Select a Count or Rollup value and SmartSuite opens the linked records behind it. You can check the detail without leaving the record.

Here is the test: you see a number and want to know which records make it up. Select the number.

Example: a Vendors table in a vendor risk program. Number of Contracts reads 3 for one vendor. Selecting the 3 opens a list of those three contracts, with their renewal dates, ready to sort or export.

The click-through list for Number of Contracts, showing the linked contracts with the toolbar and the Export button.

Plan Availability	All plan types.
Permissions	Anyone who can see the record. The list shows only the linked records you have permission to see.
Platform	Web
Related Reading	Count Field Rollup Field Conditional Counts, Lookups, & Rollups Lookup Field.

Opening the records behind a number

Select the Count or Rollup value in Grid View or in an open record. A full-screen list opens.

The title is the field's name.
The toolbar has Fields to Display, Sort, Group, Spotlight, Row Size and Find, like a view.
Export downloads the list.
The rows are the linked records in the number. If the field has a filter, only the records that meet it are listed.
The footer counts the rows.

Lookup and Linked Record values can be selected too, but they open the linked record itself, not a list.

Choosing the fields the list shows

Select Fields to Display at the top left of the list.
Select a field in the left panel. It moves to Selected Fields on the right.
To change the order, drag a selected field by the handle on its left.
To remove a field, hover over it in Selected Fields and select the X.
Select Done.

For Number of Contracts, show Contract Renewal Date and Annual Contract Value, so the list answers the next question too.

Tip: Sort the list by the field people check first, such as the renewal date, so the most urgent record is on top.

Opening a record from the list

Select the expand icon at the start of a row to open that record. You can read and change it as your permissions allow.

Note: The list shows only the linked records you have permission to see.

Frequently asked questions

Can I add a record from the list?

The list shows a row that reads, for example, "To add new deliverable, press Shift + Enter". Press Shift + Enter to add a linked record.

Can I filter which records are counted?

Yes. Add conditions in the Count or Rollup field's settings. See Conditional Counts, Lookups, & Rollups.

Count & Rollups click through