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Purpose of record sections

How to create record sections

Working with record sections

Collapse sections by default


Why would you want to use Record Sections?

Add sections to records to organize your information, and keep your records looking clean. Sections are particularly useful for apps with a lot of fields - our personal opinion here at SmartSuite is Solution Managers should start using Record Sections into apps when they reach over 10 fields.


How to create record sections

General Users will notice them in open records where Solution Managers have created them.

Solution Managers can drop sections anywhere in a record layout by clicking "..." when hovering over any field near where they'd like to place a section.


Working with Record Sections

Sections have been designed with simplicity in mind. Solution Managers can add Record Sections anywhere. Section Headers will be displayed above the field where Solution Managers engage the "..." control and select "Add Section". Name each section once added.

SmartSuite treats every field beneath the section header as part of the same section. Clicking the arrow to the left of the header will collapse the section, hiding all fields within.

Modifying Sections

Once created, hovering over a section header will display our favorite "..." menu on the right. Here you can:

  • Rename the section

  • Move it up or down, i.e. moving it up shifts it above the next section (note, there must be multiple sections for this to work)

  • Delete the section

  • Collapse the section by default.


Collapse Sections by Default

When a Solution Manager chooses "Collapsed by Default," general users will not see the fields in the section until they click to expand.

Examples of use include:

  • Collapsing a section called "Getting Started" with a SmartDoc field using a Default Value to describe how to use an app or apply a process. The section then acts as an informative process reference for general users.

  • Creating a basic workflow within an app with sections that are collapsed and easy for general users to understand the process steps that need to be completed.

  • Keeping those infrequently used fields off the primary display to make it easier for users to focus on the important items.


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