Changelog
Follow up on the latest improvements and updates.
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We've introduced a new way to work with your solutions: the
Solution Packaging
feature. This update makes it easier to duplicate or move groups of solutions while keeping their linked records intact. You can now select multiple solutions, duplicate them, or move them to another workspace with less hassle and more consistency. Key Highlights
- Multiple Solutions: Quickly select and package several solutions at once.
- Preserved Relationships: Linked records between solutions and tables stay connected after copying.
- Automations Support: You can include automation configurations in your Solution Package. You can also optionally include views and records.
- Workspace Flexibility: Easily target a different workspace, just like with a single solution duplicate.
- Version Management Ready: This release lays the groundwork for managing package versions and incremental updates in future phases.
How It Works
- When you package solutions, the system takes a snapshot of the current setup – including all necessary configurations and linked records – to ensure that the installed package accurately reflects the source Solutions.
- Duplicated solutions have their IDs automatically remapped so that filters, spotlights, and other settings based on lookup or linked record fields function correctly immediately after the copy.
- If automations are included in the package, they are installed in an inactive state so that you can review and enable them when ready.
- The update includes a smooth process that prepares your workspace for a package install, maintaining a record of the installation details and ensuring that only relevant changes are carried over.
This update is available immediately, empowering you to simplify the process of sharing and moving entire sets of solutions. Enjoy a more streamlined and reliable way to manage your workspaces!
We’re excited to introduce a brand-new viewing option – Document View – that lets you create and manage standalone documents within your tables. Now, you can work with rich text content and enjoy collaboration features in a dedicated workspace without being limited by record formats.
Key Highlights
- Document Creation Made Easy: Access the Document View option under “+ New View” to instantly start a blank document titled “Untitled Document.”
- Rich Text Editing: Enjoy full-featured editing tools including text formatting, headings, lists, images, and embedded content.
- Seamless Collaboration: Benefit from inline editing, auto-save, and built-in features like comments for smooth teamwork.
- Integrated Navigation: Your new Document View appears in the left navigation, setting the stage for upcoming enhancements in our app interface and portal.
How It Works
- Launch a New Document: Select “+ New View” and choose Document View to create a document that exists independently from traditional table records.
- Edit and Format Instantly: Use the dedicated rich text editor that provides contextual formatting tools while you type and automatically saves your changes.
- Enhance Your Content: Simply type “/” to open a quick-access menu for advanced content blocks such as images, tables, callouts, and more.
- Manage Settings with Ease: Adjust view settings, permissions, and display options from a user-friendly right-side panel, ensuring your document works exactly how you need it.
This update lays the groundwork for collaborative and creative document management across your workspace, making it simpler than ever to capture and share your ideas.
new
All Plans
Record Page: Page Settings Enhancements
We've refined the Record Page to make managing your fields, tabs, and sections smoother and more intuitive. These improvements aim to simplify your editing experience and help you navigate your records more effortlessly.
Key Highlights
- Resizable Sidebar: The sidebar now opens at a default width of 600px. You can easily adjust its size between 440px and 800px using the familiar resize handle.
- Global Field Search: The search bar has been repositioned above the tabs so you can search across all fields at once. As you type, matching results are indicated by count badges on each tab, and any tabs without relevant results are temporarily removed from view. An "X" button lets you clear the search with a single click.
- Enhanced "Move to Tab" Functionality: Whether you're in the record modal or the settings sidebar, the updated move feature now lets you reassign fields to the desired tab—and if applicable, a specific section—ensuring your layout stays organized.
- Sticky Add New Field Button: For pages with extra white space, the Add New Field button now acts like a sticky footer, staying in view until additional content naturally pushes it down.
How It Works
- Adjust the Sidebar: Drag the edge of the sidebar to resize it between 440px and 800px, starting from the expanded default of 600px.
- Use Global Search: Enter your search query in the new bar placed above the tabs to quickly locate any field. Matching tabs will show a badge with the number of matches, and tabs without matches will be hidden. Click the clear (X) icon to reset the search.
- Move Fields with Ease: When tabs are enabled, click the "Move to Tab" icon next to a field. A dropdown will display available tabs (and their sections, if applicable) to simplify moving the field to your desired location.
- Enjoy a Consistent UI: On the record modal, when extra space is available, the Add New Field button stays anchored at the bottom until more fields are added.
This update enhances your record configuration experience by streamlining layout adjustments and making navigation more responsive. Enjoy the cleaner, more flexible Record Page!
We've enhanced linked records by introducing a new Grid Display that brings inline editing right into the record view. Now, you can update your linked records just as easily as you would on a dashboard widget. This change delivers a more fluid experience, whether you're modifying an existing record or adding a new one directly within the grid.
Key Highlights
- Grid Display Format: Switch from the old Table Display to the new Grid Display. This update makes inline editing more intuitive and streamlined.
- Inline Editing: Update your linked records right on the record page – changes are applied instantly without extra steps.
- Flexible Record Creation: Depending on your settings, you can either add a new record inline with a simple click or use the record selector modal. A top button appears with more options if there are many linked records.
- Enhanced Settings: Admins can now choose whether users can edit and create records inline. These settings apply both to the record page and the record details widget.
- Improved Workflow: A smoother editing process means quicker updates and better integration with your current workflow.
How It Works
- When you choose the new Grid Display format in your field settings, you gain access to additional options for inline editing and record creation.
- If inline editing is enabled, clicks on relevant areas let you directly modify record values without leaving the grid view.
- The option to create new records inline is available via a dedicated button. Depending on your configuration, clicking this button will either add a new row for immediate editing or open a modal to select an existing record.
- All changes are saved immediately, ensuring that your updates are secure and that permissions and validations are respected.
For additional details on the requirements and implementation, please refer to the requirements
new
Enterprise
Signature
Access & Security
SSO: Support for SCIM Provisioning
We’re excited to release our latest update that simplifies user role management with SCIM. With this enhancement, administrators can now assign roles like admin, solution_manager, general, or guest directly via SCIM. This feature is designed for workspaces with SSO enabled and aligns closely with industry best practices similar to those used by Airtable.
Key Highlights
- Role Assignment via SCIM: Easily set member roles (admin, solution_manager, general, guest) during user provisioning.
- Flexible Group Management: A new feature flag – “behave_like_patch” – lets you control whether the PUT method adds to or replaces existing group members, accommodating differences in identity provider behavior.
- Improved User Lifecycle: Automatically manage onboarding and offboarding with SCIM-driven updates while keeping user profiles synced with your IdP.
- Data Integrity for Teams: SCIM actions do not affect the special Everyone team, ensuring team integrity stays intact.
- Read-Only SCIM Data on UI: Fields mapped from SCIM are now locked from editing in the interface, so your central identity settings remain consistent.
- Transparent Activity Logs: View detailed logs of user and team events such as creations, updates, and deletions, making it simpler to track changes across your workspace.
- Performance Checks: Ongoing monitoring of system load during the bulk import of users and groups helps maintain a smooth experience even under heavy load.
How It Works
- Enable SCIM in your workspace with SSO support, and configure endpoints, authentication credentials, and attribute mappings through the admin console.
- Use our workspace-level feature flag to control the PUT behavior for group updates, ensuring that your preferred method for handling group assignments is followed.
- Once set up, user onboarding, offboarding, and profile updates are automatically managed via SCIM, and all non-editable user data is synchronized with your IdP.
- Administrators can review activity logs for user and team changes directly in SmartSuite, helping to quickly pinpoint and resolve any issues.
We've updated SmartSuite to let you assign Solution Managers not only individually, but also by Team. Now, if you add a team, every member of that team automatically receives the permissions for managing the Solution—making permission management smoother and more efficient.
Key Highlights
- Team & Member Support: When adding a Solution Manager, you can now choose a whole team. All members from the selected team will inherit the permission.
- Avoiding Common Pitfalls: The control smartly excludes the EVERYONE team to help prevent accidental permission misconfiguration.
- Consistent Display: Selected teams appear as interactive pills, similar to individual user selections.
- SCIM Compatibility: The new feature works seamlessly with SCIM Team provisioning and deprovisioning, ensuring your teams remain up to date.
How It Works
- When you click the plus (+) button to assign a Solution Manager, you’ll see an updated selection component listing both individual users and teams.
- Pick a team from the list (excluding EVERYONE) and see it represented by a pill, which can be removed by clicking the X if needed.
- The same control used in Record Comments is re-used here to ensure a familiar experience while you manage permissions.
improved
All Paid Plans
Mobile App: Time Tracking Log Support
We’re excited to introduce Time Tracking Log support on the SmartSuite mobile app, giving users the ability to start, stop, and manage timers directly from their phones or tablets. This brings the full flexibility of the Time Tracking Log field type to teams working in the field, on-site, or on the go—ensuring accurate and effortless time capture anywhere work happens.
Key Highlights
- Start and Stop Timers on Mobile: Log work sessions from your phone with a single tap.
- Edit or Add Time Entries: Update existing logs or manually add new ones for better accuracy.
- Auto Timer Option: In the Time Tracking Log, users can now start an auto timer with just a tap. The displayed timer shows elapsed time and includes an easy-to-use stop control, making it convenient to capture actual time spent on tasks.
How It Works
When viewing a record that includes a Time Tracking Log field, mobile users can:
- Tap Start Timer to begin tracking work.
- Tap Stop Timer when finished—SmartSuite automatically records the elapsed time.
- Optionally, add notes or adjust times before saving.
- Review past sessions in a scrollable list showing duration, start, and end timestamps.
The Time Tracking Log now includes a timer feature that can be activated directly from the log’s dropdown menu. Once started, the timer updates a floating pill on the screen with the elapsed time, and you can stop it either via an on-screen control or within the entry itself.
new
Enterprise
Signature
Record Page: Conditional Display of Fields
We've upgraded Record Pages with a fresh way to manage the display of individual fields based on your specified conditions. This enhancement builds on the existing logic for tabs and sections, giving you more precise control over what your users see in complex workflows.
Key Highlights
- Introduced a new "Fields" section within the Display Logic tab.
- Users can add, modify, or remove a conditional rule for each field—each field allows for one rule only.
- Established a clear logic hierarchy: if a Tab's condition is false, its sections and fields hide; if a Section's condition fails, all its fields are hidden.
- Works hand-in-hand with the "Enable hidden fields in Conditions" toggle to offer flexible display options.
- Clear visual indicators now appear next to any tab, section, or field that has an active condition.
- This feature is available for Enterprise and Signature customers.
How It Works
- Go to your Record Page and open the Display Logic tab where you’ll find the new "Fields" section.
- Create a rule for any field by using the existing logic engine—just remember, each field can hold only one rule.
- The system checks the conditions in a top-down order: rules set for tabs override sections, and sections override individual field settings.
- If a condition isn’t met, the UI automatically hides the affected tabs, sections, or fields, making it easier to manage complex layouts.
- Mobile users will see the same conditional behavior as on the web, ensuring a consistent experience.
Enjoy the enhanced flexibility and clarity as you customize Record Pages to perfectly match your workflow needs.
new
All Plans
Unified Sections Across Page Layouts
We've refreshed the Record Page layouts to deliver a consistent experience when managing Tabs and Sections. Now, whether you're using a One Column, 50/50, or 70/30 layout, you’ll always work with the same set of Sections, simplifying configuration and ensuring that fields appear where you expect.
Key Highlights
- Unified Sections: All layouts share the same Sections, removing the past inconsistency between the 70/30 layout and others.
- Flexible Field Placement: In the 70/30 layout, any field can be placed in the 70 column without the previous restrictions.
- Seamless Transitions: When you switch layouts, sections move accordingly—switching to 70/30 brings all current sections into the 70 column, while switching away prioritizes sections from the 30 column.
- Consistent Mobile Experience: The unified sections are transmitted reliably to mobile users, ensuring that layout changes work the same across devices.
How It Works
- When you switch to the 70/30 layout, all sections from your existing layout appear in the 70 column initially, giving you the flexibility to reposition fields later.
- Switching from the 70/30 layout to another format reorders the sections so that those from the 30 column take priority, followed by the sections from the 70 column.
- This update addresses the previous differences between layouts and prepares the platform for upcoming dynamic record level permissions.
- Only Solution Managers, under their current subscription plan, have access to these enhanced layout features.
This update is part of our ongoing commitment to make page customization smarter and more intuitive for all users.
new
All Plans
Automations & Integrations
Automation Action: SmartSuite Notification
Stay connected without leaving SmartSuite. The new Send a Notification automation action lets you send in-app messages directly to workspace members through the SmartSuite Notification Center - perfect for alerting teammates when key record events occur.
Key Highlights
- SmartSuite now includes a new action type called “Send a notification.”
- In-app messaging delivers updates directly to the Notification Center, eliminating the need for email.
- You can choose dynamic recipients using static emails, names, or field-based values such as Assigned To, Email, Lookup, or Formula fields.
- Messages can be customized, or you can use context-aware defaults that adapt automatically based on automation triggers like record creation, updates, or condition matches.
- The system is context-aware, so messages automatically reference the triggering record and app when available.
- To simplify automation setup, the “Send Notification” option has been removed from the Send Email action.
How It Works
- When configuring an automation, you can select SmartSuite: Send a notification as the action.
- In the Send To field, you can define one or more recipients, including workspace members, specific email addresses, or values pulled from record fields.
- In the Message field, you can write the content of the in-app message, with SmartDoc formatting disabled to keep messages concise.
- Depending on the trigger, SmartSuite either auto-fills a default message or allows you to define your own.
- Notifications appear instantly in the recipients’ SmartSuite Notification Center.
With this new action, your automations can now keep teammates informed instantly - bringing faster visibility and smoother collaboration right inside SmartSuite.
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