Feature Overview Video
The Grid View in SmartSuite combines the functionality of a spreadsheet with the power of a database. It allows team members to analyze, summarize, and update data in real time. Grid View is the default view in SmartSuite because it offers unmatched versatility for managing records efficiently.
Plan Availability | All plan types |
Permissions | All Roles - Can configure and manage Grid Views. |
Related Reading |
Why Use Grid View?
Grid View enables you to:
Edit data directly in the grid using in-line editing.
Perform real-time updates with multiple team members simultaneously.
Sort, filter, group, and analyze data sets to identify trends.
Summarize large data sets using the Group feature.
Enter data quickly using keyboard shortcuts, like tabbing between cells.
Primary Functions
In-Line Editing: Add or modify records directly in cells without opening them.
Copy & Paste: Transfer data from one cell to another.
Undo/Redo: Easily revert or reapply actions.
Create New Records: Add rows at the bottom of the grid or use the +Add New button.
Summarize Data: Use sorting, filtering, and grouping to find insights.
Creating and Modifying Records
Adding New Fields
Click the + next to the last column in the grid to add a new field.
Choose the field type, configure settings, and click Add Field.
The new field is immediately editable.
Creating New Records
Click the + beneath the last row to add a record directly in the grid.
Alternatively, use the + New Record button in the upper-right corner to open the Record form.
Modifying Existing Records
In-Line Editing
Enter to Save: Press Enter when updating a cell to save the changes.
Keyboard Navigation: Use the keyboard to:
Delete data.
Move between cells with Tab or arrow keys.
Select values in drop-down fields (e.g., Single Select).
Advanced Controls:
Expand fields like Text Area, SmartDoc, or Files & Images using Enter or Spacebar.
Perform batch updates by selecting multiple records.
Record Display
Hover over the far-left side of a row and click to open the Record form.
Use this view to make detailed updates or navigate between fields easily.
Deleting Records
Individual Deletion
Open the Record form and click the ... menu to select Delete Record.
Bulk Deletion
Select multiple records in the grid and delete them using the footer control.
Adjusting Rows & Columns
Rows
Change row order or expand height using drag-and-drop.
Adjust row height using the Row Size Control in the Report Toolbar:
Options include Small (default), Medium, Large, Extra Large, or Auto.
Auto resizes rows to fit content, ideal for text-heavy records.
Columns
Column Controls:
Sort ascending (A->Z) or descending (Z->A).
Filter based on single or multiple values.
Group, Collapse, or Remove fields.
Modify Fields:
Open field settings, duplicate, or delete fields directly from column controls.
Printing, Exporting, & Sharing
Print or Export: Save views to PDF, Excel, Google Sheets, or CSV.
Sharing Views: Generate shareable links to Grid Views. Only users with permissions can access the shared view.
Learn more about Shared Grid View.
Practical Scenarios and Use Cases
1. Data Analysis
Scenario: A sales team tracks leads and opportunities in real-time. Solution: Use sorting and grouping to filter leads by priority and status.
2. Collaborative Updates
Scenario: A project team updates tasks simultaneously during a planning meeting. Solution: Real-time updates in Grid View ensure all members are aligned.
3. Inventory Management
Scenario: A warehouse team monitors stock levels across multiple locations. Solution: Add new stock data, adjust quantities, and track trends directly in the grid.
4. Budget Planning
Scenario: A finance team manages a department’s budget. Solution: Use Grid View to add expenses, adjust categories, and analyze spending.
5. Content Creation Workflow
Scenario: A marketing team tracks blog posts and campaign schedules. Solution: Monitor deadlines, assign tasks, and update statuses efficiently.