# SmartSuite Help Center

> Learn and Explore SmartSuite

## Getting Started

- [Learning SmartSuite: A Comprehensive Guide to Our Available Resources](https://help.smartsuite.com/en/articles/8940766-learning-smartsuite-a-comprehensive-guide-to-our-available-resources.md): Embark on your SmartSuite journey with confidence, knowing that these resources are here to empower you every step of the way
- [Getting Started with SmartSuite](https://help.smartsuite.com/en/articles/4356251-getting-started-with-smartsuite.md): Getting started with SmartSuite - your new way to work
- [Quick Tips](https://help.smartsuite.com/en/articles/8067191-quick-tips.md): Helpful shortcuts for managing records in SmartSuite.
- [SmartSuite Quickstart Guide](https://help.smartsuite.com/en/articles/6398892-smartsuite-quickstart-guide.md)
- [SmartSuite Academy](https://help.smartsuite.com/en/articles/8974103-smartsuite-academy.md): Free courses for anyone who wants to learn more about using SmartSuite
- [Getting Started Videos](https://help.smartsuite.com/en/articles/8262132-getting-started-videos.md)
- [Moving to SmartSuite](https://help.smartsuite.com/en/articles/4356267-moving-to-smartsuite.md): Bring your project, process, or workflow to SmartSuite.
- [Guide to SmartSuite's Structure](https://help.smartsuite.com/en/articles/4813212-guide-to-smartsuite-s-structure.md): Get to know the best platform for getting work done
- [SmartSuite Technical Requirements](https://help.smartsuite.com/en/articles/8070313-smartsuite-technical-requirements.md)
- [Glossary of SmartSuite Terminology](https://help.smartsuite.com/en/articles/8127439-glossary-of-smartsuite-terminology.md)
- [SmartSuite Home Page](https://help.smartsuite.com/en/articles/6399577-smartsuite-home-page.md): Our new and improved home page
- [Creating New Solutions](https://help.smartsuite.com/en/articles/12150039-creating-new-solutions.md)
- [Build your First Workflow](https://help.smartsuite.com/en/articles/6380769-build-your-first-workflow.md): Create a solution, select your fields and starting entering your data
- [Guide to Connecting Your Workflows](https://help.smartsuite.com/en/articles/6657864-guide-to-connecting-your-workflows.md): Create relationships between your workflows
- [Guide to View Types](https://help.smartsuite.com/en/articles/5097167-guide-to-view-types.md): Learn about how SmartSuite has the perfect way to display all of your data
- [Collaborate with your Team](https://help.smartsuite.com/en/articles/6378366-collaborate-with-your-team.md): Communicate with your team right where your work is being performed
- [Visualize Data with Charts](https://help.smartsuite.com/en/articles/6378337-visualize-data-with-charts.md): Start visualizing your data with SmartSuite charts
- [Getting Started with Dashboards](https://help.smartsuite.com/en/articles/6380654-getting-started-with-dashboards.md): Learn how Dashboards can give you visual access to all of your SmartSuite data and helpful information.
- [See Your Activity History](https://help.smartsuite.com/en/articles/4356265-see-your-activity-history.md): Know what everyone is working on and what changes they've made in real-time.
- [Use Member Directory to Connect](https://help.smartsuite.com/en/articles/4356264-use-member-directory-to-connect.md): Easily find, connect and collaborate with team members anywhere in the world.

## Troubleshooting

- [SmartSuite Support Resources](https://help.smartsuite.com/en/articles/6555114-smartsuite-support-resources.md): Integrated help panel, webinars, live demos, help articles, real-time chat, and more
- [How to View Service Status](https://help.smartsuite.com/en/articles/4800551-how-to-view-service-status.md)
- [How to Open your Browser's Console](https://help.smartsuite.com/en/articles/6846576-how-to-open-your-browser-s-console.md): This is how you can open your browser's console so we can more easily track down the issue you're experiencing.
- [Troubleshooting SmartSuite Issues](https://help.smartsuite.com/en/articles/8070349-troubleshooting-smartsuite-issues.md): Quick tips to resolve common problems you may encounter while using SmartSuite.
- [Submitting Feature Requests](https://help.smartsuite.com/en/articles/4758293-submitting-feature-requests.md): Where Customers Shape Our Product Roadmap
- [SmartSuite User Community](https://help.smartsuite.com/en/articles/6555112-smartsuite-user-community.md): Connect, share, and engage with our community
- [Contacting SmartSuite Support](https://help.smartsuite.com/en/articles/9006198-contacting-smartsuite-support.md): Accessing SmartSuite Support and Self-Service Resources
- [Troubleshooting Performance Issues](https://help.smartsuite.com/en/articles/8076023-troubleshooting-performance-issues.md)

## Account

- [Free Plan Sunset Guide](https://help.smartsuite.com/en/articles/13286510-free-plan-sunset-guide.md)
- [Manage Workspace Settings](https://help.smartsuite.com/en/articles/4758357-manage-workspace-settings.md): Adjust your SmartSuite workspace information to reflect your organization
- [Your Profile](https://help.smartsuite.com/en/articles/4789995-your-profile.md): Managing your individual SmartSuite user profile
- [Workspace Preferences](https://help.smartsuite.com/en/articles/4793528-workspace-preferences.md): Control the language and formatting of your SmartSuite content
- [Customizing Your SmartSuite Workspace Logo](https://help.smartsuite.com/en/articles/4793500-customizing-your-smartsuite-workspace-logo.md): Manage your SmartSuite Workspace logo to reflect your unique brand
- [Primary Contacts](https://help.smartsuite.com/en/articles/4789814-primary-contacts.md): How to add, edit, or remove primary SmartSuite contacts
- [Working Days](https://help.smartsuite.com/en/articles/4789979-working-days.md): Manage the Working Days settings in your workspace to ensure tasks, due dates, and scheduling processes align with your team’s availability.
- [Holiday Schedule](https://help.smartsuite.com/en/articles/4789890-holiday-schedule.md): Easily track holidays and major milestones for your organization by configuring your holiday calendar in SmartSuite.
- [Plans & Billing Settings](https://help.smartsuite.com/en/articles/6522829-plans-billing-settings.md): Manage billing for your SmartSuite Workspace with ease.
- [Time and Date personalization](https://help.smartsuite.com/en/articles/4806047-time-and-date-personalization.md): Managing Time Zone and Locale in SmartSuite
- [How to Deactivate a Workspace](https://help.smartsuite.com/en/articles/4769124-how-to-deactivate-a-workspace.md)
- [Canceling Your SmartSuite Workspace](https://help.smartsuite.com/en/articles/4759634-canceling-your-smartsuite-workspace.md): Steps to close your workspace and important considerations.
- [IP Restrictions](https://help.smartsuite.com/en/articles/9278341-ip-restrictions.md): Find out more about our IP Address Restrictions feature inside the Security tab of the workspace administration.
- [Workspace Usage: Stats and Management](https://help.smartsuite.com/en/articles/11326690-workspace-usage-stats-and-management.md): Understand and manage your SmartSuite Automations and API usage
- [Event Log Publication](https://help.smartsuite.com/en/articles/12739039-event-log-publication.md): Publish your SmartSuite logs to S3 for SIEM analysis or other activity tracking
- [Select a Plan](https://help.smartsuite.com/en/articles/4758298-select-a-plan.md): Upgrade a SmartSuite free trial to a paid plan
- [SmartSuite Plans, Features and Pricing](https://help.smartsuite.com/en/articles/4789240-smartsuite-plans-features-and-pricing.md): Learn about SmartSuite Plans, their pricing, and all of the features they include
- [Can I have multiple SmartSuite workspaces?](https://help.smartsuite.com/en/articles/4793246-can-i-have-multiple-smartsuite-workspaces.md)
- [Free Trial Period and Plan](https://help.smartsuite.com/en/articles/4759915-free-trial-period-and-plan.md): Take SmartSuite for a test drive and see how it can transform the way you work! Here’s everything you need to know about our free trial.
- [Upgrade or Downgrade Your Plan](https://help.smartsuite.com/en/articles/4759836-upgrade-or-downgrade-your-plan.md)
- [SmartSuite Limits](https://help.smartsuite.com/en/articles/4759983-smartsuite-limits.md): Understand SmartSuite subscription plan limits and overages
- [Automation Limits](https://help.smartsuite.com/en/articles/4759982-automation-limits.md): Understand SmartSuite Automation limits
- [API Transaction Limits](https://help.smartsuite.com/en/articles/4759981-api-transaction-limits.md): Understand SmartSuite subscription plan API transaction limits
- [File Storage Limits](https://help.smartsuite.com/en/articles/4759980-file-storage-limits.md): Understand SmartSuite subscription plan file storage limits
- [Introduction to Teams](https://help.smartsuite.com/en/articles/4793454-introduction-to-teams.md): Create teams to organize SmartSuite Members into groups for easy assignment
- [Creating and Managing Teams](https://help.smartsuite.com/en/articles/4797329-creating-and-managing-teams.md): How to create teams in SmartSuite and manage them
- [Deactivating/Reactivating a Team](https://help.smartsuite.com/en/articles/4797334-deactivating-reactivating-a-team.md): Disable a Team so that it can no longer be selected
- [Deleting/Restoring a Team](https://help.smartsuite.com/en/articles/4797331-deleting-restoring-a-team.md)
- [What are Team Members?](https://help.smartsuite.com/en/articles/4800423-what-are-team-members.md)
- [Managing & Inviting Members](https://help.smartsuite.com/en/articles/4797906-managing-inviting-members.md): Onboarding made easy
- [Add or Reduce Licensed Users \(Members\)](https://help.smartsuite.com/en/articles/4766085-add-or-reduce-licensed-users-members.md): Add or reduce total licensed Users \(SmartSuite Members\) from your subscription
- [Managing User Roles in SmartSuite](https://help.smartsuite.com/en/articles/4797910-managing-user-roles-in-smartsuite.md): Change a Member's role to give them just the right level of access to SmartSuite
- [Deactivating/Reactivating a Member](https://help.smartsuite.com/en/articles/4797915-deactivating-reactivating-a-member.md)
- [Configuring Single Sign-On \(SSO\)](https://help.smartsuite.com/en/articles/6267261-configuring-single-sign-on-sso.md): Learn how to configure your SmartSuite workspace for SSO to increase security and help your users be more efficient
- [Two-Factor Authentication](https://help.smartsuite.com/en/articles/9163772-two-factor-authentication.md)
- [Configuring SCIM](https://help.smartsuite.com/en/articles/12738919-configuring-scim.md): How to configure System for Cross-domain Identity Management \(SCIM\) for your SmartSuite workspace
- [SSO Login Issues and Recovery Scenarios](https://help.smartsuite.com/en/articles/13432779-sso-login-issues-and-recovery-scenarios.md): This guide outlines common SSO login scenarios, expected behavior, and step-by-step solutions
- [Assigning SmartSuite Member Roles via SCIM](https://help.smartsuite.com/en/articles/13566941-assigning-smartsuite-member-roles-via-scim.md)

## AI

- [Automation Action: AI Workflow Agent](https://help.smartsuite.com/en/articles/11644263-automation-action-ai-workflow-agent.md)
- [AI Workflow Agent: Connecting Your Provider](https://help.smartsuite.com/en/articles/11769675-ai-workflow-agent-connecting-your-provider.md)
- [SmartSuite AI Assistant \(SmartDoc\)](https://help.smartsuite.com/en/articles/7900592-smartsuite-ai-assistant-smartdoc.md): Use AI to generate or improve text inside our SmartDoc field!
- [10 AI Prompts for Marketers \(SmartDoc AI\)](https://help.smartsuite.com/en/articles/8219498-10-ai-prompts-for-marketers-smartdoc-ai.md)
- [AI Field Agents](https://help.smartsuite.com/en/articles/12944386-ai-field-agents.md): Bring intelligence directly into your workflows
- [AI Control Center: Providers and Models](https://help.smartsuite.com/en/articles/15927884-ai-control-center-providers-and-models.md)

## SmartSuite Automations

- [Automation Action: Send Webhook Request](https://help.smartsuite.com/en/articles/9997954-automation-action-send-webhook-request.md): Make HTTP requests to external systems from your SmartSuite automation
- [Automation Action: Looping](https://help.smartsuite.com/en/articles/10657814-automation-action-looping.md)
- [Looping Through Data from Webhook Actions](https://help.smartsuite.com/en/articles/11060541-looping-through-data-from-webhook-actions.md)
- [Looping Through Data from Webhook Triggers](https://help.smartsuite.com/en/articles/11060560-looping-through-data-from-webhook-triggers.md)
- [Looping with JSON Arrays in SmartSuite](https://help.smartsuite.com/en/articles/11060638-looping-with-json-arrays-in-smartsuite.md)
- [Understanding "Current Item" in Looping Actions](https://help.smartsuite.com/en/articles/11060306-understanding-current-item-in-looping-actions.md)
- [How can I use Email Layouts in SmartSuite automations?](https://help.smartsuite.com/en/articles/16140600-how-can-i-use-email-layouts-in-smartsuite-automations.md)
- [Automations: Introduction](https://help.smartsuite.com/en/articles/4857223-automations-introduction.md): Learn how you can use SmartSuite Automations to save time and streamline your work!
- [Email Sending Limits in SmartSuite](https://help.smartsuite.com/en/articles/13566545-email-sending-limits-in-smartsuite.md): Ensuring reliable email delivery and performance
- [Creating an Automation](https://help.smartsuite.com/en/articles/4860573-creating-an-automation.md): Step by step guide to creating your first automation
- [Automation Run History/Erroring](https://help.smartsuite.com/en/articles/7115398-automation-run-history-erroring.md): Learn how to check your automation's run history logs.
- [Automation Triggers](https://help.smartsuite.com/en/articles/5162303-automation-triggers.md): Discover how to set up triggers for your automations and explore the available options for both native SmartSuite and integration triggers.
- [Automation Conditions](https://help.smartsuite.com/en/articles/6464896-automation-conditions.md): Learn how to configure Automation Conditions in SmartSuite and Understand Each of our Available Operators.
- [SmartSuite Automation Actions](https://help.smartsuite.com/en/articles/5163903-smartsuite-automation-actions.md): Learn how to configure SmartSuite Automation actions
- [Managing Automations](https://help.smartsuite.com/en/articles/4868648-managing-automations.md): Editing, duplicating, deleting, disabling automations and SmartSuite Automation Limits
- [Using Checklists in Automations](https://help.smartsuite.com/en/articles/6621135-using-checklists-in-automations.md)
- [Common Automation Error Troubleshooting](https://help.smartsuite.com/en/articles/7855608-common-automation-error-troubleshooting.md): Troubleshooting the most common error messages in SmartSuite's Automation History
- [Automation Action: Merge Records](https://help.smartsuite.com/en/articles/8659146-automation-action-merge-records.md): Learn how to configure an automation that will identify and merge duplicate records in SmartSuite.
- [Automations: Using Action Data](https://help.smartsuite.com/en/articles/9395860-automations-using-action-data.md): Learn how to use automation action data in subsequent actions.
- [Automation Action: Create a Comment](https://help.smartsuite.com/en/articles/9529443-automation-action-create-a-comment.md): Learn how to automatically add comments to records using SmartSuite's native Create a Comment automation action.
- [Automation Action: Generate PDF](https://help.smartsuite.com/en/articles/9557268-automation-action-generate-pdf.md): Generate a PDF as part of a native SmartSuite automation!
- [Automation Trigger: Webhook](https://help.smartsuite.com/en/articles/10753627-automation-trigger-webhook.md)
- [Automation Trigger: Button Click](https://help.smartsuite.com/en/articles/11583642-automation-trigger-button-click.md): Learn how to use SmartSuite's button field type to trigger automations through manual user action.
- [SmartSuite: Send a Notification](https://help.smartsuite.com/en/articles/12620739-smartsuite-send-a-notification.md): Keep your team informed without leaving SmartSuite
- [Comparing “Record Matches” and “Record Updated” Triggers](https://help.smartsuite.com/en/articles/13134605-comparing-record-matches-and-record-updated-triggers.md): Understanding the differences between “when a record matches a condition” and “when a record is updated” triggers in automations
- [Automation Trigger: Google Gmail](https://help.smartsuite.com/en/articles/8069518-automation-trigger-google-gmail.md)
- [Automation Action: Salesforce](https://help.smartsuite.com/en/articles/7920982-automation-action-salesforce.md)
- [Automation Action: Intercom](https://help.smartsuite.com/en/articles/7920980-automation-action-intercom.md)
- [Automation Action: HubSpot](https://help.smartsuite.com/en/articles/6837165-automation-action-hubspot.md): Configure an action that allows you to create and update records in HubSpot
- [Automation Action: Outlook Email](https://help.smartsuite.com/en/articles/7920978-automation-action-outlook-email.md)
- [Automation Action: Google Sheets](https://help.smartsuite.com/en/articles/7920976-automation-action-google-sheets.md)
- [Automation Action: Google Drive](https://help.smartsuite.com/en/articles/7920975-automation-action-google-drive.md)
- [Automation Action: Slack](https://help.smartsuite.com/en/articles/7920865-automation-action-slack.md): Learn how to automatically send Slack messages based on a SmartSuite trigger.
- [Automation Action: Jira Cloud](https://help.smartsuite.com/en/articles/7919107-automation-action-jira-cloud.md): Use SmartSuite automations to create or update Jira Cloud issues
- [Automation Action: Microsoft Teams](https://help.smartsuite.com/en/articles/7920873-automation-action-microsoft-teams.md)
- [Automation Action: Google Calendar](https://help.smartsuite.com/en/articles/7920972-automation-action-google-calendar.md)
- [Automation Action: Google Gmail](https://help.smartsuite.com/en/articles/7920970-automation-action-google-gmail.md)
- [Automation Action: Twilio - Send SMS](https://help.smartsuite.com/en/articles/7920868-automation-action-twilio-send-sms.md)
- [Connecting SmartSuite to Bardeen](https://help.smartsuite.com/en/articles/8481517-connecting-smartsuite-to-bardeen.md): Explore the power of using SmartSuite & Bardeen to automate workflows and enhance productivity.
- [Automation Trigger: Outlook](https://help.smartsuite.com/en/articles/9508780-automation-trigger-outlook.md)
- [Automation Action: DocsAutomator](https://help.smartsuite.com/en/articles/12060448-automation-action-docsautomator.md): Use DocsAutomator to generate PDFs from your SmartSuite records
- [Automation Actions: Twilio - Send Voice Message](https://help.smartsuite.com/en/articles/14095449-automation-actions-twilio-send-voice-message.md): Place an outbound phone call through Twilio directly from an automation
- [Permissions Required to use Automations](https://help.smartsuite.com/en/articles/4868729-permissions-required-to-use-automations.md): Understand the requirements for creating, configuring and managing Automations
- [Dynamic Record Permissions](https://help.smartsuite.com/en/articles/13160396-dynamic-record-permissions.md)
- [Conditional Required Fields](https://help.smartsuite.com/en/articles/15959174-conditional-required-fields.md)

## Collaborating in SmartSuite

- [Collaborating in SmartSuite](https://help.smartsuite.com/en/articles/4752899-collaborating-in-smartsuite.md): Collaborate with your team about work happening, where the actual work is being done
- [Notifications](https://help.smartsuite.com/en/articles/4752877-notifications.md): View all notifications across your solution in one place
- [Communication Center](https://help.smartsuite.com/en/articles/6971532-communication-center.md): Comment and Email within the context of a record!
- [Conversations](https://help.smartsuite.com/en/articles/4752873-conversations.md): Collaborate seamlessly by having conversations where the work happens—in real time.
- [Member Directory](https://help.smartsuite.com/en/articles/4752879-member-directory.md): Find, connect, and collaborate with team members in our built in employee handbook
- [Real-Time Updates](https://help.smartsuite.com/en/articles/4763647-real-time-updates.md): Instantly see when anything and everything is updated: Who, what, when
- [@Mentions](https://help.smartsuite.com/en/articles/4752876-mentions.md): Mention your members to trigger notifications and bring them to the relevant work
- [Assign, Resolve, & Reopen Comments](https://help.smartsuite.com/en/articles/4752895-assign-resolve-reopen-comments.md): Turn discussions into assigned, trackable tasks that you can resolve or reopen at any time
- [Reactions to Comments](https://help.smartsuite.com/en/articles/4756011-reactions-to-comments.md): Express sentiment or acknowledge content with Reactions.
- [Record / Task Assignments](https://help.smartsuite.com/en/articles/4752886-record-task-assignments.md): Records and actions can be assigned as tasks in all the right ways.
- [Record Activity History](https://help.smartsuite.com/en/articles/4855582-record-activity-history.md): Track all of the changes made to a record
- [Who's Viewing a Record](https://help.smartsuite.com/en/articles/4752887-who-s-viewing-a-record.md): Collaborate with teammates in real time directly in solution records.
- [Following & Unfollowing a Record](https://help.smartsuite.com/en/articles/4752884-following-unfollowing-a-record.md): Follow your favorite topics to stay informed about changes and updates in SmartSuite records.
- [Communication Center: Connecting Outlook](https://help.smartsuite.com/en/articles/9298461-communication-center-connecting-outlook.md): Send email without leaving SmartSuite by using your own Outlook account
- [Communication Center: Connecting Gmail](https://help.smartsuite.com/en/articles/9389597-communication-center-connecting-gmail.md): Send email without leaving SmartSuite by using your own Gmail account

## Document Designer

- [Document Designer](https://help.smartsuite.com/en/articles/6864468-document-designer.md): Use SmartSuite Record Data to Generate Customized PDF Documents
- [Export to Document Template](https://help.smartsuite.com/en/articles/9450582-export-to-document-template.md): Select a Document Designer template when exporting to PDF to perfectly format your output

## SmartSuite Fields

- [Field Overview](https://help.smartsuite.com/en/articles/4806120-field-overview.md): Explore all information about fields & the options we offer for customizations
- [Supported Field Types in SmartSuite](https://help.smartsuite.com/en/articles/4575342-supported-field-types-in-smartsuite.md): Power up your workflows with our long list of customizable fields to manage any form of data
- [Record Title \(Primary Field\)](https://help.smartsuite.com/en/articles/4809788-record-title-primary-field.md): What is a primary field, its adjustable properties and view displays & converting to Auto-Generated
- [SmartSuite Field Management](https://help.smartsuite.com/en/articles/6497117-smartsuite-field-management.md): Learn how easy it is to manage your SmartSuite fields
- [Changing a Field's Type](https://help.smartsuite.com/en/articles/4813055-changing-a-field-s-type.md)
- [Adding/Modifying Field Help Text](https://help.smartsuite.com/en/articles/4808448-adding-modifying-field-help-text.md): Provide more information about the field using field help text
- [Default Text/Values in Fields](https://help.smartsuite.com/en/articles/4860592-default-text-values-in-fields.md): Strengthen processes by creating a starting text or values for fields in each new record
- [Open Comments Field](https://help.smartsuite.com/en/articles/6209569-open-comments-field.md): View the open comments, have discussions, or assign tasks to members directly where your work is
- [Team Field](https://help.smartsuite.com/en/articles/15016051-team-field.md): Assign work to entire teams with full permission inheritance, notifications routing, automations support, and a My Team filter for personalized views.
- [Text Field](https://help.smartsuite.com/en/articles/4582582-text-field.md): Add a single line of text like a name or title
- [Text Area Field](https://help.smartsuite.com/en/articles/4583230-text-area-field.md): Add text that can span multiple lines
- [Single Select Field](https://help.smartsuite.com/en/articles/4580389-single-select-field.md): Create custom values lists where only one choice can be selected
- [Multiple Select Field](https://help.smartsuite.com/en/articles/4580714-multiple-select-field.md): Create custom, predetermined, and default multiple choice values lists
- [Date Field](https://help.smartsuite.com/en/articles/4583257-date-field.md): Capture date and time values in Tables
- [Date Range Field](https://help.smartsuite.com/en/articles/4580780-date-range-field.md): Add start and end dates to records to build timelines
- [Time Field](https://help.smartsuite.com/en/articles/4583293-time-field.md): Add Time values to records
- [Number Slider Field](https://help.smartsuite.com/en/articles/4584164-number-slider-field.md): Turn numbers visual with a numerical slider
- [SmartDoc Field](https://help.smartsuite.com/en/articles/5121698-smartdoc-field.md): Create entire documents that combine free-form rich text, multimedia and more
- [Number Field](https://help.smartsuite.com/en/articles/4583831-number-field.md): Add number values to records with adjustable formats
- [Percent Field](https://help.smartsuite.com/en/articles/4584229-percent-field.md): Add percent values to Tables
- [Currency Field](https://help.smartsuite.com/en/articles/4586301-currency-field.md): Add currency fields to fit any geography
- [Email Field](https://help.smartsuite.com/en/articles/4586331-email-field.md): Add one or more valid email addresses to a record
- [Phone Field](https://help.smartsuite.com/en/articles/4602359-phone-field.md): Add phone numbers to contacts and accounts for any geography
- [Address Field](https://help.smartsuite.com/en/articles/4602675-address-field.md): Associate digital data with real-world places with real-time search via Google Maps for validation
- [Full Name Field](https://help.smartsuite.com/en/articles/4603135-full-name-field.md): Store important names in Records
- [Link Field](https://help.smartsuite.com/en/articles/4603925-link-field.md): Include website links in records
- [Yes / No Field](https://help.smartsuite.com/en/articles/4603967-yes-no-field.md): Indicate a state with a Yes / No Field
- [Files and Images Field](https://help.smartsuite.com/en/articles/4604002-files-and-images-field.md): Attach files and images that can be viewed and downloaded
- [Linked Record Field](https://help.smartsuite.com/en/articles/4604028-linked-record-field.md): Connect information across Solutions to share data and streamline saved views or tasks with our unique and customizable displays
- [First Created Field](https://help.smartsuite.com/en/articles/4604078-first-created-field.md): System field for tracking when a record was created and by who
- [Last Updated Field](https://help.smartsuite.com/en/articles/4605795-last-updated-field.md): Track who last edited a record and when
- [Due Date Field](https://help.smartsuite.com/en/articles/4612563-due-date-field.md): Visually track and manage due dates
- [Duration Field](https://help.smartsuite.com/en/articles/4613031-duration-field.md): Track a time duration in days, hours and minutes
- [Status Field](https://help.smartsuite.com/en/articles/4612960-status-field.md): Track the status of records with custom values to match your processes, create automations, and develop workflows
- [Checklist Field](https://help.smartsuite.com/en/articles/4615716-checklist-field.md): Manage a list of action items related to a work process or project
- [Time Tracking Log Field](https://help.smartsuite.com/en/articles/4613214-time-tracking-log-field.md): Track time spent working on a task or project
- [Assigned To Field](https://help.smartsuite.com/en/articles/4582977-assigned-to-field.md): Assign records to one or many members.
- [Repeating Tasks](https://help.smartsuite.com/en/articles/8160534-repeating-tasks.md): Automate routine tasks within a specific record
- [Percent Complete Field](https://help.smartsuite.com/en/articles/4613030-percent-complete-field.md): Visualize percent complete of work with a graphical slider
- [Collaborative Field Types](https://help.smartsuite.com/en/articles/4619698-collaborative-field-types.md): How to use specific Fields to collaborate
- [Rating Field](https://help.smartsuite.com/en/articles/4606006-rating-field.md): Add a visual rating using a scale of your choice
- [Vote Field](https://help.smartsuite.com/en/articles/4606456-vote-field.md): Create collaboration by allowing team members to cast a vote in records
- [Tag Field](https://help.smartsuite.com/en/articles/4612372-tag-field.md): Add tags to records to categorize data, enhance saved views, and search
- [Social Network Field](https://help.smartsuite.com/en/articles/4879309-social-network-field.md): Add links to one or more social networks within a record
- [Project Management Field Types](https://help.smartsuite.com/en/articles/4619877-project-management-field-types.md): How certain Fields help you manage projects and tasks
- [Count Field](https://help.smartsuite.com/en/articles/4615938-count-field.md): Count the number of Linked Records between Tables.
- [Rollup Field](https://help.smartsuite.com/en/articles/4616018-rollup-field.md): Summarize data from records linked to the current record
- [Lookup Field](https://help.smartsuite.com/en/articles/4616292-lookup-field.md): Display a field value from a Linked Record
- [Formula Field](https://help.smartsuite.com/en/articles/4616379-formula-field.md): Calculate a value based on other fields in the Record
- [Auto Number Field](https://help.smartsuite.com/en/articles/4616487-auto-number-field.md): Add unique identifiers to Tables
- [IP Address Field](https://help.smartsuite.com/en/articles/4617355-ip-address-field.md): Capture valid IPv4 and IPv6 addresses.
- [Record ID Field](https://help.smartsuite.com/en/articles/4616715-record-id-field.md): Add a unique system-generated ID to each Record
- [Signature Field](https://help.smartsuite.com/en/articles/4617002-signature-field.md): Capture electronic signatures and track acknowledgements
- [Color Picker Field](https://help.smartsuite.com/en/articles/4617326-color-picker-field.md): Easily select and manage colors in HEX, RGB, or CMYK formats, ensuring consistent branding and flexible design choices.
- [Sub Items Field \(Deprecated\)](https://help.smartsuite.com/en/articles/4616781-sub-items-field-deprecated.md): Learn about the migration of Sub-Items to Linked Records
- [Button Field](https://help.smartsuite.com/en/articles/6805151-button-field.md): Turn records into action hubs, letting teams launch links, workflows, forms, and related resources with a single click
- [Conditional Counts, Lookups, & Rollups](https://help.smartsuite.com/en/articles/7852394-conditional-counts-lookups-rollups.md): Learn how to filter information brought in by a Linked Record.
- [Count & Rollups click through](https://help.smartsuite.com/en/articles/6606648-count-rollups-click-through.md): View the data behind count and rollup field values for easy access to every detail
- [Dependency Field](https://help.smartsuite.com/en/articles/8609918-dependency-field.md): Streamline task management by tracking dependencies for tasks, processes, or work items.
- [SmartDoc Feature: Activity History](https://help.smartsuite.com/en/articles/5121525-smartdoc-feature-activity-history.md): See how your SmartDoc has been edited \(and by whom!\) over time
- [SmartDoc Feature: The '/' \(Slash Command\)](https://help.smartsuite.com/en/articles/5121340-smartdoc-feature-the-slash-command.md): A quick and easy way to add advanced embeds and markup to your SmartDoc
- [SmartDoc: @mentions](https://help.smartsuite.com/en/articles/5108197-smartdoc-mentions.md): Mention and communicate with SmartSuite members and teams directly inside of rich text SmartDocs
- [SmartDoc Feature: Tables](https://help.smartsuite.com/en/articles/5120786-smartdoc-feature-tables.md): Add configurable tables to your documents to get organized and make your data look great
- [SmartDoc Feature: Table of Contents](https://help.smartsuite.com/en/articles/5120100-smartdoc-feature-table-of-contents.md): Help readers navigate large documents with an automatically-generated list of SmartDoc headings
- [SmartDoc Feature: Callouts](https://help.smartsuite.com/en/articles/5108387-smartdoc-feature-callouts.md): Visually improve the presentation of your information with callouts
- [SmartDoc Feature: Code Blocks](https://help.smartsuite.com/en/articles/5111497-smartdoc-feature-code-blocks.md): Help your code stand out from your content with code blocks
- [SmartDoc Field: Embed Videos](https://help.smartsuite.com/en/articles/6871600-smartdoc-field-embed-videos.md): Embed videos directly into SmartDocs to enhance your content with visual demonstrations and presentations.
- [SmartDoc Feature: Links](https://help.smartsuite.com/en/articles/5118274-smartdoc-feature-links.md): Embed links to SmartSuite content records, saved views or external URLs
- [SmartDoc Feature: Images](https://help.smartsuite.com/en/articles/5118006-smartdoc-feature-images.md): Add, resize and position images in a SmartDoc to illustrate your ideas
- [SmartDoc Feature: Formatting](https://help.smartsuite.com/en/articles/5117595-smartdoc-feature-formatting.md): Add emphasis and call attention to your content with SmartDoc formatting
- [SmartDoc Feature: File Attachments](https://help.smartsuite.com/en/articles/5112630-smartdoc-feature-file-attachments.md): Access files directly in-line with relevant information
- [SmartDoc Feature: Emoji](https://help.smartsuite.com/en/articles/5112486-smartdoc-feature-emoji.md): Use emoji and symbols to add emotion and character to your SmartDoc
- [SmartDoc: Using Markdown](https://help.smartsuite.com/en/articles/5107950-smartdoc-using-markdown.md): Shortcuts to formatting and embed functions to streamline your SmartDoc editing
- [SmartDoc Hot Keys](https://help.smartsuite.com/en/articles/6630601-smartdoc-hot-keys.md): Faster commands in SmartDocs
- [SmartDoc: Collaborative Mode](https://help.smartsuite.com/en/articles/8349023-smartdoc-collaborative-mode.md)
- [SmartDoc: Whiteboard Feature](https://help.smartsuite.com/en/articles/8766663-smartdoc-whiteboard-feature.md): Level up your SmartDoc field by using an embedded whiteboarding capability!
- [SmartDoc: Export to PDF](https://help.smartsuite.com/en/articles/9071902-smartdoc-export-to-pdf.md)

## SmartSuite Formulas

- [Introduction to Formulas](https://help.smartsuite.com/en/articles/4753728-introduction-to-formulas.md)
- [Formula Examples](https://help.smartsuite.com/en/articles/4755523-formula-examples.md): Examples of simple, intermediate, and complex formulas to help get you started
- [Create and Edit Formulas](https://help.smartsuite.com/en/articles/4756093-create-and-edit-formulas.md)
- [Formula Restrictions](https://help.smartsuite.com/en/articles/4757633-formula-restrictions.md): The short list of formula field limitations and restrictions
- [Combine Text from Two or More Fields](https://help.smartsuite.com/en/articles/4757714-combine-text-from-two-or-more-fields.md): Use a SmartSuite Formula Field to quickly create customized text
- [Reference Data from other Tables](https://help.smartsuite.com/en/articles/4757753-reference-data-from-other-tables.md): Use data stored in other Tables within your formulas
- [Formula Field Error Messages](https://help.smartsuite.com/en/articles/4758127-formula-field-error-messages.md): Formula field errors and what they mean
- [Date Based Formulas](https://help.smartsuite.com/en/articles/4758198-date-based-formulas.md): Compare or adjust dates in your SmartSuite formulas
- [Formatting Formula Results](https://help.smartsuite.com/en/articles/10258278-formatting-formula-results.md): Learn how to take your formulas to the next level by formatting the formula output!
- [Formula Frequently Asked Questions](https://help.smartsuite.com/en/articles/4756057-formula-frequently-asked-questions.md): Your guide to common questions and solutions about using formulas in SmartSuite.
- [Formula Functions & Operators](https://help.smartsuite.com/en/articles/8686451-formula-functions-operators.md): This article provides a comprehensive reference to all available functions and operators within SmartSuite's Formula field type. It is designed for users who want to utilize the Advanced Mode of th...

## Integrations

- [Creating/Connecting a SmartSuite Form in Fillout](https://help.smartsuite.com/en/articles/8265225-creating-connecting-a-smartsuite-form-in-fillout.md): Use a Fillout form to create new records in SmartSuite
- [Add Files from Box.com to SmartSuite](https://help.smartsuite.com/en/articles/8261840-add-files-from-box-com-to-smartsuite.md): Easily add existing files from Box.com to your SmartSuite records
- [Connecting SmartSuite to Ply](https://help.smartsuite.com/en/articles/8265340-connecting-smartsuite-to-ply.md): Create add-ons, tools and notification that streamline complex processes and supercharge productivity
- [Connecting SmartSuite to WeWeb](https://help.smartsuite.com/en/articles/8265328-connecting-smartsuite-to-weweb.md): Deploy custom front-end applications using the power of low-code and no-code with SmartSuite data
- [Add Files from Dropbox to SmartSuite](https://help.smartsuite.com/en/articles/8264299-add-files-from-dropbox-to-smartsuite.md): Easily add existing files from DropBox to your SmartSuite records
- [Add Files from OneDrive to SmartSuite](https://help.smartsuite.com/en/articles/8268281-add-files-from-onedrive-to-smartsuite.md): Easily add existing files from Microsoft OneDrive to your SmartSuite records
- [Add Files from OneDrive for Business to SmartSuite](https://help.smartsuite.com/en/articles/8268440-add-files-from-onedrive-for-business-to-smartsuite.md): Easily add existing files from Microsoft OneDrive for Business to your SmartSuite records
- [Add Photos from Facebook to SmartSuite](https://help.smartsuite.com/en/articles/8269232-add-photos-from-facebook-to-smartsuite.md): Easily attach images from your Facebook page in SmartSuite
- [Connecting SmartSuite to Noloco](https://help.smartsuite.com/en/articles/8440112-connecting-smartsuite-to-noloco.md): Easy-to-use yet powerful and flexible front-end application that can now be used for all your SmartSuite data
- [Connecting Softr to SmartSuite](https://help.smartsuite.com/en/articles/8580588-connecting-softr-to-smartsuite.md): Utilizing SmartSuite as a data source for your Softr application
- [Connecting SmartSuite to Relay](https://help.smartsuite.com/en/articles/8689133-connecting-smartsuite-to-relay.md): Explore our recent integration with Relay, a workflow automation tool
- [Integrating SmartSuite with Skyvia](https://help.smartsuite.com/en/articles/10310231-integrating-smartsuite-with-skyvia.md): Effortlessly connect and manage your SmartSuite data using Skyvia's robust integration tools.
- [SmartSuite for Microsoft 365](https://help.smartsuite.com/en/articles/13565082-smartsuite-for-microsoft-365.md): Administrator Setup Guide
- [Getting Started with Zapier](https://help.smartsuite.com/en/articles/5904011-getting-started-with-zapier.md)
- [Retrieving your API Key and Workspace Id](https://help.smartsuite.com/en/articles/6096587-retrieving-your-api-key-and-workspace-id.md): Learn how to retrieve your API key and Workspace Id for use with Zapier and other integrations
- [Connect SmartSuite and Zapier](https://help.smartsuite.com/en/articles/6096705-connect-smartsuite-and-zapier.md): Connect SmartSuite with our Zapier connector to interact with thousands of other platforms
- [Automate Your Workflows with Zapier](https://help.smartsuite.com/en/articles/6092620-automate-your-workflows-with-zapier.md): Connect SmartSuite to other tools and automate all of your work
- [Zapier Find Record](https://help.smartsuite.com/en/articles/6609716-zapier-find-record.md): Using Zapier to Find Records in SmartSuite
- [Getting Started with Make](https://help.smartsuite.com/en/articles/6805200-getting-started-with-make.md)
- [Connecting SmartSuite with Make](https://help.smartsuite.com/en/articles/6805191-connecting-smartsuite-with-make.md)
- [Make Triggers & Actions](https://help.smartsuite.com/en/articles/6805203-make-triggers-actions.md)

## SmartSuite Mobile App

- [SmartSuite Mobile: Chart Widget Display](https://help.smartsuite.com/en/articles/11066617-smartsuite-mobile-chart-widget-display.md)
- [Mobile Dashboards: Grid View Widget](https://help.smartsuite.com/en/articles/11205530-mobile-dashboards-grid-view-widget.md)
- [Mobile Dashboard Widgets: Supported Features and Limitations Guide](https://help.smartsuite.com/en/articles/13706670-mobile-dashboard-widgets-supported-features-and-limitations-guide.md): Learn which Dashboard Widgets are supported on mobile and how to build effective mobile-friendly dashboards
- [Mobile: Document View](https://help.smartsuite.com/en/articles/14289912-mobile-document-view.md): Create and work with rich-text documents on the go
- [Mobile Dashboards: Chart View Widget](https://help.smartsuite.com/en/articles/16222514-mobile-dashboards-chart-view-widget.md): Mobile Dashboards: Chart View Widget

## My Work

- [My Work](https://help.smartsuite.com/en/articles/4951176-my-work.md): See all of your tasks from every part of your SmartSuite workspace at a glance.

## SmartSuite Policy

- [Regional Access Restrictions](https://help.smartsuite.com/en/articles/8067393-regional-access-restrictions.md): Understand where SmartSuite usage is restricted and how to download your data if needed
- [SmartSuites Data Processing Addendum](https://help.smartsuite.com/en/articles/8067394-smartsuites-data-processing-addendum.md)
- [SmartSuite Subprocessors](https://help.smartsuite.com/en/articles/8067407-smartsuite-subprocessors.md)
- [HIPAA and FERPA Compliance](https://help.smartsuite.com/en/articles/8067432-hipaa-and-ferpa-compliance.md): Ensuring compliance with federal data privacy laws for healthcare and education.
- [SmartSuite and GDPR](https://help.smartsuite.com/en/articles/8067449-smartsuite-and-gdpr.md): Ensuring compliance with Europe's General Data Protection Regulation \(GDPR\).
- [SmartSuite Security Practices](https://help.smartsuite.com/en/articles/8067466-smartsuite-security-practices.md): Ensuring the security and privacy of your data.
- [ ISO/IEC 27001 & SOC-2 Type 1](https://help.smartsuite.com/en/articles/8749148-iso-iec-27001-soc-2-type-1.md): Explore our attained certifications demonstrating our commitment to fortifying data security

## SmartSuite Pro Tips

- [Utilizing Column Totals in Grid View](https://help.smartsuite.com/en/articles/6555908-utilizing-column-totals-in-grid-view.md)
- [Duplicate Your Fields, Tables, Views, and Solutions](https://help.smartsuite.com/en/articles/6555912-duplicate-your-fields-tables-views-and-solutions.md)
- [Find Recently Accessed Items](https://help.smartsuite.com/en/articles/6555931-find-recently-accessed-items.md): Quickly locate solutions, reports, records, and admin pages you’ve recently accessed using Power Search.
- [Expand SmartDoc Fields](https://help.smartsuite.com/en/articles/6555942-expand-smartdoc-fields.md)
- [Starring Commonly Accessed Solutions](https://help.smartsuite.com/en/articles/6555945-starring-commonly-accessed-solutions.md): Keep your most important Solutions front and center with SmartSuite’s starring feature.
- [Using Space Bar to Open Records in Grid View](https://help.smartsuite.com/en/articles/6555946-using-space-bar-to-open-records-in-grid-view.md): Quickly open records in Grid View using the spacebar for a more efficient workflow.
- [Interactive Legends in Charts](https://help.smartsuite.com/en/articles/6555954-interactive-legends-in-charts.md): Filter and customize the data displayed in your charts using Interactive Legends.
- [Interface Tips & Tricks](https://help.smartsuite.com/en/articles/6098033-interface-tips-tricks.md): Expand your view to see all of your saved view information
- [Sharing Grid View in Read Only State](https://help.smartsuite.com/en/articles/6555939-sharing-grid-view-in-read-only-state.md): Easily share a Grid View report with non-SmartSuite users.
- [Keyboard Shortcuts](https://help.smartsuite.com/en/articles/6555853-keyboard-shortcuts.md): Speed up your workflows by using SmartSuite keyboard shortcuts
- [Filter by Current User](https://help.smartsuite.com/en/articles/6555888-filter-by-current-user.md): See only the work assigned to you
- [Show/Hide Toolbar](https://help.smartsuite.com/en/articles/6555893-show-hide-toolbar.md)
- [Using Auto-Generated Titles](https://help.smartsuite.com/en/articles/6555902-using-auto-generated-titles.md)
- [Open Document Template with a Button](https://help.smartsuite.com/en/articles/8097873-open-document-template-with-a-button.md): Open a specific Document Designer template and populate it with a specific record's content
- [Using Browser Back Button to Navigate Solutions](https://help.smartsuite.com/en/articles/6399687-using-browser-back-button-to-navigate-solutions.md): Easily navigate in and out of SmartSuite Solutions using your browser's back and next buttons.

## SmartSuite Product Updates

- [Product Updates: March 2026 Edition](https://help.smartsuite.com/en/articles/14645579-product-updates-march-2026-edition.md)
- [Product Updates: February 2026 Edition](https://help.smartsuite.com/en/articles/14645570-product-updates-february-2026-edition.md)
- [Product Updates: January 2026 Edition](https://help.smartsuite.com/en/articles/14645562-product-updates-january-2026-edition.md)
- [Product Updates: December 2025 Edition](https://help.smartsuite.com/en/articles/14645545-product-updates-december-2025-edition.md)
- [Product Updates: November 2025 Edition](https://help.smartsuite.com/en/articles/12945568-product-updates-november-2025-edition.md)
- [Product Updates: October 2025 Edition](https://help.smartsuite.com/en/articles/12685126-product-updates-october-2025-edition.md)
- [Product Updates: August 2025 Edition](https://help.smartsuite.com/en/articles/12214712-product-updates-august-2025-edition.md)
- [Product Updates: July 2025 Edition](https://help.smartsuite.com/en/articles/11725355-product-updates-july-2025-edition.md)
- [Product Updates: September 2024 Edition](https://help.smartsuite.com/en/articles/9875565-product-updates-september-2024-edition.md): Create visually stunning, interactive portals and personalized workflow pages
- [Product Updates: July 2024 Edition](https://help.smartsuite.com/en/articles/9566517-product-updates-july-2024-edition.md)
- [Product Updates: April 2024 Edition](https://help.smartsuite.com/en/articles/9236695-product-updates-april-2024-edition.md): Conditional display of sections, folder permissions, automation updates, and more!
- [Product Updates: March 2024 Edition](https://help.smartsuite.com/en/articles/9056612-product-updates-march-2024-edition.md): Merge record automation action, view descriptions, new formula functions for related records, and more!
- [Product Updates: January 2024 Edition](https://help.smartsuite.com/en/articles/8749099-product-updates-january-2024-edition.md): New Side Navigation Panel, Dependencies, Gantt, Undo/ Redo and more!
- [Product Updates: September 2023 Edition](https://help.smartsuite.com/en/articles/8358247-product-updates-september-2023-edition.md)
- [Product Updates: July 2023 Edition](https://help.smartsuite.com/en/articles/8358478-product-updates-july-2023-edition.md): Repeating tasks, form updates, Gmail trigger, SmartDoc AI, and more!
- [Product Updates: June 2023 Edition](https://help.smartsuite.com/en/articles/8183246-product-updates-june-2023-edition.md): Grid View updates, Shareable Card Views, Condition Logic in Forms, Array & Lookup Formulas, and more!
- [Product Updates: May 2023 Edition](https://help.smartsuite.com/en/articles/7852695-product-updates-may-2023-edition.md): Conditional Rollups & Lookups, Guest Role Status Change, Drag & Auto-Populate, and more!
- [Product Updates: April 2023 Edition](https://help.smartsuite.com/en/articles/7852691-product-updates-april-2023-edition.md): Conditional Forms, Email Templates, and Guests Access Improvements
- [Product Updates: March 2023 Edition](https://help.smartsuite.com/en/articles/7126183-product-updates-march-2023-edition.md): Document Designer, Communication Center, Data Schema, Shared Solutions, and more
- [Product Updates: December 2022 Edition](https://help.smartsuite.com/en/articles/6825232-product-updates-december-2022-edition.md): Button Field • Field Permissions • New Automation Actions • Make.com • Auto Time-tracking • Share Solutions • View Folders, and more!
- [Product Updates: September 2022 Edition](https://help.smartsuite.com/en/articles/6613566-product-updates-september-2022-edition.md): Bulk Field Updates • Forms • Add Fields in Record View • Automation Triggers/Actions • Ply Relationship - and more!
- [Product Updates: July 2022 Edition](https://help.smartsuite.com/en/articles/6425005-product-updates-july-2022-edition.md): New Home Page • Bulk Actions • Add New Rows in Grid View • Slack & Gmail Automations • Default Workspace • User Community
- [Product Updates: June 2022 Edition](https://help.smartsuite.com/en/articles/6425000-product-updates-june-2022-edition.md): Form • Automations • Table Permissions • Chart Widget • Shared Grid View • Single Sign-On • Idea Exchange
- [Product Updates: May 2022 Edition](https://help.smartsuite.com/en/articles/6424998-product-updates-may-2022-edition.md): Metrics Widgets • Chart Enhancements • Zapier • Auto Generated Record Titles • Closed Assignments
- [Product Updates: April 2022 Edition](https://help.smartsuite.com/en/articles/6424997-product-updates-april-2022-edition.md): My Work • Time Tracking • Dashboards • Timeline View • Record Sections • Integrated Help Panel • Mobile App
- [Product Updates: March 2022 Edition](https://help.smartsuite.com/en/articles/6424994-product-updates-march-2022-edition.md): Charts • Member Directory • Availability Status • Grid-Inline Edit • Grid-Column Totals • Data Import • Print/Export • Duplicate Solutions
- [Product Updates: February 2022 Edition](https://help.smartsuite.com/en/articles/6424991-product-updates-february-2022-edition.md): Formulas • SmartDocs • Kanban • Activity History • Conversations • File Management • Real Time Updates • Power Search
- [Product Updates: January 2022 Edition](https://help.smartsuite.com/en/articles/6424966-product-updates-january-2022-edition.md): Notification Panel • Recycle Bin • Calendar View • Card View • Map View • Solution Permissions

## SmartSuite Solutions

- [Introduction to Solutions](https://help.smartsuite.com/en/articles/4816448-introduction-to-solutions.md): What is a SmartSuite Solution & how to add, access, and manage them
- [Solution Templates](https://help.smartsuite.com/en/articles/4951461-solution-templates.md): Get started quicker with our pre-built industry class solutions to support your processes, projects and specific use cases
- [Deleting demo data](https://help.smartsuite.com/en/articles/6502670-deleting-demo-data.md): Easily delete the demo data after you customize your solution
- [Solution Managers Overview / How to add or remove them](https://help.smartsuite.com/en/articles/4828145-solution-managers-overview-how-to-add-or-remove-them.md): The Solution Manager role and how to add/remove them
- [Managing Solution Permissions](https://help.smartsuite.com/en/articles/4770333-managing-solution-permissions.md): How to use Solution permissions to give the right level of access to members and your teams
- [Solution Guides](https://help.smartsuite.com/en/articles/5613342-solution-guides.md): Document your process through SmartSuite Solution Guides
- [Solution Guide Examples](https://help.smartsuite.com/en/articles/6636978-solution-guide-examples.md)
- [Share Solutions](https://help.smartsuite.com/en/articles/6848880-share-solutions.md): Share solutions and their data outside of SmartSuite and copy your Solutions into different workplaces
- [Creating Solutions from Scratch](https://help.smartsuite.com/en/articles/4820124-creating-solutions-from-scratch.md): Unlock the full power of SmartSuite to customize workflow, bolster unique processes and visualize data for improved business intelligence
- [Dashboards: Data Schema Widget](https://help.smartsuite.com/en/articles/7115285-dashboards-data-schema-widget.md): Visualize all your Workspace Solution's Tables, Fields, and Relationships
- [Selecting a Solution Color & Icon](https://help.smartsuite.com/en/articles/4853727-selecting-a-solution-color-icon.md): Pick a color to visually distinguish your solution and select a relevant icon
- [Customizing a Solution](https://help.smartsuite.com/en/articles/4988173-customizing-a-solution.md): Creating your custom workflow in solutions
- [Duplicating a Solution](https://help.smartsuite.com/en/articles/4839848-duplicating-a-solution.md): Make a copy of an existing Solution to utilize similar structure and save time developing new workflows
- [Deleting a Solution](https://help.smartsuite.com/en/articles/4828263-deleting-a-solution.md): Delete solutions that you no longer use
- [Table Icons](https://help.smartsuite.com/en/articles/8749118-table-icons.md): Select from a variety of icons to display next to your table names for enhanced organization and personalization.
- [Solution Packaging](https://help.smartsuite.com/en/articles/12097457-solution-packaging.md): Easily bundle, share, and install complete SmartSuite solutions across workspaces

## SmartSuite Views

- [View Overview](https://help.smartsuite.com/en/articles/6500608-view-overview.md): Look at your data in the best view - how views can level up your workflows
- [Folder Permissions](https://help.smartsuite.com/en/articles/9084548-folder-permissions.md): Apply permissions to Folders to present Views to a specific audience
- [Dashboard Widgets: Bubble and Scatter Charts](https://help.smartsuite.com/en/articles/10844336-dashboard-widgets-bubble-and-scatter-charts.md)
- [Editable Drill-in Grids](https://help.smartsuite.com/en/articles/10949445-editable-drill-in-grids.md): Easily 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?](https://help.smartsuite.com/en/articles/16140868-how-do-linked-records-behave-in-shared-views-in-smartsuite.md)
- [SmartSuite View Types](https://help.smartsuite.com/en/articles/4765984-smartsuite-view-types.md): Instantly shift between unique views of your data to discover insights, power workflow and enhance business decisions.
- [Grid View](https://help.smartsuite.com/en/articles/4765974-grid-view.md): Spreadsheet meets Database in a powerful interactive data grid.
- [Card View](https://help.smartsuite.com/en/articles/4765975-card-view.md): Visualize your data, images, documents and more.
- [Kanban View](https://help.smartsuite.com/en/articles/4765976-kanban-view.md): Visualize workflows, tasks and project milestones to keep work moving forward.
- [Calendar View](https://help.smartsuite.com/en/articles/4765982-calendar-view.md): Never miss a deadline with interactive calendar view
- [Timeline View](https://help.smartsuite.com/en/articles/4765981-timeline-view.md): Visualize work streams and schedules over a custom period of time with interactive timeline view
- [Map View](https://help.smartsuite.com/en/articles/4765978-map-view.md): Visualize work in the physical world, anywhere on Earth.
- [Chart View](https://help.smartsuite.com/en/articles/4766045-chart-view.md): Analyze record data to discover insights and make better business decisions.
- [Gantt View](https://help.smartsuite.com/en/articles/8610014-gantt-view.md): Streamline Project Management with Gantt Charts
- [Document View](https://help.smartsuite.com/en/articles/12691398-document-view.md)
- [View Panel: Working with Saved Views](https://help.smartsuite.com/en/articles/6493788-view-panel-working-with-saved-views.md): Instant insight to your data: saved views basics, available types, and using them in SmartSuite
- [Creating a Saved View](https://help.smartsuite.com/en/articles/6493633-creating-a-saved-view.md): The process of creating a new saved view from start to finish
- [Duplicating a Saved View](https://help.smartsuite.com/en/articles/4793199-duplicating-a-saved-view.md): Use an existing saved view as a starting point to quickly refine and analyze data
- [Deleting a View](https://help.smartsuite.com/en/articles/4793365-deleting-a-view.md): Keep reports relevant and organized by removing Views you no longer need.
- [Locked Views](https://help.smartsuite.com/en/articles/6606615-locked-views.md): Lock your Saved Views to protect workflows
- [View Folders](https://help.smartsuite.com/en/articles/6864504-view-folders.md): Organize your Saved Views into folders
- [Image Library: Manage Images with Ease](https://help.smartsuite.com/en/articles/10022451-image-library-manage-images-with-ease.md): The Image Library simplifies image management across Widgets, Forms, and Workspace Logos.
- [Understanding Form Permissions in SmartSuite](https://help.smartsuite.com/en/articles/10088624-understanding-form-permissions-in-smartsuite.md): Solution Manager permissions are required to create and manage Form Views
- [Saved View \(Reporting\) Toolbar](https://help.smartsuite.com/en/articles/4766217-saved-view-reporting-toolbar.md): Build dynamic saved views with our toolbar to gain insights and make better decisions
- [Fields to Display](https://help.smartsuite.com/en/articles/4766218-fields-to-display.md): Display or hide fields to customize your saved views
- [Sorting](https://help.smartsuite.com/en/articles/4766220-sorting.md): Arrange data with simple and advanced sorting.
- [Filtering records using conditions](https://help.smartsuite.com/en/articles/4766221-filtering-records-using-conditions.md): Narrow the view of records using simple or advanced filters
- [Advanced Filtering Using Filter Groups](https://help.smartsuite.com/en/articles/8303041-advanced-filtering-using-filter-groups.md)
- [Grouping](https://help.smartsuite.com/en/articles/4766222-grouping.md): Create collections of records using any field and data attribute.
- [Spotlight](https://help.smartsuite.com/en/articles/4766225-spotlight.md): Highlight records and fields in saved views to efficiently find and update similar data attributes.
- [Row & Card Size](https://help.smartsuite.com/en/articles/4766226-row-card-size.md): Adjust and set row sizes in Grid View and card sizes in Card and Kanban Views
- [Find Control](https://help.smartsuite.com/en/articles/4766227-find-control.md): Highlight record content in any SmartSuite view or saved view.
- [Right-Click Actions within Grid View](https://help.smartsuite.com/en/articles/6885428-right-click-actions-within-grid-view.md): Quick record actions from right-click
- [Add a new row in Grid View](https://help.smartsuite.com/en/articles/6516130-add-a-new-row-in-grid-view.md): Add a new row in just one click
- [Bulk Actions](https://help.smartsuite.com/en/articles/6403879-bulk-actions.md): Perform bulk actions on records and cells
- [Collapsing a Field in Grid View](https://help.smartsuite.com/en/articles/7183185-collapsing-a-field-in-grid-view.md)
- [Bulk Paste Data in Grid View](https://help.smartsuite.com/en/articles/6882689-bulk-paste-data-in-grid-view.md): Paste multiple rows of data directly into Grid View 
- [How to Quickly Fill Cells Using Fill Handle](https://help.smartsuite.com/en/articles/7852442-how-to-quickly-fill-cells-using-fill-handle.md): Quickly copy and paste the values of one or more adjacent cells using the fill handle
- [Grid Essentials](https://help.smartsuite.com/en/articles/4816332-grid-essentials.md): Get familiar with Grid View's powerful data management and usability features.
- [Column Totals/ Summary Footer](https://help.smartsuite.com/en/articles/4772592-column-totals-summary-footer.md): Summarize your data
- [Undo / Redo Actions](https://help.smartsuite.com/en/articles/8766616-undo-redo-actions.md): Undo and redo actions like adding, editing, or deleting records
- [Bar Chart](https://help.smartsuite.com/en/articles/5043683-bar-chart.md): Easily compare things across groups or track changes over time
- [Column Chart](https://help.smartsuite.com/en/articles/5043690-column-chart.md): Compare data sets and categories against each other with vertical columns
- [Line Chart](https://help.smartsuite.com/en/articles/5043691-line-chart.md): Show a continuous progression of a set of values to see trends and fluctuations in data
- [Area Chart](https://help.smartsuite.com/en/articles/5043694-area-chart.md): A perfect way to show changes in two or more related groups over time
- [Pie Chart](https://help.smartsuite.com/en/articles/5043695-pie-chart.md): Display percentages and other proportional information at a glance
- [Donut Chart](https://help.smartsuite.com/en/articles/5043696-donut-chart.md): Emphasize large differences in part-to-whole relationships in your data
- [Scatter Chart](https://help.smartsuite.com/en/articles/5043700-scatter-chart.md): Observe and show relationships between two numeric values
- [Bubble Chart](https://help.smartsuite.com/en/articles/5043707-bubble-chart.md): Clearly visualize relationships between three numeric variables
- [Chart View: Heat Map](https://help.smartsuite.com/en/articles/9566494-chart-view-heat-map.md)
- [Using Lookup Fields in Charts](https://help.smartsuite.com/en/articles/12143653-using-lookup-fields-in-charts.md): Drill deeper into your relationships across tables
- [Print & Export Saved Views](https://help.smartsuite.com/en/articles/4793382-print-export-saved-views.md): Share your data with others, print, or export right from the view

## Scripting

- [Subscribing Script Widgets to Filter Widget State Changes](https://help.smartsuite.com/en/articles/13566717-subscribing-script-widgets-to-filter-widget-state-changes.md): Dynamically receive updates from selected Filter Widgets in your script
- [Advanced Scripting Functions](https://help.smartsuite.com/en/articles/13566882-advanced-scripting-functions.md): Powerful new SDK functions for your custom code