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

Fields

Explore all information about fields & the options we offer for customizations

Field Overview

Power up your workflows with our long list of customizable fields to manage any form of data

Supported Field Types in SmartSuite

What is a primary field, its adjustable properties and view displays & converting to Auto-Generated

Record Title (Primary Field)

How do I access and troubleshoot field settings in SmartSuite?

Turn the Title field into an auto-generated title that combines other fields, such as a name, an ID and a date, for every record.

Using Auto-Generated Titles

Fields Overview

Add fields from Grid View or a record, change their settings, duplicate them with or without content, delete and restore them.

How do I add, edit, duplicate or delete a field: SmartSuite Field Management

Changing a Field's Type

Add up to 700 characters of rich-text help to a field, shown as a tooltip or under the field name on the record page.

Adding/Modifying Field Help Text

Set a default value or text on the Defaults tab of a field so every new record starts with it.

Default Text/Values in Fields

Working with fields

Assign records to Teams; members inherit the Team's table permission, and the highest permission wins when a member is in two Teams.

Team Field

Find records with unresolved comments and open the comments panel from the Open Comments field in any view.

Open Comments Field

Add a single line of text like a name or title

Text Field

Text Area Field

Create custom values lists where only one choice can be selected

Single Select Field

Create custom, predetermined, and default multiple choice values lists

Multiple Select Field

Add a Date field, pick Compact, Standard or Long display, add a time in 15-minute steps, and use it in Calendar and Timeline views.

How do I add and format a date or time field: Date Field

Add start and end dates to records to build timelines

Date Range Field

Add a Time field to store a time of day on each record; it accepts free-form entry and shows in each member's time format.

Time Field

Add a Number Slider field to pick a number from a set range with a slider; set the range, step, size and color.

Number Slider Field

Create entire documents that combine free-form rich text, multimedia and more

SmartDoc Field

Add number values to records with adjustable formats

Number Field

Add a Percent field, set its precision and separators, and know how values copy and export.

Percent Field

Add a Currency field to store money values in a chosen currency, with precision, separators and abbreviation settings.

Currency Field

Add an Email field that validates one or more addresses per record and feeds automation emails.

Email Field

Add a Phone field to store one or more phone numbers per record, with a type label, country code and flag.

Phone Field

Store validated street addresses with Google Maps autocomplete, show them in Map View and group records by city or state.

Address Field

Store a name as title, first, middle and last name with the Full Name field, and use each part in forms, formulas and automations.

Full Name Field

Link Field

Add a Yes/No field to mark a record as on or off, shown as a toggle or image, for flags, filters and automation triggers.

Yes / No Field

Attach files and images that can be viewed and downloaded

Files and Images Field

Connect information across Solutions to share data and streamline saved views or tasks with our unique and customizable displays

Linked Record Field

The First Created field is a read-only system field that records who created each record and when, in the viewer's time zone.

First Created Field

The Last Updated field shows when a record last changed and who changed it; change its display or track one field with a formula.

Last Updated Field

Add a Due Date field linked to a Status field to track due, overdue and completed work with start and end dates.

Due Date Field

Add a Duration field to store a length of time in days, hours, minutes and seconds, typed as 1d 2h 30m and usable in formulas.

Duration Field

Track the status of records with custom values to match your processes, create automations, and develop workflows

Status Field

Manage a list of action items related to a work process or project

Checklist Field

Track time spent working on a task or project

Time Tracking Log Field

Add an Assigned To field, link it to a Status field so records reach My Work, filter who can be chosen, and control notifications.

How do I assign a record to someone: Assigned To Field

Automate routine tasks within a specific record

Repeating Tasks

Add a Percent Complete field to show progress as a bar on each record, with size and color options, usable in rollups and formulas.

Percent Complete Field

Four field types built for team input: Rating, Vote, Tag and Social Network, with what each is for and where to read more.

Collaborative Field Types

Add a Rating field to score records on a scale of 1 to 10 with a symbol and color you choose, and use the score in formulas.

Rating Field

Add a Vote field so each member can cast one vote per record, see who voted, and rank ideas, features or entries.

Vote Field

Add a Tag field so members can label records with # tags, kept private to one solution or shared across the workspace.

Tag Field

Add a Social Network field to store links to Facebook, Twitter, Instagram and LinkedIn profiles on a record.

Social Network Field

The seven SmartSuite field types for projects and tasks, and how Status, Assigned To and Due Date combine to create tasks in My Work.

Project Management Field Types

Field Types

A Count field shows how many records a Linked Record field connects to, with optional filters, labels and colors.

Count Field

Add a Rollup field to sum, average or range a field across the records linked to this one, with an optional filter.

Rollup Field

Display a field value from a Linked Record

Lookup Field

Add a Formula field, write a formula in the builder with fields, operators and functions, and fix the common errors.

How do I calculate a value from other fields: Formula Field

Auto Number Field

Add an IP Address field to store valid IPv4 and IPv6 addresses, one or many per record, with the country flag detected.

IP Address Field

Show each record's permanent 24-character id with the Record ID field, for imports, integrations and references.

Record ID Field

Add a Signature field so members and form respondents can draw or type a signature on a record.

Signature Field

Add a Color Picker field to store one or more colors per record in HEX, RGB or CMYK, with optional color names.

Color Picker Field

Learn about the migration of Sub-Items to Linked Records

Sub Items Field (Deprecated)

Turn records into action hubs, letting teams launch links, workflows, forms, and related resources with a single click

Button Field

Filter the linked records a Count, Lookup or Rollup field includes with Include Filters and conditions.

Conditional Counts, Lookups, & Rollups

Select a Count or Rollup value to open the linked records behind it, and choose which fields the list shows.

Count & Rollups click through

Track predecessors and successors with the Dependency field, in Standard or Advanced Mode, and see the sequence in Gantt and Grid.

Dependency Field

Advanced Fields

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