Feature Requests

In order for SmartDocs to be useful to us we really need it to 1) be standalone and not a field type, which I know is already on the roadmap (yay!) but 2) that editing can happen by concurrent users while all are viewing the doc.

Ability to hide a series of fields within a record based on a condition or series of conditions. Use Cases: We have a number of formula fields that are used within other formulas, and the display of these fields on the record page provides no value to our users. We currently use a section of Hidden Fields that we place at the bottom of the record and collapse this section by default. This does work for us, but it would be even better if we could add a condition not to display this section and are related fields in the section if the user is not Solution Owner. We have a series of fields that need to be completed based on the type of record. Example: If the property type is "commercial," then the user needs to see and complete a specific section of fields, but if the type is "residential", then there is another section of fields to be complete. Again, we use sections for these, and this does work, but it would be even better if we could hide the section of fields that is not needed. We would like to have the same filter capabilities that are available in View filters to use as the conditions. Meaning we can use any field in the record to set the condition. We also need an easy way to see and manage all of the section display properties that have been set. Maybe you could add this capability to the current Page Design panel as a tab of "Display Conditions" or "Page Logic". We could then see all conditions that have been setup by Section and possible Field.

I would like to be able to use something like a rollup function to select text that is in either the first or last record. An example would be one table with a list of projects and a second table with a list of weekly updates. I could then wrap up in a view to just see the most current of the updates.

It would be great if we can add the "Require an entry in this field to be unique" on the email field type. Use case: When using SmartSuite as a CRM unique emails are my way of checking for duplicate contacts. Other field types can also use this setting such as Phone number etc.

For some of our fields, 200 characters ends up being much too short of a limit. I would like to see this expanded to 255+ to accommodate longer descriptions. I would also like to have the ability to select basic rich text options like bold and underline.

The Sub-Items field type now supports Formula fields, allowing configuration of formulas that consume other Sub-Item fields to derive a calculated value.

I would like to see a date only field, without the option to enter a time or disable it in the field settings (similar to Airtable). I have separate time fields and is confusing if a collabrater thinks they need to enter the time with the date vs. in the time fields i created. 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.

Ability to embed videos in SmartDoc (rich text) field type that are displayed in a video player (youtube, Vimeo). This includes SmartDocs that are added to any App, but all the Solution Guide feature that allows us to add details for our users about how to use a Solution. In this use case, we are wanting to include tutorial videos. We would like to see this feature available in the advanced menu that is opened within SmartDocs by using the "/" command.

after you enter in the actual address if would be nice to have ability to only display the City of location and/or State. Don't need to see full address in grid view