Records
How to edit and manage content in SmartSuite records.
By Emma and 1 other2 authors18 articles
- Show / Hide / Manage Fields
- How do I add a record: Adding a Record (row)Add a record with + New Record in any view, the plus row in Grid View, a Kanban column's plus, or by clicking a date in Calendar View.
- Record Cover ImageAdd personalized cover images to record displays
- Customize Terminology Used for RecordsPersonalize the terminology used for Records within your Table
- Saving a RecordCapture and secure your data at all times
- Commenting in a RecordCommunicate with team members directly where the work is being done
- How do I share, print or export a record: Sharing, exporting, and printing recordsCopy a record link from the ... menu or its Auto Number, print from record view, or export to PDF, Excel, CSV or Google Sheets.
- How do I delete records and get them back: Deleting / Restoring RecordsDelete one record from its ... menu, several with the bulk toolbar, or all demo data; restore from the Recycle Bin within 30 to 60 days.
- Who created/is viewing a recordKnow at a glance who created/ is currently viewing a SmartSuite record
- Next & Previous Record NavigationQuickly flip between records in any solution to make updates on the go or browse rich content.
- Record Field CommentsLeave comments directly tied to specific fields within a record
- How do I open and lay out a record page: Expanding Records (Record View)Open a record on its own page, arrange fields, sections and tabs, set display logic, comment, follow, share, print and export it.
- Choosing the right record layout
- Record SectionsOrganize record with sections to keep them looking clean and show only what you need to see
- Conditional Record Sections
- Conditional Record TabsKeep Your Record Pages Clean & Focused with Conditionally-Displayed Tabs