What shipped in September 2022: SmartSuite released bulk field updates, custom form logos, new form field types, locked views, scheduled and checklist automation triggers, Count and Rollup click-through, Zapier Find Record and mobile updates. This edition is a dated release summary; every feature below links to its current help article.
Plan Availability | As stated in this edition (September 2022): locked views on the Professional and Enterprise plans; SSO on mobile for Enterprise workspaces. Current plan lines are in the linked articles. |
Platform | Web |
Related Reading |
What shipped in September 2022?
Released in September 2022. One line per feature; the link opens the current help article, which carries the steps, limits and plan line.
Bulk field updates: Select records in Grid View, change a field in one of them, and the same field updates in every selected record. Read more: Bulk Actions.
Form logos: Click the logo at the top of a form to upload your own. Read more: Form View.
New form field types: Linked Record, Full Name, Address and Signature fields can be placed on forms. Read more: Form View.
Add a field from the record page: An Add New Field button at the bottom of an open record creates a field in the Table. Read more: How do I add, edit, duplicate or delete a field: SmartSuite Field Management.
Locked views: The view creator, a Solution Manager or an Administrator can lock a saved view so other Members cannot change its configuration. Read more: Locked Views.
At a Scheduled Time trigger: Runs an automation every set number of minutes, hours, days, weeks or months, or once, from a start date, with optional conditions. Read more: Automation Triggers.
Checklist conditions: Triggers can match checklists that are all resolved, not all resolved, or above or below a percent complete. Read more: Using Checklists in Automations.
Count and Rollup click-through: Click a Count or Rollup value to open the list of linked records behind it. Read more: Count & Rollups click through.
Zapier Find Record: Look up one record or a list by name and pass the results to an update action. Read more: Zapier Find Record.
Mobile updates: Faster record editing on iOS and Android, and SSO sign-in for Enterprise workspaces. Read more: SmartSuite Desktop vs Mobile.
What else changed in September 2022?
Smaller enhancements listed in the September 2022 edition, one line each.
The workspace logo is set on the Home Page; the Workspace Settings section for it was removed.
Assigned To field: the current Member can be used with every filter and Spotlight criterion.
Activity History records changes made by import.
Grid View: cells react on hover and selection, clicking elsewhere in the grid deselects, Shift+Enter adds a record and a record created inline can be expanded at once.
Dashboards: the Text Block widget supports SmartDoc formatting.
Record page: the 50/50 layout scales to the screen, a double-click on a field name opens its settings, a button at the bottom creates a field and a deleted record shows a notification.
Formula editor: help text appears when you click a function.
API: the hydrated=true parameter returns id and label pairs for Linked Record fields.
Single and Multiple Select fields: type in the search box to create a new choice when the field allows new choices.
Automations: the Slack action message supports rich text; automations run as a System User; Teams can be used in the Send Notification, Gmail and Twilio SMS actions; in-app notification messages can be customized.
Automations: a Request button in the trigger and action lists opens the help panel, and help links open inside the page.
Last verified 22 Oct 2026.