Changelog
Follow up on the latest improvements and updates.
RSS
new
All Plans
Button Action: Create a Record
We’re excited to roll out a new button action that streamlines record creation across dashboards and widgets. This feature lets you open a Record Page pre-populated with static default values, ensuring a smoother and more structured workflow.
Key Highlights
- New “Create a Record” action: Quickly launch a new record directly from dashboards or view widgets.
- Predefined default values: Set static values that override field-level defaults for consistent data entry.
- Enhanced enterprise workflows: Ideal for self-service request portals and multi-entry dashboards, keeping record creation simple and controlled.
- Broad support across interfaces: Now available in Dashboard tabs, Button Rows, Hero sections, and Simple Banners.
How It Works
- In button configuration, selecting the Create a Record action type will prompt you to select the table you want to create a record in.
- You can optionally define default values for the new record, which will override any field-level default values.
- Once configured, clicking the “Create a Record” button will open a new record in the selected table, with any configured default values applied.
This enhancement is designed to support a controlled intake workflow while preserving consistency with existing record template logic. Enjoy a more direct and efficient way to create records in SmartSuite!
improved
All Plans
AI Field Agent: Expanded Field Support
We've enhanced our platform by extending AI Field Agent support to a broader range of field types. Now, you can leverage AI Field Agent capabilities on Title (manual), Text, Number, Status, Multiple Select, and Link fields to streamline your record creation and data management processes.
Key Highlights
- Expanded Field Support: AI Field Agent now works with Title (manual), Text, Number, Status, Multiple Select, and Link fields.
- Updated Prompt Data: Improved prompt handling for Single/Multiple Select and Status fields now include choices, descriptions, and numeric values (when applicable) when sending field data, providing clearer context for AI processing.
- Backend & Frontend Updates: Both the underlying services and user-facing components have been refreshed to support these additional fields.
How It Works
- All supported field types now include an AI Field Agent configuration section in field settings.
- AI Field Agent outputs for list-type fields (Single/Multi Select, Status) are automatically constrained to their configured values.
- The system automatically passes additional field settings (choice descriptions and numeric values) as part of the API request, eliminating extra configuration steps.
This update is available to all users across all plans. Enjoy a smarter, more efficient way to interact with your data!
improved
All Plans
AI Field Agent: SmartDoc Prompt Experience
We’re excited to introduce an improved prompt-writing experience for AI Field Agent. Prompt input now uses a SmartDoc-powered editor, giving teams a more flexible and intuitive way to write, organize, and refine instructions. This enhancement makes it easier to create clearer prompts, include field references, and work with rich formatting when configuring AI-driven fields.
Key Highlights
- Better prompt writing: Create more structured, readable prompts with a richer editing experience.
- Improved clarity: Use formatting tools to organize instructions so prompts are easier to review and maintain.
- Familiar editing experience: Work in a SmartDoc-style input that feels consistent with the rest of SmartSuite.
- Easier context insertion: Add field references directly into the prompt so the AI can use record data in its response.
How It Works
- Open the AI Field Agent settings for your field.
- In the Instructionsarea, write your prompt using the SmartDoc-powered editor.
- Use the toolbar to format your instructions with options such as bold, italic, underline, strikethrough, text color, quotes, bullet lists, numbered lists, links, and clear formatting.
- Insert field references directly into the prompt, such as related fields like Project Tasks,Stage, andDue Date, to give the AI the right business context.
- Combine written instructions and field references to guide how the AI should generate, classify, summarize, or evaluate content.
This updated experience is especially useful when prompts need more structure, such as step-by-step guidance, clearly defined expectations, or dynamic context pulled from record fields.
new
All Plans
Mobile
Mobile: Document View
We've improved our mobile experience with new support for Document Views. This update brings a range of mobile-friendly enhancements designed to make working with your documents smoother and more efficient.
Key Highlights
- AI Assistance: Use the "Ask AI" option to leverage SmartDoc’s AI features while working on your documents.
- Custom Document Views: Easily create document views tailored to your workflow.
- Clear Document Details: Depending on your settings, the mobile app will now display the Document Title, Created By, and Last Updated fields.
- Seamless Editing: Enjoy inline editing with auto-save functionality and support for undoing or redoing your changes.
- Rich Content Insertion: Quickly add images, videos, and attachments using the file upload modal.
- Optimized Layout: Mobile screens automatically adopt a wide page view for maximum usability, while tablets provide options between Default and Wide.
- Permission Controls: The mobile experience will honor your existing permissions settings.
- Enhanced Integration: Benefit from the updated Smartdoc Embed Widget built with the latest features.
How It Works
- Open the mobile app to find the new Document View support, which integrates multiple enhancements to simplify your document management.
- To take advantage of AI assistance, select “Ask AI” from the designated menu.
- Create and customize document views with straightforward controls, then adjust which document details are displayed based on your preferences.
- Enjoy hassle-free inline editing that auto-saves your work, complete with undo/redo options for improved control.
- Insert images, videos, or attachments easily via the in-app upload interface.
- The app automatically sets mobile devices to a wide layout for easier viewing, while tablets allow a choice between default and wide page widths.
- All changes made within the mobile app respect your current permissions and prompt a smooth, integrated experience.
Enjoy exploring Document View support on your mobile device!
improved
All Plans
Automations & Integrations
Access & Security
Generate PDF: Disable Public PDF Link
Introducing Generate PDF: Disable Public PDF Link – a new update that puts you in control of how your generated PDFs are shared. With this configurable option, you can prevent sensitive PDF links from being exposed while keeping your document generation intact.
Key Highlights
- Disable Public Link: A new toggle on the Generate PDF action lets you stop the generation of a public, clickable PDF link.
- Secured Run History: When enabled, the PDF title in Run History is displayed as plain text, removing the clickable link.
- Downstream Action Safety: Downstream outputs will no longer show the Document link, mitigating the risk of exposing sensitive data inadvertently.
- Consistent Output: Even with link exposure disabled, the PDF is still generated successfully and remains available as a file output.
- Validation for Existing Configurations: If existing downstream actions reference the PDF link, enabling this setting will mark those references as invalid until they are updated.
How It Works
- Simply toggle the new “Disable public PDF link” setting in any Generate PDF automation action. When turned on, the automation will no longer display clickable links in Run History or allow the Document link to be selected in downstream actions.
- The generated PDF remains fully available as Exported PDF, and the Document title is still provided as text output.
- For automations that already reference the Document link, the system will flag these as invalid configurations until you update or remove the outdated references.
- Existing automations will continue to work without interruption, as they default with the new setting turned off. New automations also start with this option off, ensuring a smooth transition.
By adding this feature, we’re giving you greater control and security over your PDF outputs, ensuring sensitive documents remain protected while still delivering the functionality you rely on. Enjoy a more secure and tailored PDF generation experience with this latest SmartSuite update!
improved
All Plans
Grid View: Disable Inline Edit Toggle
We've introduced a new update to make your grid views safer and easier to manage. Now, you can quickly toggle your Grid View to a read-only state - ensuring data is only viewed and not accidentally edited.
Key Highlights
- Disable Inline Edit Option: A new checkbox in the Grid View 3-dot menu lets you disable inline editing with a single click.
- Accidental Edit Prevention: Once enabled, users can view and explore records without the risk of making unintended changes.
- Consistent Experience: This setting only affects inline editing in the grid view, leaving permissions and other editing options intact.
- Persistent Setting: The chosen setting will remain active across sessions for a consistent user experience.
How It Works
- Administrators can enable the new read-only mode by checking the Disable Inline Edit option in any grid view’s menu.
- When toggled on, inline editing is turned off: cells no longer support direct interaction for edits, though users can continue to sort, filter, group, and perform bulk actions.
- This feature acts solely as a presentation control at the view level, preserving underlying record and field permissions as well as functionality in other areas of the platform.
improved
All Plans
Data & Field Management
Auto Number Enhancements in Automations
We’ve introduced expanded Auto Number output options in automations, giving you more control over how Auto Number values are passed into automation steps. With this update, you can continue using the numeric Auto Number output for backward compatibility, or choose a new option that returns the full formatted field value, including prefixes, suffixes, and leading zeros.
Key Highlights
- Two Auto Number Output Options: You can now choose between Auto Number, which returns the numeric value only and preserves existing behavior, andAuto Number • Entire field, which returns the full formatted value as text, including any prefixes, suffixes, and leading zeros.
- Backward Compatibility Preserved: Existing automations continue to use the numeric Auto Number output by default, so no updates or migration are required.
- Improved Token Picker Experience: In the automation token picker, Auto Number now appears with both output options clearly available so you can select the format you need.
- Better Support for Formatted Outputs: The new Entire fieldoption is especially useful when Auto Number values need to retain formatting in emails and other automation outputs, such as showing001instead of1.
How It Works
- When you use an Auto Number field in an automation, you’ll now see two available outputs in the token picker: Auto Numberreturns the value as an integer, whileAuto Number • Entire fieldreturns the value as a formatted string. For example,001is passed as1with the numeric option and as001with the full-field option.
- Existing automations continue using the numeric version automatically, ensuring current workflows behave exactly as before.
- Numeric Auto Number values remain fully supported in conditions.
This update gives you more flexibility when working with Auto Number fields in automations while preserving the behavior of your existing setups.
improved
All Plans
Solution Packaging: Supports All Plan Types
We’re excited to announce that Solution Packaging is now available to all users across every plan level. This update removes previous plan-based limitations so more teams can package and share solutions with ease.
Key Highlights
- Available to All Plans: Solution Packaging is now supported across allSmartSuite plan levels.
- Simplified Access: Previous account-based restrictions have been removed.
- Expanded Availability: More teams can now create and manage solution packages without needing a specific plan tier.
- Consistent Experience: Package creation now works the same way across supported accounts.
How It Works
- Users on any SmartSuite plan can now create solution packages.
- The packaging experience is now available without plan-specific limitations.
- This change ensures a more consistent experience for customers regardless of subscription level.
We’re excited to make Solution Packaging more broadly available and give every team greater flexibility in how they build, package, and share their work.
We’re excited to announce an update that makes it easier than ever for Field Agents to work with both static and dynamic file attachments in their requests. This improvement gives you more flexibility when using documents and images with AI Field Agents, helping you provide richer context and get more useful results.
Key Highlights
- Static and Dynamic Attachments: Field Agents now support both files added directly in Field Settings and files pulled dynamically from Files and Images fields.
- More Flexible Inputs: You can use PDFs, CSVs, Excel files, and images to give your agent the context it needs.
- Support for Multiple Files: Add one or several files to an AI Field Agent, making it easier to work with more complete supporting materials.
- Smarter Model Experience: File attachments are only available when the selected model supports files and images, so the experience stays clear and relevant.
- Better Validation for Static Files: The system checks file size limits for static uploads and alerts you if attached files exceed the allowed total.
- Combined Attachments: You can use both static and dynamic attachments together in the same agent run for greater flexibility.
How It Works
- Open the AI Field Agent settings and attach one or more static files if you want the same files included every time the agent runs.
- Add Files and Images fields as pills in your prompt if you want files to be pulled dynamically from a record during each run.
- Choose a model that supports files and images to enable file attachment options.
- Make sure each uploaded file is under 50 MB and that the total attached content in a single request does not exceed 50 MB.
- Run the agent and your attached files will be included automatically, giving the model additional context for the task.
We've rolled out a new enhancement in SmartSuite to bring real-time visibility to your Lookup fields when editing records. Now, you can immediately preview how changes to your linked records will affect calculated values - no need to wait for a record to be saved. This update is designed to streamline your workflow and reduce unnecessary saves while keeping your data accurate and secure.
Key Highlights
- Real-Time Preview: See updated Lookup field values as you select, modify, or remove linked records.
- No Unwanted Saves: The preview mechanism is read-only and doesn’t persist data or trigger background processes.
- Smart Field Dependencies: A dedicated dependency store tracks which Lookup fields relate to your changes, ensuring only relevant fields are recalculated.
- Consistent with Save Behavior: The preview mimics what will be calculated on save, so you always get an accurate view.
How It Works
- As you adjust linked records during editing, our system quickly identifies which Lookup fields depend on your changes.
- SmartSuite computes the preview value without writing to the record or triggering additional processes.
- When you save your record, the preview value becomes the official stored value, keeping your workflow smooth and intuitive.
This enhancement is now available for all users. Enjoy a faster, more informed editing experience with SmartSuite!
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