Text fields are used to capture simple text strings such as names, titles, or brief descriptions. Every new table in SmartSuite includes a default text field called "Title", which serves as the Primary Field—a text identifier for each record.
Plan Availability | All plan types |
Permissions | Account Administrators and Solution Mangers can add, edit, delete, and update fields |
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Key Features of Text Fields
Character Limit: Text fields support up to 500 characters but can be limited to shorter lengths based on your needs.
Primary Field: The default text field (Title) is required as the Primary Field for new tables.
Adding a Text Field
From Grid View
Click Add Field at the top of the table.
Select Text from the field type menu.
Customize the field as needed.
From Record View
Open a record in the table.
Click Add Field in the record details panel.
Select Text from the field type menu and customize it.
Customizing Text Fields
You can configure text fields to meet specific requirements:
1. Require Entries to be Unique
Prevents duplication of data.
Selected by default for text fields used as a Primary Field.
2. Require an Entry
Ensures key information is captured.
Selected by default for text fields used as a Primary Field.
How to Adjust Settings:
Open the text field’s settings.
Check or uncheck the options for Unique Entries or Required Entries based on your preferences.
Working with Text Fields
Common Use Cases
Project Management: Use text fields for task names or project titles.
Sales CRM: Capture client titles or make notes (e.g., client preferences or family details).
Text Field Tools
Filtering: Use the View Toolbar to filter text fields and locate specific records or empty fields.
Search: Use the Find tool to locate specific text, such as a project task or client name.
Examples of Use
Text fields are versatile and applicable across various scenarios:
Sales CRM: Require client titles (e.g., CEO, Manager) and note additional details like family member names in other text fields.
Event Management: Capture event names or venues as simple text entries.
Converting a Text Field to Another Field Type
If you decide to change a text field to another type:
Open the field’s properties.
Click the colored bar with the text field icon and the word Text.
Select a new field type from the dropdown list.
Warning: Converting a text field to another type may result in data loss. Use caution when making changes.