Skip to main content

Product Updates: July 2024 Edition

What shipped in SmartSuite in July 2024: two-factor authentication, IP restrictions, shared dashboards, Gmail and Outlook email and PDFs.

Written by Emma Montgomery

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.

Did this answer your question?