SmartSuite Solutions
Learn about SmartSuite Solutions and how to manage them
By Peter and 1 other2 authors20 articles
- Solution GuidesDocument your process through SmartSuite Solution Guides
- Solution Guide Examples
- Share SolutionsShare solutions and their data outside of SmartSuite and copy your Solutions into different workplaces
- Creating Solutions from ScratchUnlock the full power of SmartSuite to customize workflow, bolster unique processes and visualize data for improved business intelligence
- Dashboards: Data Schema WidgetVisualize all your Workspace Solution's Tables, Fields, and Relationships
- Selecting a Solution Color & IconPick a color to visually distinguish your solution and select a relevant icon
- Customizing a SolutionCreating your custom workflow in solutions
- Duplicating a SolutionMake a copy of an existing Solution to utilize similar structure and save time developing new workflows
- Deleting a SolutionDelete solutions that you no longer use
- Table IconsSelect from a variety of icons to display next to your table names for enhanced organization and personalization.
- Solution PackagingEasily bundle, share, and install complete SmartSuite solutions across workspaces
SmartSuite Tables
Collect items of the same type and add Records that hold information about those distinct items
- Table OverviewOrganize items of the same type
- Adding, Deleting, Duplicating, Hiding/Showing a TableLearn how to manage tables within a SmartSuite Solution to organize and optimize your workflows.
- Moving a Table to Another SolutionNo need to recreate your Tables and their fields through Table duplication
- Linking Records in SmartSuiteLinking from one Table to any other Table in SmartSuite - but also across different Solutions