Dynamic Filter for Linked Records
When adding a filter to a settings of a linked record, I want the ability to filter by a value in the current record. That way, the records that show up to link in that field, dynamically update depending on which record you are in. Here are a couple of things I want to use it for - adding contacts to opportunities & projects - and also vendor reps to projects. I have some vendors that we use for multiple products and they have different reps for each one - so I can't just auto add the "lead" rep every time. Additionally - for something like a delivery address - there's accounts with multiple locations, then the contact address - so would be good to be able to use the filter to narrow the search field for something like that.
The ability to reorder checklist items if created in a description.
There is no way to move Task 1 to its proper position. Checklists are often part of a brainstorm that need to be reordered post brainstorm to shape a process.
It would be great if we could set dependencies within records (ClickUp, coda, and Monday.com have this) This would allow you to set if a record is dependent on another record before it can be started/completed to help further automate your workflow management.
Add Name Field to Automation Actions
Add a Name field to the Actions in Automations. Currently, each action only shows the action, such as "Create a record" and the app name. Adding an action name field would be useful to quickly identify each action, especially if there is a long list of actions, without having to open each action.
Date only field (remove/disable option to add time)
I would like to see a date only field, without the option to enter a time or disable it in the field settings (similar to Airtable). I have separate time fields and is confusing if a collabrater thinks they need to enter the time with the date vs. in the time fields i created. Thanks
Many tools have built in simple form editors these days. However most businesses still use specialized form tools (e.g. Typeform or Jotform) because they offer conditional logic which is essential for many intake and data collection processes. Would be great to have it in SmartSuite some day. See details here: https://www.jotform.com/help/57-smart-forms-conditional-logic-for-online-forms/
The ability to only lookup or rollup data that meets specific criteria, similar to Airtable. I think some of this may be possible with the formula field, but not for all data types.
Grab the Open Graph Preview Image for URLs
In my use case, I need to add an intro video (from Youtube in my case) for each record representing a saas product. Instead of displaying just the URL, would like to see the thumbnail image similar to how it looks on Youtube. This could be a generic solution to all links based on the meta tags the URL has.