What shipped in May 2023: SmartSuite released conditional Rollups and Lookups, email templates, the Grid View fill handle, Guest status changes, the Google Calendar action, WeWeb, Text field conversions, chart colors and run history details. 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 May 2023?
Released in May 2023. One line per feature; the link opens the current help article, which carries the steps, limits and plan line.
Conditional Rollups and Lookups: Apply filter conditions so a Rollup or Lookup counts only the linked records that match, such as open tasks due before today. Read more: Conditional Counts, Lookups, & Rollups.
Communication Center email templates: Templates, Files and Images fields as attachments, and in-app notifications for email replies. Read more: Communication Center.
Fill handle: Select cells in Grid View and drag the handle down or across to fill matching cells. Read more: Fill cells with the fill handle.
Guest status changes: Guests change a Status field on records assigned to them from My Work, the record page or Grid View. Read more: Roles in SmartSuite.
Google Calendar action: Create or update a Google Calendar event from an automation. Read more: Automation Action: Google Calendar.
WeWeb partnership: Build custom front-end applications and portals on SmartSuite data, with two-way record updates. Read more: Connecting SmartSuite to WeWeb.
Add a field from the record page: A plus icon to the right of the fields on a record creates a new field. Read more: How do I add, edit, duplicate or delete a field: SmartSuite Field Management.
Text field conversions: Convert a Text field to Number, Date, Link, Email, Assigned To, Linked Record, Status, Single Select or Multiple Select. Read more: Changing a Field's Type.
Chart colors and grouping: Pick a color per segment in the legend; most Text and Numeric fields can be used in Group By. Read more: Chart View.
PDF zoom: Zoom in and out on PDFs in the Files and Images gallery. Read more: Files and Images Field.
Automation run history details: The history report shows the trigger, actions and field value updates of each run. Read more: Automation Run History/Erroring.
Last verified 22 Oct 2026.
