Feature Requests

Ability to perform inline edits on linked records that are displayed in Grid View. Currently, we can select the Grid View as a display for Linked records, but to edit any of the values in the grid, we must click on the record, update it, and save it. Having inline edit capabilities would be extremely beneficial.

I am in the process of moving my Airtable data to SmartSuite and ran into a road block. I am trying to paste my Airtable Linked Record data into SmartSuite, but doesn't work. Even if the Airtable linked record text is exact same as the SmartSuite linked record text. Also it would be very helpful if you could paste text that is different from Airtable to SmartSuite and have SmartSuite automatically create a record with the text (like you can in Airtable). I understand you can use the import feature, but shouldn't have to everytime we are moving data.

Would prefer the option of accessing existing apps from multiple solutions. For instance, "Contacts" makes sense in Sales CRM, and also on my custom Widget solution.

I use the dynamic filter feature to narrow my options in a Linked Record field. However, I often find myself needing to dynamically filter based on a Lookup field, rather than the primary Linked Record.

Would like to be able to assign colors to the linked records, similar to the Pill view for single and multiple select items. Currently, each linked record result has the same color background, so there is no visual difference, aside from the text. The source record could be assigned a color, which would display when that record is linked to another record. The image below is a sample of how the linked records are currently displayed.

Currently in Smart suites, there is dynamic filtering between three tables (linked records) & there is general filtering using static values. But there is no filtering option when data matches between source table any column & target table any column. Lets say I have two tables that I have linked (Table 1 & Table 2 as shown in attached pic). Now, in any general relational DB, we will be able to filter results by doing join (same as linking) between Table 1 & Table 2. Like, Left or Right join where Table1.Column1 = Table2.Column1. This basic filter condition is not available on linked records. This is very much needed, because every time it will not be feasible to introduce 3rd table just to be able to filter, when it can be achieved with 2 tables in general with "Column data matching filter (Table1.Column1 = Table2.Column1)". Thank you.

Allow a filter to be applied from the child side of a parent-child link, i.e. the side that must allow linking to multiple records. There are a few situations for us where we want a "one to many" style relationship, but want to filter from the "one" side. The most obvious use case is Open Tasks linked to a single project: we would like to filter the tasks linked to a project based on their status, but also only allow them to link to a single project.

It would be awesome if LINKED RECORDS displayed all records by default and we filter out what we don't want to see. This way any new records meeting my criteria would be automatically displayed.

The dynamic filtering option on the linked record field is very useful for restricting user choice when they are making a new link. E.g. when linking a Contact to an Opportunity we can dynamically filter to restrict choice to contacts that belong to the same Client as the Opportunity does. Really useful. What we can't do is filter a link from table A to B based on another link from table A to B, i.e. we cannot filter a Billing Contact link from Clients to Contacts based on which contacts belong to a given client. This is a sticking point when creating relationships like the one listed above.

Values that contain punctuation will not be successful pasted into a Linked Record field even if the Linked Record has been set to only allow one value. This makes it impossible to paste, bulk paste, automate any values that go into a linked record that contain ', . ; ;' set with only allow linking to one record.