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SmartSuite Views
SmartSuite Views
Views allow you to see the same information from different angles.
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
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
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
Add a new row in Grid ViewAdd a new row in just one 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
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!
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