Changelog
Follow up on the latest improvements and updates.
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Automations & Integrations
Automations: Conditional Logic
Automations pick up a new Conditional Logic action that lets a single automation take different paths depending on record data. Solution Managers build conditions with the standard condition builder, then place the actions that should run when conditions are met and the actions that should run when they aren't. Route ITSM tickets to the on-call team when priority is high, auto-approve purchase requests under a threshold and route larger ones for review, or send only backordered line items down a follow-up path inside a Repeating Action loop.
Key Highlights
- Single Automation, Multiple Paths: Replace the pattern of duplicated automations (one per scenario) with a single automation that branches based on record data. Fewer automations to maintain, fewer places where logic can drift out of sync.
- Standard Condition Builder: Conditions use the same control that already drives filters and automation conditions — AND/OR combinations, grouped condition sets, all field types supported. No new syntax to learn.
- Any Action Type in Either Branch: Both the "conditions met" and "conditions not met" branches accept any of SmartSuite's automation action types — updates, notifications, record creation, integrations, and more.
- Per-Item Evaluation Inside Repeating Actions: Placed inside a Repeating Action loop, Conditional Logic evaluates once per item in the loop, so a single run can send some items down one path and the rest down the other.
- Nesting Support: Pairs with this same release's Advanced Logic Nesting to allow branches inside branches, loops inside branches, branches inside loops, and loops inside loops (two levels deep).
- Full Traceability: Run History shows the evaluated values on the Conditional Logic step, so teams can debug why a given item took the path it did.
How It Works
- Open an automation and add an action. Choose Conditional Logic from the action picker.
- Build the conditions in the standard condition builder — combine multiple conditions with AND/OR, group as needed, reference any of the triggering record's fields.
- Add the actions that should run when the conditions are met to the first branch, and the actions that should run when they aren't to the second branch. Any action type is allowed in either branch.
- To evaluate per item inside a loop, place the Conditional Logic action inside a Repeating Action — each item in the loop is evaluated independently.
- Save and enable the automation. Open Run History to see which branch ran for each execution.
Solution Managers and Workspace Administrators can build and edit these automations. Available on all plans.
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Enterprise
Signature
Automations & Integrations
Automations: Slack Actionable Notifications
Automations can now send Slack messages with actionable buttons that update a SmartSuite record when clicked. Solution Managers pick a target record, compose the message, and choose a Status, Single Select, Multiple Select, or Yes/No field on the record as the button source — Slack recipients get up to three buttons and clicking one sets that field to the corresponding value in SmartSuite. Approval flows for contract sign-off, expense review, PTO requests, or GRC control attestations run entirely inside Slack while the audit trail lands on the SmartSuite record.
Key Highlights
- New Automation Action: "Send an actionable notification" under Slack in the automation action picker. Available once the Slack integration is enabled at the workspace level.
- Up to Three Action Buttons: Buttons are sourced from a Status, Single Select, Multiple Select, or Yes/No field on the target record. Clicking a button sets that field to the corresponding value.
- Channel or DM: Send the actionable notification to a Slack Channel (the SmartSuite bot must be added to the channel first) or to an Individual Slack user (resolved from a Members list, a Trigger field like Assigned To or Contact Email, or a dynamic Formula result).
- Permission-Aware: The Slack user who clicks a button is matched to a SmartSuite Member by email, and their record permissions are checked before the update runs. Unauthorized clicks return a "not enough permissions" response in Slack.
- Full Audit Trail: Successful updates land on the record's activity history with the Slack user's name and the automation name attached. Failed attempts are captured as comments on the record on behalf of SmartSuite Automation.
- One Execution per Notification: Each notification can be actioned once — after any button click, the notification is spent regardless of the outcome.
How It Works
- A Workspace Administrator enables the Slack integration from Workspace Settings → Security → Access. The setup authorizes SmartSuite's connection to the Slack organization and adds SmartSuite to the specific Slack workspaces that should have access.
- Solution Managers open an automation and add the "Send an actionable notification" action. They pick the target record (from the Trigger, a Single Find, or a Repeating Action's Current Item), choose Channel or Individual as the message type, and address the message.
- Compose the message title and content — rich text formatting, inline record field values, and an Open Record link are supported.
- Pick the field on the target record to drive the buttons (Status, Single Select, Multiple Select, or Yes/No). Add up to three buttons, mapping each to a field value and setting a label.
- Save and enable the automation. When it fires, the recipient sees the message with the buttons in Slack. A click updates the record in SmartSuite, and the activity history records who did what.
Requires the Slack integration enabled at the workspace level. Available on Enterprise and Signature plans.
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All Plans
Automations & Integrations
Automations: Advanced Logic Nesting
Automations' Advanced Logic building blocks — Conditional Logic (new this release) and Repeating Actions (Looping) — can now be nested inside each other, up to two levels deep. That unlocks multi-level workflows: a branch inside a branch, a loop inside a branch, a branch inside a loop, and a loop inside a loop. Process a set of records, loop over each one, and within each loop branch on a per-record condition — all inside a single automation.
Key Highlights
- Four Nesting Combinations: A Conditional Logic branch inside another Conditional Logic branch (chained conditions), a Repeating Action loop inside a Conditional Logic branch (loop only when conditions are met), a Conditional Logic branch inside a Repeating Action loop (evaluate conditions per item in the loop), and a Repeating Action loop inside another Repeating Action loop (iterate through a nested set).
- Two Levels of Nesting: Advanced Logic actions are available at the top level and at one nested level. At the second-level nested action, the picker offers every other action type but not further Advanced Logic.
- All Other Action Types Unaffected: Updates, notifications, integrations, record creation, and every other automation action type remain available at every level of nesting.
- Same Editor Experience: The condition builder inside a nested branch works the same way as at the top level. The Current Item and Trigger data are available at every nesting level.
- Full Traceability: Run History expands each nested step so teams can trace which branch ran and which items in a loop went where.
How It Works
- Open an automation and add a Conditional Logic action (new this release) or a Repeating Action (Looping).
- Inside a branch or a loop, add another Advanced Logic action to create a second level of nesting.
- Inside that second-level action, add non-Advanced-Logic actions (updates, notifications, integrations, and more). Further Advanced Logic nesting is not offered at this level.
- Save the automation and open Run History to trace how each execution resolved through the nested levels.
Ships alongside this release's Conditional Logic launch — the two features together are what "Advanced Logic" means in SmartSuite Automations. Available on all plans.
The Button field's click events on a record's activity history now record the user who clicked and the action that ran (Create a Record, Open a Form, Open URL, or Run an Automation). Button-driven workflows that dispatch actions from a record — service-desk agents opening a ticket-creation form, GRC reviewers launching an automation to snapshot evidence, PMO leads clicking through to a linked record — now have per-user attribution in the audit trail instead of an anonymous "button was clicked" entry.
Key Highlights
- User Attribution on Every Click: Activity history now identifies the user who clicked the button by name — no more anonymous entries in the audit trail.
- Action Type on Every Click: The log entry also records which action ran — Create a Record, Open a Form, Open URL, or Run an Automation — so auditors can distinguish a link-out from an automation trigger without cross-referencing the button configuration.
- Click Events Remain Separate: Button click events continue to be logged as their own events, never grouped with other field changes on the same record — preserving the pattern that made these entries usable for audit and incident review.
- Covers Every Button Action Type: All four Button action types (Create a Record, Open a Form, Open URL, Run an Automation) capture the same enriched context.
- Covers Every View That Supports Clicks: Grid, Card, Kanban, and the record edit surface all route their Button clicks into the same enriched activity log. Extended and Table formats for Linked Records that display Button fields do too.
- No Configuration, No Backfill: Existing Button fields inherit the enriched logging automatically. No configuration migration; historical activity history entries are not backfilled.
How It Works
- Users click a Button field on a record (in Grid, Card, Kanban, the record edit modal, or an Extended/Table Linked Record display). The configured action runs the way it always has.
- Open the record's activity history. The click event now shows the user's name and the action that ran — for example, "Peter Novosel clicked Submit for Review button. Action: Run an Automation."
- Auditors, incident reviewers, and compliance teams can trace per-user attribution directly on the record's own activity history without a separate log to reconcile.
Available on all plans. No configuration required; existing Button fields inherit the enriched logging automatically.
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All Plans
Files and Images Field: Attachments limit
The Files and Images field can now cap how many attachments a single field instance will accept. Solution admins turn on "Limit the number of allowed attachments" in field settings and set the maximum — the field then refuses uploads beyond that count. Contract tables enforcing exactly one signed PDF per record, product catalogs capping reference images at a fixed number, HR employee profiles allowing only one headshot, and any workflow where the attachment count is a first-class part of the data model get field-level enforcement.
Key Highlights
- New Field-Level Setting: "Limit the number of allowed attachments" appears in the Files and Images field's configuration modal. Off by default; existing fields keep their current unlimited behavior until an admin explicitly turns the limit on.
- Whole-Number Maximum: When enabled, a numeric input accepts a whole-number maximum (default 1). Decimals, zero, and values above the system maximum are silently ignored — the input reverts to the last valid value, keeping the setting model predictable.
- Enforcement at Upload Time: The constraint is enforced at the record edit surface — uploads beyond the configured count are refused, so the invariant holds when the value is entered rather than surfaced as a validation error after save.
- Backward Compatible: Existing Files and Images fields are unaffected unless a solution admin opts into the limit. No migration; no accidental data loss on records already exceeding a newly-configured limit.
- Same Governance Model as Other Fields: The setting sits with the rest of the Files and Images field configuration, exposed to Solution Managers and Workspace Admins per the standard field-configuration permission model.
How It Works
- Open the field settings on a Files and Images field (or create a new one).
- Toggle on "Limit the number of allowed attachments." A numeric input appears with a default value of 1.
- Enter the maximum attachment count (whole numbers only). Save the field.
- On the record edit surface, the field now refuses uploads beyond the configured count. Users see the constraint at the point of upload rather than after save.
Available on all plans; existing Files and Images fields keep their prior unlimited behavior until an admin explicitly opts into the limit.
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UI & Reporting
Linked Records: Record Selector Dropdown Mode
The Record Selector on Linked Records now opens as an inline dropdown by default instead of a full modal. Picking from a short list of existing records to link takes one click and no modal round-trip; the modal experience is still available for longer lists and advanced browsing. Service desks assigning a ticket to one of a small set of Change Requests, sales teams linking a deal to an Account from a short recent-account list, GRC compliance teams connecting a control test to a filtered short-list, and PMO leads connecting a task to a Sprint from a handful of active options all get quicker linking on the common case.
Key Highlights
- Dropdown by Default: The Record Selector now opens as an inline dropdown when users click into a Linked Record cell, cutting the full-modal round-trip out of the common single-click pick.
- Same Records, Same Configuration: The dropdown surfaces the same records the modal would show — same Solution-Manager-configured static and dynamic filters, same sort order, same Fields configuration (from the Advanced Settings introduced in prior releases), same Grouping (from the Jul 27 Grouping for Record Selector release).
- Modal Still Available: When users need the richer browsing experience — grouped views, filter panels, advanced controls that don't fit inline — the modal is one click away as an expansion from the dropdown.
- Inline Search: Users can type in the dropdown to filter the visible records, the same way they would inside the modal.
- No Configuration Migration: Existing Linked Record fields inherit the dropdown default automatically; no Solution Manager action required, no data changes, no configuration migration.
How It Works
- Open a record and click into any Linked Record cell to open the Record Selector. The Selector opens inline as a dropdown by default.
- Scroll through the visible records or type to search within the list; click a record to link it. No modal opens.
- When the dropdown isn't enough (long list needing filter panels, grouped browsing, or other advanced controls), click the expand affordance to open the full modal instead — same records, same configuration, richer surface.
Third refinement in the Linked Records 2.0 arc, following the Sticky Add New button and Grouping for Record Selector from Jul 27.
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All Plans
Data & Field Management
Assign and @-Mention Teams in Comments and Checklists
Comments and Checklist Items now support Team assignments and Team @-mentions, extending the Teams Field infrastructure from field-level assignments into the two most conversational surfaces in SmartSuite. Assign a Team to a comment or checklist item instead of picking a specific member, or @-mention a Team inline; every Team member gets an in-app notification and (if a Team Email is configured at the workspace level) one email goes to that address instead of individual member emails. ITSM service desks routing tickets to on-call teams, GRC compliance teams assigning control-review checklists to review committees, PMO leads @-mentioning cross-functional teams in project discussions, and HR teams distributing onboarding checklists across a Team all get first-class Team routing.
Key Highlights
- Team Assignments on Comments and Checklists: Assign a Team to a comment or checklist item exactly the way you'd assign a member. Every Team member receives an in-app notification; email routing follows the workspace-level Team Email setting (single address if configured, individual members if not).
- Team @-Mentions on Comments and Checklists: Type @followed by a Team name in a comment or checklist item; the mention resolves to the whole Team with matching notifications. Notification wording distinguishes mentions from assignments ("mentioned {Team} team" vs "assigned {Team} team").
- Same Governance as the Teams Field: Only active, non-deleted Teams that currently have Contributor or Assignee access to the record appear in the picker or @-mention list. Deleted or Inactive Teams are filtered out; the "Everyone" pseudo-team is never available.
- Team Email Deduplication: If a Team has a Team Email configured at the workspace level, that single address gets the email — no individual member emails. Multi-team memberships deduplicate cleanly so users aren't double-emailed when a Team Email address is in play.
- Full Audit Trail: Team assignments and mentions log in the record's activity history the same way Member assignments and mentions do — preserving traceability for compliance, incident post-mortems, and audit reviews.
How It Works
- Open a record and go to the Comments panel (or open a Checklist field and target a checklist item).
- Type @followed by a Team name in the comment field. The picker shows Teams that are active, non-deleted, and currently have Contributor or Assignee access to the record.
- Optionally check "Assign Comment" (or the equivalent on a checklist item) if you want the mention to be an assignment as well as a mention.
- Send the comment / save the checklist item. In-app notifications go to every Team member; email routes to the Team Email if configured, else to individual members (capped at 50 recipients).
- Resolve/reopen a Team-assigned comment the same way you'd resolve a member-assigned one. Team members see the resolution notification.
With Team assignments and @-mentions on comments and checklists, SmartSuite closes the gap between record-level Team routing (already available on the Teams Field) and conversation-level Team routing — the right responder can now be "whoever on this Team picks it up first" across every collaboration surface.
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All Plans
Mobile
Mobile: Internal Forms Support
Internal Forms — the logged-in-member form mode that respects field and record permissions and captures the submitting member as Created By — now work natively on SmartSuite Mobile. Previously desktop-only; this release brings the full Internal Form experience to iOS and Android with no separate configuration required. Field service techs submitting inspection forms from the job site, HR managers filing employee change requests on the road, and ITSM operators opening tickets from a phone all get the same permissioned form experience on mobile they already had on desktop.
Key Highlights
- Full Internal Form Behavior on Mobile: Same field permissions (hidden fields removed, view-only fields read-only, editable fields fillable), same record permissions (creation gated by the member's permission on the target table, dynamic record permissions honored), same Created By attribution (the submitting logged-in member, not "SmartSuite Form") as on desktop.
- Two Entry Points Preserved: Members open Internal Forms on mobile from either a Button field configured with the Open a Form action, or from a Form View in the mobile app — matching the desktop entry-point model.
- Automatic Availability: An Internal Form is available for mobile use as soon as it's created. No separate mobile toggle or mobile-only configuration to manage — the same form that works internally on desktop works internally on mobile.
- Login-Required URLs: If someone opens an Internal Form URL and isn't logged in, SmartSuite requires them to log in first — same behavior as on desktop, preserving the member-attribution guarantee that distinguishes Internal Forms from Shared Forms.
- Independent from Shared Form Sharing: A form can be used internally on mobile even when its public sharing toggle is off. The two form modes stay independent — no need to expose an internal-only form to the public just to make it mobile-accessible.
How It Works
- Update to the latest SmartSuite mobile app on iOS or Android.
- Open a Dashboard, Record Page, or Form View in the mobile app that contains a Button configured with Open a Form, or navigate directly to a Form View for a form you have permission to fill out.
- Tap the Button or open the Form View. The Internal Form loads with the member's field permissions applied, dynamic record permissions evaluated, and standard form fields presented as configured.
- Fill in the form and submit. The record is created with the submitting member as Created By, source details captured (Form title, submission date, submission source), and any downstream "When a form is submitted" automations fire the same way they would for a desktop submission.
With Internal Forms working natively on mobile, the last major gap between mobile and desktop form workflows closes — permissioned form submission with member attribution now works wherever the submitter is.
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All Plans
Mobile
Mobile: Shared Forms Support
Shared Forms — public-link forms that any recipient can fill out without a SmartSuite login — now open natively inside the SmartSuite mobile app on iOS and Android instead of the mobile browser. Recipients tapping a shared form link on a phone or tablet with the SmartSuite app installed land in the app itself, keeping form submissions in one place alongside the rest of their SmartSuite work. Event teams collecting attendee registrations, HR teams running employee satisfaction surveys, and customer success teams gathering feedback from mobile-heavy audiences all benefit from the tighter mobile experience.
Key Highlights
- Native App Handoff: When a recipient taps a public form link on a device that has the SmartSuite mobile app installed, the form opens in the app instead of the mobile browser. Matches the native experience the app already provides for Grid, Calendar, Card View, Chart View, and Internal Forms.
- Same Submission Behavior: Public-link submissions still don't require a SmartSuite login, still track SmartSuite Form as the Created By value (matching Shared Form semantics on desktop), and still respect any form field / submission logic configured on the underlying Form View.
- Completes the Mobile Forms Story: Shipping alongside Mobile: Internal Forms Support — together, Internal Forms (logged-in members, permission-aware) and Shared Forms (public link, browser-independent) now both work natively on the mobile app.
- No New Configuration: Form authors don't need to enable a mobile mode. Any Shared Form with a public link automatically routes to the native app when the recipient has it installed.
How It Works
- Publish a Form View with the Shareable Link option — same setup as before.
- Distribute the link (email, chat, embed on a website, share in-app) as you normally would.
- When a recipient taps the link on a phone or tablet with the SmartSuite mobile app installed, the form opens in the app.
- The recipient fills in the form and submits. The submission is recorded exactly as before — SmartSuite Form remains the Created By value, form-submission automations fire, and the underlying Form View permissions apply.
With Shared Forms on mobile complementing this release's Internal Forms mobile support, SmartSuite's mobile Forms coverage closes — both form modes work natively on phone and tablet, and the recipient experience matches the tighter native handling the app already provides across other view types.
AI Field Agents now support the Address field as a target output. The agent generates a structured address from record context — populating dispatch locations from incident descriptions, shipping addresses from lead notes, or project sites from proposal text — with the same governance, Manual/Automatic run controls, and audit-trail logging as the existing Text and Single Select Field Agents. ITSM service desks generating dispatch locations, sales teams parsing prospect leads into shipping addresses, PMO leads inferring site locations from proposals, and any workflow where the address is knowable-from-context rather than typed by hand get a first-class AI target for structured location data.
Key Highlights
- New Field Type Coverage: Address joins Title, Text, Number, SmartDoc, Text Area, Single Select, Multiple Select, Status, and Link as a supported target for AI Field Agents. Same prompt-builder UI, same governance model, same audit trail — new output type.
- Structured Output, Not Just Text: The agent generates a properly-structured address (street, city, state, postal code, country) that populates the Address field's native storage model. Search, geocoding, and mapping integrations work against AI-generated addresses exactly as they do against typed ones.
- Manual and Automatic Runs: Configure Automatic runs to re-evaluate the address whenever a triggering field changes, or leave Automatic off for user-initiated runs from Grid view, the Record Page, or a Record Details widget.
- Full Audit Trail: Every AI-populated address logs as AI-driven activity in the record's audit history. Manual overrides re-attribute cleanly to the user who made the edit, preserving traceability.
- Same Workspace Governance: Requires the workspace-level AI Field Agents toggle. Inherits the workspace's Internet Search setting when relevant. Uses the connection registry from the July 14 Managed Connections release for provider/model routing.
How It Works
- Open an Address field's Field Settings and switch to the AI Field Agent tab.
- Toggle Enable AI Field Agent. Compose the prompt referencing other fields on the record with the field-variable selector (for example: "Generate the dispatch address for this incident based on {{Location Description}}, {{Nearest Landmark}}, and {{Asset Site}}").
- Pick a Connection from the dropdown of admin-enabled connections for AI Field Agent on the current solution.
- Optionally enable Automatic runs so the address re-generates when the triggering fields change; leave off for manual-only runs.
- Save. On the Record Page or Grid view, run the agent manually or watch it populate automatically as record context evolves. The generated address appears in the Address field and the activity log flags the change as AI-generated.
Requires the workspace-level AI Field Agents toggle in Workspace Administration → AI Control Center → AI Field Agents. Available on all plans.
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