Feature Requests

Currently, you can only get the date of a status change using an automation, but I would like it to be possible to do this with a formula. When you extract data from the API, that information is included...

Functions library needs a lot of love, but this I think should be top priority: a way to insert a line break in the text result of a formula. Can be done in many ways, e.g. a LINEBREAK() function could work. FileMaker defines the pilcrow ("¶") as a literal with this value, but most people don't know how to type a pilcrow. Airtable uses "\n" and this is widely used elsewhere (e.g. in regular expressions). Given number of people coming to SmartSuite from Airtable, perhaps that's the best approach.

Format a formula field as if it is a text area field when it is displaying the content of a text area field. The formula field currently displays both text field types on a single line, which can make it difficult or impossible to read the field when it includes more than one line of text. The text area field solves this problem where it is displayed, but the formula field cannot display the text area field.

It would sure be nice is Formula Fields could be a different color.

Please add a new native formula function to the SmartSuite custom calculation engine that allows users to count how many times a specific character or sequence of characters (substring) appears within a text string. For example, how many times does "i" appear in "Mississippi", or how many times does "ss" appear in "Mississippi"? Proposed solution: Syntax: OCCURRENCES([Text Field], "Search Target") Examples: Single Character Search: OCCURRENCES("Mississippi", "i") Expected Output: 4 Multiple Character (Substring) Search: OCCURRENCES("Mississippi", "ss") Expected Output: 2 Business Use Cases: Implementing this function would dramatically expand the range of custom computations available to Solution Managers across several operational workflows.

Emma, I see you have a smart text field that can be inserted and then you can use AI. I have 5 fields that are all fun facts we like to ask about our staff. We then take those and make a 2-3 sentence bio on our site about them. Is it possible to have Smart Text use AI for each entry and have those 2-3 sentences built for us?

Ability to grab the email of an assigned to member through [Assigned To].[Email]

In the future, it would be very helpful to retrieve specific attributes from the user field, such as email, first name, and phone, using dot notation. This would make it easier to access and use these details in formulas.

Enable setting the Manager and Department in the members directory. Then, establish roll-up/formula/link functionalities for these fields. I have a workplan with tasks assigned to individuals and would like to create views based on the assigned department and manager. This will facilitate using group-by filters and sorting by these fields. The desired outcome is to have a more organized and insightful representation of the workplan, where I can quickly identify tasks assigned to specific departments or managers, facilitating better project management and resource allocation.

Go beyond currency and decimal formatting for formula values and render the value as different SmartSuite field types. Examples: * Rollup of project completion as a percentage complete field * Customer tier based on lifetime customer value as a single select * Customer active/inactive status based on invoicing or account history as a yes/no toggle. These fields would be read-only as the data would be governed by the output of the formula. As a partner and constant tinkerer, there are lots of ways to over-engineer the system with combinations of formulas and automations, but this would help keep the interface simple + aesthetically pleasing at the same time. Check out a video on this feature request! https://youtu.be/yK5JUloxjSk