Changelog

Follow up on the latest improvements and updates.

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improved

All Plans

Automations & Integrations

Make Connector: Record Actions & Dependency Support

Make_Updates
We’ve released new enhancements to the SmartSuite Make.com connector that make it easier to build powerful, efficient scenarios with less complexity.
Key Highlights
  • Dependency field is now supported, enabling better management of record relationships.
  • New "Upsert Record" action allows you to create or update a record in a single step.
  • Native "Delete Record" action makes it easy to remove records directly.
  • Bulk actions let you create, update, or delete groups of records in one operation.
How it Works
  • Use the Dependency field in supported actions to set or retrieve record relationships.
  • Select the "Upsert Record" action to automatically create or update based on matching criteria.
  • Choose the "Delete Record" action to remove records by ID.
  • Use the bulk action options to process multiple records in a single call.
These updates give teams more flexibility and control when automating SmartSuite with Make.

new

All Plans

Automations & Integrations

Automation Trigger: When a Button is Clicked

Whats New page - When a button is clicked
You can now trigger automations directly from a Button field — giving users a way to manually initiate workflows from within a record. Ideal for approvals, escalations, or custom update actions that need to happen on demand.
Key Highlights
  • New Button Action: Select “Execute Automation” when configuring a Button field.
  • New Trigger Type: “SmartSuite: When a Button is Clicked” is now available in the Automation builder.
  • Two Setup Paths: Create automations from the Button field or from the Automation builder.
  • Visual Pairing: Buttons clearly show their linked automation and provide direct access.
  • Activity History Logging: Button clicks and results are recorded, including success, failure, or skipped conditions.
  • Click Protection: Buttons are only clickable if the paired automation is active and properly configured.
How it Works
  • Add a Button field to a record and choose Execute Automation as the action.
  • Create or link to an automation directly from the Button setup flow.
  • Alternatively, start from the Automation builder using the Button Clicked trigger.
  • The system automatically links the button and automation, with visual pairing shown in both places.
  • When clicked, the button runs the automation and shows real-time success or failure feedback.
  • Click events are logged in Activity History with detailed results.
This update gives teams more control over when and how automations run, putting powerful actions at users’ fingertips.

improved

Automations & Integrations

Webhook & Custom Prompt JSON Node Editing

Edit_JSON
SmartSuite automation builders can now edit any JSON node in Webhook triggers/actions and the Custom Prompt AI action without deleting and rebuilding it.
Key Points
  • Inline edit option replaces the old “delete-and-recreate” workflow.
  • Supports Webhook (trigger & action) and Custom Prompt AI action.
  • Single-click pencil icon (or double-click on the node) opens the familiar node-configuration modal.
  • Feature rolls out to every subscription tier with no extra permissions required.
How it Works
  • Hover a node to reveal the new pencil icon beside the trash bin.
  • Click the icon (or double-click the node) to launch the pre-populated configuration modal.
  • Adjust any parameter value, then save - updates apply instantly to the JSON payload.
  • The component-level enhancement means the same editing flow wherever JSON nodes appear in automation Webhooks or AI prompts.
A small change that makes it easier to manage complex automations to help you edit, save, and deploy your automations faster.

improved

All Paid Plans

Forms: Clickable Logo Links

add_widget
SmartSuite Forms now let you turn the header logo into a live hyperlink, perfect for guiding respondents back to your company website or any resource you choose.
Key Points
  • Paid plan workspaces can now attach any URL to a form’s header logo
  • A context-aware Add Link / Edit Link button appears next to Edit Logo once a logo is uploaded.
  • Links always open in a new browser tab, preserving the responder’s place in the form.
  • Removing the URL instantly reverts the logo to a non-clickable image.
How it Works
  • Upload or select a logo in your Form
  • Click Add Link to specify destination URL and save.
  • The feature reuses SmartSuite’s rich-link component for consistent styling and future enhancements.
  • If no URL is set (or it’s deleted), the logo behaves like a standard image with no default redirect.
Put your brand front and center and guide form visitors exactly where you want them with a single click on your logo.
Whats New page - Add Widget Inline
SmartSuite dashboards now let you drop new widgets exactly where you need them. Instead of always landing at the bottom of the layout, a subtle + icon appears between existing widgets on hover; choose any item from the Widget Library and it is placed right in that spot—keeping your dashboard flow intact.
Key Highlights
  • Inline + Add Widget control surfaces between widgets as you hover.
  • Opens the full Widget Library, so every widget type is available in-context.
  • Honors current row / column sizing so the new widget fits the surrounding layout automatically.
  • Keyboard-accessible: press Tab to focus the inline control, then Enter to open the library.
  • Works in both grid and free-form dashboard layouts.
  • Fully backwards-compatible—existing dashboards gain the feature instantly, with no migration required.
How it Works
  • Hover anywhere between two widgets and click the floating + button that appears.
  • The Widget Library opens; pick the widget you want to add.
  • SmartSuite inserts the chosen widget precisely where the inline control was shown.
  • Drag-and-drop or resize as usual to fine-tune your dashboard.
This update makes building pixel-perfect dashboards faster and more intuitive—no more dragging new widgets from the bottom of the page back up to their intended positions.
Whats New page - LR Cover Image
We've enhanced the form experience by adding support for cover images in selection grids when choosing records in Linked Record fields. This visual upgrade helps users more easily identify and select the correct linked item—especially useful for image-driven use cases like selecting people, products, assets, or projects.
Key Highlights
  • Visual Previews in Forms: Linked Record selection grids now display cover images directly within form views, just like in standard grid selectors elsewhere in SmartSuite.
  • Same Configuration: Cover images are configured by selecting an image field (Files & Images) in the Linked Record field settings—no extra steps needed.
  • Consistent Experience: Users enjoy a consistent and intuitive experience whether selecting linked records from a form or within the main workspace.
How It Works
  • In the Linked Record field settings, choose a field from the related table that contains image content (e.g., a Files & Images field) to act as the cover image.
  • When a form respondent clicks to select a related record, the selection grid will now include thumbnail previews of those images.
  • This functionality mirrors the experience of standard linked record selectors, but is now available within forms.
  • This enhancement adds helpful context to linked record choices and makes SmartSuite forms more visual and user-friendly.
This enhancement adds helpful context to linked record choices and makes SmartSuite forms more visual and user-friendly.

new

All Paid Plans

Automations & Integrations

Workspace Usage: Stats and Management

Whats New page - Account Usage
SmartSuite now gives administrators a single place to track, manage, and control Automation Runs and API Calls. The new Usage tab in Account Administration shows real‑time consumption, up to 12 months of history, and lets you decide whether to allow automatic pay‑as‑you‑go “Auto‑Increment” purchases when you hit your plan’s monthly limits.
Key Highlights
  • Dedicated Usage page with two tabs: Automations (default) and Integrations (API), each showing the current month’s totals.
  • Period drop‑down on every tab lets you view any of the last 12 months without leaving the page.
  • Auto‑Increment toggle (one per tab) lets admins decide whether to buy extra blocks automatically.
  • Clear in‑app banners warn when usage passes 80 % (yellow) or 100 % (red) while Auto‑Increment is off.
  • When Auto‑Increment is on, each add‑on purchase is logged on screen (8 rows initially, “Show more” loads the next 8) and triggers an email + in‑app notification.
How It Works
  • Open Account Administration → Usage (admins only).
  • Review the live progress bar and numerical counters; use the drop‑down to switch months or hover to see exact totals versus plan limits.
  • Switch between Automations and Integrations (API) tabs to monitor each quota independently.
  • Click the Auto‑Increment toggle to enable or disable automatic add‑on billing; confirm the action in the modal.
  • Turn the toggle off at any time to halt further purchases; existing add‑ons remain active until the end of the month (unused units expire).
  • Use the “Show more” link to expand the add‑on log in batches of eight and export invoices from Workspace Billing if needed.
This Usage dashboard puts cost control and transparency front‑and‑centre, ensuring your automations and integrations keep running smoothly—or pause precisely when you want them to.
Whats New page - Dashboards - Grid View Widget
SmartSuite dashboards now support native Mobile Grid View widgets on iOS and Android, bringing the power of tabular data to every screen without extra setup.
Key Highlights
  • Native rendering of any existing Grid View dashboard widget in the SmartSuite mobile app
  • Responsive layout automatically optimizes columns, grouping, filters, and conditional formatting for smaller screens
  • Tap a row to open the full record, make edits, launch comments, or run record‑level actions from mobile
  • Works out of the box, with no configuration changes required; every current dashboard inherits mobile support at release
How it Works
  • Ensure you have the latest SmartSuite mobile app (version 9.12 or later) from the App Store or Google Play
  • Open a dashboard that contains a Grid View widget; it will load in a touch‑friendly list format
  • Swipe horizontally to reveal additional columns and vertically to browse records
  • Use built‑in filters, grouping toggles, and conditional formatting just as you would on the desktop
  • Tap any row to view and edit record fields or trigger available record‑level actions; all changes sync instantly
This update puts critical list data at your fingertips wherever you work—review, update, and act on records in real time without switching to a desktop.

new

Automations & Integrations

Automations: Looping Action

Whats New page - Looping Action
SmartSuite now supports a Looping action in automations, allowing you to repeat a group of actions for each item in a list—unlocking powerful iteration capabilities for dynamic workflows.
Key Highlights
  • Action Type: Looping – Executes a group of actions once for every item in a selected list.
  • Advanced Logic Group: Appears under a new “Advanced Logic” section in the automation builder.
  • Visual Container: Looping groups are styled differently and always appear as the final action block.
  • Supported Inputs: Accepts lists from Find actions or Webhook actions that return arrays of simple types or objects.
  • Current Item: Adds a dynamic output for each item in the list, with object keys or record fields selectable in dropdowns.
  • Action Limit: Supports up to 10 actions inside a looping group.
  • Run History: Looped actions are grouped with individual statuses, expandable on demand.
How it Works
  • Add a Looping action from the automation builder’s Advanced Logic section.
  • Choose an input list from a Find or Webhook action.
  • Add actions to the Looping container using the sidebar.
  • Use the “Current Item” variable inside the loop to access each record or object.
  • Save and run—each action group will execute per list item in isolation.
This feature helps streamline repetitive tasks without manual duplication of logic. Whether you're iterating over records or processing data from a webhook, Looping gives you granular control inside a clean, visual interface.
Whats New page - Enhanced Array Handling
We’re excited to announce that you can now configure arrays of objects as outputs in Webhook actions (HTTPS requests to REST endpoints returning JSON), then feed those object lists directly into Looping actions for powerful, structured automation.
Key Highlights
  • Webhook actions can now expose JSON arrays of objects as configurable outputs
  • Each object within the array becomes available for subsequent Looping actions
  • Object keys are listed in a dropdown for easy field mapping
  • Supports any REST endpoint returning JSON arrays via a Webhook action
  • The original full JSON payload remains accessible for backward compatibility
How it works
  • In the Webhook action setup, call an HTTP endpoint and inspect its JSON response
  • Select the array of objects from the response to define a new output field
  • That array output appears as the Input List option when adding a Looping action
  • The Looping container iterates over each object, exposing it as the Current item
  • Keys from the first object determine the available outputs; other response elements stay available
This feature enables smarter, more flexible automations—especially when integrating with external systems that return structured lists via webhook or REST request.
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