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.