When you require functionality that falls between standard text fields and SmartDoc fields, a Text Area serves as the ideal middle ground.

Help text is a simple yet powerful way to guide users in selecting the correct values or providing accurate information when interacting with fields in SmartSuite. Most field types support help text, but a few system fields do not.

If you create a Text Area field and end up needing the features of a SmartDoc, you can convert a Text Area field to a SmartDoc at any time.

Text Area fields span two columns in the Two Column 50/50 and Two Column 70/30 page layouts.

Use Text Area fields to capture descriptions and notes, or for content-heavy Tables to guide users through structured content.

Add a new Field on Grid View by selecting the “+” icon in the Field Header display.

Add a new “Text Area” Field from the Record View by selecting the “+” icon on a pre-existing field, and inserting a new Field below.

Solution Managers can select from the following Text Area field options:

Typically used to capture key information and maintain quality data. It's also required when using the Text field as a Primary Field.

Another option to promote data quality is limiting the character entry which can be used in combination with a Default value to enforce formatting.

To change these options, select the field dropdown, Modify Field Settings, and check your preferred options.

Simply click into a Text Area cell in Grid View and expand to pop up a bigger text entry screen.

Text Area fields are straightforward to understand and use. SmartSuite can be used in surprising ways including structuring content.

Take the HR Handbook Solution available in the SmartSuite Solution Library for example. We've created sections of a handbook as Text Area fields that combine to create a digital living document for organizations to broadcast company values, policies, and procedures.

For more features and functionality try using the SmartDoc Field.

Scenario: An HR team needs to digitize the employee handbook.

Solution: Use Text Area fields to structure sections of the handbook, creating a digital, living document accessible to all employees.

Scenario: A project team requires detailed notes for tasks and updates.

Solution: Add Text Area fields to records for detailed descriptions, keeping all notes in one place.

Scenario: A customer onboarding team needs to provide step-by-step instructions.

Solution: Use Text Area fields to guide users through each stage of the onboarding process with clear, formatted text.