Expand records to view all details within a record on a full page, including fields, activity feed, and comments. This view also offers functionalities like sharing, duplicating, printing, and deleting records, as well as copying record links.

Note: The Record View layout changes you make will apply to all record views.

When using a grid view, you have the ability to expand a record (row) by selecting the double arrow symbol located beside the primary field of that particular record. This icon becomes visible when you hover over a record. Alternatively, you can also expand a record by pressing the space bar after a cell has been selected (focused).

From Card or Kanban view, you can open the record by clicking anywhere on the record card.
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When you access an expanded record, you're presented with a comprehensive display of data from all the fields associated with a specific record. This view displays all the fields located in your entire Table. This record view display is mirrored in each open record view.

If enabled, a list of tabs will display at the top of the record information page, just under the header.

You can add new fields or customize existing fields from within an expanded record view by hovering over any existing field and clicking on the three-dot menu. You can also modify the fields settings or duplicate the field from this window.

You may also add new fields in the record view through the "Add new field to this Table" button at the bottom of the record.

Similar to arranging items on a shelf, you can rearrange the order of fields within a record. This is particularly handy when you want to present information in a logical sequence or highlight certain aspects of the record.
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Solution Managers and Workspace Admins can simply drag and drop any field to a new position and the changes will persist across all members with access to the Table. This action doesn't change the content of the fields but only affects their order on the record view page.

Grab the dot icon to the left of any field to drag and drop to the new location:

Fields either span one or two columns based on the type and field settings. SmartSuite automatically accounts for the size differences when moving fields on the layout.

Column Span Fields can take up different amounts of space on the record view page. SmartSuite adjusts the layout automatically to accommodate these differences, ensuring a visually coherent presentation.

Record sections help you categorize and group related information within a record. They provide a way to keep things organized and make it easier to find specific details. It's like having labeled dividers in a physical file folder to separate different types of documents.

Using sections becomes useful when you have a record with a lot of fields. If you want to avoid clutter and confusion, you can divide the information into sections. It's similar to using different chapters in a book to organize content.

Solution Managers can create sections anywhere in a record layout by clicking "..." when hovering over any field near where they'd like to place a section.

Sections have been designed with simplicity in mind. Solution Managers can add Record Sections anywhere. Section Headers will be displayed above the field where Solution Managers engage the "..." control and select "Add Section". Name each section once added.

SmartSuite treats every field beneath the section header as part of the same section. Clicking the arrow to the left of the header will collapse the section, hiding all fields within.

Once created, hovering over a section header will display our favorite "..." menu on the right. Here you can:

You can add descriptions below the record sections. Each section can have a multi-line description. Click on the three-dot menu to add one. Use up to 750 characters to explain a particular section's purpose

Switching or editing the description can be done through the three-dot menu, switching it to edit mode to be deleted or modified.

Sections can be expanded or collapsed to show or hide the information within them. This can help you focus on specific details and reduce visual clutter. Think of it like expanding and collapsing folders in a file explorer to access files within.

When a Solution Manager chooses "Collapsed by Default," general users will not see the fields in the section until they click to expand.

Examples of use include:

When building new or making updates to existing solutions, we like to start with the data we need to capture - the fields we need to create and add to the record page. Understand how to Add or Modify Fields here.

Once you've created the fields you want in your table, it's time to organize them on the record. We recommend starting with the type of Record Layout that best fits your Table.

Select from the following options:

Change Page Layout in the Page Settings, accessed by clicking the "..." button in any record (available to Solution Managers and Admins only).

Note: SmartSuite hardcodes which fields go to 70 and which go to 30 part of the 70/30 view. Shorter, single-column field types such as Date, Status, Single Select fields go on the right, while the Text Area, Checklist, Files & Images, Sub Items and SmartDoc fields land on the left.

Once you are in the Page Settings, accessed by clicking the "..." button in any record (available to Solution Managers and Admins only), you can click to the “Settings” tab. Inside of the Settings tab, you have the following options:

When Record Cover Images are displayed, they appear as a small icon to the left of the record title in the record's header. They will also display the icon in grid views where the record appears.

The fields tab lets you view all of the fields in the table, optionally hiding individual fields or sections from display.

When you hover a field, you have the following options:

When you hover a section, you will be presented with the following options:

The Display Logic tab allows you to manage the visibility of tabs and sections within the Record View based on rules that you define. This allows you to present the user with a logical, streamlined view into the information they need for a step in a workflow process or a particular phase in a task's progression.

Display Logic has three configurable options:

Tab rules determine when a specified tab is displayed. If no rule for a tab is defined, it is always shown.

To add a tab rule:

Section rules determine when a specified section is displayed. If no rule for a section is defined, it is always shown. Note that the section's tab MUST be displayed to show the section. Tab rules are applied first, and then the displayed tabs apply their section rules.

To add a section rule:

Learn more in the article Conditional Record Sections.

The Tabs tab allows you to configure and manage tabs in your table's record display. Tabs default to the "Disabled" state - click "Enabled" to configure them.

Once enabled, you have several tab-related options:

To add a tab, click Add Tab. You will be able to name the tab, and it will be saved when you press return or click out of the edit control.

You can reorder tabs by dragging and dropping them in the list.

The Communications Center provides users with the ability to comment on records, hold conversations, and even initiate email discussions with external parties. Comments are available by default, but support for email must be enabled in Settings.

Click the settings icon to access the Communications Center settings panel. There is currently a single option - whether to enable Email communication for the table.

When the Emails toggle is enabled, users will have the option to send email directly from the Communications Center UI to external email addresses.

To open the comments panel, select the chat icon in your view or open any record and select the chat icon in the upper right corner.

Here, you can view any open comments, message any team or team member, attach any files, and assign your comment as a task to someone.

This way, you are viewing and commenting as well as creating assignments directly where your work is.
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Visit this article for more details.

Field-Level Comments

Field-level comments let you add, view, and resolve conversations tied to individual fields within a record. This helps teams keep discussions focused, organized, and easy to follow. Comment indicators appear only when needed, and clicking a field name in any comment jumps you straight to that discussion.

When the Email option is enabled, Communications Center conversations are listed in three tabs:

Subscribe to a Record to be notified for any changes made to the record, as opposed to only receiving notifications when a team member @ mentions you.

To toggle, click the bell icon in the top right of the Record View, and select “Following”.
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​Activity History tracks and logs when items are created and last updated as well as any change to content. Activity History tracks when the record was created and last updated as well as changes made to any record content.
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To view a record's activity history, just follow these steps:

Once the activity history panel is open you can:

For more information, visit this article.

All records have a built-in Auto Number field displayed in the record header. Clicking the field value copies a link to the record to a clipboard.

You can also copy the link from the 3-dot menu in the upper-right corner of the record header:

It's easy to share records via email. Simply click "..." in the upper-right of any record and select Share by Email.

Records can be shared with other Members in the same SmartSuite workspace, or with external recipients without access to the workspace.

To print a record, simply open into record view, view the three-dot dropdown in the upper right click and select Print.

A window will open where you can customize the printer settings to your preference.
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To export a record, simply open into record view, view the three-dot dropdown in the upper right and select Export.

You have the option to export as an Adobe PDF, Microsoft Excel, CVS, or Google Sheets.

Scenario: A project manager needs to track tasks, deadlines, and team updates.

Solution: Use the expanded record view to monitor all task details and maintain project timelines.

Scenario: Marketing teams collaborate on campaign details and assets.

Solution: Organize fields into sections for assets, timelines, and approvals, making collaboration seamless.

Scenario: A company documents workflows for new employees.

Solution: Create a "Getting Started" section with detailed SmartDoc fields for onboarding guidance.