Dynamic Filter for Linked Records
When adding a filter to a settings of a linked record, I want the ability to filter by a value in the current record. That way, the records that show up to link in that field, dynamically update depending on which record you are in. Here are a couple of things I want to use it for - adding contacts to opportunities & projects - and also vendor reps to projects. I have some vendors that we use for multiple products and they have different reps for each one - so I can't just auto add the "lead" rep every time. Additionally - for something like a delivery address - there's accounts with multiple locations, then the contact address - so would be good to be able to use the filter to narrow the search field for something like that.
Would love to have an integration for Canva to directly upload powerpoints, forms, and other creations.
Attaching Gmail to SmartSuite
Attaching/associating emails to tasks is part of my workflow in ClickUp. Would love to see this in SmartSuite.
Many tools have built in simple form editors these days. However most businesses still use specialized form tools (e.g. Typeform or Jotform) because they offer conditional logic which is essential for many intake and data collection processes. Would be great to have it in SmartSuite some day. See details here: https://www.jotform.com/help/57-smart-forms-conditional-logic-for-online-forms/
Would like to schedule a specific date and time to send an email from a record. One use case is as a reminder regarding that record.
Clearing a field as an Action
I would like to set up an Automation where the action is to clear the value of a field. However, when creating actions, I cannot find a choice for "null" or "clear". For example (see screenshot), I would like a Date field named "Send Email On This Date" to be cleared as part of an automation. However, I can't find an option under "Dates from Trigger" or Date Actions or Specific Dates. Thanks
It would be great if we could set dependencies within records (ClickUp, coda, and Monday.com have this) This would allow you to set if a record is dependent on another record before it can be started/completed to help further automate your workflow management.
Need to be able to write Help Text for APPS, not just for views and layouts
Title pretty much says it: I want to be able to add help text for my apps, not just for views and tables. Sometimes my users don't understand the relational structure of the solution. This will make it easy for me to explain what sort of records will be found in the selected app.
Sub-Items on Timeline
An obvious use-case for this is a record that has actionable sub-tasks. Sub-tasks (nested sub-tasks) are part of my daily workflow. If it has a due date, access via the calendar or timeline would be necessary . Showing sub-tasks in calendar/timeline could be a toggled option. It would be nice to have this option within the task to granularly control this feature as opposed to having all sub-tasks with dates appear.