Fields

Everything you need to know about SmartSuite fields. Get familiar all the field types available, best practices, and use case examples.

Peter Novosel avatar Emma Montgomery avatar Jon Darbyshire avatar
68 articles in this collection
Written by Peter Novosel, Emma Montgomery, and Jon Darbyshire
Field Types

Linked Record Field

Connect Records to share data and streamline saved views or tasks with our unique and customizable displays
Jon Darbyshire avatar
Written by Jon Darbyshire
Updated over a week ago

When to use Linked Records

What are linked records and when to use them in SmartSuite
Emma Montgomery avatar
Written by Emma Montgomery
Updated this week

How to link records in SmartSuite

How to create relationships with your data through linked records
Emma Montgomery avatar
Written by Emma Montgomery
Updated this week

Open Comments Field

View the open comments, have discussions, or assign tasks to members directly where your work is
Emma Montgomery avatar
Written by Emma Montgomery
Updated over a week ago

Text Field

Capture a single-line of text in this essential field.
Jon Darbyshire avatar
Written by Jon Darbyshire
Updated over a week ago

Text Area Field

Add multiple lines of text for notes, descriptions, and simple text content
Jon Darbyshire avatar
Written by Jon Darbyshire
Updated over a week ago

Single Select Field

Create custom values lists to manage data, organize workflows, and establish dynamic reporting
Peter Novosel avatar
Written by Peter Novosel
Updated over a week ago

Multiple Select Field

Create custom, predetermined, and default multiple choice values lists
Jon Darbyshire avatar
Written by Jon Darbyshire
Updated over a week ago

Date & Time Field

Capture date and time values in apps
Jon Darbyshire avatar
Written by Jon Darbyshire
Updated over a week ago

Date Range Field

Add start and end dates to records to build timelines
Jon Darbyshire avatar
Written by Jon Darbyshire
Updated over a week ago

Time Field

Add Time values to records
Jon Darbyshire avatar
Written by Jon Darbyshire
Updated over a week ago

Number Slider Field

Turn numbers visual with a numerical slider
Jon Darbyshire avatar
Written by Jon Darbyshire
Updated over a week ago

SmartDoc Field

Discover the powerful writing and multimedia communications capabilities of SmartDoc
Peter Novosel avatar
Written by Peter Novosel
Updated over a week ago

Number Field

Add number values to records with adjustable formats
Jon Darbyshire avatar
Written by Jon Darbyshire
Updated over a week ago

Percent Field

Add percent values to apps
Jon Darbyshire avatar
Written by Jon Darbyshire
Updated over a week ago

Currency Field

Add currency fields to fit any geography
Jon Darbyshire avatar
Written by Jon Darbyshire
Updated over a week ago

Email Field

Add one or many email addresses to a record
Jon Darbyshire avatar
Written by Jon Darbyshire
Updated over a week ago

Phone Field

Add phone numbers to contacts and accounts for any geography
Jon Darbyshire avatar
Written by Jon Darbyshire
Updated over a week ago

Address Field

Associate digital data with real-world places
Jon Darbyshire avatar
Written by Jon Darbyshire
Updated over a week ago

Full Name Field

Store important names in Records
Jon Darbyshire avatar
Written by Jon Darbyshire
Updated over a week ago

Link Field

Include website links in records
Jon Darbyshire avatar
Written by Jon Darbyshire
Updated over a week ago

Yes / No Field

Indicate a state with a Yes / No Field
Jon Darbyshire avatar
Written by Jon Darbyshire
Updated over a week ago

Files and Images Field

Attach documents, images, and rich media files on records
Jon Darbyshire avatar
Written by Jon Darbyshire
Updated over a week ago

First Created Field

System field for tracking when a record was created and by who
Jon Darbyshire avatar
Written by Jon Darbyshire
Updated over a week ago

Last Updated Field

Track who last edited a record and when
Jon Darbyshire avatar
Written by Jon Darbyshire
Updated over a week ago
SmartDoc Features

SmartDoc Feature: Activity History

See how your SmartDoc has been edited (and by whom!) over time
Peter Novosel avatar
Written by Peter Novosel
Updated over a week ago

SmartDoc Feature: The '/' (Slash Command)

A quick and easy way to add advanced embeds and markup to your SmartDoc
Peter Novosel avatar
Written by Peter Novosel
Updated over a week ago

SmartDoc: @mentions

Mention and communicate with SmartSuite members and teams directly inside of rich text SmartDocs
Peter Novosel avatar
Written by Peter Novosel
Updated over a week ago

SmartDoc Feature: Tables

Add configurable tables to your documents to get organized and make your data look great
Peter Novosel avatar
Written by Peter Novosel
Updated over a week ago

SmartDoc Feature: Table of Contents

Help readers navigate large documents with an automatically-generated list of SmartDoc headings
Peter Novosel avatar
Written by Peter Novosel
Updated over a week ago

SmartDoc Feature: Callouts

Visually improve the presentation of your information with callouts
Peter Novosel avatar
Written by Peter Novosel
Updated over a week ago

SmartDoc Feature: Code Blocks

Help your code stand out from your content with code blocks
Peter Novosel avatar
Written by Peter Novosel
Updated over a week ago

SmartDoc Feature: Links

Embed links to SmartSuite content records, saved views or external URLs
Peter Novosel avatar
Written by Peter Novosel
Updated over a week ago

SmartDoc Feature: Images

Add, resize and position images in a SmartDoc to illustrate your ideas
Peter Novosel avatar
Written by Peter Novosel
Updated over a week ago

SmartDoc Feature: Formatting

Add emphasis and call attention to your content with SmartDoc formatting
Peter Novosel avatar
Written by Peter Novosel
Updated over a week ago

SmartDoc Feature: File Attachments

Access files directly in-line with relevant information
Peter Novosel avatar
Written by Peter Novosel
Updated over a week ago

SmartDoc Feature: Emoji

Use emoji and symbols to add emotion and character to your SmartDoc
Peter Novosel avatar
Written by Peter Novosel
Updated over a week ago

SmartDoc: Using Markdown

Shortcuts to formatting and embed functions to streamline your SmartDoc editing
Peter Novosel avatar
Written by Peter Novosel
Updated over a week ago