Changelog
Follow up on the latest improvements and updates.
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We’re excited to introduce a new mobile enhancement for iOS and Android that makes record pages cleaner and easier to navigate on smaller screens. With this update, you can now display tabs based on specific conditions — showing only the details that matter at any given moment.
Key Highlights
- Mobile-Optimized Conditional Tabs: Improve clarity on record pages by showing only relevant tabs when viewing or editing records on mobile devices.
- Cleaner Layouts on the Go: Perfect for long client assessments or complex workflows, making it easier to focus on what’s important when using SmartSuite on your phone or tablet.
- Simplified Setup: Configure tab visibility rules in the Web app, and they will now automatically apply to the mobile experience.
- Controlled Access: Only Solution Managers can create and edit these conditional display rules.
How It Works
- Set Up in Web App: From Page Settings, toggle on the option for conditional display to add rules for both tabs and sections.
- Define Conditions: Choose the tab you want to control, name the rule, and set conditions that determine when it’s visible.
- Mobile Experience: Once configured, the visibility logic applies seamlessly across iOS and Android apps, hiding non-relevant tabs to streamline navigation.
It’s one more way SmartSuite keeps your workflows simple, clean, and consistent across every device.
improved
All Plans
UI & Reporting
Filter Widget: Date Field Support
You can now add Date-based filters to your dashboards with full support for common field types like Due Date, Created Date, and Date Range. This enhancement makes it easier to build time-driven reporting views, especially for workflows that rely on planning, deadlines, and audits.
Key Highlights
- Support for key date field types: Date, Due Date, Date Range, First Created, and Last Updated are all now supported.
- Automatic handling of subfields: Fields like Due Date or Date Range appear as separate Start/End options — no need to manage this manually.
- Flexible selection list: Choose from a comprehensive set of filters like today, tomorrow, yesterday, the past week, the next month, and more. A new Exact Date/Range option appears at the top for custom selection.
- Default value: Set a default value for the filter to dial in the default view displayed to users.
How It Works
- From the dashboard editor, add a Filter Widget and select a supported Date field.
- Configure each date filter with available Selections (All Values or specific filter types like exact range, today, etc.), Condition (Is or Is Not), and a Default value.
- For Exact Date/Range, users can pick a single date or two dates to define a range, and have the option to manually input dates or select from a calendar control.
- On the live dashboard, users can: Expand the dropdown to pick a filter, view descriptive natural-language filter conditions (e.g. Due Date: Start is The Past Week), or clear any selection as needed.
This update gives teams more control over time-based data and helps unlock advanced use cases for tracking deadlines, performance windows, and temporal trends across dashboards.
We’re excited to roll out a new update designed to make your charts and visualizations more powerful and flexible. With this enhancement, you can now use Lookup fields across values and groups, giving you deeper insights into your connected data.
Key Highlights
- Lookup to Numbers: Use Lookups as values (Sum, Average, Count) or group by number Lookups for more granular reporting.
- Lookup to Dates: Group chart data by Lookup dates to easily track trends and timelines.
- Lookup to Linked Records & Assigned To: Aggregate and group chart results based on linked record references or assigned users.
- Lookup to Lists: Full support for grouping and aggregating by Lookup to list-type fields.
- Mobile Ready: All functionality is fully supported in the mobile app for insights on the go.
How It Works
- Select Lookups in Chart Settings: Choose a Lookup field as your value or grouping option.
- Define Aggregations: Apply functions like Sum, Average, or Count to number-based Lookups.
- Drill Into Groups: Click any grouped value (date, number, user, or linked record) to see the underlying records.
With full Lookup support in charts, you’ll have a clearer, more comprehensive view of your data relationships — all within the visualization tools you already use.
We’re excited to roll out a new update designed to make your record pages cleaner and easier to navigate. With this enhancement, you can now display tabs based on specific conditions, so you see only the details that matter at any given moment.
Key Highlights
- Conditional Tabs: Improve clarity on record pages by only showing relevant tabs based on your workflow.
- Cleaner Layouts: Organize long client assessments or complex workflows by grouping fields into conditional tabs.
- Simplified Setup: Configure visibility rules with an easy-to-use interface that lets you name and adjust rules as needed.
- Unified Display Logic: A unified "Display Logic" interface allow you to create rules for the display of tabs, sections, or both.
- Controlled Access: Only Solution Managers have the ability to set up these conditional display rules.
How It Works
- Set Up Rules: In the Page Settings, select Display Logic to add rules for both tabs and sections.
- Define Conditions: Choose the tab you wish to control, assign a default or custom rule name, and specify one or several conditions to determine visibility.
- Priority for Tabs: Visibility rules for tabs override those for sections, ensuring that if a tab’s condition isn’t met, all its corresponding sections remain hidden.
With conditional tabs, you’ll have a more focused, streamlined record view that adapts to the way you work.
new
All Paid Plans
Automations & Integrations
Automation Action: DocsAutomator
We’re excited to announce a new integration with DocsAutomator that makes generating PDFs from your SmartSuite records easier than ever. This update streamlines the process by letting you easily connect your DocsAutomator account, map record fields to your chosen template, and generate PDFs automatically.
Key Highlights
- Account Connection: Easily link your DocsAutomator account by entering your API key or choosing from previously connected accounts. A secure credentials modal validates the key instantly.
- Connection Management: Manage your DocsAutomator connections with intuitive Edit and Delete controls. If a connection is active in an automation, you’ll be alerted before any removal.
- Template & Field Mapping: Select a record to generate a PDF and pick a DocsAutomator template designed specifically for SmartSuite. Then, map your record fields to template placeholders with suggested defaults.
- Automation Action: Set up your PDF generation using SmartSuite’s Automations panel. Once configured, your workflow will automatically send data to DocsAutomator to generate the PDF for use in emails, file storage, or other processes.
- Run History Overview: View detailed information about past runs directly within your automation history, to help you track and troubleshoot your PDF generation actions.
How It Works
- In SmartSuite’s Automations panel, add a new action and choose the DocsAutomator option.
- Link your DocsAutomator account by entering your API key in the connection modal. The system will immediately check the key and let you know if it’s valid.
- Pick the record you want to generate a PDF from and select a SmartSuite-specific DocsAutomator template. If you haven’t created a template yet, a button will take you to the configuration page.
- Map your record’s fields to the template’s placeholders using a straightforward dropdown interface. You can also customize the PDF title with merge fields like dates and record names.
- Once everything is configured, your automation sends the mapped data to DocsAutomator. The system then generates the PDF and returns a download link, ready to be attached or shared.
- Detailed run history is available for each automation, so you can review past PDF generations and quickly identify any issues.
Enjoy a more seamless and secure PDF generation process with this new integration, and let your automation workflows run even smoother!
new
All Plans
Data & Field Management
Record Page: Tabs
We’re excited to introduce our new Tabs feature for record pages. This enhancement promises a cleaner, more organized way to manage records that have an extensive amount of fields and complex workflows. Now, you’ll no longer have to scroll through an endless page—a tabbed layout lets you group related fields together, making record management much more efficient.
Key Highlights
- Tab Row Activation: Easily enable or disable a row of tabs that appears right below the record heading on all records.
- Three Tab Formats: Enjoy two types of tabs—Standard (following our usual text and underline design), Process (highlighting your workflow order of operations), and Journey (a chevron-style design that emphasizes workflow progress).
- Simple Management: Quickly add, rename, reorder, or delete tabs from the new Tabs menu in Page Settings.
- Flexible Content Movement: Move fields or sections between tabs using drag and drop or through menu options, ensuring your record layout remains logical.
- Enhanced Field Validation: When required fields aren’t filled, a clear message displays the affected tabs with a counter, guiding you directly to the missing information.
How It Works
- To get started, admins simply toggle the Tabs feature in the Page Settings. Once enabled, a default tab (labeled “Tab”) appears at the top of the record.
- You can then add new tabs (with unique names), adjust their order, or even delete a tab. Content within a tab is easily moved to another if needed, keeping your record organized.
- When a field or section is moved, it automatically becomes part of both the dedicated tab layout and the overall page layout for compatibility.
- If required fields are left empty, the system will highlight the corresponding tabs and guide users to the first unfilled field—helping ensure data completeness.
- This feature is designed for record users managing detailed pages and is currently available to Solution Managers.
The Record Detail widget brings rich, record-specific context directly to your dashboard - perfect for surfacing the most important data without switching views.
Key Highlights
- Granular insights: Display full details for a single record, including all relevant fields.
- Interactive pairing: Combine with the Record Selector widget to dynamically change which record is shown.
- Versatile use cases: Ideal for customer profiles, project tracking, sales pipelines, inventory management, and more.
- Fully customizable: Choose which fields to display, and position the widget anywhere on your dashboard.
How It Works
- Add the Record Detail widget to your dashboard.
- Select a record source and choose which fields to display.
- Use Attachments fields with either Field or Carousel display styles.
- In Field View, pick between Grid (S/M/L/XL sizes) or List layouts with preserved image ratios.
- In Carousel View, set how many images show per row (1–4), with scroll arrows and manual height control (100–600px).
- Editable fields show upload options; view-only fields display static content.
- Drag the widget to position it and save the dashboard.
When combined with the Record Selector widget, the Record Detail widget becomes a dynamic information panel, perfect for interactive dashboards where users need fast, focused access to key records.
We’re introducing a powerful new automation action - AI Assist: Custom Prompt - that enables SmartSuite users to design custom AI tasks by writing their own prompts and defining structured outputs. This action provides deep flexibility to tailor AI processing to specific business needs using any connected LLM provider. Whether you're translating text, analyzing compliance documents, or summarizing customer feedback, the Custom Prompt action lets you build advanced, context-rich interactions with AI directly in your workflows.
BETA Availability Notice
- For a limited time, AI Assist is available in all workspaces
- During the beta period, we do not recommend using this for mission-critical workflows
- Once generally available, this feature will be exclusive to paid workspaces
Key Highlights
- Select from a variety of LLM platforms and models
- Bring your own API key
- Combine custom prompt text + SmartSuite field variables
- Use input from any prior step, including multi-record data
- Support for text, numbers, files, emails, and more
- Choose between raw text or structured data responses
- Pass in file attachments (like PDFs or images) to models that support them
- Outputs are field-type matched for downstream actions
How it Works
- Select a Provider & Model: Choose your LLM provider (e.g., OpenAI) and a specific model (e.g., GPT-4o) for each action
- Authorize Connections: Add and manage API key-based connections, shared at the solution level
- Build Your Prompt: Compose a prompt using static text and dynamic field values from prior steps
- Define Output Format: Choose between simple or custom output types, such as JSON objects or value lists
- Test and Validate: Prompts are checked against model capabilities and automation structure
- Leverage Output: Feed structured AI responses into downstream steps like updating records or sending emails
- Handle Errors Gracefully: Invalid configurations are flagged, ensuring automation reliability
The AI Assist action brings the full power and flexibility of modern LLMs to SmartSuite automations. With rich support for dynamic field inputs, structured outputs, and multiple AI providers, users can now craft intelligent workflows that automate complex tasks - from translations and summaries to calculations and classifications. This is a foundational step toward deeply integrated, intelligent automation in SmartSuite.
SmartSuite Forms now support a native “Other” option in Single and Multiple Select fields - enabling more flexible data collection when predefined choices aren’t enough. This enhancement is especially valuable for teams running assessments, audits, or surveys where users need to describe alternatives in their own words.
Key Highlights
- Form Users Can Select “Other”: When filling out a form, respondents can choose “Other” and provide a custom response via a multiline text area.
- Clear, User-Friendly Experience: The “Other” option always appears last in the dropdown, and displays a smooth in-line text input when selected — no extra configuration or fields needed.
- Text Input Required: If “Other” is selected, the respondent must enter a description before submitting the form, even if the field isn’t required.
- No More Workarounds: Replaces the need to pair select fields with separate text fields for capturing “Other” responses.
- Secure & Compatible: Fully supported in forms with passcode protection, response limits, and other form-level access controls.
- Works Across Views: After submission, the “Other” value is available in Grid View, Record Pages, and Details Widgets — searchable and stored at the record level.
How It Works
- In field settings, Solution Managers can check “Enable ‘Other’ option” for any Single or Multiple Select field.
- When completing the form, a respondent who selects “Other” will see a multiline text input to describe their response.
- Submitted text is saved with the record and shown wherever the field appears across SmartSuite.
- If the “Other” option is later disabled, the data remains stored but hidden from view, and reappears if re-enabled.
This enhancement makes it even easier to collect meaningful, user-defined input - while preserving structure, usability, and data integrity throughout your forms.
improved
All Plans
Redesigned Home Page: Smarter Navigation, Better Organization
We’ve completely redesigned the SmartSuite Home Page to help you work faster, stay organized, and personalize your workspace experience. From Solution Categories to flexible layout views and enhanced branding controls - everything you need is now at your fingertips.
Key Highlights
- Solution Categories: Group Solutions by team or function. Admins manage Categories; Solution Managers assign them.
- 4 Layout Views: Choose from Grouped (default), Card, Pill, or Admin views — each tailored to different user needs.
- Workspace Branding: Customize banners with logos, colors, background images, and personalized greetings.
- Navigation Enhancements: Access All, Favorite, and Recently Accessed Solutions quickly. Left-side menu redesigned for clarity and collapsibility. User and Workspace menus updated for easier role-based access.
- Solution Creation Options: Use templates, start from scratch, or try AI-powered Solution generation.
- Footer & Banner Customization (Signature plan): Personalize your workspace even more with editable footers and banner elements.
How It Works
- Admins can configure Categories, branding, banner types, and default view settings from the Workspace Branding menu option.
- Each user can personalize their layout preference, and SmartSuite will remember it across sessions.
- New Solutions can be created from the Home Page with simplified controls and AI assist.
This update is being made available to all plan types. Your workspace will default to a “General” category - and from there, you can start organizing, customizing, and making the new Home Page truly yours. Welcome to the smarter SmartSuite Home!
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