Changelog
Follow up on the latest improvements and updates.
RSS
improved
UI & Reporting
Charts: Backend Value Calculation
SmartSuite has enhanced Chart and Chart Widget performance by shifting value calculations to the backend, allowing for smoother rendering and support for larger datasets.
Key Highlights:
- Backend Processing for Chart Calculations: All calculations are now performed server-side, eliminating the need to load all records on the frontend.
- Improved Performance & Scalability: Resolves previous limitations on large datasets (~5K+ records), enabling faster chart rendering.
- Seamless Widget Updates: Backend-calculated values ensure faster, smoother display in dashboard widgets.
How It Works:
- When a chart widget is added or modified, calculations occur in the backend instead of the browser.
- The frontend receives only the processed data, ensuring faster load times and reduced memory usage.
- Users can still modify chart settings, with updates processed without performance degradation.
This update significantly enhances chart responsiveness, reliability, and scalability, ensuring a seamless experience when visualizing large data sets in SmartSuite.
new
All Plans
Collaboration & Security
Form View: Consent Element
SmartSuite Forms now include a Consent Element, providing a structured way to capture user consent while maintaining flexibility in form design.
Key Highlights:
- New Static Display Element: Available in the Display Elements section for easy integration.
- Single Consent Checkbox: Users confirm acknowledgment by checking a single box that applies to all outlined points.
- Mandatory When Included: No “require” option; if the element is present, checking the box is mandatory for submission.
- Multiple Consent Sections: Users can add multiple consent elements via drag-and-drop.
- Conditional Display Logic: If visible, users must check the box to proceed. If hidden due to conditional logic, the form can be submitted without it.
- Submission Validation: Ensures acknowledgment only when the section is visible.
- Default Consent Text: If left blank, the system reverts to:“Please provide your consent by checking the box.”
- Always Interactive: No read-only or hidden options; the element remains interactive when displayed.
How It Works:
- Open Form Builder and add the Consent Element from the Display Elements section.
- Enter custom acknowledgment text (optional, defaults to system text if left blank).
- Configure conditional display rules if necessary.
- When the form is displayed, users must check the box before submission.
This enhancement streamlines consent collection, ensuring compliance while maintaining a seamless user experience within SmartSuite Forms.
improved
All Plans
Data & Field Management
Import: Support for Phone Type
SmartSuite’s contact import process has been enhanced to include Phone Type mapping, ensuring more structured and accurate data imports. This update allows Solution Managers to import phone numbers with predefined types, reducing manual corrections and improving data integrity.
Key Highlights:
- Nested Phone Field Mapping: The Phone field now has an optional Phone Type sub-field displayed during the import mapping process.
- Always Available During Import: Phone Type mapping is available regardless of Phone field display settings. If later enabled, previously stored values will appear correctly.
- Predefined Phone Types: The following supported types can be imported: Office (default), Mobile, Home, Fax, Other.
- Handling Multiple Values in a Single Cell: Users can import multiple phone numbers and types in a single cell, separated by commas.
- Consistent Display & Storage: Users can choose to display either Phone Only or Phone with Type.
- No API or Mobile Impact: The update affects only the import process and does not require API or mobile app modifications.
How It Works:
- Structure the dataset with comma-separated numbers and types.
- Start an Import and map the Phone field.
- Select the optional Phone Type sub-field.
- Complete the import, and SmartSuite will automatically assign types and organize numbers accordingly.
This enhancement ensures seamless phone data management, reducing errors and eliminating manual data adjustments for imported contacts.
improved
All Plans
Data & Field Management
Read-Only Form Fields
SmartSuite Forms now support Read-Only Fields, allowing form creators to disable user edits for specific fields while still displaying important data.
Key Highlights:
- New "Read-Only" Setting: A checkbox in Form Configuration, similar to "Hide Field from Users."
- Pre-Filled Values Supported: Read-only fields can still be pre-filled using URL parameters.
- Clear UI Indication: Read-only fields visually appear disabled (Lock icon and gray background to indicate non-editable status)
- No Impact on Conditional Logic: Read-only fields still function within conditional display rules.
- No Impact on Existing Forms: Previously shared or configured forms remain unchanged.
How It Works:
- Open Form Configuration and enable the "Read-Only" checkbox for any field.
- The field remains visible but cannot be edited by users submitting the form.
- If the field has a pre-filled value, it will still be included in the submission.
- Fields with dropdowns will no longer display the selection arrow, preventing user changes.
This enhancement extends SmartSuite’s Form functionality, ensuring form creators can lock important values while preserving dynamic pre-filling and conditional behavior.
new
All Plans
UI & Reporting
Card View Widget
The Card View Widget brings the flexibility and visual appeal of SmartSuite’s Card View directly into your dashboard, allowing you to organize and display records in a structured, intuitive format.
Key Highlights:
- Dashboard Integration: View and interact with records in a card-style layout without leaving your dashboard.
- Customizable Display: Choose which fields to display, ensuring relevant data is highlighted.
- Drag-and-Drop Interaction: Reorder records easily for better organization and workflow efficiency.
- Expandable Cards: Click on a card to view full details or make quick edits.
- Consistent Card View Experience: Matches the functionality of the existing SmartSuite Card View for a seamless experience.
How It Works:
- Open the Widgets Panel and select the Card View Widget.
- Choose the SmartSuite Table you want to display.
- Customize the visible fields to match your workflow needs.
- Enable drag-and-drop sorting for effortless record management.
- Click any card to view detailed information or make quick updates.
This Card View Widget enhances data visualization, organization, and workflow management, making SmartSuite dashboards more interactive and user-friendly.
new
All Plans
Data & Field Management
Pre-Fill Forms
SmartSuite Forms now support pre-filling field values directly through URL parameters, enabling seamless automation and dynamic form generation.
Key Highlights:
- Pre-Fill Any Supported Field: Automatically populate form fields using URL parameters.
- Dynamic Value Generation: Form URLs can be created dynamically using formulas or button fields.
- Support for Multiple Values: Fields that accept multiple values (e.g., multi-select, linked records) allow comma-separated inputs.
- Flexible Field Matching: Pre-fill fields using either their title or field ID.
- Hidden Field Submission: Pre-filled values for hidden fields will still be submitted and recorded in SmartSuite.
- Robust Linked Record Matching: Supports pre-filling linked records by ID or exact title match.
How It Works:
- Copy the form URL and append ?Prefill_FieldName=Value.
- If the field name has multiple words, use + (e.g., Prefill_Full+Name=John+Doe).
- To pre-fill multiple fields, separate them with & (e.g., Prefill_Title=Test1&Prefill_Name=John).
- Multiple value fields accept comma-separated values (e.g., Prefill_Multiple+Select=apple,samsung).
- If a field title is changed in the form, the pre-fill still works based on the original field title.
- Hidden fields with pre-filled values will be submitted even if they’re not visible in the UI.
This implementation enables dynamic form pre-filling without modifying the UI, streamlining workflows and automating form entry seamlessly.
improved
All Plans
UI & Reporting
Enhanced Chart Axis Configuration Options
SmartSuite Charts now offer improved axis label positioning, ensuring a polished and readable data presentation.
Key Highlights:
- Centrally Aligned Labels – Axis labels are now perfectly centered relative to their corresponding axis, enhancing visual balance.
- Optimized Y-Axis Orientation – The Y-axis label is now displayed vertically, improving readability in dense data views.
- Customizable Labels – Users can define X and Y axis labels (max 30 characters each) for more informative charts.
How It Works:
- Navigate to Advanced Options in the chart settings.
- Enable Show Axis Labels (default: off).
- Enter custom X and Y labels (if needed).
- Labels will:
- Align centrally along the axis.
- Display vertically for the Y-axis.
This update enhances visual clarity and layout precision, ensuring SmartSuite charts remain intuitive and professional.
new
All Plans
Move Dashboard
SmartSuite dashboards are now more flexible than ever with the ability to move them across solutions and tables.
Key Highlights:
- Relocation Flexibility: Dashboards, unlike traditional views tied to a table's data, can now be moved seamlessly to different tables or solutions within your workspace.
- Workspace Evolution Support: As your workspace evolves, you can restructure dashboards without needing to recreate them in their new location.
- Folder Organization: When moving a dashboard, you can place it into a specific folder to keep everything organized.
How It Works:
- Open the dashboard's options using the three-dot menu.
- Select "Move to another table."
- Choose the target table or solution and an optional folder for organization.
This feature is designed to save time and effort, making it easier to adapt your dashboards to changing workflows or workspace structures.
improved
All Plans
Data & Field Management
Improved Formula Builder
This update significantly improves the formula entry experience, ensuring the formula column remains clear and functional while providing dynamic support through the Help Sidebar. The sidebar now defaults to an empty state where users can populate it by selecting elements. Clicking an element adds it to the builder and displays relevant help text without disrupting the formula workspace.
Key Highlights:
- Enhanced Formula Entry Area: The formula column is protected with a minimum width of 400px, ensuring a clutter-free and focused workspace, regardless of sidebar adjustments.
- Resizable Help Sidebar: With a minimum width of 150px and dynamic maximum width, users can customize the sidebar to balance help visibility with formula entry needs. A fixed-position toggle ensures easy re-access after hiding the sidebar.
- Fields Panel Enhancements: Search dynamically filters results as you type, improving field discovery. The panel includes visually refreshed icons and clear sections that are open by default for quick access.
- Improved Help Access: Users can explore help content by clicking elements in the sidebar or using the “?” icon to reveal tooltips like "Show me examples," making formula writing more intuitive.
How It Works:
- Open a formula field’s properties.
- Toggle “Advanced Editor” on.
This update prioritizes seamless formula entry by enhancing usability, preserving workspace clarity, and providing quick, context-aware help, empowering users to work smarter and faster.
new
All Plans
UI & Reporting
Heat Map Chart Widget
The Heat Map Chart Widget brings advanced data visualization to SmartSuite dashboards, helping you analyze trends, identify patterns, and gain deeper insights with interactive features.
Key Highlights:
- Flexible Data Selection: Choose specific Value, X-Axis, and Y-Axis fields to structure the heat map with meaningful insights.
- Filter Widget Integration: Apply dynamic filters directly from your dashboard for a more refined data view.
- Drill-In Enabled Values – Click on any segment to explore the underlying data for deeper insights.
- Refined Color Scale: Enhances differentiation of value variations for clearer trend analysis.
- Configurable Sort Order: Customize sorting on both the X and Y axes using "First to Last" or "Last to First."
- Labeled Axes: Clearly display field names from the source data to improve readability.
- Full Chart Functionality: Matches the capabilities of the existing Heat Map Chart View.
How It Works:
- Add the Widget: Open the Widgets Panel and select the Heat Map Chart Widget.
- Select the Data Fields:
- Value Field – Choose the field that determines the values for heat map cells.
- X and Y Axis Fields – Select fields that define the chart structure.
- Supported Fields – All field types can be used except Dependency, Files & Images, SmartDoc, Checklist, and Sub-Items.
- Configure Sorting: Adjust the order of X and Y axes using "First to Last" or "Last to First."
- Apply Filters: Use the Filter Widget to refine the displayed data dynamically.
- Interact with the Chart: Click on any heat map cell to drill into the data for further insights.
The Heat Map Chart Widget transforms complex data into actionable insights, making it easier to spot trends, analyze patterns, and drive data-driven decisions—all from your SmartSuite dashboard.
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