Feature Requests

I am struggling with the lack of conditional logic in automations. I need an automation to check if a person's name exists in another table and update a status field accordingly. Currently, the automation shows an error in the history if a record is not found, which is confusing. I would like the ability to handle the result conditionally without generating an error, or at least have a more specific message like 'record not found.'

It would be beneficial if completed checklist items could automatically move to the bottom of the list. This would help in organizing tasks better and keeping the focus on items that are still pending. Implementing this feature would improve task management and workflow efficiency.

List with all the users and what solutions they have access to.

Would like to be able to create a signature line for the emails in the Communications Center.

We need the ability to insert editable PDFs directly into a request form, allowing them to be viewed and filled out without downloading. Once submitted, these PDFs should appear as attachments in our grid. This feature would streamline our workflow by eliminating the need to download and re-upload documents.

Allow the due date to be typed in rather than having to scroll through the months on the calendar to get to the date needed. This is regarding the mobile app. When I have an expiration date 2 years in the future, it is hard to scroll to where i need to be in a timely manner.

There are cases when multiple Slack connections are needed in automation, and it can even be same user with access to different Slack workspaces and it is hard to differentiate connections. Need ability to create a custom name for Slack connection in SmartSuite

The document builder isnt that usable at the moment. You need larger areas for adding text, and the ability to add font adjustments in paragraphs, not as entire text areas which is how its currently working. No way of adding header and footers consistent across pages and adding new pages is not obvious unless you drag items to the base of the page.

Currently, I have to manually add up the individual record counts from each table to get the total record count for an entire solution. It would be much more convenient if there was a built-in feature that could display the total record count for an entire solution directly.

We do a lot of inventory work. It would be helpful for our field techs to be able to use thier phones to capture serial numbers, mac addresses, potentially barcode using the camera on their phones. Currently typing in the field is working but very tome consuming and prone to error.