Sub Items Field

Create itemized line items in a record

Jon Darbyshire avatar
Written by Jon Darbyshire
Updated over a week ago

Before diving in, take a moment to understand the Sub Item field's relationship to other entities in the Structure of SmartSuite.

The Sub Items field adds a layer to SmartSuite's base structure, creating a "parent-child" relationship between the parent Record and the child Sub Items.

Think of the Sub Items field as embedding a Table within a Table. Each Sub Item field contains multiple fields and looks like a child record nestled into a parent record.

Structurally, this adds another layer beneath a Table that can be visualized as:

Adding a Sub Item field

From Grid View

Click the + menu icon after the last column header or open the Column Menu by clicking on a column header's dropdown icon and then select "Add Field to the Right."

Select "Sub Item," and a window will open to configure the field. You can search the name for a quick find.

From Record View

The fastest way to add a field from an open Record View to is simply click the + sign next to a current field to add a new field below.

See a Sub Item field being added in Edit Record View below:

Working with Sub Item Fields

Solution Managers have much to consider with the Sub Items field, starting with the fields that can be added to sub records:

πŸ“ NOTE: First Created/Last Updated fields in the Sub Item field are updated not for the whole Record but exclusively for the Sub Item field they are associated with.

Getting Started

New Sub Item fields include a Text (Title), Text Area (Description) and Date (Date) field by default. Solution Managers can click "gear" settings icon in the Sub Items field modal to:

  • Add new fields by clicking the + sign

  • Modify or Delete fields

  • Reorder fields using drag and drop

  • Set a default sort order for the Sub Items grid

  • Remove fields from the Sub Items grid display

πŸ”Ž Check out quick articles on Adding Help Text to fields.

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