new
All Plans
Button Action: Open a Form
Dashboard buttons can now launch SmartSuite forms directly, opening them in an authenticated session inside the app. ITSM teams running service catalogs, GRC teams capturing attestations, and any builder who wants a one-click jump from action to data entry get a faster, in-context way to open the right form.
Key Highlights
- Open a Form Action: A button can launch any internal SmartSuite form, picked by Solution, Table, and Form name.
- Service Catalog Ready: ITSM service desks can wire each request type to its intake form for one-click submission from a dashboard.
- GRC Attestation Friendly: Compliance review boards can put control-attestation forms one click away from the underlying record.
- Flexible Display: Choose Popup (default), Slider, Fullscreen, or New Tab to control how the form appears on click.
- Authenticated Context: The form opens in internal mode, with the current user known, so field and record permissions apply automatically.
How It Works
- When configuring a button, choose Open a Form, then select a Solution and Table using the standard picker.
- The Form dropdown lists every form in the selected table in A-to-Z order; pick one to wire the action.
- The Open In setting controls whether the form appears as a Popup, Slider, Fullscreen, or in a New Tab on click.
- The form launches inside the SmartSuite app in a ready-to-fill state, so the current user submits as themselves with full attribution captured in the record's Created By.
- The action is supported across Button Row widgets, dashboard tabs, and view-based widgets, giving consistent behavior wherever buttons appear.
Pair this with Internal Forms to streamline service desks, compliance intake, and any workflow where the next step is filling out a form.