Plan Availability | All plan types |
Permissions | Solution Creators, Workspace Administrators and Solution Managers can create, delete, duplicate, reorder, and hide/show tables in a Solution. |
Related Reading |
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Overview
Each Solution in SmartSuite can contain up to 25 tables, similar to worksheet tabs in a spreadsheet. Tables store collections of items of the same type and hold Records that provide information about those items. Examples of table use cases include:
Tracking projects
Cataloging real estate holdings
Listing company-managed laptops
How to Manage Tables
Adding a Table
Go to the top of your Solution.
Click the + sign below the Solution title to add a new table.
Deleting a Table
Hover over the name of the table you wish to delete.
Click the dropdown arrow next to the table name.
Select Delete Table from the menu.
Reordering Tables
Hover over the table you wish to move.
Drag the table to its desired position within the lineup.
Duplicating Tables
Hover over the table you want to duplicate.
Click the dropdown arrow next to the table name.
Select Duplicate Table.
Options for Duplication:
Copy all records into the duplicate table.
Create an empty table with the same field structure.
Tip: The duplicated table will appear as the original name followed by "Copy." Duplicating is ideal for replicating data or reusing a field layout.
Moving a Table to Another Solution
Hover over the table you wish to move.
Select Move to another Solution from the dropdown menu.
A popup will appear; select the destination Solution.
Hiding a Table
Click the dropdown menu next to the table name.
Select Hide Table to remove it from immediate view.
Access Hidden Tables:
Click the 3-lined icon to the left of the first table.
Select and adjust the display settings for hidden tables.
Practical Use Cases and Scenarios
1. Setting Up Departmental Tables
Scenario: A manager needs separate tables for marketing, HR, and IT data within one Solution.
Solution: Add and reorder tables to keep departmental data organized and accessible.
Outcome: A centralized Solution with well-structured departmental data.
2. Duplicating Tables for New Projects
Scenario: A project manager wants to replicate the layout of an existing project table for a new project.
Solution: Duplicate the table and copy the structure, creating an empty table ready for new project records.
Outcome: Time saved in setting up new projects with consistent field structures.
3. Hiding Reference Tables
Scenario: A user creates a table to link other tables but rarely needs to access it directly.
Solution: Hide the reference table to declutter the main view while keeping it functional for linking purposes.
Outcome: A cleaner interface with streamlined navigation.