What shipped in March 2023: SmartSuite released Document Designer, email in Communication Center, the Data Schema widget, shared Solutions and views, four automation actions, bulk copy and paste, automation history and Member Directory visibility. This edition is a dated release summary; every feature below links to its current help article.
Platform | Web |
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What shipped in March 2023?
Released in March 2023. One line per feature; the link opens the current help article, which carries the steps, limits and plan line.
Document Designer (alpha at the time): Build a document template with fields from records and print proposals, contracts, quotes and invoices as PDFs. Read more: How do I generate a PDF from a record: Document Designer.
Communication Center email: Send and receive emails in a record, with templates that pull in fields and attachments; replies return to the record. Read more: Communication Center.
Data Schema widget: A dashboard map of Solutions, Tables and the relationships between their fields, with drag to rearrange and edits that apply to the Solution. Read more: Dashboards: Data Schema Widget.
Shared Solutions: External viewers open a read-only Solution and, if allowed, copy it into their own workspace with a Copy Solution button. Read more: Share Solutions.
Shared view options: Show or hide the toolbar, offer embed code, require a passcode, allow records to open, allow export and hide the header with header=false. Read more: Shared Views.
Google Drive, HubSpot, Jira Cloud and Microsoft Teams actions: Upload files to Drive, create HubSpot contacts, companies or deals, create or update Jira issues, and send Teams messages. Read more: What can an automation do: SmartSuite Automation Actions.
Bulk copy and paste: Select a range of cells with Shift and the arrow keys, copy with Cmd or Ctrl+C, and paste into Title cells with Cmd or Ctrl+V. Read more: Bulk Actions.
Automation history logs: The History button on an automation lists each run with its start time, status, duration and number of actions. Read more: Automation Run History/Erroring.
Member Directory visibility: The None, except select profiles option shows only the profiles you choose. Read more: Member Directory.
What else changed in March 2023?
Smaller enhancements listed in the March 2023 edition, one line each.
SmartDoc toolbar pinned to the top of the expanded record.
PDF export includes the full content of Sub-Items and Checklist fields.
Forms: header=false removes the logo, the footer is smaller, and the maximum attachment size can be set from 1 MB to 1,024 MB (default 10 MB).
Grid View: right-click a field name for its menu; cancel a new record by clicking out of an empty Title.
Card and Kanban views show the full record title on hover.
Text fields convert to Date, Linked Record, Email, Percent Complete, Number Slider and Phone types.
Link field: an Icon Only display format.
Shared Grid Views: export can be enabled, and the embed code is shown in full with toolbar, label and preview options.
Grid widget: groups display correctly, rows are white, the hover color is consistent and row padding is gone.
Files and Images: newest attachments first.
Calendar View: the title comes first in the pill, the full title shows on hover and weekends can be hidden.
Formula errors have a new display; the Time Tracking pill lists prior entries.
Make connector supports the Files and Images field.
Metadata API: a bulk field creation endpoint.
Last verified 22 Oct 2026.