SmartSuite brings together traditional elements of a database, spreadsheet, documents, collaboration tools, file management tools, and automation capabilities in a way that empowers teams to deliver work faster, better - and smarter.

Our goal is to let you do all of your work in a single, unified, and intuitive environment. SmartSuite combines flexible data storage with intuitive interfaces that make navigating easy, updating a snap, and understanding you data intuitive.


Quick Summary

  • A Solution contains one or more Apps. A Solution generally includes all of the Apps that relate to a specific business process, like customer support or project management.

  • Apps contain a collection of items of the same type, such as projects, assets or team schedules.

  • Apps have Fields that are used to store different types of information, like text, dates, rich documents, files, links to other records, and much more.

  • Records represent individual and distinct items in Apps. Records hold a set of values for the Fields included in the App.

Data storage then looks like this:


What Are Solutions?

Solutions are groupings of Applications that all address a common business process. They acts as containers for their set of Applications, allowing users to navigate SmartSuite content in an intuitive way.

When you first log in to SmartSuite you can see all the Solutions you have access to on your Home Page.

Solutions are identified by a name, icon, and color. Clicking any of the Solution icons will open that solution and display its Applications. Solution Managers can also add solutions from this page. Learn more about managing solutions in this article.


What Are Apps?

Apps are collections of items of the same type, and contain Records that hold information about those distinct items. You may have an App to track projects, catalog real estate holdings, or list the laptops your IT department manages.

When your Solution involves tracking different types of things or coordinating different processes, it usually makes sense to give each distinct item its own App. For example, an Event Planning solution might have separate Apps for Events, Schedules, Attendees and Vendors.

The Records that an Application contains store individual values for each of the Application's Fields. We'll talk more about Fields and Records below!


What Are Fields?

Fields are the building blocks of Apps, and are the containers for your data. Apps, in turn, are part of Solutions, which group them into logical combinations that can be easily managed by the right team.

Each type of Field is designed to hold a specific kind of information, and with more than 40 types there is a Field for anything you need to store.

You can think of Fields as columns in a spreadsheet... but more powerful! You can store anything from simple text and numbers to entire complex documents, links to other Apps and much more.

Fields can be added to an App by Solution Managers. Learn more about manage fields in this article.


So then how do Records work?

The Records in an App pull everything together, holding a series of values - one for each Field in the App.

Individual Records can be opened in a larger Record View, displaying all of the Fields on a form, like this:

Every Record has a Primary Field, which acts like a label or identifier. All the Record's Fields can be viewed and edited by users with appropriate permissions.


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