What’s New
in SmartSuite

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

Configuration Steps

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Customization Options:

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

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

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

Customization Options:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Use Cases:

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

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

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

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How to Use the Pivot Table Widget:

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

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

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

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

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

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

This feature is available for All Plans.

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

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Use Cases:

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

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

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

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How to Configure Date Fields to Capture Time Values:

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

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

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

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

This feature is available for All Plans.

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

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Use Cases:

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

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

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

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

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

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

This feature is available for All Plans.

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

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Use Cases:

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

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

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

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

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

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

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

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

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

This feature is available for All Plans.

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

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Use Cases:

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

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

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

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

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

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

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

This feature is available for All Plans.

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

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

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

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

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

You can now add comments to existing records in addition to updating the record’s content with the Add a Comment action. Use it to quickly add notes, update your team on the record’s progress through a workflow and more.

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

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

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

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

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

SmartSuite’s support for field-level help text has been enhanced to support rich text formatting, in addition to allowing you to include lengthier help descriptions of up to 700 characters (increased from 250). Available formatting options now include bold, italic, strikethrough, and underlined text. You can choose to incorporate numbered and bulleted lists, URLs, and specify text and highlight colors.

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

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

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

Several enhancements have been made to SmartSuite's Heat map Chart type, aimed at improving its data visualization capabilities. These updates include consistent sorting, display of drill-in enabled values within segments, and a refined color scale that better highlights values. Additionally, the X and Y axis sort order can be configured, and each axis is labeled with the field name of its source data.

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

This feature adds the ability to print page designs from the record menu. Both print and export options have been enhanced to allow selection of a Document template or the default SmartSuite export format to export the record content as a PDF.

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

Administrators of Professional and higher SmartSuite plans now have the option to require users to use two-factor authentication when logging in with a username and password.

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

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

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

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

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

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

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

The Automations Engine has been enhanced to allow the results from Record Create and Record Update actions to be used in subsequent automation actions. This supports creation of more dynamic and interconnected automation workflows, enabling actions to build upon the results of previous ones.

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

SmartSuite now offers an advanced security feature: IP Address Restrictions for your Workspace. With this powerful tool, you can define a whitelist of trusted IP addresses or IP ranges. Only users connecting from these authorized addresses will be granted access to your workspace.

How It Works:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

• SmartDoc
• Linked Record
• Checklist
• Sub-Item

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

• RELATED_RECORDS_SORT
• RELATED_RECORD_SORT

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

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

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

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

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

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

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

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

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

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

This feature brings distant data right at your fingertips.

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

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

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

A View/Edit Toggle feature is coming to dashboards, designed to streamline the user experience and safeguard against unintended changes. This will simplify the display for end users while still allowing Solution Managers to quickly and easily update layouts and widget configurations.

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

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

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

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

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

You can now add icons to your Table names.

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

Introducing the SmartSuite Undo/Redo feature.

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

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

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

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

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

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

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

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

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

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

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

ISO/IEC 27001:2022 is a specification from the International Organization for Standardization (ISO) for information security management systems (ISMS). SmartSuite's certification recognizes the strength of our information security management system.

This certification brings numerous positive impacts and benefits to both SmartSuite and its customers. By adhering to the ISO standard, SmartSuite demonstrates a commitment to protecting sensitive information and mitigating security risks effectively. This not only enhances the overall trust and confidence in SmartSuite's services but also assures customers that their data is being handled securely. Customers benefit from reduced risks of data breaches, increased reliability of services, and improved compliance with regulations.

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

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

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

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

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

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

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

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

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

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

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

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

When creating a copy of a View, you have the option to set it as either Private or Public. This toggle is available only to users with permissions to create Public views.

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

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

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

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

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

You now have the ability to zoom in/out for PDFs in the Gallery.

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

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

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