Changelog
Follow up on the latest improvements and updates.
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We’re excited to roll out a new Scripting capability:
Subscribe to Filter Widget state changes
. Previously, Script widgets had no way to access or stay in sync with the state of other dashboard widgets. This update removes that limitation, allowing script widgets running in sandboxed iframes to automatically receive filter state and respond to changes in real time. The result is dashboards that behave more like interactive applications rather than static reports.Key Highlights
- Real-Time State Awareness: Script widgets can now receive events when a subscribed Filter widget changes. Previously, filter values were not accessible to scripts.
- Initial State Access on Load: Each Script widget now receives the current filter state when it initializes, ensuring it starts with the correct context.
- Targeted Subscriptions: Subscribe to specific Filter widgets so only relevant filter changes trigger your scripts.
- Enhanced Dashboard Interaction: Build responsive, interconnected dashboards where widgets react dynamically to shared state.
- Built for the Future: The underlying design supports future expansion to additional dashboard events, such as grid selection or record focus changes.
How It Works
- Script widgets subscribe to one or more Filter widgets using a secure subscription API that delivers both the current filter state and subsequent updates directly to the script.
- When a Filter widget changes, the subscribed script receives an event with the latest selection data and can respond automatically.
- The subscription model ensures scripts stay synchronized with filter state throughout the dashboard session.
- Multiple Script widgets can subscribe independently, with subscriptions scoped to the active dashboard session to prevent cross-interference.
This update removes a long-standing limitation around cross-widget awareness and enables true event-driven scripting on dashboards—unlocking more dynamic, context-aware SmartSuite experiences.
improved
Collaboration & Security
Automations: SmartSuite email action send limits
We’ve introduced email sending safeguards to help ensure reliable and consistent communication across SmartSuite workspaces. These protections are designed to maintain platform stability while supporting everyday notification and automation use.
Key Highlights
- Email Sending Safeguards: Workspaces on Free, Trial, Team, and Pro plans now have a daily email sending limit in place to ensure consistent delivery and prevent unintended overuse.
- Enterprise-Ready by Design: Enterprise and Signature plans are not impacted and continue to operate without email sending limits.
- Clear Failure Messaging: If a workspace reaches its daily email sending threshold, any affected automation will fail with a clear, readable message so teams understand why the action did not complete.
How It Works
- The email sending limit applies at the workspace level and covers all emails sent within a 24-hour period.
- Once the limit is reached, email-based automations pause and display a clear message indicating that the workspace has reached its email sending limit.
- Email sending automatically resumes once the limit window resets.
- If your organization requires a higher email sending limit, you can reach out to SmartSuite Support to discuss available options.
These safeguards help ensure dependable email delivery across SmartSuite while providing a clear path forward for teams with higher-volume communication needs.
improved
All Plans
UI & Reporting
Charts: Advanced Formatting for X and Y Axis
We’re excited to introduce new advanced formatting options for your chart axes. Now you can precisely control the numerical display for both X and Y axes in your charts, making your data visualization clearer and more tailored to your needs.
Key Highlights
- Formatting Settings Button: For every applicable axis, you’ll see a dedicated “Formatting Settings” button that gives you complete control over number, currency, or percent displays.
- Customizable Modal: Clicking the button opens a modal where you can adjust settings such as precision, decimal and thousands separators, large number abbreviations, and even the currency code when needed.
- Smart Defaults: If you choose not to customize, the system will automatically use formatting options pulled from the first numeric field in your Values section, and will continue to auto-adjust unless you’ve made a manual change.
How It Works
- For each supported chart type - including dashboard views, standalone charts, and embedded widgets - a “Formatting Settings” button appears on any numeric axis that can be formatted.
- When you click the button, a modal appears displaying all available formatting options.
- Select your desired formatting type (Number, Currency, or Percent) and further adjust specific settings like precision and separators to suit your data.
- The system initially applies default formatting based on the first numeric value entered, and it will update automatically as field orders change until you open the modal and set your own preferences.
- Once you define your custom settings, they remain consistent even if you rearrange chart fields later on.
This enhancement ensures your charts are not only more visually appealing but also perfectly formatted to highlight your key data insights.
We’ve rolled out a series of improvements designed to make your SmartSuite scripting experience more intuitive and powerful. This update boosts usability and security while adding several highly requested functions for handling files, navigation, external requests, and UI styling.
Key Highlights
- Hydrated Records Option: Retrieve extra record details effortlessly using the hydrated flag on GET/List requests.
- Secure Redirection: A new function now lets your script safely send users to specific records, tables, or solutions in one simple step.
- File Download Capability: Trigger secure downloads of blob data directly from your scripts with the new download_data() function.
- Proxy Fetch Support: Bypass common CORS issues by routing external HTTP requests through a smart proxy service – complete with an easy-to-manage URL allowlist.
- Grid Selections: Quickly obtain the IDs of records selected in a grid widget using the get_grid_selections() method.
- CSS Injection: Enhance your script interfaces by injecting basic CSS into iframes to ensure a consistent look and feel.
How It Works
- Developers can now leverage a set of new SDK methods—such as download_data(), redirect_to(), get_file(), and get_grid_selections()—to perform file downloads, secure navigation, and data retrieval with a simple postMessage to the SmartSuite host.
- When using download_data(), the script encodes the file’s data and securely triggers a download without redirecting the user away from the current tab.
- The redirect_to() function safely hands off navigation tasks to the SmartSuite host, ensuring that only valid, permitted destinations are used.
- For external HTTP calls, proxyFetch routes your request through our secure server-side endpoint, while a dedicated UI allows you to configure a URL allowlist for added safety.
- Lastly, injecting basic CSS into iframes helps maintain consistent styling across components embedded in your scripts, making your customizations look great every time.
This comprehensive update is aimed at simplifying your development process and enhancing overall script functionality in SmartSuite. Enjoy faster, more secure, and visually cohesive scripting!
improved
All Plans
UI & Reporting
Charts: Enhanced Numeric Formatting in Tooltips
We’ve rolled out an update to our charts that improves the way numeric values are displayed when you hover over any chart segment. Previously, tooltips ignored your custom numeric formatting options, which could leave your charts looking off. Now, tooltips accurately reflect settings like decimals, thousands separators, currency symbols, and more - making your data presentations look both precise and professional.
Key Highlights
- Field-Level Formatting: Chart tooltips now display numeric values using the formatting settings you define for each field.
- Broad Compatibility: This enhancement applies to all Chart Views, whether you’re using standalone features or embedded Chart Widgets.
- Consistent Appearance: Whether it’s a formula, lookup, or standard numeric field, the appropriate decimal precision, currency symbols, and large number abbreviations are respected.
- Locale & Default Settings: For numeric fields lacking a specific configuration, formatting automatically follows your locale settings, with a default precision of .00 when needed.
How It Works
- When you hover over a chart segment, the tooltip checks the numeric field’s defined formatting - displaying numbers with the correct separators, symbols, and precision.
- The update ensures that all numeric fields, including those from formulas and lookups, use field-level settings for a consistent look across all your charts.
- If a field doesn’t have explicit precision set, or if the value is derived from an AVG operator with a default of 1, the system defaults to showing numbers with a .00 precision.
improved
All Plans
Formula Field: Complexity Validation
We’ve introduced improvements to the Formula Field that help keep formulas performant and easier to maintain by proactively managing complexity. These updates provide clearer guidance as you build formulas, helping prevent expressions that could lead to performance issues or unexpected errors.
Key Highlights
- Linked Record Depth Limit: New validation enforces a maximum linked-record depth of 3 levels, with immediate feedback when a formula exceeds this limit.
- Formula Complexity Warnings: As you build a formula, SmartSuite now warns you when you’re approaching complexity limits and shows a clear error if the limit is exceeded.
- Backward Compatibility: Existing formulas that exceed these limits will continue to run as-is. The new validation applies only to newly created or edited formulas.
- Clear Visual Feedback: Warning messages are visually distinct (yellow/orange with an alert icon), making it easy to tell the difference between cautions and blocking errors.
How It Works
- While creating or editing a formula, SmartSuite continuously evaluates linked-record depth and overall expression complexity.
- When a formula approaches the supported limits, a warning appears to help you simplify before issues arise.
- If a formula exceeds the allowed limits, an error message guides you to revise the expression before saving.
- These safeguards also enable behind-the-scenes optimizations that improve overall formula performance and system reliability.
This update helps you build cleaner, more efficient formulas while protecting performance at scale—resulting in a smoother, more predictable formula-editing experience.
improved
All Plans
Automations & Integrations
Scripting Widget
SmartSuite now supports a powerful new Script Widget designed to provide developers and technical users with a flexible way to create interactive widgets using JavaScript and HTML. This new capability allows you to dynamically render UI, interact with SmartSuite data using a secure SDK, and build fully custom extensions directly within your dashboards.
Key Highlights
- New Script Widget available in dashboards, enabling secure JavaScript + HTML scripting.
- Scripts execute in a sandboxed iFrame with access to the SmartSuite JavaScript SDK.
- Full access to platform entities such as Solutions, Tables, Records, Members, and Metadata (e.g. add fields, duplicate solutions).
- Enhanced editor UI with syntax-highlighted code input and split-panel preview.
- Dedicated Run button for executing scripts on demand without auto-triggering on each keystroke.
- Support for persistent key/value storage tied to widgets for storing configuration.
How It Works
- Add the Script Widget from your dashboard and open the enhanced editor.
- Write JavaScript functions and define UI using HTML.
- Use the SmartSuite SDK to fetch and manipulate platform data.
- Preview output on the right-hand panel and use the Run button to test.
- Save your script when it’s ready. Script changes are not auto-saved and will be lost on reload unless explicitly saved.
- Scripts are executed on page load or through user-defined events (e.g., button click).
SmartSuite’s new Script Widget empowers users to build fully customized, interactive dashboard components using HTML and JavaScript, with secure access to platform data via a sandboxed SDK environment.
We've refreshed Workspace Administration to make finding settings simpler and more intuitive. The main menu has now shifted from a top row display to a left-side vertical panel that organizes your tools into a two-level hierarchy, allowing for easier navigation through your workspace settings.
Key Highlights
- Left-Side Navigation: The main menu has been relocated from its previous top row position to a vertical panel on the left, giving you a clearer view of your Workspace Administration items.
- Two-Level Structure: The menu now supports a hierarchical layout. Items are grouped into primary categories like Workspace Administration and Security / Access, with related sub-items nested underneath.
- Streamlined Settings: Several existing options under Workspace Administration / General have been repositioned. For instance, settings such as Workspace Profile, Workspace Settings, Logo, Primary Contacts, Working Days, and the SmartSuite AI Assistant are now condensed for easier access.
How It Works
- Administrators and users will now find key settings along a reorganized left sidebar. This change not only declutters the interface but also divides functionalities into clearly defined groups.
- The updated menu structure separates general workspace configuration from security settings such as IP Address Restrictions, SSO, 2FA, and more - ensuring that sensitive controls are easier to locate.
- SmartSuite continues to enhance its administrative interfaces, offering clearer structure, better organization, and more user-friendly controls across your workspace.
This update is part of our ongoing effort to refine workspace organization and navigation. Enjoy a cleaner, more intuitive interface that puts all your essential settings within reach.
new
Enterprise
Signature
SmartSuite for Microsoft 365
We’re introducing the initial release of Office 365 integrations, establishing a secure and controlled foundation for connecting O365 at the workspace level. This release focuses on connection management, permissions, and system email behavior, with additional functionality planned for future phases.
Key Highlights
- Office 365 Integration: Workspace-level support for connecting Office 365 is now available for Enterprise and Signature plans.
- Explicit Enable/Disable Controls: Integrations are disabled by default and must be explicitly enabled by an Account Administrator.
- Permission-Based Access: Only Account Administrators can configure or modify Office 365 integration settings.
- System Email Configuration (Phase 1): System email behavior is now tied to the Office 365 connection state, with safe defaults in place.
- Secure Defaults by Design: Workspaces remain protected until an administrator intentionally activates the integration.
How It Works
- Account Administrators can connect Office 365 from a new Integrations section within Workspace Settings, with clear success and error feedback during setup.
- Once connected, system emails are sent via the Office 365 email bot using the configured system email. Until a default email is set, messages continue to send from noreply@smartsuite.com
- Administrators are prompted with confirmations when disabling or removing the integration, and notification emails are sent to ensure visibility and accountability.
- Email settings automatically adapt based on whether Office 365 is connected, exposing configuration options only when applicable.
- A workspace-level flag ensures Office 365 remains inactive until explicitly enabled, establishing a secure baseline for future enhancements.
This initial release establishes the core Office 365 integration framework, enabling future expansion into Communications Center and automation workflows in upcoming phases.
new
All Plans
Automations: Allow Creation of New Choices
Introducing Automations: Creation of New Choices
We’re excited to roll out a new automation capability designed to simplify the management of Single and Multiple Select fields. With this update, your automations can now automatically add a new choice when an input value isn’t already available, making it easier to capture dynamic results like those from AI Actions.
Key Highlights
- Automation-Driven Choices: Enable your automation to add missing options directly into Single and Multiple select fields.
- Intuitive Field Interaction: When you hover over a field, a checkbox appears along with a helpful icon that explains how the feature works.
- Case-Insensitive Matching: The system compares existing choices in a case-insensitive way, ensuring smooth updates even if the input varies in letter case.
- Handling Mixed Inputs: Whether the input contains a mix of existing and new values, the automation efficiently processes and adds only the missing choices.
- Safe and Reliable: The addition of new choices is controlled via a locking mechanism, ensuring that updates to the field structure are made accurately and safely even during parallel executions.
How It Works
- On receiving an input with a new choice entry, the system displays an option to enable the creation of that choice.
- When enabled, the automation locks the field, checks the current structure, and safely updates the field with the new choice(s).
- This process is designed to be transactional, ensuring that each update is handled seamlessly without overlapping changes.
This update is now available across all plan types. Enjoy a more dynamic and adaptable way to keep your select fields current as your data changes.
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