuite.
• If the URL is invalid, the configuration cannot be saved until the issue is corrected.
• Once saved, the configured URL will be used after logout for users in workspaces with SSO enabled.
• If the field is left blank, SmartSuite will continue using its default logout behavior.
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This update makes it easier to support logout flows that extend beyond SmartSuite, including scenarios where users also need to be signed out of their identity provider. It’s a simpler, more flexible way to create a cleaner SSO logout experience.

We’re excited to roll out a new Scripting capability: Subscribe to Filter Widget state changes. Previously, Script widgets had no way to access or stay in sync with the state of other dashboard widgets. This update removes that limitation, allowing script widgets running in sandboxed iframes to automatically receive filter state and respond to changes in real time. The result is dashboards that behave more like interactive applications rather than static reports.
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Key Highlights

• Real-Time State Awareness: Script widgets can now receive events when a subscribed Filter widget changes. Previously, filter values were not accessible to scripts.
• Initial State Access on Load: Each Script widget now receives the current filter state when it initializes, ensuring it starts with the correct context.
• Targeted Subscriptions: Subscribe to specific Filter widgets so only relevant filter changes trigger your scripts.
• Enhanced Dashboard Interaction: Build responsive, interconnected dashboards where widgets react dynamically to shared state.
• Built for the Future: The underlying design supports future expansion to additional dashboard events, such as grid selection or record focus changes.
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How It Works

• Script widgets subscribe to one or more Filter widgets using a secure subscription API that delivers both the current filter state and subsequent updates directly to the script.
• When a Filter widget changes, the subscribed script receives an event with the latest selection data and can respond automatically.
• The subscription model ensures scripts stay synchronized with filter state throughout the dashboard session.
• Multiple Script widgets can subscribe independently, with subscriptions scoped to the active dashboard session to prevent cross-interference.
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This update removes a long-standing limitation around cross-widget awareness and enables true event-driven scripting on dashboards—unlocking more dynamic, context-aware SmartSuite experiences.

We've made several updates to the Calendar view and widget to give you a cleaner, simpler, and more intuitive experience. These changes are part of our ongoing work to improve layout consistency and responsiveness across SmartSuite.
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Key Highlights

• Navigation Arrows: Both “Prev” and “Next” arrows are now grouped together and shifted to the left of the current date display. The date text itself has been moved from the center to the left for a more natural reading flow.
• Record Listing Button: The Record Listing button now sits below the main toolbar. Even when the toolbar is turned off, the button is always easy to access and automatically reduces in size when the widget is resized.
• Adaptive Scale Controls: On smaller widget widths (2 columns), the standard scale buttons (Hours, Day, Week, Month) have been replaced with a dropdown menu. This ensures a neat, uncluttered interface while still offering all available views.
• Clean Widget Header: The horizontal line that appeared under the widget title in previous versions has now been
  removed for a more open and consistent design—mirroring the look of the Timeline widget.
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How It Works

• When you open the Calendar widget or view, you’ll notice the navigation arrows are now all aligned to the left, making it easier to switch between dates.
• The repositioned Record Listing button remains visible below the toolbar, with its size automatically adjusting if the widget becomes smaller.
• For smaller displays, the scale control buttons transform into a dropdown list. This dropdown includes options for Hours, Day, Week, and Month, ensuring all view modes are still at your fingertips.
• The header has been refreshed by removing the divider below the title to match the clean aesthetic found in other similar widgets.

Vendor due diligence is still mostly run over email, with sensitive evidence sitting in inboxes and shared drives. SmartSuite's Vendor Portal solution gives organizations a secure, dedicated interface for collaborating with third parties on onboarding, due diligence, and ongoing compliance, while keeping every interaction connected to internal risk and governance workflows.
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Key Highlights

• Centralized Vendor Collaboration: Manage every vendor interaction in one portal, replacing email-based onboarding, documentation, and assessment cycles.
• Secure, Role-Based Access: Ensure vendors only see and edit their own data, maintaining strict segregation and reducing the risk of unauthorized access.
• Standardized Forms and Evidence Submission: Use structured questionnaires, forms, and evidence workflows to improve data quality and consistency at scale.
• Automated Workflows and Notifications: Drive vendor engagement with automated task routing, reminders, and notifications that accelerate due diligence cycles.
• Connected to Third-Party Risk: Tie vendor submissions directly into TPRM, contracts, and assessments for a single connected vendor record.
• Dashboards and Reporting: See real-time visibility into vendor progress, evidence completeness, overdue tasks, and overall third-party risk posture.
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How It Works

• Vendor requests are launched from internal workflows such as onboarding, due diligence assessments, periodic reviews, or compliance updates.
• Designated vendor contacts get secure portal access to complete questionnaires, upload evidence, and respond to follow-up requests in a guided environment.
• Submitted information and documents are validated, categorized, and routed into internal SmartSuite workflows for review and evaluation.
• Risk, compliance, procurement, and business teams assess submissions, request more information when needed, and update ratings, status, and remediation.
• Dashboards and workflows provide real-time visibility into vendor activity, completion progress, overdue tasks, and ongoing compliance obligations.
• Optional AI features can pre-review submissions, surface gaps, summarize responses, and recommend follow-ups, with human review retained throughout.
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Vendor risk and procurement teams get faster, cleaner, more auditable third-party interactions, with the security boundary and connected internal workflows that compliance, security, and audit teams expect.

Vendors, suppliers, and contractors now sit at the center of nearly every operational and regulatory risk story. SmartSuite's Third-Party Risk Management solution provides a centralized, enterprise-wide framework for governing those relationships across their full lifecycle, from onboarding and risk assessment through ongoing monitoring, SLA tracking, and offboarding.
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Key Highlights

• End-to-End Third-Party Lifecycle Management: Run onboarding, engagement structuring, risk assessments, due diligence, monitoring, and termination from a single system of record.
• Centralized Vendor and Engagement Management: Maintain a single source of truth for vendor profiles, ownership, service scope, contracts, and dependencies.
• Risk-Based Assessment Framework: Score inherent and residual risk at the engagement level using data sensitivity, regulatory exposure, operational dependency, and service criticality.
• Due Diligence and Control Evaluation: Collect, review, and validate vendor questionnaires, documentation, and artifacts to assess control effectiveness and compliance posture.
• Ongoing Monitoring and SLA Tracking: Monitor vendor performance through KPIs, SLAs, and continuous assessments to manage risk over the life of the engagement.
• Dashboards and Reporting: See real-time visibility into vendor risk exposure, high-risk vendors, due diligence progress, SLA performance, and remediation activities.
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How It Works

• Vendor profiles and engagement records are created and linked to services, ownership, contracts, and business context.
• Each engagement undergoes an inherent risk assessment that determines its risk level and the scope of required due diligence.
• Teams collect questionnaires, artifacts, and evidence, evaluate controls, and document any risks, issues, or compliance gaps that surface.
• Vendor performance is monitored through KPIs, SLAs, and periodic reassessments, with issues and remediation tracked through workflows.
• Structured offboarding workflows handle data disposition, access removal, and compliance validation when relationships end.
• Optional AI features can collect public compliance artifacts, draft tailored evidence requests, and surface emerging vendor risk, with human review retained throughout.
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Vendor risk teams get a connected view of every third party, every engagement, and every open issue, ready to support audit requests and board-level reporting on third-party exposure.

This month’s announcements focus on making SmartSuite more scalable, performant, and enterprise-ready—introducing enhancements across formulas, charts, scripting, and automations to improve reliability, usability, and control at scale.

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We’ve introduced email sending safeguards to help ensure reliable and consistent communication across SmartSuite workspaces. These protections are designed to maintain platform stability while supporting everyday notification and automation use.
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Key Highlights

• Email Sending Safeguards: Workspaces on Free, Trial, Team, and Pro plans now have a daily email sending limit in place to ensure consistent delivery and prevent unintended overuse.
• Enterprise-Ready by Design: Enterprise and Signature plans are not impacted and continue to operate without email sending limits.
• Clear Failure Messaging: If a workspace reaches its daily email sending threshold, any affected automation will fail with a clear, readable message so teams understand why the action did not complete.
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How It Works

• The email sending limit applies at the workspace level and covers all emails sent within a 24-hour period.
• Once the limit is reached, email-based automations pause and display a clear message indicating that the workspace has reached its email sending limit.
• Email sending automatically resumes once the limit window resets.
• If your organization requires a higher email sending limit, you can reach out to SmartSuite Support to discuss available options.
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These safeguards help ensure dependable email delivery across SmartSuite while providing a clear path forward for teams with higher-volume communication needs.

Most contract pipelines still live in shared inboxes, redlined Word docs, and a handful of folders no one fully owns. SmartSuite's Contract Lifecycle Management solution centralizes the entire contract lifecycle, from intake through drafting, negotiation, approval, execution, and renewal, in a connected platform that legal, procurement, finance, and business teams can all work in.
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Key Highlights

• End-to-End Contract Lifecycle Management: Run intake, drafting, negotiation, execution, and renewal from a single system of record.
• Centralized Contract Repository: Maintain a single source of truth for agreements, amendments, obligations, and approval workflows across the organization.
• Workflow Automation and Collaboration: Streamline contract intake, drafting, negotiation, and approval routing with automated workflows and structured collaboration.
• Obligation and Renewal Tracking: Track commitments, milestones, renewal dates, and expirations with automated reminders so nothing slips.
• Connected Counterparty View: Link contracts to related companies, contacts, vendors, and exceptions for full visibility into dependencies and risk.
• Dashboards and Reporting: Get real-time visibility into contract pipeline, cycle times, bottlenecks, high-risk agreements, and outstanding obligations.
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How It Works

• Contract requests are submitted through structured intake workflows that capture contract type, counterparties, and business context up front.
• Teams collaborate on drafting, reviewing, and negotiating contracts inside structured workflows with the right reviewers looped in at the right stage.
• Contracts are routed for approval based on predefined hierarchies, executed, and centrally tracked along with every version and signoff.
• Contract records are connected to companies, contacts, obligations, and exceptions so dependencies and risk are visible at a glance.
• Teams monitor commitments, milestones, and renewal timelines through automated reminders and dashboards to keep compliance on track.
• Optional AI features can draft language, flag risky clauses, summarize terms, and surface renewal exposure, with human review retained throughout.
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Contract owners get a connected, defensible record for every agreement, every obligation, and every counterparty, with the cycle-time and risk visibility legal and finance teams have been asking for.

We’re excited to introduce new advanced formatting options for your chart axes. Now you can precisely control the numerical display for both X and Y axes in your charts, making your data visualization clearer and more tailored to your needs.
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Key Highlights

• Formatting Settings Button: For every applicable axis, you’ll see a dedicated “Formatting Settings” button that gives you complete control over number, currency, or percent displays.
• Customizable Modal: Clicking the button opens a modal where you can adjust settings such as precision, decimal and thousands separators, large number abbreviations, and even the currency code when needed.
• Smart Defaults: If you choose not to customize, the system will automatically use formatting options pulled from the first numeric field in your Values section, and will continue to auto-adjust unless you’ve made a manual change.
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How It Works

• For each supported chart type - including dashboard views, standalone charts, and embedded widgets - a “Formatting Settings” button appears on any numeric axis that can be formatted.
• When you click the button, a modal appears displaying all available formatting options.
• Select your desired formatting type (Number, Currency, or Percent) and further adjust specific settings like precision and separators to suit your data.
• The system initially applies default formatting based on the first numeric value entered, and it will update automatically as field orders change until you open the modal and set your own preferences.
• Once you define your custom settings, they remain consistent even if you rearrange chart fields later on.

This enhancement ensures your charts are not only more visually appealing but also perfectly formatted to highlight your key data insights.

We’ve rolled out a series of improvements designed to make your SmartSuite scripting experience more intuitive and powerful. This update boosts usability and security while adding several highly requested functions for handling files, navigation, external requests, and UI styling.
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Key Highlights

• Hydrated Records Option: Retrieve extra record details effortlessly using the hydrated flag on GET/List requests.
• Secure Redirection: A new function now lets your script safely send users to specific records, tables, or solutions in one simple step.
• File Download Capability: Trigger secure downloads of blob data directly from your scripts with the new download_data() function.
• Proxy Fetch Support: Bypass common CORS issues by routing external HTTP requests through a smart proxy service – complete with an easy-to-manage URL allowlist.
• Grid Selections: Quickly obtain the IDs of records selected in a grid widget using the get_grid_selections() method.
• CSS Injection: Enhance your script interfaces by injecting basic CSS into iframes to ensure a consistent look and feel.
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How It Works

• Developers can now leverage a set of new SDK methods—such as download_data(), redirect_to(), get_file(), and get_grid_selections()—to perform file downloads, secure navigation, and data retrieval with a simple postMessage to the SmartSuite host.
• When using download_data(), the script encodes the file’s data and securely triggers a download without redirecting the user away from the current tab.
• The redirect_to() function safely hands off navigation tasks to the SmartSuite host, ensuring that only valid, permitted destinations are used.
• For external HTTP calls, proxyFetch routes your request through our secure server-side endpoint, while a dedicated UI allows you to configure a URL allowlist for added safety.
• Lastly, injecting basic CSS into iframes helps maintain consistent styling across components embedded in your scripts, making your customizations look great every time.
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This comprehensive update is aimed at simplifying your development process and enhancing overall script functionality in SmartSuite. Enjoy faster, more secure, and visually cohesive scripting!

We’ve rolled out an update to our charts that improves the way numeric values are displayed when you hover over any chart segment. Previously, tooltips ignored your custom numeric formatting options, which could leave your charts looking off. Now, tooltips accurately reflect settings like decimals, thousands separators, currency symbols, and more - making your data presentations look both precise and professional.
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Key Highlights

• Field-Level Formatting: Chart tooltips now display numeric values using the formatting settings you define for each field.
• Broad Compatibility: This enhancement applies to all Chart Views, whether you’re using standalone features or embedded Chart Widgets.
• Consistent Appearance: Whether it’s a formula, lookup, or standard numeric field, the appropriate decimal precision, currency symbols, and large number abbreviations are respected.
• Locale & Default Settings: For numeric fields lacking a specific configuration, formatting automatically follows your locale settings, with a default precision of .00 when needed.
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How It Works

• When you hover over a chart segment, the tooltip checks the numeric field’s defined formatting - displaying numbers with the correct separators, symbols, and precision.
• The update ensures that all numeric fields, including those from formulas and lookups, use field-level settings for a consistent look across all your charts.
• If a field doesn’t have explicit precision set, or if the value is derived from an AVG operator with a default of 1, the system defaults to showing numbers with a .00 precision.

When a crisis hits, the cost of fragmented tools and unclear ownership is measured in minutes. SmartSuite's Crisis Management solution gives organizations a centralized, rapid-response framework for preparing for, responding to, and recovering from critical events, with the situational awareness leaders and responders need to make decisions under pressure.
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Key Highlights

• End-to-End Crisis Lifecycle Management: Run intake, escalation, response execution, and post-incident review in a single system of record.
• Standardized Response Playbooks: Use structured procedures for different crisis scenarios so actions stay consistent, compliant, and repeatable across teams.
• Task Management and Coordination: Break response activities into assignable tasks with clear ownership, priorities, and deadlines for full accountability.
• Stakeholder Management and Communication: Identify, notify, and engage internal and external stakeholders quickly through structured communication workflows.
• Real-Time Dashboards and Reporting: Monitor crisis status, response progress, task completion, and emerging risks in one operational view.
• Audit-Ready Record: Capture decisions, communications, and actions in a single timeline that holds up to regulatory and post-event scrutiny.
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How It Works

• Crisis events are logged in a centralized system with severity, impact, ownership, and timeline captured up front.
• The right response playbook is activated based on crisis type, guiding teams through predefined workflows and escalation paths.
• Response activities are broken into tasks that are assigned, tracked, and managed across teams for coordinated execution.
• Communication workflows drive timely updates, approvals, and escalation to relevant internal and external stakeholders.
• Dashboards and analytics provide real-time visibility into incident status, response progress, and emerging risks across the enterprise.
• Optional AI features can classify events, recommend playbooks, summarize the situation, and surface bottlenecks, with human oversight retained throughout.
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Crisis response teams and leadership get a single operational picture during the event and a defensible record afterward, ready for board reviews, regulator inquiries, and lessons-learned cycles.

We’ve introduced improvements to the Formula Field that help keep formulas performant and easier to maintain by proactively managing complexity. These updates provide clearer guidance as you build formulas, helping prevent expressions that could lead to performance issues or unexpected errors.
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Key Highlights

• Linked Record Depth Limit: New validation enforces a maximum linked-record depth of 3 levels, with immediate feedback when a formula exceeds this limit.
• Formula Complexity Warnings: As you build a formula, SmartSuite now warns you when you’re approaching complexity limits and shows a clear error if the limit is exceeded.
• Backward Compatibility: Existing formulas that exceed these limits will continue to run as-is. The new validation applies only to newly created or edited formulas.
• Clear Visual Feedback: Warning messages are visually distinct (yellow/orange with an alert icon), making it easy to tell the difference between cautions and blocking errors.
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How It Works

• While creating or editing a formula, SmartSuite continuously evaluates linked-record depth and overall expression complexity.
• When a formula approaches the supported limits, a warning appears to help you simplify before issues arise.
• If a formula exceeds the allowed limits, an error message guides you to revise the expression before saving.
• These safeguards also enable behind-the-scenes optimizations that improve overall formula performance and system reliability.

This update helps you build cleaner, more efficient formulas while protecting performance at scale - resulting in a smoother, more predictable formula-editing experience.

We’re introducing the initial release of Office 365 integrations, establishing a secure and controlled foundation for connecting O365 at the workspace level. This release focuses on connection management, permissions, and system email behavior, with additional functionality planned for future phases.
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Key Highlights

• Office 365 Integration: Workspace-level support for connecting Office 365 is now available for Enterprise and Signature plans.
• Explicit Enable/Disable Controls: Integrations are disabled by default and must be explicitly enabled by an Account Administrator.
• Permission-Based Access: Only Account Administrators can configure or modify Office 365 integration settings.
• System Email Configuration (Phase 1): System email behavior is now tied to the Office 365 connection state, with safe defaults in place.
• Secure Defaults by Design: Workspaces remain protected until an administrator intentionally activates the integration.
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How It Works

• Account Administrators can connect Office 365 from a new Integrations section within Workspace Settings, with clear success and error feedback during setup.
• Once connected, system emails are sent via the Office 365 email bot using the configured system email. Until a default email is set, messages continue to send from noreply@smartsuite.com
• Administrators are prompted with confirmations when disabling or removing the integration, and notification emails are sent to ensure visibility and accountability.
• Email settings automatically adapt based on whether Office 365 is connected, exposing configuration options only when applicable.
• A workspace-level flag ensures Office 365 remains inactive until explicitly enabled, establishing a secure baseline for future enhancements.
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This initial release establishes the core Office 365 integration framework, enabling future expansion into Communications Center and automation workflows in upcoming phases.

We've refreshed Workspace Administration to make finding settings simpler and more intuitive. The main menu has now shifted from a top row display to a left-side vertical panel that organizes your tools into a two-level hierarchy, allowing for easier navigation through your workspace settings.
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Key Highlights

• Left-Side Navigation: The main menu has been relocated from its previous top row position to a vertical panel on the left, giving you a clearer view of your Workspace Administration items.
• Two-Level Structure: The menu now supports a hierarchical layout. Items are grouped into primary categories like Workspace Administration and Security / Access, with related sub-items nested underneath.
• Streamlined Settings: Several existing options under Workspace Administration / General have been repositioned. For instance, settings such as Workspace Profile, Workspace Settings, Logo, Primary Contacts, Working Days, and the SmartSuite AI Assistant are now condensed for easier access.
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How It Works

• Administrators and users will now find key settings along a reorganized left sidebar. This change not only declutters the interface but also divides functionalities into clearly defined groups.
• The updated menu structure separates general workspace configuration from security settings such as IP Address Restrictions, SSO, 2FA, and more - ensuring that sensitive controls are easier to locate.
• SmartSuite continues to enhance its administrative interfaces, offering clearer structure, better organization, and more user-friendly controls across your workspace.
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This update is part of our ongoing effort to refine workspace organization and navigation. Enjoy a cleaner, more intuitive interface that puts all your essential settings within reach.

This month’s release introduces powerful enhancements that streamline how teams manage data, collaborate, and scale their work in SmartSuite. From more flexible record views and improved permissions to smarter automations and solution packaging, these updates are designed to reduce friction and elevate everyday workflows.

We’ve expanded Automations to give you more flexibility when working with Single and Multiple Select fields. When an automation receives new values that aren’t already available as choices, it can now create them automatically—keeping your processes nimble and responsive without any manual cleanup.

Key Highlights

• Automation-Driven Choice Creation: Automatically add missing options to Single and Multiple Select fields when new values appear in automation inputs.‍
• Intuitive Field Controls: Hovering over a select field reveals a dedicated checkbox and an explanatory icon, helping you clearly understand and manage the feature.‍
• Case-Insensitive Matching: Inputs are compared without regard to letter case, preventing duplicate choices and ensuring accuracy.‍
• Mixed Input Handling: When inputs contain both existing and new values, the system adds only what’s missing—nothing more, nothing less.‍
• Safe + Transactional Updates: A built-in locking mechanism ensures field structure updates occur safely, even during parallel executions.

How It Works

• When an automation encounters an input containing a value not present in the select field, you’ll see the option to enable automatic creation of that choice.
• Once enabled, the automation locks the field to verify the current structure and avoid conflicts.
• The system then safely writes the new choice(s) and completes the update transactionally.
• The result: a seamless process that keeps your select fields accurate and up to date.

This capability is available on all plan types and is designed to support more dynamic automation scenarios—especially those driven by AI-generated or user-submitted values.

We’ve added a new Group By option to Linked Records, giving you more control over how related data is displayed on Record Pages and within Record Detail Widgets. You can now group linked records by a specific field—making large sets of related information easier to scan, sort, and understand at a glance.

This enhancement improves the clarity and usability of linked record views, especially for teams working with complex datasets such as project tasks, CRM accounts, inventory lists, or any structure involving multiple related records.

Key Highlights

• Group By Functionality: Choose one field in the Linked Record settings to automatically group related records.
• ‍Sorting & Collapsing Options: Define how groups are ordered and whether they should start collapsed for a cleaner view.‍
• Broad Display Support: Works across most display formats—including Compact, Expanded, Simplified, and Table (with virtual scrolling)—with the exception of Standard view.‍
• Instant Refresh: Any updates to grouping settings are reflected immediately in the Record Page, Record Detail Widget, and drill-in modals.

How It Works

• Open the Linked Record field settings and locate the new Group By configuration.
• Select the field you want to group by, choose the sort order for the groups, and decide if groups should be collapsed by default.
• Once saved, your linked records will appear grouped in all supported display formats on Record Pages and in Record Detail Widgets.
• Any changes you make to the grouping configuration apply instantly—keeping your views consistent and up-to-date across all relevant components.

Incidents rarely stay confined to one system or team. SmartSuite's Incident Management solution gives organizations a unified, end-to-end framework for identifying, triaging, responding to, and resolving incidents across operational, IT, cybersecurity, and compliance domains, all in one connected platform.
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Key Highlights

• End-to-End Incident Lifecycle Management: Run reporting, triage, response, resolution, and root-cause analysis in a single system of record.
• Standardized Intake and Triage: Categorize, prioritize, and route incidents consistently based on severity, impact, and domain.
• Response Coordination and Visibility: Track in-progress actions, ownership, workload, and response status in real time across teams.
• Corrective Action Tracking: Document, assign, and monitor remediation activities through completion for full accountability and compliance.
• Cross-Domain Linking: Connect incidents to risks, controls, assets, and policies so impact is visible without leaving the record.
• Dashboards and Reporting: Monitor incident trends, severity levels, response performance, and resolution outcomes through real-time analytics.
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How It Works

• Incidents are submitted through structured intake workflows so users, systems, and monitoring tools all report in a consistent format.
• Each incident is evaluated, assigned a severity level, and routed to the appropriate team or owner for investigation and action.
• Teams coordinate containment, investigation, communication, and resolution through structured workflows and real-time dashboards.
• Remediation activities are defined, assigned, monitored, and validated to ensure incidents are fully resolved and less likely to recur.
• Dashboards and reporting provide continuous visibility into incident volume, severity, response times, and resolution outcomes.
• Optional AI features can classify incidents, recommend routing, summarize details, and surface recurring root causes, with human review retained throughout.
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Incident response teams get one connected place to handle every incident across the enterprise, with the audit trail and trend visibility needed to drive both day-to-day resolution and longer-term continuous improvement.

We’re excited to announce an improvement to the way activity updates are logged on your records. This update ensures mirrored Linked Record updates are now as transparent as those for standard Linked Records, giving you the clarity you need when reviewing activity history.
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Key Highlights

• Clear Automation Labeling: When an automation updates or deletes a mirrored Linked Record, the specific automation name is now displayed instead of a generic message.
• Consistent Behavior: Mirrored Linked Record fields now follow the same logging rules as regular Linked Record fields, providing a unified experience across your workspace.
• Improved Traceability: Easily identify which automation made a change, helping you better track updates and troubleshoot more effectively.
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How It Works

• Whenever an automation changes a mirrored Linked Record, your record’s Activity History will list the exact name of the automation responsible for the update or deletion.
• This update applies to all mirrored records, ensuring consistency with how standard Linked Records are handled.
• The new behavior has been verified for both update and delete actions, with no impact on the logging for regular Linked Record fields.
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This update eliminates the generic “an automation made a change” message, giving you full transparency into your record history. Enjoy a clearer and more consistent activity log experience!

An increased Record Page Tab Limit now gives you more flexibility when managing your records. You can now open up to 30 record tabs at once, allowing for enhanced multitasking without affecting familiar functionality or performance.
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Key Highlights

• Expanded Tab Limit: Open up to 30 record tabs simultaneously.
• Consistent Performance: The system maintains its speed and stability even with more tabs open.
• Familiar Control: Existing methods for managing record tabs remain unchanged.
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How It Works

• The record page now supports up to 30 tabs so you can work on multiple records without switching contexts.
• Users continue to enjoy the same easy tab management, now with extra capacity for increased productivity.
• This update maintains all core functionalities, ensuring a smooth transition with no impact on performance.
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Enjoy the added capability and streamline your workflow with more record tabs available in your SmartSuite experience!

We’re excited to introduce Solution Packaging, a new capability that makes it easier than ever to duplicate or move groups of solutions while keeping their structure and relationships fully intact. This update gives teams a faster, more reliable workflow for sharing entire solution sets, preparing environments, and standardizing workspace setups.

Key Highlights

• Group Duplication: Select and package multiple solutions at once to duplicate them as a unified set.
• Preserved Relationships: Linked records, lookups, filters, spotlights, and other dependencies are automatically remapped so everything works immediately after install.
• Workspace Flexibility: Move packaged solutions into any target workspace using the same smooth flow you already use for single-solution duplication.
• Version-Ready Architecture: This release lays the foundation for future enhancements, including versioning and incremental package updates.
• Feature Toggle: Admins can enable or disable Solution Packaging via a dedicated feature flag, ensuring the tools only appear when needed.
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How It Works

• Package Your Solutions: When you package multiple solutions, SmartSuite captures a complete snapshot — including configurations, linked records, and relationships — ensuring the package performs as expected upon install.
• Automatic ID Remapping: During duplication or installation, solution and table IDs are seamlessly remapped so that all connections (filters, lookups, referenced fields) remain functional with no manual cleanup.
• Admin-Controlled Access: The feature flag allows administrators to manage visibility and usage, keeping workspaces streamlined.
• Smooth Installation Flow: The system prepares the destination workspace, tracks installation metadata, and applies only the relevant changes so teams can deploy solution packages cleanly and consistently.

This update is available now, offering a more efficient, reliable, and scalable way to share, standardize, and manage your SmartSuite solutions across workspaces.

We’re excited to introduce Document View, a brand-new view type that brings collaborative, record-independent document creation directly into SmartSuite. This update gives teams a flexible workspace for drafting, formatting, and sharing knowledge — all within the same table environment.

Key Highlights

• Standalone View Type: Document View now appears as an option in the + New View menu, offering a dedicated canvas separate from record-based views like Grid or Card.
• Full SmartDoc Editing: Enjoy the complete SmartDoc experience — headings, tables, lists, images, callouts, attachments, mentions, and embedded content, all accessible through the / menu.
• Table of Contents Sidebar: Automatically generated from your H1–H3 headings to help navigate long documents with ease.
• Comments & Collaboration: Highlight text to add inline comments, reply in threads, and resolve discussions — all visible in the right-hand margin.
• Version History: Access a full change log with tracked edits, timestamps, and restore options, directly from the toolbar.
• Custom Display Options: Personalize the document layout with configurable fonts, sizes, widths, and optional elements like cover image, owner, and last updated timestamp.
• Permission Control: Define who can view or edit each Document View — private, workspace-wide, or shared with selected members.

How It Works

• Create a Document View: Select + New View → Document View. A blank canvas opens with a default title (“Untitled Document”) that syncs with the View name.
• Write & Format Freely: Use SmartDoc’s rich text editor to add headings, content blocks, images, and embedded records. Edits save automatically and support undo/redo.
• Navigate with the TOC: Enable the Table of Contents from the View Settings panel to generate a live outline of your document. Clicking any item jumps to that section.
• Collaborate in Real Time: Multiple users can edit and comment simultaneously, with all changes tracked in Version History.
• Customize the Look: Open the right-side View Settings panel to adjust style options — font, size, width — and choose which display elements (owner, timestamps, cover image) appear.

We’re excited to introduce a set of design improvements that make your record page more efficient, intuitive, and flexible. This update enhances how you manage fields, tabs, and sections—streamlining layout editing and improving overall visibility in your record configuration experience.

Key Highlights

• Sidebar Resizing: The default sidebar width is now set to 600px and can be adjusted between 440px and 800px using our familiar resize component.
• Global Field Search: The search bar has been moved above the tabs, allowing you to search across every field. Matching results display as count badges on each tab, while tabs without matches are hidden during your search.
• Move Fields Between Tabs and Sections: The “Move to Tab” feature is now available directly in the Fields tab of the Record Settings sidebar. You can choose a target tab and specific section, making it easier to reorganize layouts without leaving the settings view.
• Conditional Visibility Indicators: Tabs, sections, and fields that include visibility conditions now display a special icon, helping you quickly identify where conditional logic is applied.

How It Works

• Adjust the Sidebar: Drag the edge of the sidebar to resize between 440px and 800px, starting from a wider default of 600px for a more comfortable editing experience.
• Enhanced Search Experience: Type into the search bar above your tabs to instantly locate any field. As you search, tabs show a badge with the number of matches, tabs with no matches are hidden, and an “X” button clears the search to restore the full view.
• Move Fields Between Tabs and Sections: When tabs are enabled, click the Move to Tab icon beside any field to select a target tab and section. The field will automatically move to the chosen location.
• View Conditional Logic: Look for the new condition icon next to any tab, section, or field—this indicates that visibility rules are in place.

This update makes it easier to organize and navigate your record layouts, helping builders maintain cleaner, more structured, and logic-aware designs.

We’ve expanded inline editing to support Linked Records displayed in Grid format within record pages.
This means you can now make quick edits to linked records—right where you see them—without opening the full linked record modal.

It’s the same fast, efficient editing experience already available in dashboard widgets, now brought directly into the record view for smoother workflows and faster updates.

Key Highlights

• Inline Editing in Linked Record Grids: Edit fields directly inside the linked record table without opening each record individually.
• Faster Data Entry: Update values in place—perfect for quick status changes, notes, or number updates.
• Consistent Experience: The same inline edit behavior used in dashboard table widgets now works in record views.
• Permission-Aware: Editing respects field- and record-level permissions for linked records, ensuring users can only modify what they have access to.
• Seamless Workflow: Great for project tracking, inventory management, or any use case involving frequent updates to related records.

How It Works

When viewing a Linked Record field displayed as a Grid (Table) inside a record:

• Hover over a cell to make it editable.
• Click directly into supported fields (text, number, select, date, etc.) to update values inline.
• Press Enter or click away to save your change instantly.
• Inline edits apply immediately—no need to open the linked record modal.

Note: Inline editing is only available when the linked record display format is set to Grid (Table) view and the user has permission to edit the linked record.

A solid resilience program starts with knowing exactly which processes can't go down and what it would cost if they did. SmartSuite's Business Impact Analysis solution gives organizations a structured, enterprise-wide framework for assessing process criticality, defining recovery objectives, and mapping dependencies across systems, vendors, and resources.
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Key Highlights

• End-to-End BIA Lifecycle Management: Capture process criticality, impact dimensions, and recovery requirements in a single system of record.
• Comprehensive Impact Assessments: Evaluate financial, operational, regulatory, reputational, and customer impacts using standardized methodologies for consistent prioritization.
• Dependency Mapping and Risk Visibility: Map dependencies across applications, IT assets, vendors, personnel, and facilities to surface vulnerabilities and points of failure.
• Recovery Objective Management: Define and track RTO and RPO targets through structured frameworks aligned to business priorities.
• Connected Resilience View: Tie BIA data to broader continuity, incident, and risk programs without rekeying anything.
• Dashboards and Reporting: See real-time visibility into BIA status, criticality distribution, recovery requirements, and assessment progress across the organization.
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How It Works

• Business processes are captured and evaluated through structured BIA workflows that score impact, identify dependencies, and classify criticality.
• Each process is assessed across multiple impact dimensions and assigned recovery targets such as RTO and RPO.
• Systems, vendors, personnel, and facilities are linked to processes to surface risks and potential disruption points across the enterprise.
• Workflows ensure BIA data is validated, reviewed, and refreshed consistently across business units instead of going stale between cycles.
• Dashboards and analytics provide real-time visibility into critical processes, recovery readiness, and operational risk exposure.
• Optional AI features can recommend recovery targets, surface missing dependencies, and produce executive summaries, with human review retained throughout.
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Resilience and continuity teams get a defensible, always-current picture of which processes matter most and what it takes to keep them running, ready to support regulator expectations on operational resilience.

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

Key Features:

• 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 assigned to SmartSuite Teams based on predefined attributes.
• Profile Synchronization: Ensures user details remain consistent between SmartSuite and the IdP.
• Audit Logging & Monitoring: Tracks all provisioning activities, providing administrators with full visibility.

How It Works:

• Automated User Provisioning: Users are automatically onboarded into SmartSuite from an organization’s IdP.
• Obtain Your 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 attributed are correctly mapped.
• Enable & Monitor SCIM Provisioning: Activate SCIM provisioning in your IdP.

This SCIM integration streamlines user administration, reduces manual effort, and ensures seamless identity synchronization between SmartSuite and enterprise identity providers.

We’re introducing support for assigning Solution Manager permissions to entire Teams in SmartSuite.
This enhancement allows admins to grant management access to multiple members at once—ensuring that all team members automatically inherit Solution Manager (SM) permissions when their team is selected.

It’s a simpler, faster way to manage permissions at scale—fully compatible with SCIM Team provisioning and deprovisioning to keep access synchronized automatically.
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Key Highlights

• Assign Teams as Solution Managers: Add one or more Teams to automatically grant Solution Manager permissions to all members.
• Automatic Inheritance: Every member of the selected team instantly receives the same SM permission.
• Team Visibility: Teams appear in the Solution Manager list as selectable “pills,” just like individual members.
• Easy Management: Teams can be removed from the Solution Manager list with a single click.
• SCIM Compatible: Works seamlessly with SCIM provisioning to ensure permission changes reflect instantly when users join or leave a team.
• Safeguards Included: The “Everyone” team is excluded to prevent accidental overexposure of permissions.
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How It Works

When adding a Solution Manager to a Solution:

• Click the “+” button in the Solution Managers section.
• The selection control now displays both individual members and Teams.
• Select one or more Teams—each appears as a pill in the Solution Manager list.
• All members of those Teams automatically inherit Solution Manager permissions.
• To remove access, click the “X” next to a Team pill.
• Changes update immediately, and permissions are reflected for all team members.

The control reuses the same component used in Record Comments, supporting hybrid selection (individual users + teams) in a single view.

This month’s updates make SmartSuite smoother across desktop and mobile, with Conditional Fields, faster linked record creation, enhanced mobile navigation, UI improvements for clarity and speed, and more.

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Introducing our latest update: Automations: Enhanced Permissions for Cross-Solution Automations. This new feature refines access controls in Automations, ensuring that Solution Managers interact only with the Solutions and Tables they’re authorized to work with. As a result, actions like Create, Update, and Find now reflect your permissions accurately.
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Key Highlights

• Filtered Options: When setting up an automation, you’ll only see the Solutions and Tables your account has the proper permissions to access.
• Read-Only Safeguards: If you lack the required permissions, the automation becomes read-only, preventing any unintended changes.
• Clear User Feedback: A tooltip explains when modifications aren’t allowed, complete with a Learn More link for additional guidance.
• Administrators Stay in Control: Admins always retain the complete ability to add, update, enable/disable, and delete any automation regardless of permission changes.
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How It Works

• In automation configuration, the dropdown lists for selecting a Solution or Table automatically filter out options you aren’t authorized to manage.
• If you try to work with an automation where you no longer hold the necessary Solution Manager permissions, editing options will be disabled and accompanied by a helpful tooltip.
• This approach prevents unauthorized actions and eliminates errors such as 403 Forbidden issues during automation saves.

The Time Tracking Log field type is now fully supported in the SmartSuite mobile app. Users can start, stop, and manage timers directly from their phones or tablets — making it easy to record work sessions wherever they happen.This update brings the same flexibility of the web version to teams working in the field, on-site, or on the go — ensuring accurate, effortless time capture.

Key Highlights

• Start and stop timers on mobile with a single tap
• Edit or manually add time entries for accuracy
• Automatic duration calculation between start and stop times
• Each entry links back to its record for traceability
• Mobile Ready: Conditions set on the Web UI automatically apply to records viewed on the SmartSuite mobile app.
• A consistent layout across web and mobile

How It Works

• Open a record that includes a Time Tracking Log field
• Tap Start Timer to begin tracking
• Tap Stop Timer to log your session — SmartSuite records start and stop times automatically
• Add notes or adjust times if needed
• Review past sessions with full timestamps and durations

Configuration is managed by Solution Managers in the web interface — all settings automatically apply to mobile users.

We’re excited to introduce Conditional Fields, a powerful enhancement to SmartSuite’s Display Logic that gives Solution Managers fine-grained control over how fields appear on Record Pages. This update makes it possible to show or hide individual fields based on conditions you define—keeping your record views clean, relevant, and focused for each workflow scenario.

Key Highlights

• Granular Display Logic: In addition to Conditional Tabs and Sections, you can now apply conditional visibility directly to individual fields.
• Smart Hierarchy: Tab rules take precedence over Section rules, which in turn take precedence over Field rules—ensuring clarity and predictable behavior.
• Visual Indicators: Any Tab, Section, or Field with a visibility rule now displays an icon next to its name for quick identification.
• Familiar Rule Builder: Manage conditional rules for fields using the same intuitive interface already available for Tabs and Sections.
• Mobile Ready: Conditions set on the Web UI automatically apply to records viewed on the SmartSuite mobile app.
• Enterprise & Signature Access: Available exclusively for Enterprise and Signature plan customers.

How It Works

• Solution Managers can access Conditional Fields from the Page Settings → Display Logic tab.
• Select a field and add a rule defining when it should be shown or hidden.
• Use one or more filters—or combine filter groups with AND / OR logic—to create dynamic, context-aware record experiences.
• When a condition evaluates to false, the field is hidden automatically, streamlining the view for your users.
• Icons appear next to Tabs, Sections, and Fields that have rules applied, helping you quickly identify where logic is in place.
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This enhancement helps teams simplify complex record pages, reduce clutter, and guide users to focus only on what’s relevant to their role or current workflow stage.

Regulators in financial services and beyond are no longer asking whether organizations have a continuity plan, they are asking how their critical services hold up under severe disruption. SmartSuite's Operational Resilience solution provides a unified, enterprise-wide framework for mapping critical services, assessing vulnerabilities, coordinating response and recovery, and aligning with evolving regulatory expectations.
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Key Highlights

• End-to-End Operational Resilience Lifecycle Management: Run service mapping, impact analysis, testing, response, and recovery from a single system of record.
• Critical Business Service Mapping: Map essential services and their dependencies across systems, vendors, processes, people, and facilities.
• Integrated Resilience Workflows: Connect business continuity planning, incident management, crisis response, and recovery into a unified operational framework.
• Scenario Testing and Simulation: Run severe-but-plausible disruption tests and tabletop exercises to validate readiness and refine recovery strategies.
• Impact Tolerance Tracking: Define and monitor impact tolerances and recovery objectives that align directly with regulatory expectations.
• Dashboards and Reporting: Provide real-time visibility into resilience metrics, dependency mapping, control health, and recovery readiness for leadership.
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How It Works

• Organizations define critical services and map them to supporting processes, systems, vendors, personnel, and facilities to build a complete resilience model.
• Recovery objectives and impact tolerances are set using inputs from Business Impact Analysis and the underlying dependency map.
• Teams evaluate resilience through severe-but-plausible disruption scenarios and tabletop exercises to validate that plans hold up under pressure.
• Integrated incident, crisis, and continuity workflows coordinate response and recovery actions across the teams that need to act together.
• Dashboards and analytics provide a continuous view of resilience metrics, gaps, dependencies, and recovery readiness across the enterprise.
• Optional AI features can flag resilience gaps, forecast disruption impacts, and recommend mitigations, with human oversight retained throughout.
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Resilience leaders get a connected operational picture and a defensible regulatory story, with critical services, impact tolerances, testing evidence, and recovery readiness all sitting in one platform.

We’re excited to introduce a refreshed display for linked records on mobile devices. Now, the Linked Record title stretches across the entire screen for a clearer, more engaging view. This change is designed to meet your request for a full-width title display, without affecting how any other fields are shown.
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**Key Highlights**
- Full-Width Title: The linked record’s title now occupies the entire width of the mobile screen.
- Focused Change: Only the LR title’s display has been updated while all other fields remain unchanged.
- Request Driven: This update directly addresses the need to improve how the LR title is presented.
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**How It Works**
- The change ensures that when viewing linked records on your mobile device, the title expands to fill the screen.
- All other field displays remain consistent with previous versions, keeping your experience familiar yet improved.
- Simply use your mobile app as usual - the new display works seamlessly in the background without any additional setup.
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This update is available to all users, offering a smoother and more intuitive mobile experience.

SmartSuite now provides a consistent experience when switching between record page layouts. All layouts including One Column, 50/50, and 70/30 now share the same set of Sections, ensuring fields stay organized no matter which layout is used.
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Key Highlights

• All layouts now share a single, unified set of Sections, ensuring layout changes no longer rearrange or duplicate content.

• The 70/30 layout no longer maintains its own independent Sections, aligning it with other layouts.
• The previous restriction that only “wide” fields could be placed in the 70 column has been removed.
• When switching layouts, SmartSuite automatically preserves field order and placement across all configurations.

How It Works

• Switching to 70/30 displays all current Sections in the 70 column, leaving the 30 column empty for optional customization.

• Switching from 70/30 reorders Sections so those from the 30 column appear first, followed by those from the 70 column.
• The 70 column now behaves as a single, flexible column — any field can be placed there without restriction.
• Conditional Tabs and Sections automatically adapt to the unified Section structure across layouts.
• All layouts now behave consistently, simplifying record page design and reducing setup time for Solution Managers.
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This update improves layout consistency, simplifies page design, and prepares SmartSuite for future enhancements like conditional and dynamic permissions.

Stay connected without leaving SmartSuite. The new Send a Notification automation action lets you send in-app messages directly to workspace members through the SmartSuite Notification Center - perfect for alerting teammates when key record events occur.
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Key Highlights

• SmartSuite now includes a new action type called “Send a notification.”
• In-app messaging delivers updates directly to the Notification Center, eliminating the need for email.
• You can choose dynamic recipients using static emails, names, or field-based values such as Assigned To, Email, Lookup, or Formula fields.
• Messages can be customized, or you can use context-aware defaults that adapt automatically based on automation triggers like record creation, updates, or condition matches.
• The system is context-aware, so messages automatically reference the triggering record and app when available.
• To simplify automation setup, the “Send Notification” option has been removed from the Send Email action.
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How It Works

• When configuring an automation, you can select SmartSuite: Send a notification as the action.
• In the Send To field, you can define one or more recipients, including workspace members, specific email addresses, or values pulled from record fields.
• In the Message field, you can write the content of the in-app message, with SmartDoc formatting disabled to keep messages concise.
• Depending on the trigger, SmartSuite either auto-fills a default message or allows you to define your own.
• Notifications appear instantly in the recipients’ SmartSuite Notification Center.
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With this new action, your automations can now keep teammates informed instantly - bringing faster visibility and smoother collaboration right inside SmartSuite.

We’ve improved Linked Records to make the active display format clearly visible directly on the Record Page. When a display format is selected, it now appears as a concise, easy-to-read tag next to the Linked Record field.
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Key Highlights

• Visible Display Format: The selected display format is shown as a tag next to the Linked Record field.
• Instant Updates: The tag updates immediately when you change the display format, so it always reflects the current setting.
• Improved Clarity: Quickly understand how linked records are displayed without opening field settings.
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How It Works

• Selecting a display format automatically adds a corresponding tag next to the Linked Record field.
• Updating the display format refreshes the tag in real time.
• This makes it easy to confirm the active display format at a glance, helping keep records clear and easy to interpret.
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This small visual cue reduces guesswork and makes working with linked records more intuitive, especially in complex or highly customized solutions.

We’re excited to roll out an update that streamlines how linked records are created for SmartSuite’s internal CRM. This improvement allows you to bypass the extra step of selecting a record and jump right into creating a new linked record, making your workflow more efficient.
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Key Highlights

• Bypass the “Select records to link” modal: When the new setting is enabled, clicking the Add New button immediately displays a form to create a new record.
• Pre-filled Backlink: The new record form comes with the backlink field already populated, ensuring a smooth linking process.
• Inline Editing: Enjoy a refreshed table display that supports inline editing to quickly modify your entries on the fly.
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How It Works

• Solution Managers have a new option to Only allow new record creation when configuring Linked Record fields.
• When this setting is switched on, instead of showing the record selection modal, a form for creating a new record appears instantly.
• After filling out and saving the new record, it automatically links to the current record—no extra steps required.
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This update is designed to support workflows where selection of an existing record is not desired - for example, when creating a new opportunity for a target company in your CRM. Enjoy a more seamless linking experience with these improvements!

SmartSuite now supports setting member roles directly through SCIM provisioning, giving organizations more precise control over user access during automated user creation and updates. This enhancement ensures that users are assigned the correct role from day one, fully aligned with your identity provider configuration.
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Key Highlights

• Role Assignment via SCIM: You can now define a member’s SmartSuite role as part of SCIM user provisioning.
• Supported Roles: SCIM provisioning supports the following role values: admin, solution_manager, general, and guest
• Consistent Access Control: Roles can be applied both when users are created and when user attributes are updated, ensuring ongoing alignment with your identity system.
• Provider-Agnostic Design: While configuration examples may reference specific providers (such as Okta), this capability applies to any SCIM-compliant identity provider.
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How It Works

• When provisioning users via SCIM, identity providers can include a roles attribute as part of the SCIM user payload.
• SmartSuite reads the roles value and assigns the corresponding member role within the workspace.
• If no role is provided, SmartSuite applies the default role (general).
• Role values are validated to ensure only supported SmartSuite roles are accepted.
• Updates to the roles attribute in your identity provider are reflected in SmartSuite on subsequent SCIM syncs.
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This enhancement improves alignment between identity management systems and SmartSuite workspaces, reducing manual role management and strengthening enterprise-grade access governance.