Total Record Count
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Rick DiChristofaro
I contacted support and they said it's not currently possible, but to add it as a feature request and see if it would be useful to others.
I'd like to be able to see a total record count at the workspace and solution levels. At application level as well, since the total record value could be used as an automation trigger. For now, just seeing a total record count would be useful.
Peter G.
I'm very surprised they don't have this. It's about as basic a "feature" as one could have.
Stoyan Daskaloff • Design Lead @ SmartSuite
Rick DiChristofaro nice meeting you ! That's actually something that we already have in mind. What we have in the kitchen, is showing the record numbers next to each solution once you switch to the the tile view. Please see the attached design.
Could you clearify why do you need to see the total number of records for your entire workspace ?
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Rick DiChristofaro
Stoyan Daskaloff • Design Lead @ SmartSuite: Hey Stoyan, nice meeting you too!
I like that design. Hopefully that feature can rollout soon. When I mentioned record count at the workspace level I think I had an incorrect understanding of SmartSuite's billing convention. I now know it billing is dictated by the total record size at the solution level. So you can disregard the workspace level.
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Patrick
Rick DiChristofaro Quick Question from a fellow user.
There is a record count in the bottom left of every view and based on filters and groupings you can see record counts, but are you asking for record count to be a trigger for automations? or the ability to add up records in an app with a lookup table?
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Rick DiChristofaro
Patrick: I would say I jumbled up two features in one request :)
For the total record count: I would like to see a total of records at the workspace and solution level. This is more for billing if I ever need to increase my workspace plan and for reporting across all solutions. In terms of per app records, I have been just leaving an unfiltered "raw data" grid view for each app. That way I can quickly see all records and the record total.
Regarding my comment about automations that was more just thinking of a potential use case and not a current need. Maybe it's best to not even address that as of now since I don't have a concrete use case. Also, I read the ability to move records between apps in coming very soon (possibly this week) will open a lot of possibilities.
I'm coming from ClickUp so I still have to explore SmartSuite in greater detail. Especially automations and formula fields on their own and with linked records.
Adding up records via a lookup table sounds interesting. Do you do that currently? Seems like that could be done with a report in the dashboard view?