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Overview
Fields are the building blocks of SmartSuite and help you create powerful workflows without code. They allow you to capture structured and unstructured data in the many ways you need to manage workflows and projects.
Where to Find Available Field Types
From Grid view, add a new field by selecting the column + sign to the right of the last column, and select Explore All Field Types to view all fields and a description of them. You can add any field from this view by clicking on it.
Sort by category, type, or alphabetical order to easily locate the field you need.
All Available Fields
We group fields into 4 categories:
The Basics
More Advanced
To view detailed information about each field, select from the links below.
The Basics | Collaboration | Project Essentials | More Advanced |
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Working with Fields
Linked Record fields create powerful relationships between Apps, and these connections create dynamic Solutions.
SmartDoc fields are like having a fully interactive shared doc (yet way more powerful) directly in records to capture and stylize rich content.
Checklist fields are great for keeping work “within a record” moving forward. Consider that perfect sales opportunity – where all you need is a customer referral and an update on a product feature to satisfy the prospect – add, assign and track action items right in the opportunity.
Sub Items fields almost embed an entire app within an app – unlocking all kinds of opportunities between the topic and its sub-items. Useful for anything from Recipes' Ingredients to Product Parts.
Formula fields sit on top of our custom calculation engine and support all kinds of calculations between related apps and fields.
Project Management Fields Work Together
The Status and Due Date fields work together for efficient project management workflows. You must include a Status field to use the Due Date field.
The Status field includes default options – Backlog, In Process, Ready for Review, and Complete – by default SmartSuite knows which value closes the record’s status (yes, it’s the “Complete” value by default).
All of these values can be customized, but in combination, we’re able to track how long until items are due, and how long they’re overdue.
Powerful Values Lists
Values list fields - Single Select and Multiple Select - are easy ways to capture structured data that can be used to group, filter, sort, and build dynamic charts.
Kanban View organizes records visually based on any value. For example, manage Opportunity records in your Sales CRM solution, mapping records to the Stage.
Collaboration
Collaborative fields are great for boosting content interactions with rating and voting fields.
Ratings can be used to score subjective items such as a job candidate’s Cultural Fit and formal scoring in Employee Performance Reviews.
Vote fields give team members a chance to voice their opinion. As we like to say – everyone has a voice, how will you use yours?
We used the Vote field to pick our SmartSuite logo from two final designs (after many many many design iterations).
Real-Time Calculations
Formula fields make it simple to automatically calculate a value. You can figure out total cost by multiplying price by quantity, see if a date falls in a particular range, or use advanced functions to compute a risk score based on a formula you specify.
Here's an example of a formula in action. The screenshot below shows a Total Estimate field that is adding together numbers that represent estimated level of effort for a software development project:
