What’s New in SmartSuite

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!

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.

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!

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.

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.

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.

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.

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.

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.

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.

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’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.

We've enhanced your SmartSuite experience with streamlined interfaces, improved workflow UI, and refined interactions across key areas of the platform.
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Key Highlights

• Consistent Text Appearance: The Text Area field now aligns its font size with that of SmartDoc, ensuring a uniform look.
• Record Modal Enhancements: You can now choose to hide field icons and enjoy new tab descriptions for easier navigation.
• UI & Interaction Improvements: Adjustments include enhanced hover states for linked records, updated tooltips, and minor performance optimizations.
• Improved Field Settings: Expanded Help Text areas with real-time character counts and updated limits make managing information even more efficient.
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How It Works

• Customize your Record Modal experience with options to hide icons and add concise tab descriptions, so you know exactly where to find important details.
• Text areas now match the SmartDoc font size for a consistent writing experience, while the Help Text areas can be expanded and display character counts as you type.
• Enjoy a cleaner UI in linked records and overall workspace areas, with updated hover effects and backend performance improvements ensuring smooth functionality.
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Enjoy the smarter, more consistent experience with this update to user interfaces across your SmartSuite workspace.

We’re excited to introduce a new mobile enhancement for iOS and Android that makes record pages cleaner and easier to navigate on smaller screens. With this update, you can now display tabs based on specific conditions — showing only the details that matter at any given moment.
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Key Highlights

• Mobile-Optimized Conditional Tabs: Improve clarity on record pages by showing only relevant tabs when viewing or editing records on mobile devices.
• Cleaner Layouts on the Go: Perfect for long client assessments or complex workflows, making it easier to focus on what’s important when using SmartSuite on your phone or tablet.
• Simplified Setup: Configure tab visibility rules in the Web app, and they will now automatically apply to the mobile experience.
• Controlled Access: Only Solution Managers can create and edit these conditional display rules.
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How It Works

• Set Up in Web App: From Page Settings, toggle on the option for conditional display to add rules for both tabs and sections.
• Define Conditions: Choose the tab you want to control, name the rule, and set conditions that determine when it’s visible.
• Mobile Experience: Once configured, the visibility logic applies seamlessly across iOS and Android apps, hiding non-relevant tabs to streamline navigation.
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It’s one more way SmartSuite keeps your workflows simple, clean, and consistent across every device.

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

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

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

You can now add Date-based filters to your dashboards with full support for common field types like Due Date, Created Date, and Date Range. This enhancement makes it easier to build time-driven reporting views, especially for workflows that rely on planning, deadlines, and audits.
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Key Highlights

• Support for key date field types: Date, Due Date, Date Range, First Created, and Last Updated are all now supported.
• Automatic handling of subfields: Fields like Due Date or Date Range appear as separate Start/End options — no need to manage this manually.
• Flexible selection list: Choose from a comprehensive set of filters like today, tomorrow, yesterday, the past week, the next month, and more. A new Exact Date/Range option appears at the top for custom selection.
• Default value: Set a default value for the filter to dial in the default view displayed to users.
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How It Works

• From the dashboard editor, add a Filter Widget and select a supported Date field.
• Configure each date filter with available Selections (All Values or specific filter types like exact range, today, etc.), Condition (Is or Is Not), and a Default value.
• For Exact Date/Range, users can pick a single date or two dates to define a range, and have the option to manually input dates or select from a calendar control.
• On the live dashboard, users can: Expand the dropdown to pick a filter, view descriptive natural-language filter conditions (e.g. Due Date: Start is The Past Week), or clear any selection as needed.
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This update gives teams more control over time-based data and helps unlock advanced use cases for tracking deadlines, performance windows, and temporal trends across dashboards.

We’re excited to introduce AI Field Agents – an upgrade that brings the power of AI directly into your existing field types. Designed to work behind the scenes, this new mode provides dynamic value generation, classification, and recommendations while keeping your schema consistent.
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Key Highlights

• Integrated AI Assistance: Empower your SmartDoc and Single Select fields with AI logic that generates, categorizes, or recommends values without a change in field type.
• Seamless Conversion: Easily switch an existing field into AI mode (and back) while preserving your data and settings.
• Visual Cues: Fields enabled with AI are marked with clear icons or color dots to signal when AI is active or when content is generated by AI.
• Enterprise-Ready: Built with robust governance, audit logging, and a simple condition builder, this feature delivers trusted AI performance with admin oversight.
• Expanded Capabilities: Alongside core field enhancements, additional enhancements include support for internet search and communication with AI services to retrieve logos and more.

How It Works

• Configuration Made Simple: In the field settings modal, users can toggle AI Field Agent mode. When turned on, the field will show an AI-enabled configuration form with basic setup options and visible indicators for AI-generated content.
• Dual Execution Options: The feature supports both manual “Run Agent” actions and automatic execution triggered by field updates, along with simple conditions to manage auto-run behavior.
• Transparent Operation: Each AI run is logged in the record’s metadata. When a field is processing, a “Generating…” placeholder is displayed, and upon completion, success messages or error indicators are shown.
• Backend Integration: New endpoints and services enable smooth communication with the AI backend, ensuring that every AI-processed update, including web searches for additional data, is secure and traceable.
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This alpha release lays the foundation for smarter, more reactive fields without disrupting your current setup. The feature is available to select SmartSuite Workspaces who have agreed to help SmartSuite test this new and innovative capability.

Additional information will be made available as SmartSuite broadens the availability of Field Agents over the coming weeks.

We’re excited to roll out a new update designed to make your charts and visualizations more powerful and flexible. With this enhancement, you can now use Lookup fields across values and groups, giving you deeper insights into your connected data.
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Key Highlights

• Lookup to Numbers: Use Lookups as values (Sum, Average, Count) or group by number Lookups for more granular reporting.
• Lookup to Dates: Group chart data by Lookup dates to easily track trends and timelines.
• Lookup to Linked Records & Assigned To: Aggregate and group chart results based on linked record references or assigned users.
• Lookup to Lists: Full support for grouping and aggregating by Lookup to list-type fields.
• Mobile Ready: All functionality is fully supported in the mobile app for insights on the go.
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How It Works

• Select Lookups in Chart Settings: Choose a Lookup field as your value or grouping option.
• Define Aggregations: Apply functions like Sum, Average, or Count to number-based Lookups.
• Drill Into Groups: Click any grouped value (date, number, user, or linked record) to see the underlying records.
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With full Lookup support in charts, you’ll have a clearer, more comprehensive view of your data relationships — all within the visualization tools you already use.

We’re excited to roll out a new update designed to make your record pages cleaner and easier to navigate. With this enhancement, you can now display tabs based on specific conditions, so you see only the details that matter at any given moment.
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Key Highlights

• Conditional Tabs: Improve clarity on record pages by only showing relevant tabs based on your workflow.
• Cleaner Layouts: Organize long client assessments or complex workflows by grouping fields into conditional tabs.
• Simplified Setup: Configure visibility rules with an easy-to-use interface that lets you name and adjust rules as needed.
• Unified Display Logic: A unified "Display Logic" interface allow you to create rules for the display of tabs, sections, or both.
• Controlled Access: Only Solution Managers have the ability to set up these conditional display rules.
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How It Works

• Set Up Rules: In the Page Settings, select Display Logic to add rules for both tabs and sections.
• Define Conditions: Choose the tab you wish to control, assign a default or custom rule name, and specify one or several conditions to determine visibility.
• Priority for Tabs: Visibility rules for tabs override those for sections, ensuring that if a tab’s condition isn’t met, all its corresponding sections remain hidden.
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With conditional tabs, you’ll have a more focused, streamlined record view that adapts to the way you work.

We’re excited to announce a new integration with DocsAutomator that makes generating PDFs from your SmartSuite records easier than ever. This update streamlines the process by letting you easily connect your DocsAutomator account, map record fields to your chosen template, and generate PDFs automatically.
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Key Highlights

• Account Connection: Easily link your DocsAutomator account by entering your API key or choosing from previously connected accounts. A secure credentials modal validates the key instantly.
• Connection Management: Manage your DocsAutomator connections with intuitive Edit and Delete controls. If a connection is active in an automation, you’ll be alerted before any removal.
• Template & Field Mapping: Select a record to generate a PDF and pick a DocsAutomator template designed specifically for SmartSuite. Then, map your record fields to template placeholders with suggested defaults.
• Automation Action: Set up your PDF generation using SmartSuite’s Automations panel. Once configured, your workflow will automatically send data to DocsAutomator to generate the PDF for use in emails, file storage, or other processes.
• Run History Overview: View detailed information about past runs directly within your automation history, to help you track and troubleshoot your PDF generation actions.
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How It Works

• In SmartSuite’s Automations panel, add a new action and choose the DocsAutomator option.
• Link your DocsAutomator account by entering your API key in the connection modal. The system will immediately check the key and let you know if it’s valid.
• Pick the record you want to generate a PDF from and select a SmartSuite-specific DocsAutomator template. If you haven’t created a template yet, a button will take you to the configuration page.
• Map your record’s fields to the template’s placeholders using a straightforward dropdown interface. You can also customize the PDF title with merge fields like dates and record names.
• Once everything is configured, your automation sends the mapped data to DocsAutomator. The system then generates the PDF and returns a download link, ready to be attached or shared.
• Detailed run history is available for each automation, so you can review past PDF generations and quickly identify any issues.
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Enjoy a more seamless and secure PDF generation process with this new integration, and let your automation workflows run even smoother!

We’re excited to introduce our new Tabs feature for record pages. This enhancement promises a cleaner, more organized way to manage records that have an extensive amount of fields and complex workflows. Now, you’ll no longer have to scroll through an endless page—a tabbed layout lets you group related fields together, making record management much more efficient.
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Key Highlights

• Tab Row Activation: Easily enable or disable a row of tabs that appears right below the record heading on all records.
• Three Tab Formats: Enjoy two types of tabs—Standard (following our usual text and underline design), Process (highlighting your workflow order of operations), and Journey (a chevron-style design that emphasizes workflow progress).
• Simple Management: Quickly add, rename, reorder, or delete tabs from the new Tabs menu in Page Settings.
• Flexible Content Movement: Move fields or sections between tabs using drag and drop or through menu options, ensuring your record layout remains logical.
• Enhanced Field Validation: When required fields aren’t filled, a clear message displays the affected tabs with a counter, guiding you directly to the missing information.
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How It Works

• To get started, admins simply toggle the Tabs feature in the Page Settings. Once enabled, a default tab (labeled “Tab”) appears at the top of the record.
• You can then add new tabs (with unique names), adjust their order, or even delete a tab. Content within a tab is easily moved to another if needed, keeping your record organized.
• When a field or section is moved, it automatically becomes part of both the dedicated tab layout and the overall page layout for compatibility.
• If required fields are left empty, the system will highlight the corresponding tabs and guide users to the first unfilled field—helping ensure data completeness.
• This feature is designed for record users managing detailed pages and is currently available to Solution Managers.
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This update delivers a more organized, efficient, and user-friendly way to manage complex record pages in SmartSuite, helping teams streamline navigation, keep related fields logically grouped, and ultimately improve clarity and productivity when working with detailed records.

The August 2025 release brings some of the most transformative updates yet, combining intelligent automation with powerful customization options. Highlights include the new AI Assist: Custom Prompt (BETA) for building AI-powered workflows, enhanced record layouts with tabs and conditional tabs, seamless PDF generation via DocsAutomator, and improved record detail widgets. Together with usability enhancements like smarter file handling, this release empowers teams to work more intelligently, organize data more effectively, and automate with greater flexibility.

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We’re introducing a powerful new automation action - AI Assist: Custom Prompt - that enables SmartSuite users to design custom AI tasks by writing their own prompts and defining structured outputs. This action provides deep flexibility to tailor AI processing to specific business needs using any connected LLM provider. Whether you're translating text, analyzing compliance documents, or summarizing customer feedback, the Custom Prompt action lets you build advanced, context-rich interactions with AI directly in your workflows.
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BETA Availability Notice

• For a limited time, AI Assist is available in all workspaces
• During the beta period, we do not recommend using this for mission-critical workflows
• Once generally available, this feature will be exclusive to paid workspaces
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Key Highlights

• Select from a variety of LLM platforms and models
• Bring your own API key
• Combine custom prompt text + SmartSuite field variables
• Use input from any prior step, including multi-record data
• Support for text, numbers, files, emails, and more
• Choose between raw text or structured data responses
• Pass in file attachments (like PDFs or images) to models that support them
• Outputs are field-type matched for downstream actions
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How it Works

• Select a Provider & Model: Choose your LLM provider (e.g., OpenAI) and a specific model (e.g., GPT-4o) for each action
• Authorize Connections: Add and manage API key-based connections, shared at the solution level
• Build Your Prompt: Compose a prompt using static text and dynamic field values from prior steps
• Define Output Format: Choose between simple or custom output types, such as JSON objects or value lists
• Test and Validate: Prompts are checked against model capabilities and automation structure
• Leverage Output: Feed structured AI responses into downstream steps like updating records or sending emails
• Handle Errors Gracefully: Invalid configurations are flagged, ensuring automation reliability
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The AI Assist action brings the full power and flexibility of modern LLMs to SmartSuite automations. With rich support for dynamic field inputs, structured outputs, and multiple AI providers, users can now craft intelligent workflows that automate complex tasks - from translations and summaries to calculations and classifications. This is a foundational step toward deeply integrated, intelligent automation in SmartSuite.

We’re introducing a powerful new automation action - AI Custom Prompt - that enables SmartSuite users to design custom AI tasks by writing their own prompts and defining structured outputs. This action provides deep flexibility to tailor AI processing to specific business needs using any connected LLM provider. Whether you're translating text, analyzing compliance documents, or summarizing customer feedback, the Custom Prompt action lets you build advanced, context-rich interactions with AI directly in your workflows.
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Key Highlights

• Build AI prompts with a mix of custom text and SmartSuite field variables
• Use outputs from any prior automation step, including single or multi-record sources
• Support for multiple field types: text, numbers, emails, files, and more
• Choose between simple (raw text) and structured (JSON) response formats
• Automatically validate prompts and mark misconfigured ones when LLM capabilities change
• Pass file attachments (like resumes or images) as part of AI input
• Receive LLM responses formatted to match field types for downstream actions
• Available to users with appropriate AI provider connections in the current solution
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How it Works

• Select a Provider & Model: Choose your LLM provider (e.g., OpenAI) and a specific model (e.g., GPT-4o) for each action
• Authorize Connections: Add and manage API key-based connections, shared at the solution level
• Build Your Prompt: Compose a prompt using static text and dynamic field values from prior steps
• Define Output Format: Choose between simple or custom output types, such as JSON objects or value lists
• Test and Validate: Prompts are checked against model capabilities and automation structure
• Leverage Output: Feed structured AI responses into downstream steps like updating records or sending emails
• Handle Errors Gracefully: Invalid configurations are flagged, ensuring automation reliability
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Summary

The AI Custom Prompt action brings the full power and flexibility of modern LLMs to SmartSuite automations. With rich support for dynamic field inputs, structured outputs, and multiple AI providers, users can now craft intelligent workflows that automate complex tasks—from translations and summaries to calculations and classifications. This is a foundational step toward deeply integrated, intelligent automation in SmartSuite.

Shared Forms now support passcode protection, allowing form creators to restrict access and ensure that only individuals with the correct passcode can view or submit responses. This feature adds an additional layer of security when collecting sensitive or confidential information.
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Key Highlights

• A “Passcode” option has been added to the Share Form modal.
• The passcode prevents unauthorized access to your form link without the code.
• This means forms now use the same secure access model available for other shared views like Card, Grid, and Kanban.
• Passcodes are easy to enable and manage, with no new steps or complexity.
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How It Works

• Open the “Share Form” modal for any form view.
• Toggle the “Restrict access with passcode” option.
• Enter a passcode that recipients must use to access the form.
• Share the link and passcode separately for secure distribution.
• Users who open the link will be prompted to enter the passcode before they can view or submit the form.
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This new passcode feature for shared forms delivers a simple yet effective way to safeguard sensitive submissions, giving users tighter control over who can access and respond.

You can now choose to include empty or unfilled values in your charts, giving you a more complete view of your data - especially when tracking gaps, missing entries, or incomplete records.
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Key Highlights

• New Advanced Option: A toggle labeled “Include empty values” (final name may change) is now available in the Advanced Options section of Chart View and Chart Widgets.
• Visualize “No Value” segments: When enabled, charts display a fixed segment labeled “No Value” to represent records without a filled value.
• Works with Groupings: Empty values are respected both in direct value calculations and when used in grouping.
• Drill-in Supported: Clicking on the “No Value” segment shows the underlying records, just like any other data slice.
• Numeric Calculations Included: When using fields like Number or Priority, unfilled values will factor into count and average metrics if this option is enabled.
• View Gaps in Data Clearly: Ideal for audits, compliance, and GRC reporting where completeness is critical.
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How It Works

• Open the Advanced Options in a Chart or Widget configuration.
• Enable the “Include empty values” toggle (off by default).
• Your chart will now include a “No Value” segment for records missing values in the selected field.
• Grouping and value logic adjust automatically.
• Click on “No Value” segments to drill into those specific records.
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This enhancement helps you uncover hidden insights in your data, from incomplete form submissions to uncategorized risks — and adds powerful diagnostic visibility across dashboards and reporting workflows.

We’ve completely redesigned the SmartSuite Home Page to help you work faster, stay organized, and personalize your workspace experience. From Solution Categories to flexible layout views and enhanced branding controls - everything you need is now at your fingertips.
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Key Highlights

• Solution Categories: Group Solutions by team or function. Admins manage Categories; Solution Managers assign them.
• 4 Layout Views: Choose from Grouped (default), Card, Pill, or Admin views — each tailored to different user needs.
• Workspace Branding: Customize banners with logos, colors, background images, and personalized greetings.
• Navigation Enhancements: Access All, Favorite, and Recently Accessed Solutions quickly. Left-side menu redesigned for clarity and collapsibility. User and Workspace menus updated for easier role-based access.
• Solution Creation Options: Use templates, start from scratch, or try AI-powered Solution generation.
• Footer & Banner Customization (Signature plan): Personalize your workspace even more with editable footers and banner elements.
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How It Works

• Admins can configure Categories, branding, banner types, and default view settings from the Workspace Branding menu option.
• Each user can personalize their layout preference, and SmartSuite will remember it across sessions.
• New Solutions can be created from the Home Page with simplified controls and AI assist.
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This update is being made available to all plan types. Your workspace will default to a “General” category - and from there, you can start organizing, customizing, and making the new Home Page truly yours. Welcome to the smarter SmartSuite Home!

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You can now control how many options a user can select in a Multiple Select field, perfect for enforcing structured input in your workflows.
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Key Highlights

• New setting: A “Limit number of selections” toggle has been added to field settings.
• Customizable maximum: Set a numeric limit (minimum and default: 1) for the number of allowed selections.
• Smart fallback: If input is cleared, the field selection count resets automatically.
• Fully optional: The feature is off by default to preserve existing behavior.
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How It Works

• Edit a Multiple Select field and scroll to the bottom of the settings panel.
• Toggle “Limit number of selections” to enable the feature.
• A numeric input will appear—enter the maximum number of selections allowed.
• Users will only be able to select up to that number when editing a record.
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This enhancement gives you more control over data consistency while keeping the experience flexible and easy to configure.

Field-Level Comments bring a more precise and contextual way to collaborate within the Record Modal, allowing teams to have focused discussions tied directly to individual fields.
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Key Highlights

• Streamlined interface: The comment button appears only on hover when no - open comments exist, keeping the UI clean.
• Always-visible indicator: Fields with open comments display a visible comment icon and counter.
• Focused “Field Comment” mode: View and add comments tied directly to a specific field.
• Real-time comment counter: See updates immediately as new comments are added to a field.
• Contextual comment headers: Every field comment clearly shows the field it’s linked to.
• Jump-to-field behavior: Clicking a field name in any comment scrolls the record to that field and reopens the discussion.
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How it Works

• Hover over a field to reveal the comment button if no comments exist — or click the icon directly when open comments are present.
• Enter “Field Comment” mode to focus conversation on a specific field and see relevant discussions.
• Add new comments or browse open ones, with the option to filter and view all past comments for that field.
• Exit Field Comment mode anytime to return to full record comments.
• In regular comment mode, clicking a field name in a comment takes you straight to that field and reopens the comment thread.
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This new feature helps teams collaborate with more precision, making it easier to track feedback and decisions across complex records.

We’ve released new enhancements to the SmartSuite Make.com connector that make it easier to build powerful, efficient scenarios with less complexity.
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Key Highlights

• Dependency field is now supported, enabling better management of record relationships.
• New "Upsert Record" action allows you to create or update a record in a single step.
• Native "Delete Record" action makes it easy to remove records directly.
• Bulk actions let you create, update, or delete groups of records in one operation.
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How it Works

• Use the Dependency field in supported actions to set or retrieve record relationships.
• Select the "Upsert Record" action to automatically create or update based on matching criteria.
• Choose the "Delete Record" action to remove records by ID.
• Use the bulk action options to process multiple records in a single call.
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These updates give teams more flexibility and control when automating SmartSuite with Make.

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You can now trigger automations directly from a Button field — giving users a way to manually initiate workflows from within a record. Ideal for approvals, escalations, or custom update actions that need to happen on demand.
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Key Highlights

• New Button Action: Select “Execute Automation” when configuring a Button field.
• New Trigger Type: “SmartSuite: When a Button is Clicked” is now available in the Automation builder.
• Two Setup Paths: Create automations from the Button field or from the Automation builder.
• Visual Pairing: Buttons clearly show their linked automation and provide direct access.
• Activity History Logging: Button clicks and results are recorded, including success, failure, or skipped conditions.
• Click Protection: Buttons are only clickable if the paired automation is active and properly configured.
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How it Works

• Add a Button field to a record and choose Execute Automation as the action.
• Create or link to an automation directly from the Button setup flow.
• Alternatively, start from the Automation builder using the Button Clicked trigger.
• The system automatically links the button and automation, with visual pairing shown in both places.
• When clicked, the button runs the automation and shows real-time success or failure feedback.
• Click events are logged in Activity History with detailed results.
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This update gives teams more control over when and how automations run, putting powerful actions at users’ fingertips.

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SmartSuite automation builders can now edit any JSON node in Webhook triggers/actions and the Custom Prompt AI action without deleting and rebuilding it.
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Key Points

• Inline edit option replaces the old “delete-and-recreate” workflow.
• Supports Webhook (trigger & action) and Custom Prompt AI action.
• Single-click pencil icon (or double-click on the node) opens the familiar node-configuration modal.
• Feature rolls out to every subscription tier with no extra permissions required.
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How it Works

• Hover a node to reveal the new pencil icon beside the trash bin.
• Click the icon (or double-click the node) to launch the pre-populated configuration modal.
• Adjust any parameter value, then save - updates apply instantly to the JSON payload.
• The component-level enhancement means the same editing flow wherever JSON nodes appear in automation Webhooks or AI prompts.
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A small change that makes it easier to manage complex automations to help you edit, save, and deploy your automations faster.

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SmartSuite Forms now let you turn the header logo into a live hyperlink, perfect for guiding respondents back to your company website or any resource you choose.
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Key Points

• Paid plan workspaces can now attach any URL to a form’s header logo
• A context-aware Add Link / Edit Link button appears next to Edit Logo once a logo is uploaded.
• Links always open in a new browser tab, preserving the responder’s place in the form.
• Removing the URL instantly reverts the logo to a non-clickable image.
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How it Works

• Upload or select a logo in your Form
• Click Add Link to specify destination URL and save.
• The feature reuses SmartSuite’s rich-link component for consistent styling and future enhancements.
• If no URL is set (or it’s deleted), the logo behaves like a standard image with no default redirect.
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Put your brand front and center and guide form visitors exactly where you want them with a single click on your logo.

SmartSuite dashboards now let you drop new widgets exactly where you need them. Instead of always landing at the bottom of the layout, a subtle ＋ icon appears between existing widgets on hover; choose any item from the Widget Library and it is placed right in that spot—keeping your dashboard flow intact.
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Key Highlights

• Inline ＋ Add Widget control surfaces between widgets as you hover.
• Opens the full Widget Library, so every widget type is available in-context.
• Honors current row / column sizing so the new widget fits the surrounding layout automatically.
• Keyboard-accessible: press Tab to focus the inline control, then Enter to open the library.
• Works in both grid and free-form dashboard layouts.
• Fully backwards-compatible—existing dashboards gain the feature instantly, with no migration required.
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How it Works

• Hover anywhere between two widgets and click the floating ＋ button that appears.
• The Widget Library opens; pick the widget you want to add.
• SmartSuite inserts the chosen widget precisely where the inline control was shown.
• Drag-and-drop or resize as usual to fine-tune your dashboard.
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This update makes building pixel-perfect dashboards faster and more intuitive—no more dragging new widgets from the bottom of the page back up to their intended positions.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Key Highlights:

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

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How It Works:

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

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

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

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

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

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

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

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

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SmartSuite raised Series A funding to accelerate innovation, expand global and enterprise capabilities, deepen integrations and automation, and invest further in customer success—so teams can work smarter on a unified, flexible, no-code platform. Backed by strong growth and adoption worldwide, this investment reinforces SmartSuite’s mission to eliminate data silos and redefine how organizations manage work across every function.

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

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Key Highlights:

• Backend Processing for Chart Calculations: All calculations are now performed server-side, eliminating the need to load all records on the frontend.
• Improved Performance & Scalability: Resolves previous limitations on large datasets (~5K+ records), enabling faster chart rendering.
• Seamless Widget Updates: Backend-calculated values ensure faster, smoother display in dashboard widgets.

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How It Works:

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

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

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

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Key Highlights:

• New Static Display Element: Available in the Display Elements section for easy integration.
• Single Consent Checkbox: Users confirm acknowledgment by checking a single box that applies to all outlined points.
• Mandatory When Included: No “require” option; if the element is present, checking the box is mandatory for submission.
• Multiple Consent Sections: Users can add multiple consent elements via drag-and-drop.
• Conditional Display Logic: If visible, users must check the box to proceed. If hidden due to conditional logic, the form can be submitted without it.
• Submission Validation: Ensures acknowledgment only when the section is visible.
• Default Consent Text: If left blank, the system reverts to:“Please provide your consent by checking the box.”
• Always Interactive: No read-only or hidden options; the element remains interactive when displayed.

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How It Works:

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

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

SmartSuite’s contact import process has been enhanced to include Phone Type mapping, ensuring more structured and accurate data imports. This update allows Solution Managers to import phone numbers with predefined types, reducing manual corrections and improving data integrity.

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Key Highlights:

• Nested Phone Field Mapping: The Phone field now has an optional Phone Type sub-field displayed during the import mapping process.
• Always Available During Import: Phone Type mapping is available regardless of Phone field display settings. If later enabled, previously stored values will appear correctly.
• Predefined Phone Types: The following supported types can be imported: Office (default), Mobile, Home, Fax, Other.
• Handling Multiple Values in a Single Cell: Users can import multiple phone numbers and types in a single cell, separated by commas.
• Consistent Display & Storage: Users can choose to display either Phone Only or Phone with Type.
• No API or Mobile Impact: The update affects only the import process and does not require API or mobile app modifications.

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How It Works:

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

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

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

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Key Highlights:

• New "Read-Only" Setting: A checkbox in Form Configuration, similar to "Hide Field from Users."
• Pre-Filled Values Supported: Read-only fields can still be pre-filled using URL parameters.
• Clear UI Indication: Read-only fields visually appear disabled (Lock icon and gray background to indicate non-editable status)
• No Impact on Conditional Logic: Read-only fields still function within conditional display rules.
• No Impact on Existing Forms: Previously shared or configured forms remain unchanged.

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How It Works:

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

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

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

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Key Highlights:

• Pre-Fill Any Supported Field: Automatically populate form fields using URL parameters.
• Dynamic Value Generation: Form URLs can be created dynamically using formulas or button fields.
• Support for Multiple Values: Fields that accept multiple values (e.g., multi-select, linked records) allow comma-separated inputs.
• Flexible Field Matching: Pre-fill fields using either their title or field ID.
• Hidden Field Submission: Pre-filled values for hidden fields will still be submitted and recorded in SmartSuite.
• Robust Linked Record Matching: Supports pre-filling linked records by ID or exact title match.

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How It Works:

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

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

SmartSuite Charts now offer improved axis label positioning, ensuring a polished and readable data presentation.
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Key Highlights:

• Centrally Aligned Labels – Axis labels are now perfectly centered relative to their corresponding axis, enhancing visual balance.
• Optimized Y-Axis Orientation – The Y-axis label is now displayed vertically, improving readability in dense data views.
• Customizable Labels – Users can define X and Y axis labels (max 30 characters each) for more informative charts.
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How It Works:

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

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

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Key Highlights:

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

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Consistent Formatting Everywhere

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

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

• Relocation Flexibility: Dashboards, unlike traditional views tied to a table's data, can now be moved seamlessly to different tables or solutions within your workspace.
• Workspace Evolution Support: As your workspace evolves, you can restructure dashboards without needing to recreate them in their new location.
• Folder Organization: When moving a dashboard, you can place it into a specific folder to keep everything organized.
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How It Works:

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

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

This update significantly improves the formula entry experience, ensuring the formula column remains clear and functional while providing dynamic support through the Help Sidebar. The sidebar now defaults to an empty state where users can populate it by selecting elements. Clicking an element adds it to the builder and displays relevant help text without disrupting the formula workspace.

Key Highlights:

• Enhanced Formula Entry Area: The formula column is protected with a minimum width of 400px, ensuring a clutter-free and focused workspace, regardless of sidebar adjustments.
• Resizable Help Sidebar: With a minimum width of 150px and dynamic maximum width, users can customize the sidebar to balance help visibility with formula entry needs. A fixed-position toggle ensures easy re-access after hiding the sidebar.
• Fields Panel Enhancements: Search dynamically filters results as you type, improving field discovery. The panel includes visually refreshed icons and clear sections that are open by default for quick access.
• Improved Help Access: Users can explore help content by clicking elements in the sidebar or using the “?” icon to reveal tooltips like "Show me examples," making formula writing more intuitive.

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How It Works:

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

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

The Heat Map Chart Widget brings advanced data visualization to SmartSuite dashboards, helping you analyze trends, identify patterns, and gain deeper insights with interactive features.
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Key Highlights:

• Flexible Data Selection: Choose specific Value, X-Axis, and Y-Axis fields to structure the heat map with meaningful insights.
• Filter Widget Integration: Apply dynamic filters directly from your dashboard for a more refined data view.
• Drill-In Enabled Values – Click on any segment to explore the underlying data for deeper insights.
• Refined Color Scale: Enhances differentiation of value variations for clearer trend analysis.
• Configurable Sort Order: Customize sorting on both the X and Y axes using "First to Last" or "Last to First."
• Labeled Axes: Clearly display field names from the source data to improve readability.
• Full Chart Functionality: Matches the capabilities of the existing Heat Map Chart View.
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How It Works:

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

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

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

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

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

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

Configuration Steps

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

Learn more