SmartSuite is a powerful and flexible no-code tool that can be used for a wide variety of tasks, from project management to inventory tracking. One of its most useful features is the ability to share Solutions with other users.

A shared Solution provides read-only access to the data stored in the Solution's Tables. This is particularly handy for communicating information to non-SmartSuite users, as no account or login is required to access the data you have shared (though it can be password protected - more on that later in this article).

In addition to sharing the Solution's record data, you can optionally enable a Copy Solution button that lets SmartSuite Members (with the appropriate permissions) to duplicate the Solution, installing it into their own Workspace. The copied Solution includes all of the fields and data from the original Solution.

This ability to copy entire Solutions allows consultants to share pre-built Solutions they have designed with their customers, or SmartSuite community members to share the Solutions they create with one another or create a publicly facing data set.

As an Administrator or Solution Manager for a Solution, you can click the Solution dropdown menu button and you will see the Share Solution button. This will open the Publicly share this solution configuration panel where you can enable sharing, configure sharing options, and get a link or embed code to the shared Solution.

Once the panel is opened you have several configuration options, from enabling sharing through controlling whether to allow users to copy the Solution and requiring a passcode to access the shared Solution.

Solutions are not shared by default. The toggle button displayed in this section enables sharing. The Solution's shareable link and embed code will be enabled as soon as this toggle is set to the enabled state, no save or other action is required. This link or embed code is unique to the Solution.

Note that the enabled state positions the white circle in the toggle switch to the right side of the toggle, as shown in the image below:

Once the Solution is shared, icons on your home page and next to the Solution's name when in the solution let you know that it has been shared.

The Shareable Link section of the configuration panel contain the Shared Solution URL as well as several options for copying the link, accessing the embed code, regenerating the link, and opening the Shared Solution in a new tab.

Here are details on the function of each button displayed in this section:

The settings section contains two options, both of which are disabled by default. checking either option will immediately enable it for the shared link, without the need to close the shared link configuration dialog.

There are several ways to access a shared solution:

If you chose to protect your Shared Solution with a passcode, users will be required to enter that passcode before the Solution is displayed. Simply enter the passcode and click Enter to be allowed access.

Users who enter an incorrect passcode will be presented with an error message and will not be allowed access to the Shared Solution until they provide the correct code.

If you've allowed users to copy the solution, you'll see a Copy Solution button in the top right corner of the Solution's header.

Clicking on this button will bring up a menu prompting you to pick a workspace where you have the appropriate permissions to create a new solution (Administrator or Solution Creator role). If the user is not currently logged in to a SmartSuite Workspace, they will receive a notice that they must first log in to a Workspace.

NOTE: If the user clicking the Copy Solution button does not have permission to create new Solutions in any of their SmartSuite workspaces, an error is displayed to inform the user that the copy action is not possible.

While the Copy Solution function maintains the majority of the Solution's structure, there are several differences that you should keep in mind when copying Solutions. The following changes are made in the process: