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SmartSuite Fields
Everything you need to know about SmartSuite fields. Get familiar all the field types available, best practices, and use case examples.
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
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 FieldAllow the selection of a color palette in HEX, RGB or CMYK formats
Sub Items FieldCreate itemized line items in a record
Button Field
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 Field
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
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