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Product Updates: April 2024 Edition
Product Updates: April 2024 Edition

Conditional display of sections, folder permissions, automation updates, and more!

Emma Montgomery avatar
Written by Emma Montgomery
Updated over a week ago

Record View: Conditional Display of Sections

The edit record interface has been enhanced to allow you to conditionally hide or show sections and their fields. The record’s layout can adapt to certain workflows, showing sections only when they are needed.

To use conditional sections, ensure you have created sections within the record view. If you don't have any sections, you will be prompted to add them before you can use this feature.

Record View: Show / Hide Fields


You can now hide fields on the edit record page to keep your interface clean and organized. Hide supporting calculations or other information that users don’t need to interact to create a streamlined user experience while retaining all of the information and functionality of the hidden fields.

To hide a field, open the Page Settings dialog and select the Fields tab. Clicking the hide field icon to the right of a field will hide it from view.

Page Settings: Manage Sections and Fields


With the introduction of conditional sections you may now have fields or sections that are not visible on the edit interface. We’ve enhanced the page settings capabilities to provide a convenient way to manage and edit field / section properties even when they aren’t currently visible.

Open page settings from the edit record page’s 3-dot menu, then click on the Fields tab. You will see a list of fields grouped by their sections. Hovering a field will display buttons to edit field properties or change the field’s permissions. You can also drag and drop the fields to reorder them. Hover a section and you can click its 3-dot menu to change its properties, or click the up and down arrows to move the section.

Automations: Calculate to Update Record Action

A new set of basic math operations is available for numeric fields in the Update Records action. You may choose between using a Static value, a manual input, or a Dynamic value derived from another field.

Choose the math operation to be performed by click on the operator dropdown displayed to the left of the input area for the field. You can select Add, Subtract, Multiply or Divide.

Automation: Allow a choice to Fail / Continue in Find

The find records action has been enhanced to support the option to continue or fail (stop processing the automation) if no records are found. Selecting "fail" does not generate an error (or an email notification) - it simply stops the automation from continuing to the next action.

You can configure this setting in the "If no records are found" section of the Find records action configuration interface. It is available for both single and multiple record finds.

Automations: Delete Record Action

You have a powerful new tool to use in your automations: the Delete Records action. Now you can delete records when specified conditions match, or find a list of records with the Find Action and delete in bulk.

By default you are only able to delete the triggering record, but adding additional Find Records steps will allow you to also Find & Delete records based on a trigger criteria.

Automations: Dynamic Slack Channel Support

The Slack automations action now supports dynamically selecting the target channel or user by referencing the value of a field in the record.

If you've selected dynamic, this option will appear to allow you to map in a value from the triggering record to determine where to send this message. Only one input is allowed, and you are not able to send a single message to multiple channels at once.

Views: Folder Permissions


View folders have been enhanced with a visibility setting. Now - in addition to grouping views in folders - you can determine which Member, Team or even users with particular roles can see a folder and the Views it contains.

To set Folder Permissions, click on the Folder’s 3-dot menu and select Folder Settings. You can then specify who should see the folder in the Folder Visibility section of the dialog.

Forms: Ability to Remove "Powered by SmartSuite" Footer


You can now hide SmartSuite branding on your shared Form Views. On the settings tab, uncheck the Display SmartSuite branding checkbox and the footer will be hidden (along with the header!) for seamless integration with your site.

Power Search: Comments


Power Search has been enhanced to index all record comments as well as their content. Now you can easily locate a record by keyword match to any text included in its comments. You can narrow your search to only include comments by clicking on its tab in the Power Search interface.

Learn more

Records: Communication Shown in Activity History

Record activity history has been updated to record email activities from the communications center. You'll now see emails sent and received, the sender, subject line, the time and date as well as the content of the email reflected in the containing record's history.

View Our Product Roadmap to see what's ahead!

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