Changelog
Follow up on the latest improvements and updates.
RSS
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.
[View Help Documentation]
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.
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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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All Plans
Linked Record Grouping
Linked Records: Group By Option
We're excited to introduce a new way to view your linked records. With the Group By option, you can now display your records grouped by a specific field. This enhancement makes it easier to sort and navigate your data on Record Pages and within Record Details Widgets.
Key Highlights
- Group By Functionality: Select a single field from your linked record settings to group records together.
- Sorting and Collapsing: Choose the order for your groups and set whether all groups should be collapsed by default.
- Broad Display Support: The group view works across most display formats – including Compact, Expanded, Simplified, and Table (with virtual scrolling), but excludes the Standard view.
- Real-Time Updates: Changes to the grouping are reflected immediately, ensuring your view stays up-to-date.
How It Works
- Within the Linked Record field settings, you'll find the new Group By option. Select a field, define your sorting order, and decide if groups should start off collapsed.
- Once configured, your linked records on the Record Page and in the Record Detail Widget will display grouped by your chosen field.
- The configuration applies to all relevant display formats, and any changes to the grouping settings update both the main view and any drill-in modals simultaneously.
These refinements further ensure a smooth and intuitive experience when managing your linked records.
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Enterprise
Signature
Solution Packaging
We've introduced a new way to work with your solutions: the
Solution Packaging
feature. This update makes it easier to duplicate or move groups of solutions while keeping their linked records intact. You can now select multiple solutions, duplicate them, or move them to another workspace with less hassle and more consistency. Key Highlights
- Multiple Solutions: Quickly select and package several solutions at once.
- Preserved Relationships: Linked records between solutions and tables stay connected after copying.
- Automations Support: You can include automation configurations in your Solution Package. You can also optionally include views and records.
- Workspace Flexibility: Easily target a different workspace, just like with a single solution duplicate.
- Version Management Ready: This release lays the groundwork for managing package versions and incremental updates in future phases.
How It Works
- When you package solutions, the system takes a snapshot of the current setup – including all necessary configurations and linked records – to ensure that the installed package accurately reflects the source Solutions.
- Duplicated solutions have their IDs automatically remapped so that filters, spotlights, and other settings based on lookup or linked record fields function correctly immediately after the copy.
- If automations are included in the package, they are installed in an inactive state so that you can review and enable them when ready.
- The update includes a smooth process that prepares your workspace for a package install, maintaining a record of the installation details and ensuring that only relevant changes are carried over.
This update is available immediately, empowering you to simplify the process of sharing and moving entire sets of solutions. Enjoy a more streamlined and reliable way to manage your workspaces!
We’re excited to introduce a brand-new viewing option – Document View – that lets you create and manage standalone documents within your tables. Now, you can work with rich text content and enjoy collaboration features in a dedicated workspace without being limited by record formats.
Key Highlights
- Document Creation Made Easy: Access the Document View option under “+ New View” to instantly start a blank document titled “Untitled Document.”
- Rich Text Editing: Enjoy full-featured editing tools including text formatting, headings, lists, images, and embedded content.
- Seamless Collaboration: Benefit from inline editing, auto-save, and built-in features like comments for smooth teamwork.
- Integrated Navigation: Your new Document View appears in the left navigation, setting the stage for upcoming enhancements in our app interface and portal.
How It Works
- Launch a New Document: Select “+ New View” and choose Document View to create a document that exists independently from traditional table records.
- Edit and Format Instantly: Use the dedicated rich text editor that provides contextual formatting tools while you type and automatically saves your changes.
- Enhance Your Content: Simply type “/” to open a quick-access menu for advanced content blocks such as images, tables, callouts, and more.
- Manage Settings with Ease: Adjust view settings, permissions, and display options from a user-friendly right-side panel, ensuring your document works exactly how you need it.
This update lays the groundwork for collaborative and creative document management across your workspace, making it simpler than ever to capture and share your ideas.
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All Plans
Record Page: Page Settings Enhancements
We've refined the Record Page to make managing your fields, tabs, and sections smoother and more intuitive. These improvements aim to simplify your editing experience and help you navigate your records more effortlessly.
Key Highlights
- Resizable Sidebar: The sidebar now opens at a default width of 600px. You can easily adjust its size between 440px and 800px using the familiar resize handle.
- Global Field Search: The search bar has been repositioned above the tabs so you can search across all fields at once. As you type, matching results are indicated by count badges on each tab, and any tabs without relevant results are temporarily removed from view. An "X" button lets you clear the search with a single click.
- Enhanced "Move to Tab" Functionality: Whether you're in the record modal or the settings sidebar, the updated move feature now lets you reassign fields to the desired tab—and if applicable, a specific section—ensuring your layout stays organized.
- Sticky Add New Field Button: For pages with extra white space, the Add New Field button now acts like a sticky footer, staying in view until additional content naturally pushes it down.
How It Works
- Adjust the Sidebar: Drag the edge of the sidebar to resize it between 440px and 800px, starting from the expanded default of 600px.
- Use Global Search: Enter your search query in the new bar placed above the tabs to quickly locate any field. Matching tabs will show a badge with the number of matches, and tabs without matches will be hidden. Click the clear (X) icon to reset the search.
- Move Fields with Ease: When tabs are enabled, click the "Move to Tab" icon next to a field. A dropdown will display available tabs (and their sections, if applicable) to simplify moving the field to your desired location.
- Enjoy a Consistent UI: On the record modal, when extra space is available, the Add New Field button stays anchored at the bottom until more fields are added.
This update enhances your record configuration experience by streamlining layout adjustments and making navigation more responsive. Enjoy the cleaner, more flexible Record Page!
We've enhanced linked records by introducing a new Grid Display that brings inline editing right into the record view. Now, you can update your linked records just as easily as you would on a dashboard widget. This change delivers a more fluid experience, whether you're modifying an existing record or adding a new one directly within the grid.
Key Highlights
- Grid Display Format: Switch from the old Table Display to the new Grid Display. This update makes inline editing more intuitive and streamlined.
- Inline Editing: Update your linked records right on the record page – changes are applied instantly without extra steps.
- Flexible Record Creation: Depending on your settings, you can either add a new record inline with a simple click or use the record selector modal. A top button appears with more options if there are many linked records.
- Enhanced Settings: Admins can now choose whether users can edit and create records inline. These settings apply both to the record page and the record details widget.
- Improved Workflow: A smoother editing process means quicker updates and better integration with your current workflow.
How It Works
- When you choose the new Grid Display format in your field settings, you gain access to additional options for inline editing and record creation.
- If inline editing is enabled, clicks on relevant areas let you directly modify record values without leaving the grid view.
- The option to create new records inline is available via a dedicated button. Depending on your configuration, clicking this button will either add a new row for immediate editing or open a modal to select an existing record.
- All changes are saved immediately, ensuring that your updates are secure and that permissions and validations are respected.
For additional details on the requirements and implementation, please refer to the requirements
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Enterprise
Signature
Access & Security
SSO: Support for SCIM Provisioning
We’re excited to release our latest update that simplifies user role management with SCIM. With this enhancement, administrators can now assign roles like admin, solution_manager, general, or guest directly via SCIM. This feature is designed for workspaces with SSO enabled and aligns closely with industry best practices similar to those used by Airtable.
Key Highlights
- Role Assignment via SCIM: Easily set member roles (admin, solution_manager, general, guest) during user provisioning.
- Flexible Group Management: A new feature flag – “behave_like_patch” – lets you control whether the PUT method adds to or replaces existing group members, accommodating differences in identity provider behavior.
- Improved User Lifecycle: Automatically manage onboarding and offboarding with SCIM-driven updates while keeping user profiles synced with your IdP.
- Data Integrity for Teams: SCIM actions do not affect the special Everyone team, ensuring team integrity stays intact.
- Read-Only SCIM Data on UI: Fields mapped from SCIM are now locked from editing in the interface, so your central identity settings remain consistent.
- Transparent Activity Logs: View detailed logs of user and team events such as creations, updates, and deletions, making it simpler to track changes across your workspace.
- Performance Checks: Ongoing monitoring of system load during the bulk import of users and groups helps maintain a smooth experience even under heavy load.
How It Works
- Enable SCIM in your workspace with SSO support, and configure endpoints, authentication credentials, and attribute mappings through the admin console.
- Use our workspace-level feature flag to control the PUT behavior for group updates, ensuring that your preferred method for handling group assignments is followed.
- Once set up, user onboarding, offboarding, and profile updates are automatically managed via SCIM, and all non-editable user data is synchronized with your IdP.
- Administrators can review activity logs for user and team changes directly in SmartSuite, helping to quickly pinpoint and resolve any issues.
We've updated SmartSuite to let you assign Solution Managers not only individually, but also by Team. Now, if you add a team, every member of that team automatically receives the permissions for managing the Solution—making permission management smoother and more efficient.
Key Highlights
- Team & Member Support: When adding a Solution Manager, you can now choose a whole team. All members from the selected team will inherit the permission.
- Avoiding Common Pitfalls: The control smartly excludes the EVERYONE team to help prevent accidental permission misconfiguration.
- Consistent Display: Selected teams appear as interactive pills, similar to individual user selections.
- SCIM Compatibility: The new feature works seamlessly with SCIM Team provisioning and deprovisioning, ensuring your teams remain up to date.
How It Works
- When you click the plus (+) button to assign a Solution Manager, you’ll see an updated selection component listing both individual users and teams.
- Pick a team from the list (excluding EVERYONE) and see it represented by a pill, which can be removed by clicking the X if needed.
- The same control used in Record Comments is re-used here to ensure a familiar experience while you manage permissions.
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