SmartSuite Views
Views allow you to see the same information from different angles.
By Peter and 5 others6 authors125 articles
- View OverviewLook at your data in the best view - how views can level up your workflows
- Folder PermissionsApply permissions to Folders to present Views to a specific audience
- Dashboard Widgets: Bubble and Scatter Charts
- Editable Drill-in GridsEasily edit, manage, and create records directly within SmartSuite's Widgets with the editable drill-in modal
- How do linked records behave in shared views in SmartSuite?
- SmartSuite View TypesInstantly shift between unique views of your data to discover insights, power workflow and enhance business decisions.
- Grid ViewSpreadsheet meets Database in a powerful interactive data grid.
- Card ViewVisualize your data, images, documents and more.
- Kanban ViewVisualize workflows, tasks and project milestones to keep work moving forward.
- Calendar ViewNever miss a deadline with interactive calendar view
- Timeline ViewVisualize work streams and schedules over a custom period of time with interactive timeline view
- Map ViewVisualize work in the physical world, anywhere on Earth.
- Chart ViewAnalyze record data to discover insights and make better business decisions.
- Gantt ViewStreamline Project Management with Gantt Charts
- Document View
- View Panel: Working with Saved ViewsInstant insight to your data: saved views basics, available types, and using them in SmartSuite
- Creating a Saved ViewThe process of creating a new saved view from start to finish
- Duplicating a Saved ViewUse an existing saved view as a starting point to quickly refine and analyze data
- Deleting a ViewKeep reports relevant and organized by removing Views you no longer need.
- Locked ViewsLock your Saved Views to protect workflows
- View FoldersOrganize your Saved Views into folders
- Image Library: Manage Images with EaseThe Image Library simplifies image management across Widgets, Forms, and Workspace Logos.
- Understanding Form Permissions in SmartSuiteSolution Manager permissions are required to create and manage Form Views
- Saved View (Reporting) ToolbarBuild dynamic saved views with our toolbar to gain insights and make better decisions
- Fields to DisplayDisplay or hide fields to customize your saved views
- SortingArrange data with simple and advanced sorting.
- Filtering records using conditionsNarrow the view of records using simple or advanced filters
- Advanced Filtering Using Filter Groups
- GroupingCreate collections of records using any field and data attribute.
- SpotlightHighlight records and fields in saved views to efficiently find and update similar data attributes.
- Row & Card SizeAdjust and set row sizes in Grid View and card sizes in Card and Kanban Views
- Find ControlHighlight record content in any SmartSuite view or saved view.
- Right-Click Actions within Grid ViewQuick record actions from right-click
- Bulk ActionsPerform bulk actions on records and cells
- Collapsing a Field in Grid View
- Bulk Paste Data in Grid ViewPaste multiple rows of data directly into Grid View
- How to Quickly Fill Cells Using Fill HandleQuickly copy and paste the values of one or more adjacent cells using the fill handle
- Grid EssentialsGet familiar with Grid View's powerful data management and usability features.
- Column Totals/ Summary FooterSummarize your data
- Undo / Redo ActionsUndo and redo actions like adding, editing, or deleting records
- Bar ChartEasily compare things across groups or track changes over time
- Column ChartCompare data sets and categories against each other with vertical columns
- Line ChartShow a continuous progression of a set of values to see trends and fluctuations in data
- Area ChartA perfect way to show changes in two or more related groups over time
- Pie ChartDisplay percentages and other proportional information at a glance
- Donut ChartEmphasize large differences in part-to-whole relationships in your data
- Scatter ChartObserve and show relationships between two numeric values
- Bubble ChartClearly visualize relationships between three numeric variables
- Chart View: Heat Map
- Using Lookup Fields in ChartsDrill deeper into your relationships across tables
SmartSuite Records
How to edit and manage content in SmartSuite records.
SmartSuite Forms
Collect data from external users, that is sync with your solution.
- Form ViewCollect data from external users with SmartSuite forms
- Sharing Forms
- Conditional Fields & Sections in FormsLearn how to set conditional rules in your forms to only show fields or sections when they're needed.
- Prefilled Forms in SmartSuiteLearn how to use URL parameters to prefill SmartSuite forms!
- Internal Forms in SmartSuiteInternal Forms let SmartSuite members fill out forms while staying inside the SmartSuite table. Unlike shared public forms, Internal Forms know who the current member is and follow that member’s…
- Forms Listing PageThe Forms Listing Page is a single, solution-level place to manage every form in a solution. From here, Solution Managers can view, search, create, duplicate, edit, and delete forms —…
- Form Style: Layout & Appearance
SmartSuite Dashboards
Discover ways to make your information visible and accessible with Dashboards.
- How to Create a DashboardLearn how Dashboards can give you visual access to all of your SmartSuite data and helpful information
- Public Dashboard SharingEasily share dynamic dashboards with a broader audience using SmartSuite’s Public Dashboard Sharing feature
- Dashboards: Export to PDF
- Dashboard Settings
- Dashboard Button Action: Create a Record
- Filters in View-Based Widgets