Redesigned Home Page: Smarter Navigation, Better Organization
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.
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 (beta).
Footer & Banner Customization (Signature plan): Personalize your workspace even more with editable footers and banner elements.
How It Works
Admins can configure Categories, branding, banner types, and default view settings from the Workspace > Branding menu.
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 (if enabled).
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!
Record Page: Field Comments
We’re excited to introduce a powerful new way to collaborate in SmartSuite: Field-Level Comments — now available in the Record Modal!
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.
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.
This new feature helps teams collaborate with more precision, making it easier to track feedback and decisions across complex records.
New Automation Trigger: Run When a Button is Clicked
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.
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.
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.
This update gives teams more control over when and how automations run — putting powerful actions at users’ fingertips.
Workspace Usage: Stats and Management
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.
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.
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.
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.
See feature video
Learn more
Filter Widget: Support for Date Fields
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.
Key Highlights
Support for key date field types:
Date,Due Date,Date Range,First Created, andLast Updatedare 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, Last 7 Days, Next Month, Previous Quarter, and more.
A new Exact Date/Range option appears at the top for custom selection.Multiple selections allowed:
Users can select one or more options from the list. At least one is always required.Custom default values:
Dashboard builders can preselect a default filter like Next 30 Days to guide the widget’s initial state.Dropdown behavior improvements:
When anything other than “All Values” is selected, the dropdown label updates to “Various Values” for clarity.Fully supported on mobile and connected widgets:
Works seamlessly with shared views and displays properly across all platforms.
How It Works
From the dashboard editor, add a Filter Widget and select a supported Date field.
Configure each field with:
Label (defaults to the field name)
Selections (choose which date filters are allowed)
Default Value (optional pre-selected date condition)
For Exact Date/Range, users can:
Pick a single date or two dates to define a range
Add time values (optional) in their local timezone
Rely on smart logic to handle additional clicks that extend or reset the range
On the live dashboard, users can:
Expand the dropdown to pick a filter
View clear, natural-language filter conditions (e.g. Due Date: Start is This Week)
Clear any selection as needed
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.
Learn more
Charts: Include Empty Values
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.
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.
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 — for example:
Column chart by Priority - Count: “High,” “Medium,” and “No Value” are shown.
Grouped by Date (Month): Segments are created for each month, plus a “No Value” group for missing dates.
Numeric AVG: Empty values count toward the total average (e.g., AVG of 100, 200, and empty = 150).
Click on “No Value” segments to drill into those specific records.
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.
Learn more
Multi-Select Limit Settings
You can now control how many options a user can select in a Multiple Select field, perfect for enforcing structured input in your workflows.
Key Highlights
New setting: “Limit number of selections” toggle added to field settings
Customizable maximum: Set a numeric limit (minimum and default: 1)
Smart fallback: If input is cleared, it resets automatically to 1
Fully optional: The feature is off by default to preserve existing behavior
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.
Forms: Selection Fields Other Options
SmartSuite Forms now support a native “Other” option in Single and Multiple Select fields — enabling more flexible data collection when predefined choices aren’t enough. This enhancement is especially valuable for teams running assessments, audits, or surveys where users need to describe alternatives in their own words.
Key Highlights
Form Users Can Select “Other”: When filling out a form, respondents can choose “Other” and provide a custom response via a multiline text area.
Clear, User-Friendly Experience: The “Other” option always appears last in the dropdown, and displays a smooth in-line text input when selected — no extra configuration or fields needed.
Text Input Required: If “Other” is selected, the respondent must enter a description before submitting the form, even if the field isn’t required.
No More Workarounds: Replaces the need to pair select fields with separate text fields for capturing “Other” responses.
Secure & Compatible: Fully supported in forms with passcode protection, response limits, and other form-level access controls.
Works Across Views: After submission, the “Other” value is available in Grid View, Record Pages, and Details Widgets — searchable and stored at the record level.
How It Works in Forms
In field settings, Solution Managers can check “Enable ‘Other’ option” for any Single or Multiple Select field.
When completing the form, a respondent who selects “Other” will see a multiline text input to describe their response.
Submitted text is saved with the record and shown wherever the field appears across SmartSuite.
If the “Other” option is later disabled, the data remains stored but hidden from view — and reappears if re-enabled.
This enhancement brings SmartSuite Forms in line with industry-standard form behavior — making it easier to collect meaningful, user-defined input without sacrificing structure, usability, or data integrity.
Dashboard Widget: Record Detail Improved Files and Images
The Attachments Field now supports two display styles - Field and Carousel - offering flexible visual layouts for dashboards.
The Field view, set as default, includes Grid and List modes with adjustable image sizes (S to XL) and aspect ratio-preserving “Contain” behavior. Grid view supports hover actions and optional upload cards, while List view stacks cards with fixed widths and spacing.
The Carousel view displays 1–4 images per row based on widget width, with navigation arrows and adjustable height (100–600px), using “cover” image alignment.
Both views respect field permissions, showing upload options only when editing is allowed.
Form View: Restrict Access with Passcode
Shared Forms 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.
Key Highlights
New “Passcode” option in the Share Form modal
Prevents unauthorized access to your form link without the code
Uses the same secure access model available for other shared views like Card, Grid, and Kanban
Easy to enable and manage — no new steps or complexity
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.
Learn more
Single/Multiple Select - Other Options
We’ve added native support for an “Other” option in Single and Multiple Select fields, making it easier to capture unique responses in assessments, compliance forms, and similar structured data use cases.
Key Highlights
Enable “Other” Option: A new checkbox in field settings lets Solution Managers turn on the "Other" option for select fields.
Flexible Text Input: When selected by users, the “Other” option reveals a multiline text input to describe their custom response.
Always Last, Can’t Be Reordered: The “Other” option is fixed as the final item in the list — and can’t be moved or deleted unless disabled.
Fully Searchable: Text entered in the "Other" input is searchable across views.
Consistent Behavior Across Views: Sorting, filtering, grouping, find, and spotlight treat “Other” as a standard choice.
Supports Inline & Modal Editing: Available in Grid View and the expanded modal for Multiple Select fields.
Preserves Data on Disable: If the “Other” option is disabled in settings, previously entered values are hidden (not deleted) and will reappear if re-enabled.
How It Works
In field settings for Single or Multiple Select, check “Enable ‘Other’ option” to activate the feature.
When a user selects “Other” in a record, a text area input appears, allowing them to describe their custom choice.
Text input is always required if “Other” is selected, even if the field itself is not marked required.
Field managers can add descriptions or numeric values to the “Other” option, just like standard choices.
On mobile, the API will intelligently skip validation for required text input if the platform doesn't support text entry.
This enhancement brings SmartSuite in line with industry-standard questionnaire behavior — helping teams streamline assessments, compliance workflows, and data collection without messy workarounds.
View Our Product Roadmap to see what's ahead!