Product Update Digest

Monthly digest of SmartSuite product updates

Emma Montgomery avatar
Written by Emma Montgomery
Updated over a week ago
  • Record View: Conditional Display of Sections: Conditionally hide or show sections and their fields

  • Record View: Show / Hide Fields: Hide fields on the edit record page to keep your interface clean and organized

  • Page Settings: Manage Sections and Fields: Manage and edit field / section properties

  • Automations: Calculate to Update Record Action: New set of basic math operations in the Update Records action

  • Automation: Allow a choice to Fail / Continue in Find: Option to continue or fail (stop processing the automation) if no records are found

  • Automations: Delete Record Action: Delete records when specified conditions match, or find a list of records with the Find Action and delete in bulk

  • Automations: Dynamic Slack Channel Support: Dynamically select the target channel or user by referencing the value of a field in the record

  • Views: Folder Permissions: Determine which Member, Team or even users with particular roles can see a folder and the Views it contains

  • Forms: Ability to Remove "Powered by SmartSuite" Footer: Hide SmartSuite branding on your shared Form Views

  • Power Search: Comments: Locate a record by keyword match to any text included in its comments

  • Records: Communication Shown in Activity History: See emails sent and received, the sender, subject line, the time and date as well as the content of the email reflected in the containing record's history

  • Automations: Use Outputs of a Single Find in Other Actions: Return a single record (whose values can be used in subsequent actions) or a list of multiple records

  • Automations: Merge records Action: Consolidate records, detect duplicates and update a single record with the latest information

  • Automations: Append / Void / Replace: Update action type to append, replace, or clear existing value(s) for specific fields

  • Show / Hide Tables: Hide tables you don't access regularly or that you might not want general users to see

  • Record Section Descriptions: Add section descriptions with up to 750 characters of text to describe the fields they contain

  • View Descriptions: Include descriptions for Views, which can either appear as icons to the right of the View name or be displayed below the View name

  • Record Cover Image: Add cover images to records, selecting cover images from existing File and Images fields

  • Formulas: New functions for Related Records: Sort related records and return their values in a list

  • Formula: Time Tracking Log as a Nested Field: Access Time Tracking Log field information, including reporting user, date and time value

  • Grid View: Editable Dependency Sub-fields: Inline editing for sub-fields within the Dependency field

  • Make Enhancements: Add Advanced Settings to the Updated Records triggers, to specify field values (and optional changes) that will trigger the scenario

  • New Side Navigation Panel: Collapsible side panel can be pinned open for quick access, or closed to maximize the page viewing area

  • Undo / Redo Actions: Effortlessly reverse actions like saving, editing, or deleting records with a simple 'Undo' button

  • Spotlight by Status or Single Select Field Types: Spotlight feature supports the selection of a Status or Single Select field

  • Due Date: Nested Field Display Options: Flexibility to choose whether to show the full date range or opt for just the Start or End date in your Views

  • SmartDoc Field: Whiteboard Feature: Create flowcharts, diagrams, or charts within the SmartDocs field

  • Multi-User SmartDoc Collaboration: Collaborative display mode that is auto-enabled if two or more team members are editing a SmartDoc field at the same time

  • Table Icons: Select from a diverse range of icons to personalize and distinguish your tables

  • Charts: Ordering of Values: Apply sorting to chart segments, bringing logic and organization to your visualizations

  • Lookup Drill In: Click on a Lookup field value in a View or Record to access the record, making it easy to review details or make necessary changes

  • Automations: Nested Full Name & Address Field: Nested field support for the Full Name and Address field types within automations

  • New Formula Functions: FIND & More: 25 new formula functions that empower your workflows with enhanced precision and efficiency

  • Dependency Field Type: Streamline task management by keeping track of things that must come before or after the task, process or other work item

  • Gantt Chart: Powerful project management tool that simplifies planning, tracking, and task management

  • Form Sections: Conditional Logic: ‍Dynamically show or hide entire sections of fields in your forms based on conditional logic

  • New Printing Options for Linked Records: The printed version now mirrors the display setting you've chosen for the field

  • Paste of Values in Select Lists: Streamlined process for adding choices in Single and Multiple Select field

  • Bulk Duplicate Option: Select and instantly duplicate multiple records

  • Bulk Copy Option: Selecting and copying multiple records by checking the box

  • Filter Groups in Views: Create grouped conditions that provide fine-grained control over your Views.

  • SmartDoc Collaborative Mode: SmartDocs now support a collaborative display mode that is auto-enabled if two or more team members are editing a SmartDoc field at the same time

  • Repeating Tasks: Schedule tasks to be auto-created on a daily, weekly, monthly, yearly, or custom schedule

  • Forms: Time Field Support: Forms now support the time field

  • Forms: Resuming Partial Submissions: You can now choose to let users resume forms they've already started. This will save any progress they've made on the form automatically

  • Automations: New Gmail Trigger Type: SmartSuite's When an email is received trigger for Google Gmail allow you to automatically take action in SmartSuite based on a trigger from Gmail

  • Views: Duplicate as Public: Make views public or private upon creation

  • Solution Template Videos: Overview Videos to each Solution template category

  • SmartSuite AI Assistant: Integration of OpenAI's Chat GPT 3.5, a feature housed within our SmartDoc field

  • Grid Views: You can now copy, paste, and delete cells just like you would in a good old-fashioned spreadsheet

  • Sharable Card View: Share views in card format. Solution managers can control access to these shared views in a granular manner.

  • Paste Columns Into Another Table: Ability to paste entire columns into a new Table

  • Conditional Logic in Form View: Define visibility based on conditional logic

  • Multiple Completed Statuses: This gives you the flexibility to mark a project as completed in various situations like 'achieved', 'on hold', or 'canceled'.

  • Array and Lookup Formulas: An array of new formulas for SmartSuite, specifically array join and array unique, which help retrieve an array of values from a linked record. Also, lookup functions can take in data from lookups to provide valuable insights

  • Personalized Record Naming: We now allow you to change the default name for records to match your preferences.

  • Record Save and Continue: With the new "Save and Continue" feature, you can now swiftly move through your records, saving each update as you go along.

  • Assignee+ Permission: This allows users to assign tasks and grant access at a more granular level. Assignee+ lets you precisely control who sees what, ensuring that your sensitive information stays secure and only available to those who need it.

  • Conditional Rollups & Lookups: You can now choose to apply conditions to filter the rollup or lookup field to limit what is included.

  • Fill Handle: SmartSuite's Grid View now includes the ability to drag and auto-populate values to save time.

  • Guest Role Status Change in My Work, Record, and Grid View: Guest Users can now update the status of their projects and tasks without relying on a paid user to make changes for them.

  • Update Google Calendar Event: Create and now update existing events on your Google Calendar based on a trigger in SmartSuite.

  • Adding a New Field - Record View Updates: A new and faster way to add fields from an Open Record View to is simply click the + sign next to a current field to add a new field below.

  • Migrations from Text Field to Most Frequently Used Field Types: Convert text fields to the most frequently used field types.

  • Chart & Chart Widgets Updates: Pick colors of your preference for chart segments in the legend. We also added support for (almost) all Text and Numeric fields in the Group By control.

  • Files & Images: You now have the ability to zoom in/out for PDFs in the Gallery.

  • Automation Run History: Detailed information about trigger, action, and field value updates is now available in Automations History to make troubleshooting easier.

  • Conditional Forms: Simplify form-making using conditional forms. Form conditions let you set rules that must be followed before revealing certain fields.

  • Document Designer Enhancements: Upgrade Your document creation process with Document Designer enhancements

  • Communication Center Updates: Enhance your communication with the new Communication Center feature that lets you create and manage templates for your emails.

  • My Work for Guests: Give guest users more control and flexibility with the updated My Work feature. They can now update the status of their projects and tasks without relying on a paid user to make changes for them.

  • Document Designer: Streamline your document creation process with our new multi-page Document Designer!

  • Send and Receive Emails Within Records: Send and receive emails and create, manage, and apply templates to emails right from the edit record interface.

  • Data Schema Solution Map: Visualize your Workspace and Solutions by showing active relationships between Solutions, their Tables, and their fields.

  • Copy Solutions Into Other Workspaces: You can now share an entire solution, and optionally allow users to make a copy the Solution in their own Workspace.

  • Shared View Updates: Select whether to display the report toolbar, offer an embed code snippet, enable passcode protection, and optionally allow the entire record to be opened.

  • New Integrations: The following integration actions are now available:
    Google Drive, HubSpot, Jira, and Microsoft Teams

  • New Bulk Actions:
    You can now select multiple cells with your mouse, then press Cmd/Control+C to copy their contents to the clipboard.

  • Automation History Logs: Automations now have a history view that can be toggled by clicking the History button in the Automation header.

  • Member Directory Display Control: Member Directory display options now include an option for “None, except select profiles.”

  • Button Field: Quickly update multiple fields at once

  • Field Permissions: Customize your team's access to fields

  • New Automation Actions: Google Calendar, Google Sheets, Intercom, Outlook, and Salesforce, Hubspot

  • Find Record: Automatically update matching records that match specific conditions

  • Make Integration: Integrate SmartSuite with your favorite apps

  • Auto Time-Tracking: Automatically record time from the Time Tracking field

  • Bulk Paste Data in Grid: Easily paste data copied from tools like Excel, Sheets, and Numbers

  • Data Import: Easily import data with the ability to auto-create fields

  • Dashboard Grid View: Add Grid View widgets directly to your dashboards

  • Share Solutions: Share your solutions with other SmartSuite workspaces

  • SmartDoc Updates: Embed videos in SmartSuite

  • Right-click Grid Menu: Perform quick record actions

  • Bulk Updates: Quickly update multiple fields at once

  • Form Updates: Add a custom logo and newly available fields in forms

  • Add Fields in Record View: Add a new field directly in Record View

  • Locked Views: Ability to lock any view on Professional and Enterprise plan

  • New Automation Triggers: At a scheduled time, Checklists

  • Count & Rollup Click-through: View all the data in count and rollup fields

  • Zapier Record Finder: Look up a record/list of records by name and then pass it to an update action

  • Mobile Updates: Fewer clicks to add content and update field types

  • New Home Page: Access to resources, customization, and easy navigation

  • Bulk Actions: Perform bulk actions on records (More coming soon!)

  • Add New Rows in Grid View: Add a new row in just one click

  • Slack & Gmail Automations: Set up automations for Slack and Gmail

  • Default Workspace: Set your default workspace

  • User Community: Connect, share, and engage with our community

  • Forms: Collect important data from anyone with forms

  • Automations: Streamline your work with updated automations

  • Table Permissions: Granting the right level of permissions for your team

  • Chart Widget: Visually display important business data with the Chart Widget

  • Shared Grid View: Easily share SmartSuite data with anyone

  • Single Sign-On: Protect yourself and save time

  • Idea Exchange: Where Customers Shape Our Product Roadmap

  • Metrics Widgets: Track key metrics, their performance over time, and compare against goals or targets.

  • Chart Enhancements: Bring your SmartSuite Charts to life

  • Zapier: Integrate SmartSuite with almost anything

  • Auto-Generated Record Titles: Concatenate any fields to a title

  • Closed Assignments: See all of your completed tasks at a glance

  • My Work: My Work is a single place to view your assigned work across all processes and projects

  • Time Tracking: Track time, create and set estimates, add notes, and view customizable time reports

  • Dashboards: Build powerful, visually thrilling views into your information. Gain visual insight into the performance of any team, process or project, and make smarter business decisions

  • Timeline View: View your projects and processes in a timeline format that is great for visualizing workstreams and schedules over a custom period of time

  • Record Sections: Group fields into sections on the edit record page to organize your data

  • Integrated Help Panel: SmartSuite’s help panel makes it easy to ask questions, get help or suggest improvements.

  • Mobile App: Get your work done on your mobile device without losing a step

  • Charts: Visualize your data with multiple chart types, from bar and line charts to bubble, heat map, scatter, donut, and more.

  • Member Directory: Easily find, connect and collaborate with team members anywhere in the world. Check out who’s available and get to know other team members through their profiles.

  • Availability Status: Let other team members know what you’re working on, if you’re available, or if you’re busy with Availability Status.

  • Grid-Inline Edit: Edit directly in Grid View to efficiently get your work done.

  • Grid-Column Totals: Summarize the data displayed in a Grid View with column totals.

  • Data Import: Quickly import your data into SmartSuite from spreadsheets, contacts, calendars, and more.

  • Print/Export: Print or export your work in multiple business and user-friendly formats.

  • Duplicate Solutions: Duplicate existing solutions to create similar processes or workflows easily.

  • Formulas: Calculate values based on other fields using simple functions or advanced logic.

  • SmartDocs: Add collaborative, rich content documents to your tables to supercharge your workflows.

  • Kanban View: Visualize your workflow through different stages, track progress, and assign tasks quickly.

  • Activity History: Track every action in SmartSuite. Know what your teammates are working on and what changes they've made in real-time.

  • Conversations: Communicate with your team right where your work is being performed.

  • File Management: With SmartSuite’s File Management system, manage files directly in your workflows.

  • Real-Time Updates: Instantly see when anything and everything is updated. Who, what, when - it’s all available in real-time, down to the second.

  • Power Search: Easily search for anything across every part of SmartSuite.

  • Notification Panel: Receive real-time notifications in SmartSuite to stay informed about actions relevant to you.

  • Recycle Bin: Never worry about losing data! Anything you delete can be restored in a couple of clicks.

  • Calendar View: View records in a calendar format of your choosing, sorted by a date or date range.

  • Card View: View your data as visual cards that can include logos, images, PDFs, documents, spreadsheets, and other rich content.

  • Map View: View any of your location data in a fully interactive map format that includes powerful display features.

  • Solution Permissions: Easily grant permissions to SmartSuite Members and Teams to control your workflows and data.


Interested to learn about what we are working on? View SmartSuite Product Roadmap


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