Changelog
Follow up on the latest improvements and updates.
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All Paid Plans
Automations & Integrations
Automation Action: DocsAutomator
We’re excited to announce a new integration with DocsAutomator that makes generating PDFs from your SmartSuite records easier than ever. This update streamlines the process by letting you easily connect your DocsAutomator account, map record fields to your chosen template, and generate PDFs automatically.
Key Highlights
- Account Connection: Easily link your DocsAutomator account by entering your API key or choosing from previously connected accounts. A secure credentials modal validates the key instantly.
- Connection Management: Manage your DocsAutomator connections with intuitive Edit and Delete controls. If a connection is active in an automation, you’ll be alerted before any removal.
- Template & Field Mapping: Select a record to generate a PDF and pick a DocsAutomator template designed specifically for SmartSuite. Then, map your record fields to template placeholders with suggested defaults.
- Automation Action: Set up your PDF generation using SmartSuite’s Automations panel. Once configured, your workflow will automatically send data to DocsAutomator to generate the PDF for use in emails, file storage, or other processes.
- Run History Overview: View detailed information about past runs directly within your automation history, to help you track and troubleshoot your PDF generation actions.
How It Works
- In SmartSuite’s Automations panel, add a new action and choose the DocsAutomator option.
- Link your DocsAutomator account by entering your API key in the connection modal. The system will immediately check the key and let you know if it’s valid.
- Pick the record you want to generate a PDF from and select a SmartSuite-specific DocsAutomator template. If you haven’t created a template yet, a button will take you to the configuration page.
- Map your record’s fields to the template’s placeholders using a straightforward dropdown interface. You can also customize the PDF title with merge fields like dates and record names.
- Once everything is configured, your automation sends the mapped data to DocsAutomator. The system then generates the PDF and returns a download link, ready to be attached or shared.
- Detailed run history is available for each automation, so you can review past PDF generations and quickly identify any issues.
Enjoy a more seamless and secure PDF generation process with this new integration, and let your automation workflows run even smoother!
new
All Plans
Data & Field Management
Record Page: Tabs
We’re excited to introduce our new Tabs feature for record pages. This enhancement promises a cleaner, more organized way to manage records that have an extensive amount of fields and complex workflows. Now, you’ll no longer have to scroll through an endless page—a tabbed layout lets you group related fields together, making record management much more efficient.
Key Highlights
- Tab Row Activation: Easily enable or disable a row of tabs that appears right below the record heading on all records.
- Three Tab Formats: Enjoy two types of tabs—Standard (following our usual text and underline design), Process (highlighting your workflow order of operations), and Journey (a chevron-style design that emphasizes workflow progress).
- Simple Management: Quickly add, rename, reorder, or delete tabs from the new Tabs menu in Page Settings.
- Flexible Content Movement: Move fields or sections between tabs using drag and drop or through menu options, ensuring your record layout remains logical.
- Enhanced Field Validation: When required fields aren’t filled, a clear message displays the affected tabs with a counter, guiding you directly to the missing information.
How It Works
- To get started, admins simply toggle the Tabs feature in the Page Settings. Once enabled, a default tab (labeled “Tab”) appears at the top of the record.
- You can then add new tabs (with unique names), adjust their order, or even delete a tab. Content within a tab is easily moved to another if needed, keeping your record organized.
- When a field or section is moved, it automatically becomes part of both the dedicated tab layout and the overall page layout for compatibility.
- If required fields are left empty, the system will highlight the corresponding tabs and guide users to the first unfilled field—helping ensure data completeness.
- This feature is designed for record users managing detailed pages and is currently available to Solution Managers.
The Record Detail widget brings rich, record-specific context directly to your dashboard - perfect for surfacing the most important data without switching views.
Key Highlights
- Granular insights: Display full details for a single record, including all relevant fields.
- Interactive pairing: Combine with the Record Selector widget to dynamically change which record is shown.
- Versatile use cases: Ideal for customer profiles, project tracking, sales pipelines, inventory management, and more.
- Fully customizable: Choose which fields to display, and position the widget anywhere on your dashboard.
How It Works
- Add the Record Detail widget to your dashboard.
- Select a record source and choose which fields to display.
- Use Attachments fields with either Field or Carousel display styles.
- In Field View, pick between Grid (S/M/L/XL sizes) or List layouts with preserved image ratios.
- In Carousel View, set how many images show per row (1–4), with scroll arrows and manual height control (100–600px).
- Editable fields show upload options; view-only fields display static content.
- Drag the widget to position it and save the dashboard.
When combined with the Record Selector widget, the Record Detail widget becomes a dynamic information panel, perfect for interactive dashboards where users need fast, focused access to key records.
We’re introducing a powerful new automation action - AI Assist: Custom Prompt - that enables SmartSuite users to design custom AI tasks by writing their own prompts and defining structured outputs. This action provides deep flexibility to tailor AI processing to specific business needs using any connected LLM provider. Whether you're translating text, analyzing compliance documents, or summarizing customer feedback, the Custom Prompt action lets you build advanced, context-rich interactions with AI directly in your workflows.
BETA Availability Notice
- For a limited time, AI Assist is available in all workspaces
- During the beta period, we do not recommend using this for mission-critical workflows
- Once generally available, this feature will be exclusive to paid workspaces
Key Highlights
- Select from a variety of LLM platforms and models
- Bring your own API key
- Combine custom prompt text + SmartSuite field variables
- Use input from any prior step, including multi-record data
- Support for text, numbers, files, emails, and more
- Choose between raw text or structured data responses
- Pass in file attachments (like PDFs or images) to models that support them
- Outputs are field-type matched for downstream actions
How it Works
- Select a Provider & Model: Choose your LLM provider (e.g., OpenAI) and a specific model (e.g., GPT-4o) for each action
- Authorize Connections: Add and manage API key-based connections, shared at the solution level
- Build Your Prompt: Compose a prompt using static text and dynamic field values from prior steps
- Define Output Format: Choose between simple or custom output types, such as JSON objects or value lists
- Test and Validate: Prompts are checked against model capabilities and automation structure
- Leverage Output: Feed structured AI responses into downstream steps like updating records or sending emails
- Handle Errors Gracefully: Invalid configurations are flagged, ensuring automation reliability
The AI Assist action brings the full power and flexibility of modern LLMs to SmartSuite automations. With rich support for dynamic field inputs, structured outputs, and multiple AI providers, users can now craft intelligent workflows that automate complex tasks - from translations and summaries to calculations and classifications. This is a foundational step toward deeply integrated, intelligent automation in SmartSuite.
SmartSuite Forms now support a native “Other” option in Single and Multiple Select fields - enabling more flexible data collection when predefined choices aren’t enough. This enhancement is especially valuable for teams running assessments, audits, or surveys where users need to describe alternatives in their own words.
Key Highlights
- Form Users Can Select “Other”: When filling out a form, respondents can choose “Other” and provide a custom response via a multiline text area.
- Clear, User-Friendly Experience: The “Other” option always appears last in the dropdown, and displays a smooth in-line text input when selected — no extra configuration or fields needed.
- Text Input Required: If “Other” is selected, the respondent must enter a description before submitting the form, even if the field isn’t required.
- No More Workarounds: Replaces the need to pair select fields with separate text fields for capturing “Other” responses.
- Secure & Compatible: Fully supported in forms with passcode protection, response limits, and other form-level access controls.
- Works Across Views: After submission, the “Other” value is available in Grid View, Record Pages, and Details Widgets — searchable and stored at the record level.
How It Works
- In field settings, Solution Managers can check “Enable ‘Other’ option” for any Single or Multiple Select field.
- When completing the form, a respondent who selects “Other” will see a multiline text input to describe their response.
- Submitted text is saved with the record and shown wherever the field appears across SmartSuite.
- If the “Other” option is later disabled, the data remains stored but hidden from view, and reappears if re-enabled.
This enhancement makes it even easier to collect meaningful, user-defined input - while preserving structure, usability, and data integrity throughout your forms.
improved
All Plans
Redesigned Home Page: Smarter Navigation, Better Organization
We’ve completely redesigned the SmartSuite Home Page to help you work faster, stay organized, and personalize your workspace experience. From Solution Categories to flexible layout views and enhanced branding controls - everything you need is now at your fingertips.
Key Highlights
- Solution Categories: Group Solutions by team or function. Admins manage Categories; Solution Managers assign them.
- 4 Layout Views: Choose from Grouped (default), Card, Pill, or Admin views — each tailored to different user needs.
- Workspace Branding: Customize banners with logos, colors, background images, and personalized greetings.
- Navigation Enhancements: Access All, Favorite, and Recently Accessed Solutions quickly. Left-side menu redesigned for clarity and collapsibility. User and Workspace menus updated for easier role-based access.
- Solution Creation Options: Use templates, start from scratch, or try AI-powered Solution generation.
- Footer & Banner Customization (Signature plan): Personalize your workspace even more with editable footers and banner elements.
How It Works
- Admins can configure Categories, branding, banner types, and default view settings from the Workspace Branding menu option.
- Each user can personalize their layout preference, and SmartSuite will remember it across sessions.
- New Solutions can be created from the Home Page with simplified controls and AI assist.
This update is being made available to all plan types. Your workspace will default to a “General” category - and from there, you can start organizing, customizing, and making the new Home Page truly yours. Welcome to the smarter SmartSuite Home!
improved
All Plans
Charts: Include Empty Values
You can now choose to include empty or unfilled values in your charts, giving you a more complete view of your data - especially when tracking gaps, missing entries, or incomplete records.
Key Highlights
- New Advanced Option: A toggle labeled “Include empty values” (final name may change) is now available in the Advanced Options section of Chart View and Chart Widgets.
- Visualize “No Value” segments: When enabled, charts display a fixed segment labeled “No Value” to represent records without a filled value.
- Works with Groupings: Empty values are respected both in direct value calculations and when used in grouping.
- Drill-in Supported: Clicking on the “No Value” segment shows the underlying records, just like any other data slice.
- Numeric Calculations Included: When using fields like Number or Priority, unfilled values will factor into count and average metrics if this option is enabled.
- View Gaps in Data Clearly: Ideal for audits, compliance, and GRC reporting where completeness is critical.
How It Works
- Open the Advanced Options in a Chart or Widget configuration.
- Enable the “Include empty values” toggle (off by default).
- Your chart will now include a “No Value” segment for records missing values in the selected field.
- Grouping and value logic adjust automatically.
- Click on “No Value” segments to drill into those specific records.
This enhancement helps you uncover hidden insights in your data, from incomplete form submissions to uncategorized risks — and adds powerful diagnostic visibility across dashboards and reporting workflows.
Shared Forms now support passcode protection, allowing form creators to restrict access and ensure that only individuals with the correct passcode can view or submit responses. This feature adds an additional layer of security when collecting sensitive or confidential information.
Key Highlights
- A “Passcode” option has been added to the Share Form modal.
- The passcode prevents unauthorized access to your form link without the code.
- This means forms now use the same secure access model available for other shared views like Card, Grid, and Kanban.
- Passcodes are easy to enable and manage, with no new steps or complexity.
How It Works
- Open the “Share Form” modal for any form view.
- Toggle the “Restrict access with passcode” option.
- Enter a passcode that recipients must use to access the form.
- Share the link and passcode separately for secure distribution.
- Users who open the link will be prompted to enter the passcode before they can view or submit the form.
This new passcode feature for shared forms delivers a simple yet effective way to safeguard sensitive submissions, giving users tighter control over who can access and respond.
new
All Plans
Record Page: Field Comments
Field-Level Comments bring a more precise and contextual way to collaborate within the Record Modal, allowing teams to have focused discussions tied directly to individual fields.
Key Highlights
- Streamlined interface: The comment button appears only on hover when no - open comments exist, keeping the UI clean.
- Always-visible indicator: Fields with open comments display a visible comment icon and counter.
- Focused “Field Comment” mode: View and add comments tied directly to a specific field.
- Real-time comment counter: See updates immediately as new comments are added to a field.
- Contextual comment headers: Every field comment clearly shows the field it’s linked to.
- Jump-to-field behavior: Clicking a field name in any comment scrolls the record to that field and reopens the discussion.
How it Works
- Hover over a field to reveal the comment button if no comments exist — or click the icon directly when open comments are present.
- Enter “Field Comment” mode to focus conversation on a specific field and see relevant discussions.
- Add new comments or browse open ones, with the option to filter and view all past comments for that field.
- Exit Field Comment mode anytime to return to full record comments.
- In regular comment mode, clicking a field name in a comment takes you straight to that field and reopens the comment thread.
This new feature helps teams collaborate with more precision, making it easier to track feedback and decisions across complex records.
improved
All Plans
Multiple Select: Limit Number of Selections
You can now control how many options a user can select in a Multiple Select field, perfect for enforcing structured input in your workflows.
Key Highlights
- New setting: A “Limit number of selections” toggle has been added to field settings.
- Customizable maximum: Set a numeric limit (minimum and default: 1) for the number of allowed selections.
- Smart fallback: If input is cleared, the field selection count resets automatically.
- Fully optional: The feature is off by default to preserve existing behavior.
How It Works
- Edit a Multiple Select field and scroll to the bottom of the settings panel.
- Toggle “Limit number of selections” to enable the feature.
- A numeric input will appear—enter the maximum number of selections allowed.
- Users will only be able to select up to that number when editing a record.
This enhancement gives you more control over data consistency while keeping the experience flexible and easy to configure.
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