Field settings in SmartSuite allow users to customize and manage fields within their tables. This guide explains how to access field settings, why certain icons may not appear, and how to use workarounds for specific scenarios.
Accessing Field Settings
To access field settings in SmartSuite:
Hover over the title of the field you want to modify.
Click the three-dot menu that appears next to the field title.
Select the desired field settings option from the menu.
Conditional Display of Icons
Some icons, such as "Move to Tab," "Field Permissions," and "Field Settings," may not appear in the Page Settings > Fields section for certain tables. This behavior occurs because these icons are only available when a table has more than one tab in its record view. If a table has only one tab, these options are hidden since they are tied to multi-tab layouts.
Workarounds for Accessing Hidden Features
If you need to access Field Permissions or Field Settings but your table has only one tab, you can use the following workaround:
Add a second tab to your table.
Use Display Logic to hide the second tab from users: - Navigate to Page Settings > Display Logic. - Create a condition that is never true (e.g., set a filter on a field that is always empty).
This approach keeps the second tab hidden while enabling access to the Field Permissions and Field Settings icons in Page Settings > Fields.
Troubleshooting Common Issues
Icons Not Visible: Ensure your table has more than one tab to display the "Move to Tab," "Field Permissions," and "Field Settings" icons.
Hidden Tabs: Use Display Logic to manage tab visibility without losing access to important settings.
By following these steps and tips, you can effectively manage and troubleshoot field settings in SmartSuite.