SmartSuite Fields
Everything you need to know about SmartSuite fields. Get familiar all the field types available, best practices, and use case examples.
By Peter and 2 others3 authors77 articles
- Field OverviewExplore all information about fields & the options we offer for customizations
- Supported Field Types in SmartSuitePower up your workflows with our long list of customizable fields to manage any form of data
- Record Title (Primary Field)What is a primary field, its adjustable properties and view displays & converting to Auto-Generated
- SmartSuite Field ManagementLearn how easy it is to manage your SmartSuite fields
- Changing a Field's Type
- Adding/Modifying Field Help TextProvide more information about the field using field help text
- Default Text/Values in FieldsStrengthen processes by creating a starting text or values for fields in each new record
- Team FieldAssign work to entire teams with full permission inheritance, notifications routing, automations support, and a My Team filter for personalized views.
- Open Comments FieldView the open comments, have discussions, or assign tasks to members directly where your work is
- Text FieldAdd a single line of text like a name or title
- Text Area FieldAdd text that can span multiple lines
- Single Select FieldCreate custom values lists where only one choice can be selected
- Multiple Select FieldCreate custom, predetermined, and default multiple choice values lists
- Date FieldCapture date and time values in Tables
- Date Range FieldAdd start and end dates to records to build timelines
- Time FieldAdd Time values to records
- Number Slider FieldTurn numbers visual with a numerical slider
- SmartDoc FieldCreate entire documents that combine free-form rich text, multimedia and more
- Number FieldAdd number values to records with adjustable formats
- Percent FieldAdd percent values to Tables
- Currency FieldAdd currency fields to fit any geography
- Email FieldAdd one or more valid email addresses to a record
- Phone FieldAdd phone numbers to contacts and accounts for any geography
- Address FieldAssociate digital data with real-world places with real-time search via Google Maps for validation
- Full Name FieldStore important names in Records
- Link FieldInclude website links in records
- Yes / No FieldIndicate a state with a Yes / No Field
- Files and Images FieldAttach files and images that can be viewed and downloaded
- Linked Record FieldConnect information across Solutions to share data and streamline saved views or tasks with our unique and customizable displays
- First Created FieldSystem field for tracking when a record was created and by who
- Last Updated FieldTrack who last edited a record and when
- Due Date FieldVisually track and manage due dates
- Duration FieldTrack a time duration in days, hours and minutes
- Status FieldTrack the status of records with custom values to match your processes, create automations, and develop workflows
- Checklist FieldManage a list of action items related to a work process or project
- Time Tracking Log FieldTrack time spent working on a task or project
- Assigned To FieldAssign records to one or many members.
- Repeating TasksAutomate routine tasks within a specific record
- Percent Complete FieldVisualize percent complete of work with a graphical slider
- Collaborative Field TypesHow to use specific Fields to collaborate
- Rating FieldAdd a visual rating using a scale of your choice
- Vote FieldCreate collaboration by allowing team members to cast a vote in records
- Tag FieldAdd tags to records to categorize data, enhance saved views, and search
- Social Network FieldAdd links to one or more social networks within a record
- Project Management Field TypesHow certain Fields help you manage projects and tasks
- Count FieldCount the number of Linked Records between Tables.
- Rollup FieldSummarize data from records linked to the current record
- Lookup FieldDisplay a field value from a Linked Record
- Formula FieldCalculate a value based on other fields in the Record
- Auto Number FieldAdd unique identifiers to Tables
- IP Address FieldCapture valid IPv4 and IPv6 addresses.
- Record ID FieldAdd a unique system-generated ID to each Record
- Signature FieldCapture electronic signatures and track acknowledgements
- Color Picker FieldEasily select and manage colors in HEX, RGB, or CMYK formats, ensuring consistent branding and flexible design choices.
- Sub Items Field (Deprecated)Learn about the migration of Sub-Items to Linked Records
- Button FieldTurn records into action hubs, letting teams launch links, workflows, forms, and related resources with a single click
- Conditional Counts, Lookups, & RollupsLearn how to filter information brought in by a Linked Record.
- Count & Rollups click throughView the data behind count and rollup field values for easy access to every detail
- Dependency FieldStreamline task management by tracking dependencies for tasks, processes, or work items.
- SmartDoc Feature: Activity HistorySee how your SmartDoc has been edited (and by whom!) over time
- SmartDoc Feature: The '/' (Slash Command)A quick and easy way to add advanced embeds and markup to your SmartDoc
- SmartDoc: @mentionsMention and communicate with SmartSuite members and teams directly inside of rich text SmartDocs
- SmartDoc Feature: TablesAdd configurable tables to your documents to get organized and make your data look great
- SmartDoc Feature: Table of ContentsHelp readers navigate large documents with an automatically-generated list of SmartDoc headings
- SmartDoc Feature: CalloutsVisually improve the presentation of your information with callouts
- SmartDoc Feature: Code BlocksHelp your code stand out from your content with code blocks
- SmartDoc Field: Embed VideosEmbed videos directly into SmartDocs to enhance your content with visual demonstrations and presentations.
- SmartDoc Feature: LinksEmbed links to SmartSuite content records, saved views or external URLs
- SmartDoc Feature: ImagesAdd, resize and position images in a SmartDoc to illustrate your ideas
- SmartDoc Feature: FormattingAdd emphasis and call attention to your content with SmartDoc formatting
- SmartDoc Feature: File AttachmentsAccess files directly in-line with relevant information
- SmartDoc Feature: EmojiUse emoji and symbols to add emotion and character to your SmartDoc
- SmartDoc: Using MarkdownShortcuts to formatting and embed functions to streamline your SmartDoc editing
- SmartDoc Hot KeysFaster commands in SmartDocs
- SmartDoc: Collaborative Mode
- SmartDoc: Whiteboard FeatureLevel up your SmartDoc field by using an embedded whiteboarding capability!
- SmartDoc: Export to PDF