What shipped in September 2023: SmartSuite released conditional form sections, linked record printing options, pasting values into select fields, bulk duplicate and bulk copy, filter groups in views and SmartDoc collaborative mode. 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 September 2023?
Released in September 2023. One line per feature; the link opens the current help article, which carries the steps, limits and plan line.
Conditional form sections: Show or hide a whole section of a form based on conditions, configured from a checkbox on the section. Read more: Conditional Fields & Sections in Forms.
Linked record printing: A PDF export shows linked records as the field's display setting shows them, including the expanded layout with field names and values. Read more: Linked Record Field.
Paste values into select fields: Paste a value into a Single or Multiple Select cell to create the choice when the field allows new choices; Solution Managers and Administrators always can. Read more: Single Select Field.
Bulk duplicate: Select records in Grid View and choose Duplicate; with unique titles on, copies are numbered Copy 1, Copy 2 and so on. Read more: Bulk Actions.
Bulk copy: Select records and choose Copy, then paste into Excel, Google Sheets or SmartSuite. Read more: Bulk Actions.
Filter groups: Nest grouped conditions in a view's filter for fine control over which records show. Read more: Advanced Filtering Using Filter Groups.
SmartDoc collaborative mode: When two or more Members edit the same SmartDoc, edits appear live with color-coded cursors and are saved together. Read more: SmartDoc: Collaborative Mode.
What else changed in September 2023?
Smaller enhancements listed in the September 2023 edition, one line each.
New Solutions default to Private to Me instead of full access for all Members.
Activity History shows an automation icon and name for changes made by automations.
Last verified 22 Oct 2026.