Link Records to Multiple Apps
Currently, Linked Record fields can link to one App anywhere. It'd be great for Linked Records to be able to be a multi-select Apps so you can choose to connect a Record to Records on any of multiple different Apps Use Cases: Link EOS Rocks to Tasks across multiple departments Link the SOP Record Database to any other Record inside the SmartSuite Workspace Any other situation where you have information that's useful to link company-wide vs. just Solution-wide.
multi-record actions need to be SAFER to perform
SmartSuite is VERY dangerous to use in certain situations. Today, I selected a bunch of records (87 records, to be precise). I was planning to export them. Just before I clicked Export, I noticed a small mistake with one of the records so I clicked into that field and fixed the mistake. Of course that meant that all of the records were modified in the same way. VERY VERY BAD. I know this is a problem and I warn my clients not to use the record selection check boxes precisely for this reason. So I goofed up. But this is instructive. I'm a pretty expert user, and I am aware that selecting records like this is dangerous, yet I did it any way and got bitten. My clients are NOT expert users and the odds of one them doing something even worse are rather higher. We need several changes here to the UI, and urgently. There needs to be a confirmation dialog before there's a batch overwrite of data in multiple records. If you select a bunch of records and then click Delete in the command widget that appears at the bottom of your screen, you get a confirmation dialog. That's good. (The default response there is the destructive one, which seems to me a mistake. But at least there's a confirmation request.) We should get a confirmation request of the same sort before SmartSuite will overwrite multiple records. In some circumstances I've seen such a confirmation request. But I didn't see it today. And ideally, we need UNDO. The confirmation dialog is critically important because we still have no ability to undo a batch change to records. I think an undo action that's as good as Airtable's is the most important improvement SmartSuite could offer. But until we get that, a confirmation dialog before overwriting multiple records is really needed. Follow-up prayer: I really really wish that I could prohibit my users from being able to select all the records and/or see that command toolbar at the bottom when they do. We can hide the toolbar at the top in views. Wish I could hide the lower command bar too. One of these days, one of my clients is going to select 800 records, click Delete and then click Enter (the default) and I'm going to have a crying (and possibly swearing) client on the phone in five seconds.
Lock a Record when two users work on the record at the same time
A client reported "We’ve had multiple cases of overwriting each others work" If grabbing a user "doing work" could be challenging, we can have a button to manually lock/unlock a record, since we can't rely on the expanded view being open, maybe the user is just viewing the record details.
Any way how to undo a massive mistake like deleting a whole column of relationships? Would be great if we can have Version History of current view. Or at least a way to undo it
Sync data between Solutions (Applications)
Ability to sync data between two applications that are in different solutions. Requirements: When data in app 1 is updated, update data in App 2. When data in app 2 is updated, update data in app 1. Ability to select and map the fields to be updated.
Triggering automation by button
Would be awesome to trigger automation by pushing a button (the ones in smartsuite...)