With this tool, you can easily reverse or reapply actions like adding, editing, or deleting records, ensuring a smooth workflow with fewer errors.
Plan Availability | All plan types |
Permissions | General Access, Solution Creators |
Related Reading |
What You Can Undo/Redo
You can undo or redo the following actions in SmartSuite:
Record Creation
Record Updates
Record Deletion
Bulk Field Updates
Bulk Record Duplication
Bulk Record Deletion
Bulk Paste from Clipboard
Limits of Undo/Redo
SmartSuite stores the last 20 actions you performed.
Actions older than the last 20 cannot be undone or redone.
How to Undo Your Actions
Mistakes happen, and SmartSuite's Undo feature is here to help. After performing actions like saving, editing, or deleting records, a notification (toast message) appears in the bottom-right corner of your screen. This message includes an Undo button for immediate reversal.
Toast Message Undo
Appears after bulk actions, such as pasting into the grid or using the bulk change toolbar.
Click the Undo button to reverse the action.
Hotkeys for Undo
For individual actions, like inline editing, toast messages aren’t displayed. Instead, use these keyboard shortcuts:
Mac:
Command + ZWindows:
Ctrl + Z
How to Redo Your Actions
Need to reapply an action you just undid? Use the Redo function:
Mac:
Shift + Command + ZWindows:
Shift + Ctrl + Z
The Redo function restores the prior value or action you reversed.
Two Convenient Methods
SmartSuite offers flexibility with two ways to use Undo/Redo:
Toast Message: Perfect for bulk actions. After performing a bulk action, a toast message will confirm the operation and provide an Undo button for quick reversal.
Hotkeys: Ideal for maintaining a seamless workflow. Use the keyboard shortcuts to undo or redo actions efficiently, especially when working in Grid View.
Practical Scenarios and Use Cases
1. Correcting Bulk Updates
Scenario: You accidentally paste incorrect data into multiple fields.
Solution: Use the Undo button in the toast message or Ctrl + Z / Command + Z to reverse the bulk paste.
2. Fixing Record Deletions
Scenario: A record is mistakenly deleted during a project update.
Solution: Press Ctrl + Z / Command + Z to restore the deleted record immediately.
3. Reapplying Changes
Scenario: You undo a bulk action but later realize it was correct.
Solution: Use the Redo function (Shift + Ctrl + Z / Shift + Command + Z) to reapply the changes.
With the Undo/Redo feature, you can confidently make edits, paste data, or duplicate records without fear of permanent mistakes. Enjoy a more efficient and error-free experience with SmartSuite!