Changelog
Follow up on the latest improvements and updates.
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new
Enterprise
Signature
Access & Security
Dynamic Record Permissions
Dynamic Record Permissions is now generally available. Solution Managers can build table-level rules that restrict who can View, Edit, Create, or Delete records, with scope down to individual tabs and sections and conditions tied to field values. GRC programs locking completed policies, audit programs making engagements read-only on completion, and security teams walling off sensitive records all now have a control surface that matches how their governance actually works.
Key Highlights
- Cohort-Based Targeting: Pick Everyone, Only Selected, or Everyone Except as the audience, with a mix of teams, individual members, and permission types as the picker options. One rule can target a Team plus a permission type plus a named user in a single audience.
- Four Restriction Types, Scoped Three Ways: View, Edit, Create, and Delete restrictions, each scoped to the whole Record, to selected Tabs, or to selected Sections, with optional conditions tied to Status, Single Select, Multiple Select, or Yes/No fields.
- Sentence-Builder Rule Authoring: Build rules in plain language ('Sales Team can't edit records when Status = Completed') instead of writing logic by hand. Each rule has a title, description, audience, and one or more restrictions.
- Layered Conflict Resolution: Multiple rules for the same cohort apply the strictest rule (least privilege). When a person belongs to multiple cohorts with conflicting rules, the least strict rule wins (optimistic) so collaboration is preserved. Record-scope rules take priority over Tab, then Section.
- View As, Validation, and Safe Deletion: Test any rule with View As as the selected user. Invalid rules (missing audience, deleted tab, broken condition) auto-mark themselves invalid and stop applying. Tabs and Sections that a rule depends on cannot be deleted without first cleaning up the rule.
How It Works
- Open a table you manage and go to the new Permissions section in table settings; this is where Record Level Permission rules live alongside the existing table-level permissions.
- Click Add Rule, give it a Title (unique within the table) and an optional Description, then specify Who this rule applies to (Everyone, Only Selected, Everyone Except) and pick teams, members, or permission types.
- Add one or more restrictions per rule: pick the action (View, Edit, Create, Delete), pick the scope (Record, Tab, Section), and choose Always or When conditions are true. Use the sentence-builder control to compose the condition.
- Save the rule and it becomes effective immediately. There is no draft/publish state. Use View As on any rule's audience to verify the experience the restricted user will see.
- Edit, duplicate, or delete rules from the Rules Overview page; conflicting rules resolve automatically per the documented priority order.
A note on the upgrade path: customers who used Dynamic Record Permissions in the early access period get the GA experience with no migration work.
new
All Plans
Forms: The New Forms Page
Solutions now have a dedicated Forms page in the Solution menu that shows every form in the solution as a tile, grouped by its target table. Service desks running multiple intake forms, GRC teams maintaining attestation forms across control areas, and HR programs juggling onboarding, leave, and exit forms can all manage their forms from a single operational hub instead of hunting through individual tables.
Key Highlights
- Tile-Based Layout Grouped by Table: Every form in the solution renders as a tile showing title, target table, shared status, and a preview of the first page. Tiles are grouped alphabetically by table, with a sidebar of tables for quick navigation.
- Shared and Draft Badges: A Shared icon flags forms exposed internally or externally. A Draft badge calls out forms that have never been shared, signaling they are not yet usable as a Form View or via a Button action.
- Three-Dots Menu Per Tile: Hover any form to surface Copy Internal URL, Copy Shared Link, Edit, Duplicate, and Delete, exactly the actions builders reach for most often.
- Search and Empty State: A top-right search field filters by form title while preserving the table grouping, with a clear No Results message. Solutions with no forms see a Welcome to SmartSuite Forms onboarding state with one-click new-form creation.
- New Form Dialog: Create Form opens a focused dialog with required Title (validated for uniqueness with a live preview) and required Table (dropdown of every table in the solution); Create Form drops the user straight into the Edit Form screen.
How It Works
- Open any solution where you have Solution Manager permissions and click the new Forms item in the Solution menu.
- Browse forms grouped by their target table, or jump to a specific table by clicking its name in the sidebar.
- Hover a tile and use the three-dots menu to Copy Internal URL, Copy Shared Link, Edit the form, Duplicate it (appends 'Copy' to the title), or Delete it.
- Use the search input in the top right to filter by form title; results stay grouped by table.
- Click New Form to open the Add New Form dialog, enter a unique Title and pick a Table, and click Create Form to save and jump into the Edit Form screen.
Pairs naturally with the rest of the Forms 2.0 work this year, including Multi-Page Forms, Progress Bar, Enhanced Submission Page, and the Submittable Form View.
new
All Plans
Internal Form View
The Form View has been redefined. It is now a view type linked to an underlying source form, rendered in ready-to-fill state for any table member with view access. Service desks placing an intake form in every team's view panel, HR teams attaching onboarding forms to people tables, and GRC programs putting attestation forms next to control records all get a one-click submission surface inside the work they already do.
Key Highlights
- Submittable, Not Just Editable: The Form View now displays the linked form in a ready-to-fill state for every table member with view access, not just Solution Managers.
- Linked to a Source Form: Pick any internally-shared form from any solution you manage as the view's source. The view stays in sync with edits to that source form.
- Solution Switcher and Search: The Select Form modal shows forms across every solution you manage, grouped by table, searchable, with inline new-form creation.
- Manager Controls: Solution Managers can rename, swap to a different source form, edit the underlying form, or delete the view from the view properties.
- Migration Handled: Existing legacy Form Views are removed from the views panel; Solution Managers should use the new Forms page to edit forms, and create a new Form View only when they want the form exposed for internal submission.
How It Works
- Add a Form View to a table; the Select Form modal appears with internally-shared forms grouped by table across every solution you manage.
- Pick a form (or create a new one inline) and the view links to that source. The view name inherits from the source form by default.
- Any member of the table with view access opens the Form View and submits the form, subject to record-create permissions on the target table.
- A Solution Manager can change the linked form, edit the form's fields via the designer, rename the view, or delete it; only Solution Managers see these controls.
- If the source form is deleted in the Forms page, every Form View that referenced it is removed automatically.
Use this when a form needs to be available inside the team's existing workspace rather than as a public link, especially for high-volume internal submissions like ticket intake, attestation, or onboarding requests.
new
Foundry (Open Source)
SmartSuite Local MCP Server (Open Source)
SmartSuite Foundry has shipped an open-source Model Context Protocol (MCP) server that runs locally and exposes SmartSuite data to MCP-compatible AI clients. Builders, integrators, and Foundry community members can install it today via npm, Docker, or a packaged Claude Desktop extension and start scripting SmartSuite from the AI tools they already use.
Key Highlights
- Open Source on GitHub: The server is published under the SmartSuiteFoundry organization on GitHub, including README, issue tracker, and tool documentation. Forking and contributions welcome.
- Local stdio Architecture: The server runs as a local stdio process on the builder's machine and authenticates to SmartSuite with the user's own API token. No SmartSuite-hosted intermediary is involved.
- Two Install Paths: Manual install via npm or Docker, with explicit MCP client configuration. Packaged install as a Claude Desktop extension, which bundles the server and handles registration automatically.
- Works with Any MCP Client: Use the server from Claude Desktop, Claude Code, Cursor, or any MCP-compatible coding agent or desktop assistant.
- Tool Coverage: The initial release covers reading records, writing records, exploring schema, and managing files, with more tools planned and a clear path for community contributions.
How It Works
- Visit github.com/SmartSuiteFoundry/smartsuite-mcp-server and follow the README for the install path that matches your tooling.
- Provide your SmartSuite API token and workspace identifier through your MCP client's configuration (or via the Claude Desktop extension's first-run setup).
- Start a session in your MCP client and call SmartSuite tools by name: list applications, read records, write updates, fetch files.
- Extend the server by adding tools in the repository's tools/ directory or by forking and customizing; open a pull request to contribute changes back.
- Report issues, request tools, and discuss extensions in the GitHub repository's issue tracker.
This release is a Foundry prototype. Expect rapid iteration, breaking changes between versions, and a community-shaped roadmap. Production-grade hosted MCP capabilities will follow in a separate, governed track.
new
Enterprise
Professional
Email Layouts
SmartSuite emails can now carry a configurable header and footer designed by your Workspace Admin. ITSM service desk notifications wearing corporate branding, GRC compliance emails with consistent legal footers, and Communication Center messages with on-brand design all become trivial to standardize from a single setting in Workspace Administration.
Key Highlights
- Email Layouts Section: A new section under Workspace Administration / Email Settings lets admins create named layouts with header and footer designs that apply globally to outgoing emails.
- Header and Footer Controls: Each layout supports a logo image (5 sizing options), rich-text content (font size, bold/italic/underline, color, URL), background color from the SmartSuite palette or a custom value, and Left or Center alignment.
- Multiple Layouts: Save any number of layouts and mark one as default. The default cannot be deleted but can be reassigned at any time.
- Automation and Communication Center Aware: Existing Send Email actions and Communication Center messages pick up a new Email Layout control automatically when the feature is enabled, with a dropdown when multiple layouts exist.
- Safe Defaults on Downgrade: If a workspace downgrades below Pro, existing layouts are preserved but stop applying to outgoing email. Upgrade re-applies them automatically.
How It Works
- An admin opens Workspace Administration, navigates to Email Settings, finds the new Email Layouts section, and clicks Edit.
- In the Email Layouts modal, the admin toggles the feature on and configures one or more layouts: header, footer, logo, content, background, alignment.
- Each layout gets a name; one layout is marked as the default. A pre-filled default footer ("Powered by SmartSuite" on light grey) seeds the first layout if needed.
- Automation builders configuring a Send Email action see the new Email Layout control, with the default pre-selected when only one exists or a dropdown when multiple do.
- The same applies to Communication Center emails sent from records; the layout wraps the message content automatically.
Available on Pro Plan and above. Pair this with automation-driven service desk workflows, GRC notification routines, and customer-facing record communications for consistent brand presentation across every email SmartSuite sends.
improved
Product
Issues Management: AI-Powered Trend Analysis
Issues Management now includes AI-powered trend analysis that scans your entire active issues library — across every type, source, and business unit — and surfaces meaningful trends automatically.
Key Highlights
- Automated Trend Detection: An AI trend analysis automation reviews every active issue across all types, sources, and business units, then writes a structured trend record for each meaningful pattern it finds — not isolated one-offs.
- Auto-Populated Trend Records: Each trend comes back with a severity level, category/type, root-cause driver, summary, predicted impact, recommended actions, and links to the supporting issues and business units, all filled in by the AI.
- Trends Dashboard: A one-stop dashboard rolls everything up into top-line metrics (new trends, active high-severity, average risk/impact score, closed/resolved) plus breakdowns by driver, status and category, and business unit.
- Interactive Filtering: A filter widget slices the entire dashboard live by business unit, severity, or driver, so a single rolled-up report answers many questions and can be shared for board reporting without rebuilding views.
- Bring Your Own AI Model: The analysis runs on your own authenticated model, whether a frontier model or a custom LLM, with no SmartSuite model trained on your data.
How It Works
- Add the Issues Trends table: Add the Issues Trends table to your Issues Management solution, alongside your existing issues and remediation tables.
- Configure the AI Trend Analysis automation: Set the trigger to run on a schedule (daily, several times a day, weekly), continuously, or on a button click, and point it at your active issues.
- Data fed to the model: The automation feeds each issue's name, description, root cause, source, impact, status, and business-unit links into your chosen model using a prompt you can tailor.
- Review and drill-down: Review the generated trends on the dashboard and drill from any metric into the trends, then into the individual issues driving them.
- Assign actions and owners: Assign target resolution dates, recommended actions, reviewers, and escalation levels to move from insight to response.
- Replicate across GRC: Apply the same prompt-and-dashboard pattern across compliance gaps, risk areas, or incidents to bring AI trend analysis anywhere in your GRC workflows.
- Board reporting and security: Share the dashboard behind SSO for view-only board reporting, with all filtering intact.
new
All Plans
Dashboards: Kanban Widget
Kanban now works as a widget on any SmartSuite dashboard. Service desks rendering a ticket board inside a wider operations dashboard, PMOs visualizing sprint work next to their burndown chart, and GRC programs tracking control status alongside KPI tiles can all drop a Kanban directly onto the canvas, no separate view required.
Key Highlights
- Kanban as a Widget: Place a configurable Kanban widget on any dashboard, with columns driven by a Status, Single Select, or single-value field on the source records.
- Swimlane Grouping: Group cards into rows using another single-value field, including Lookups that target single-value Linked Records, for a two-dimensional view.
- Drag-and-Drop Editing: Drag cards between columns to update the underlying record live, with permissions controlled by record-level access rather than dashboard permissions.
- Performance-First Defaults: Show All button appears on any column with more than six cards, hide empty columns and rows for cleaner boards, collapse all swimlanes for high-density views, and a 3,000-card cap keeps the widget fast.
- Full View Controls: Sort, Filter, Find, Group By, Spotlight, Card Size, and Fields to Display all work in-widget just like they do on a regular Kanban view.
How It Works
- Open a dashboard you can edit and add a new widget; select Kanban View from the widget library under Views.
- Pick the Solution and Application the widget should pull records from; configure View Controls (sort, filter, group by, fields to display) and decide whether users can drag cards.
- Choose a column field (Status, Single Select, or any single-value field) and optionally a swimlane field for two-dimensional grouping.
- End users see the Kanban inline with the rest of the dashboard, can drag cards between columns if their record permissions allow it, and can click any card to open the record.
- Use Hide Empty Columns, Hide Empty Rows, and Collapse All to control density on busy boards; the Show All button surfaces when a column has more than six cards.
Use this when you want a visual board view alongside other dashboard widgets instead of jumping between a Kanban view and the rest of your reports.
improved
All Plans
Forms: Enhanced Submission Page
Publicly shared SmartSuite forms now have a fully configurable Submission Page. Service desk intake forms, GRC attestation flows, and any customer-facing form can show a polished Thank You message or redirect submitters directly to a follow-up URL of your choosing.
Key Highlights
- Two Configurations: Pick Message mode for an inline Thank You page, or Redirect mode to send submitters to a URL of your choice.
- Custom Thank You Page: Configure a toggleable icon, a Title (default "Thank you!"), and a rich-text Description, all editable with the same controls used elsewhere in the form designer.
- Redirect Handling: Specify a URL with inline validation; submitters land there automatically after clicking Submit.
- Public-Only Behavior: The Submission Page applies to publicly shared forms only; internal forms continue to close their dialog on submit, so existing internal workflows are untouched.
- Always Present: The Submission step cannot be removed from a form's setup, so every public form has a defined post-submit experience without builders having to remember to configure it.
How It Works
- Open the Pages control on any form and select the Submission Page; it is always present at the end of the form's page list and cannot be deleted.
- Choose Message (default) or Redirect for the page mode.
- For Message mode, set whether the icon shows, write a custom Title, and compose a rich-text Description; the defaults work fine if you want a generic confirmation.
- For Redirect mode, enter a destination URL; standard inline validation flags any malformed input before you save.
- Publicly share the form and submitters experience the page you configured on submit; internal users continue to see the dialog close as before.
Pair this with Multi-Page Forms and the Progress Bar shipped earlier in May to give long public forms a polished start-to-finish experience.
The Button field on a record now supports Create a Record and Open a Form actions, matching what Button widgets on dashboards have offered. Service desks placing a 'Create Follow-Up Ticket' button on every incident, change boards launching a CAB approval form from a record, and GRC programs offering one-click attestation submissions can now wire the action directly onto a record without leaving it.
Key Highlights
- Create a Record Action: Open the standard record creation page in any Solution and Table, with default values pre-applied to specific fields, all configured directly in the button's settings.
- Open a Form Action: Launch any form from any table in Popup (default), Slider, Fullscreen, or New Tab mode, keeping the user's session and pre-loading the form ready for input.
- Default Values: Most input field types are supported (text, number, date, select-based, etc.). The button overrides field-level default values when both exist, so the button's value wins for that launch.
- Broken Config Handling: If the target Solution, Table, or referenced Field is deleted or migrated, the button surfaces a clean error toast and recovers automatically when the resource is restored from the Recycle Bin.
- Action Parity Across Surfaces: The Button field, Button Row widget, Simple Banner widget, Hero widget, dashboard tabs, and view-based widgets all now share the same action set.
How It Works
- Open a record's field configuration and add a Button field; pick a Display Format (Colored Pill or Text Only), Label (default 'Click me'), and Color.
- Under Actions, choose Create a Record or Open a Form (Open URL and Run an Automation remain available).
- For Create a Record, pick the target Solution and Table, optionally select a Record Template, and configure Default Values for specific fields by adding them one at a time.
- For Open a Form, pick the target Solution and Table, choose the Form from a dropdown of available forms in that table, and pick the rendering mode (Popup, Slider, Fullscreen, New Tab).
- Save and the button appears on the record in your selected display format; clicking it executes the configured action with the user's session and permissions.
Use this when a record needs a one-click follow-up that produces a related record or opens a structured form, without forcing users to navigate to a different surface first.
new
Mobile
Mobile: Kanban View
Kanban views now render on the SmartSuite mobile app with the same layout, controls, and drag-and-drop behavior as the desktop version. Field service technicians clearing tickets between site visits, change managers approving on the move, and PMOs ticking sprint work from anywhere can pick up cards and advance them through their lifecycle without opening a laptop.
Key Highlights
- Mobile Kanban Parity: Open any Kanban view or Kanban dashboard widget on the mobile app and see the same columns, swimlanes, cards, and configuration.
- Drag-and-Drop on Touch: Drag cards horizontally between columns to update the underlying record, with permission checks running through the same record-level model used on the web.
- Honors All View Controls: Sort, Filter, Fields to Display, Group By, swimlane settings, and the Show All density rule all apply on mobile exactly as they do on desktop.
- Tap to Open: Tap a card to open the record details view, including fields, comments, history, and the rest of the standard record surface.
- Service Desk Ready: ITSM technicians clearing a queue between site visits, change managers approving from the field, and GRC reviewers acknowledging controls on the go all get a board view that travels with them.
How It Works
- Open the SmartSuite mobile app and navigate to any table that has a Kanban view configured, or to a dashboard that includes a Kanban widget.
- The Kanban renders with columns left-to-right and swimlanes top-to-bottom, matching the desktop configuration exactly.
- Tap and hold a card to start a drag; drag horizontally to a different column to move the record forward.
- Tap a card to open the full record view, with fields, comments, and history available for review or edit.
- Apply view controls (Sort, Filter, Group By, Fields to Display, density toggles) through the standard mobile controls; changes apply live to the rendered board.
Use this when your team's Kanban board is part of how they actually move work, and they need it in their pocket as much as on a screen at the desk.
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