What shipped in July 2024: SmartSuite released two-factor authentication, IP restrictions, shared dashboards, Gmail and Outlook email, the Outlook trigger, comment and PDF actions, the Pivot Table widget, Member export, form elements and more. This edition is a dated release summary; every feature below links to its current help article.
Plan Availability | As stated in this edition (July 2024): two-factor authentication on Professional and higher plans; Gmail and Outlook connections in Communication Center on Professional and Enterprise workspaces. Current plan lines are in the linked articles. |
Platform | Web |
Related Reading |
What shipped in July 2024?
Released in July 2024. One line per feature; the link opens the current help article, which carries the steps, limits and plan line.
Two-factor authentication: Administrators require 2FA for chosen roles on password sign-in and can reset a Member's 2FA. Read more: Two-Factor Authentication.
IP address restrictions: An allowlist of IP addresses or ranges; sign-ins from other addresses are blocked. Read more: IP Restrictions.
Shared dashboards: Share View on a dashboard generates a read-only link and embed code for people outside the workspace. Read more: Public Dashboard Sharing.
Gmail in Communication Center: Connect a Gmail account in your profile; sent emails appear in Gmail and replies return to the record. Read more: Communication Center: Connecting Gmail.
Outlook in Communication Center: Connect a Microsoft account in your profile; sent emails appear in Outlook and replies return to the record. Read more: Communication Center: Connecting Outlook.
Outlook trigger: When an email is received in a connected Outlook account, with AND or OR conditions and an optional folder move. Read more: Automation Trigger: Outlook.
Create a Comment action: Add a comment, an assignee and attachments to a record from the trigger or a Find step. Read more: Automation Action: Create a Comment.
Generate PDF from the record menu: Export a record as a PDF with a Document Designer template or the default layout, with paper size, layout and font size. Read more: How do I generate a PDF from a record: Document Designer.
Document Designer enhancements: Column widths on linked record tables, anchored fields and multiple images from Files and Images fields. Read more: How do I generate a PDF from a record: Document Designer.
Generate PDF action: Create a PDF from a Document Designer template in an automation and attach it to a field, an email, a Twilio message or a Slack message. Read more: Automation Action: Generate PDF.
Action outputs: The results of Create and Update actions can be used in later actions. Read more: Automations: Using Action Data.
Pivot Table widget: Group and summarize a Table by rows and columns with a count or a field value. Read more: Pivot table widget.
Heat map updates: Consistent sorting, drill-in values, a refined color scale, configurable axis order and axis labels. Read more: Chart View: Heat Map.
Export the Member list: Export the list of Members from Manage Members. Read more: How do I invite and manage members: Managing & Inviting Members.
Form static elements: Callouts, dividers, images and videos on forms. Read more: Form View.
Time in form Date fields: Respondents enter a date and a time. Read more: Form View.
Rich text help text: Field help text up to 700 characters with bold, italic, lists, links and colors, shown as a tooltip or under the field name. Read more: Adding/Modifying Field Help Text.
Last verified 22 Oct 2026.
