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!