Changelog
Follow up on the latest improvements and updates.
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Automations & Integrations
Automations: Looping Action
SmartSuite now supports a Looping action in automations, allowing you to repeat a group of actions for each item in a list—unlocking powerful iteration capabilities for dynamic workflows.
Key Highlights
- Action Type: Looping – Executes a group of actions once for every item in a selected list.
- Advanced Logic Group: Appears under a new “Advanced Logic” section in the automation builder.
- Visual Container: Looping groups are styled differently and always appear as the final action block.
- Supported Inputs: Accepts lists from Find actions or Webhook actions that return arrays of simple types or objects.
- Current Item: Adds a dynamic output for each item in the list, with object keys or record fields selectable in dropdowns.
- Action Limit: Supports up to 10 actions inside a looping group.
- Run History: Looped actions are grouped with individual statuses, expandable on demand.
How it Works
- Add a Looping action from the automation builder’s Advanced Logic section.
- Choose an input list from a Find or Webhook action.
- Add actions to the Looping container using the sidebar.
- Use the “Current Item” variable inside the loop to access each record or object.
- Save and run—each action group will execute per list item in isolation.
This feature helps streamline repetitive tasks without manual duplication of logic. Whether you're iterating over records or processing data from a webhook, Looping gives you granular control inside a clean, visual interface.
We’re excited to announce that you can now configure arrays of objects as outputs in Webhook actions (HTTPS requests to REST endpoints returning JSON), then feed those object lists directly into Looping actions for powerful, structured automation.
Key Highlights
- Webhook actions can now expose JSON arrays of objects as configurable outputs
- Each object within the array becomes available for subsequent Looping actions
- Object keys are listed in a dropdown for easy field mapping
- Supports any REST endpoint returning JSON arrays via a Webhook action
- The original full JSON payload remains accessible for backward compatibility
How it works
- In the Webhook action setup, call an HTTP endpoint and inspect its JSON response
- Select the array of objects from the response to define a new output field
- That array output appears as the Input List option when adding a Looping action
- The Looping container iterates over each object, exposing it as the Current item
- Keys from the first object determine the available outputs; other response elements stay available
This feature enables smarter, more flexible automations—especially when integrating with external systems that return structured lists via webhook or REST request.
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All Plans
Mobile
Mobile: Chart Support
You can now view rich, interactive chart widgets right from your phone or tablet! We’ve brought full chart support to the SmartSuite mobile app so your dashboards stay powerful—on any screen.
Key Highlights
- Chart support in mobile dashboards for the following types:
- Bar, Column, Line, Area, Pie, Donut
- Stacked and 100% Stacked (Bar, Column, Area)
- Bubble, Scatter, Heatmap
- Dynamic Filters are fully supported to personalize views.
- WebView-based rendering ensures smooth performance and consistent appearance across devices.
- Optimized for touch so interacting with mobile charts feels intuitive and seamless.
How it Works
- Open any dashboard with chart widgets in the SmartSuite mobile app.
- Charts will now render automatically with full visual fidelity.
- WebView integration provides responsive, interactive charts with no loss in quality.
- Data is fetched via API and passed to rendering components for real-time updates.
- Helper functions and platform-specific utilities ensure performance and responsiveness on both iOS and Android.
This brings powerful data visualization into your pocket—making it easier than ever to monitor trends, track metrics, and make informed decisions on the go.
improved
All Plans
Data & Field Management
Enhanced Handling of Date and Time Values
We’ve updated the behavior of the DATE() function to make it consistent and predictable across all use cases — it will now always return a date-only value without a time. To complement this change, we’re introducing a new function: DATETIME(), which returns a precise date-time value and gives users full control over date/time-based calculations.
Key Highlights
- DATE() now always returns a date-only value with the time stripped, regardless of context.
- New DATETIME() function introduced for working with exact date-time values.
- Improved consistency in formulas like DATEDIFF() and NOW() across different timezones.
- Backend calculations use the workspace timezone, while display uses the user’s timezone.
- Full support for parsing date and time strings in various formats.
How it Works
- Consistent DATE() behavior: Strips time information from any input.
- New DATETIME() function: Returns a full date-time value.
- Timezones handled predictably: Input is evaluated in workspace timezone, display is in user’s timezone.
These updates ensure that formulas using dates and times are now consistent, accurate, and easier to reason about—especially across different timezones. Whether you're building deadline reminders, aging reports, or time-sensitive automations, you now have the precision you need.
We’ve added helpful tooltips to value pills in automation actions, making it easier to understand where each piece of data originates. No more guessing or digging through previous steps—just hover over the pill to see its source.
What's Improved
- Value pills in automation actions now display a tooltip on hover that shows the source of the data (e.g., “Step 2: Create Record”).
- This improvement helps clarify the origin of dynamic values without disrupting the flow of building automations.
- Applies to all users building or editing automations—no role or permission restrictions.
- Designed as a lightweight, fast-loading enhancement that doesn’t slow down the automation interface.
This small addition packs a big usability win, especially when working with multi-step automations.
improved
Bypass Home Screen
We’ve streamlined the login experience for users who only have access to a single solution. Instead of landing on the Home Page and manually navigating to the solution every time, these users will now be taken straight to their solution on login—saving time and reducing unnecessary clicks. Of course, the Home Page is still just a click away in the top navigation.
What's Improved
- Users with General Access, Guest, or View Only roles who have access to only one solution are now automatically redirected to that solution upon login.
- These users can still access the Home Page at any time via the top-right navigation menu.
- Admin and Solution Creator roles continue to land on the Home Page regardless of how many solutions they have access to.
- Users with multiple solutions or no solution access will still land on the Home Page by default.
This enhancement is part of our ongoing efforts to make SmartSuite more intuitive and efficient for all user types.
We’ve enhanced how emails are displayed in the Communications Center to better reflect the original formatting. No more broken layouts, missing tables, or stripped-down signatures—emails now look much more like they did when they were first sent or received.
What's Improved
- Emails in the Communications Center are now rendered using safe HTML, improving readability and maintaining structure.
- Support for rich formatting elements like tables, inline images, and custom signatures.
- Email chains are now displayed in a cleaner, more structured format—making back-and-forth conversations easier to follow.
- We continue to sanitize unsafe HTML and scripts to maintain platform security while improving visual fidelity.
This is a big step toward delivering a more polished, email-client-like experience inside SmartSuite—without compromising on security.
improved
Data & Field Management
Editable Drill-In Grids
We’ve supercharged the Drill-In Grid experience with full inline editing support! Users can now edit, manage, and even create records directly within the drill-in modal—without needing to open each record individually. This brings the full power of the Grid view right into your data exploration workflows.
Key Highlights
- Full Inline Editing: Edit single fields or entire records inline—no need to open the record detail view.
- Bulk Actions: Use right-click or multi-select to bulk update, delete, duplicate, print, export, or copy selected records.
- Add Records on the Fly: Insert new records inline with + buttons at the bottom, between rows, or after the last row—just like in standard Grid view.
- Smart Filtering Behavior: If an edited or newly added record no longer matches the parent filter, it’s removed from view—just like in the main Grid.
- Real-Time Collaboration: See the names of users currently editing cells in the drill-in grid, helping avoid conflicts and boosting team visibility.
- Performance & Permissions Ready: Fully respects record- and field-level permissions, with performance parity to the main Grid.
How It Works
- Edit Directly in the Drill-In Modal: Just click into any editable field to make changes, or right-click for quick bulk actions. All updates instantly reflect in the source widget or chart.
- Respect for Filters & Data Integrity: Records that are changed and no longer meet filter criteria will automatically disappear from the view. New records attempt to match the filter—if they don't, a badge will warn you before saving.
- Real-Time Sync with Source Widgets: When edits are made in the drill-in modal, the source (like a chart or widget) updates immediately—no refresh needed.
- No Plan Limits: This feature is available to all users on all plans with access to the relevant data source.
Inline editing in drill-in grids bridges the gap between insights and action—giving you an even faster, more intuitive way to manage your data right where you’re working.
Gain more flexibility by basing a section’s visibility on a field’s value—even if it’s hidden. With the new
Enable hidden fields in conditions
setting, you decide whether conditions referencing hidden fields are automatically false or determined by their actual value.Key Highlights
- Flexible Visibility Logic: Turn on “Enable hidden fields in conditions” to evaluate fields—even if they’re hidden.
- Default Off: By default, hidden fields count as false in visibility conditions, preserving current layouts.
- Section-Level Control: Choose on a per-section basis to ensure the right combination of hidden fields and display logic.
- Clean Layouts, Powerful Rules: Keep fields hidden for a clutter-free page while still using their values to drive display logic.
How It Works
- Enable the Setting: In the “Sections Visibility” tab, toggleEnable hidden fields in conditionsto ON.
- Combine Logic: When enabled, a field’s value is used in visibility rules, even if that field is hidden.
- Configure Per Need: Turn it off if you prefer the original behavior where hidden fields are considered false.
Leverage hidden field data to craft dynamic, condition-driven layouts that remain sleek and user-friendly, granting you more control over how information is displayed and ensuring your pages stay uncluttered, streamlined, and ready for efficient user interactions.
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All Plans
UI & Reporting
Button Row Widget
The new Button Row Widget brings a flexible, action-oriented element to your dashboards. Create rows of interactive buttons that let users navigate, trigger workflows, or open forms—directly from the dashboard. Each button is fully customizable in appearance and behavior, giving you full control over layout and functionality.
Key Highlights
- Quick Access, Zero Clutter: Buttons appear inline—no widget title, description, or caption—keeping your dashboard sleek and focused.
- Flexible Layout Options: Choose between "Auto" (buttons adjust to their content and wrap to new lines if needed) or "Balanced" (equal-width buttons that stay on one line).
- Custom Button Styling: Set button colors, icons, labels, and tooltips to match your brand or convey purpose at a glance.
- Interactive Actions: Assign actions like opening URLs, triggering workflows, or launching forms—each button can do something different.
- Tooltip Support: Add helpful tooltips (up to 200 characters) to provide context for each button.
How It Works
- Add the Widget: From the dashboard editor, add the Button Row Widget. It starts with three default buttons linking to SmartSuite pages.
- Choose a Layout Style: Choose an “Auto” style to have buttons adapt to content length.or “balanced” mode where buttons share equal width for a clean and uniform look.
- Customize Each Button: Buttons can be customized by specifying label, an optional icon, and color.
Bring action directly into your dashboards with the Button Row Widget—a simple yet powerful way to drive user engagement and streamline workflows.
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