Changelog
Follow up on the latest improvements and updates.
RSS
improved
Data & Field Management
Editable Drill-In Grids
We’ve supercharged the Drill-In Grid experience with full inline editing support! Users can now edit, manage, and even create records directly within the drill-in modal—without needing to open each record individually. This brings the full power of the Grid view right into your data exploration workflows.
Key Highlights
- Full Inline Editing: Edit single fields or entire records inline—no need to open the record detail view.
- Bulk Actions: Use right-click or multi-select to bulk update, delete, duplicate, print, export, or copy selected records.
- Add Records on the Fly: Insert new records inline with + buttons at the bottom, between rows, or after the last row—just like in standard Grid view.
- Smart Filtering Behavior: If an edited or newly added record no longer matches the parent filter, it’s removed from view—just like in the main Grid.
- Real-Time Collaboration: See the names of users currently editing cells in the drill-in grid, helping avoid conflicts and boosting team visibility.
- Performance & Permissions Ready: Fully respects record- and field-level permissions, with performance parity to the main Grid.
How It Works
- Edit Directly in the Drill-In Modal: Just click into any editable field to make changes, or right-click for quick bulk actions. All updates instantly reflect in the source widget or chart.
- Respect for Filters & Data Integrity: Records that are changed and no longer meet filter criteria will automatically disappear from the view. New records attempt to match the filter—if they don't, a badge will warn you before saving.
- Real-Time Sync with Source Widgets: When edits are made in the drill-in modal, the source (like a chart or widget) updates immediately—no refresh needed.
- No Plan Limits: This feature is available to all users on all plans with access to the relevant data source.
Inline editing in drill-in grids bridges the gap between insights and action—giving you an even faster, more intuitive way to manage your data right where you’re working.
Gain more flexibility by basing a section’s visibility on a field’s value—even if it’s hidden. With the new
Enable hidden fields in conditions
setting, you decide whether conditions referencing hidden fields are automatically false or determined by their actual value.Key Highlights
- Flexible Visibility Logic: Turn on “Enable hidden fields in conditions” to evaluate fields—even if they’re hidden.
- Default Off: By default, hidden fields count as false in visibility conditions, preserving current layouts.
- Section-Level Control: Choose on a per-section basis to ensure the right combination of hidden fields and display logic.
- Clean Layouts, Powerful Rules: Keep fields hidden for a clutter-free page while still using their values to drive display logic.
How It Works
- Enable the Setting: In the “Sections Visibility” tab, toggleEnable hidden fields in conditionsto ON.
- Combine Logic: When enabled, a field’s value is used in visibility rules, even if that field is hidden.
- Configure Per Need: Turn it off if you prefer the original behavior where hidden fields are considered false.
Leverage hidden field data to craft dynamic, condition-driven layouts that remain sleek and user-friendly, granting you more control over how information is displayed and ensuring your pages stay uncluttered, streamlined, and ready for efficient user interactions.
new
All Plans
UI & Reporting
Button Row Widget
The new Button Row Widget brings a flexible, action-oriented element to your dashboards. Create rows of interactive buttons that let users navigate, trigger workflows, or open forms—directly from the dashboard. Each button is fully customizable in appearance and behavior, giving you full control over layout and functionality.
Key Highlights
- Quick Access, Zero Clutter: Buttons appear inline—no widget title, description, or caption—keeping your dashboard sleek and focused.
- Flexible Layout Options: Choose between "Auto" (buttons adjust to their content and wrap to new lines if needed) or "Balanced" (equal-width buttons that stay on one line).
- Custom Button Styling: Set button colors, icons, labels, and tooltips to match your brand or convey purpose at a glance.
- Interactive Actions: Assign actions like opening URLs, triggering workflows, or launching forms—each button can do something different.
- Tooltip Support: Add helpful tooltips (up to 200 characters) to provide context for each button.
How It Works
- Add the Widget: From the dashboard editor, add the Button Row Widget. It starts with three default buttons linking to SmartSuite pages.
- Choose a Layout Style: Choose an “Auto” style to have buttons adapt to content length.or “balanced” mode where buttons share equal width for a clean and uniform look.
- Customize Each Button: Buttons can be customized by specifying label, an optional icon, and color.
Bring action directly into your dashboards with the Button Row Widget—a simple yet powerful way to drive user engagement and streamline workflows.
new
UI & Reporting
New Chart Types for Dashboards: Bubble, Scatter, and Heatmap
We’ve expanded the chart options available in Dashboards! Now, you can add Bubble and Scatter charts—previously exclusive to Chart View—directly to your dashboards. Plus, Heatmaps (previously released) provide valuable insights into data density and patterns.
Key Highlights
- Bubble Charts visualize three dimensions of data, using bubble size to represent an additional variable.
- Scatter Charts display relationships between two numerical variables, helping identify trends, clusters, and outliers.
- Heatmaps (previously released) allow you to analyze data density across a grid, making patterns and anomalies easier to spot.
How It Works
- Navigate to your Dashboard and add a new widget.
- Select “Chart” as the widget type and choose between Bubble, Scatter, or Heatmap.
- Configure your data fields based on the selected chart type:
- Bubble Chart: Define X and Y axes, then add a third dimension for bubble size.
- Scatter Chart: Choose two numerical fields to analyze their correlation.
- Heatmap: Map values to grid positions for density-based insights.
- Customize the appearance and display settings to best represent your data.
improved
Card Headings Enhancement
We’re making SmartSuite even more flexible! Now, card headings in Kanban and Card views support two rows of text, giving you clearer, more readable titles at a glance.
What’s Improved?
- Expanded Headings: Card titles now support up to two lines, making it easier to display longer names or key details.
- Better Readability: No more truncated text—important information stays visible at a glance.
- Improved Organization: Helps you scan and manage your cards with greater clarity.
A small but mighty enhancement for better organization and usability - Try it out today!
new
All Plans
Data & Field Management
Linked Record Cover Images
We’ve introduced a new enhancement to Linked Records that allows you to designate a “Cover Image” from any Files and Images or Lookup to Files and Images field—and display it across multiple formats. This update also lets you click on a record’s thumbnail to view all associated images in a convenient gallery.
Key Highlights
- Cover Image in Every Display: Choose a cover image for Linked Records in all supported display formats.
- Clickable Thumbnails: When clicked, the cover image now opens a gallery so you can browse all files and images in the record.
- Lookup Field Support: Images from Lookup fields can also be used and viewed in the same gallery experience.
How It Works
- Select a Cover Field: Go to your Linked Record settings and open the Fields control. Choose a Files and Images field or a Lookup to Files and Images field to serve as the cover image in the Selected Fields configuration.
- Note that the Cover Image option is only displayed if a Files and Images field is available for selection.
- In any view where the Linked Record is displayed, click the cover image to open a gallery.
We hope this update makes your Linked Records more visually engaging and improves your workflow efficiency. Enjoy the new cover image and gallery features!
new
All Plans
Automations & Integrations
Automations: Webhook Trigger
The Webhook Trigger allows you to initiate SmartSuite automations from external services or custom applications by sending an HTTP request to a unique, system-generated URL. It supports both GET and POST methods, handles JSON data, and enables mapping incoming payload fields for use in subsequent automation steps.
Key Highlights
- Unique Webhook URLs: SmartSuite generates a dedicated endpoint you can copy and use in external services or code, making it easy to trigger automations.
- GET & POST Support: Configure your automation to accept query parameters (GET) or JSON data (POST), with future expansion to additional content types.
- Robust Error Handling: Standard HTTP status codes (e.g., 400, 415, 429) are returned for invalid payloads, unsupported encodings, or rate limit violations.
- Security & Rate Limits: IP whitelisting, 5 requests per second, and a 1 MB max payload size help protect against misuse and service overload.
- Selective Mapping: Only the payload fields you configure will be used in automation steps; unused fields are safely ignored.
How It Works
- Generate & Copy URL: When you select “When a webhook is received,” SmartSuite provides a unique URL and method selector (GET or POST). Copying the URL is a single click.
- Test & Validate: Automation stays disabled while testing. Send requests to the webhook URL; SmartSuite logs up to 10 recent requests for review within 24 hours.
- Structure Detection: For POST requests, SmartSuite automatically parses JSON fields (including nested objects, arrays) for mapping. For GET requests, query parameters are detected.
- Map Payload Fields: Pick which fields from the request should become automation outputs—query parameters, JSON keys, or nested objects. These outputs are available in subsequent steps.
- Enable & Integrate: Once satisfied, enable the automation. Each valid incoming request triggers the automation, passing along mapped data for actions like record creation, notifications, or looping processes.
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
Image Library
The
Image Library
simplifies image management across Widgets, Forms, and Workspace Logos
, enabling users to upload, reuse, and organize images efficiently
. It integrates Unsplash for stock images
and includes an AI Image Generator
for custom creations. Key Highlights:
- Centralized Management:Upload, organize, and reuse images across SmartSuite.
- Unsplash Integration:Find high-quality images from Unsplash by entering a keyword or description. Choose from a curated selection of free-to-use images that fit your needs.
- AI Image Generation:Generate unique images by describing what you need. AI will create a selection of visuals tailored to your input, giving you fresh and customizable design options.
- Permissions Control:Administrators can manage global images; users access and reuse them.
- Integrated Access:Available in widgets, forms, dashboards, and workspace settings.
How It Works:
- Solution & Brand Images:Store images within solutions or workspace-wide.
- Stock & Popular Images:Search Unsplash or use SmartSuite’s curated selections.
- AI Image Generator:Generate custom images with OpenAI’s DALL-E 3 (100 free per account).
- Upload, Use & Manage:Add new images, reuse existing ones, and manage deletions.
The
Image Library
enhances image selection, reuse, and management
, ensuring visual consistency
across SmartSuite solutions.new
All Plans
View as Another User
The
View As
feature allows administrators to view a business workflow (solution) from the perspective of another user. This helps administrators quickly understand if they have configured the solution permissions and interface as desired.Key Highlights:
- "Viewing As" Capability:Administrators and Solution Managers can now view a business workflow (solution) from the perspective of another user, team, or role to validate permissions and configurations.
- Access Through Solution Action Menu:The feature is seamlessly integrated into the existing 'Solution Action Menu,' allowing quick access to "View As" mode.
- Comprehensive User Perspective:Displays the entire solution, including interface elements, permissions, and data, exactly as the selected user would see it.
How It Works:
- Select User Perspective:Use a searchable dropdown to select a member, team, or role to view the solution through their access level.
- Restricted Header Options:Certain global navigation options are disabled while in "Viewing As" mode to ensure an accurate representation of the user’s view.
- Smooth Transitioning:Optimized performance ensures a seamless switch between user perspectives, maintaining a consistent and reliable experience.
- Security and Permissions:Only administrators or solution managers can access this feature, with all activity logged for audit purposes.
- Exit Easily:Return to the standard view with a single click, allowing administrators to continue managing and configuring the solution efficiently.
The "Viewing As" feature provides powerful tools for administrators to ensure that solution configurations align perfectly with user permissions, enhancing both security and the overall user experience in SmartSuite.
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