Feature Requests

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.

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.

When an application has a Linked Record field that is linked back to the same application it resides in, the field should retain its integrity. For example, if I have a Contacts application and I created a Linked Record field for "Reports To" that links to another Contact record, I want the "other side" of that Linked Record to be visible, and that I can name "My Direct Reports". So if I'm in Sally's Contact Record and I choose James as her "Reports To", I want to go to James' record and see Sally's name in "My Direct Reports". Right now SmartSuite combines these all into a single field, and I can't build any type of hierarchy.

For large/many linked records, ServiceNow has a better UI for their "Linked Record" equivalent where rather than show the linked records in-line as a field as SmartSuite does, they show the linked records as "tabs" that you can select that allow you to see the whole linked table. This is helpful because today in SmartSuite with a long list of linked records, even in full screen view, you have to use the scroll bar AND it takes up a lot of real estate / makes the record view longer. Adding collapsible Sections just hides the tables. I think this "tabbed" view could be enabled by adding an Option under the Linked Record called "Show Linked Record Table as Tab". Probably more to consider on how you then organize the tab on the page, but would be a much faster way to get to linked tables and make SmartSuite more "Enterprise" ready in my view. QuickBase has as a similar approach.

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.

Problem: There's no way to restore a backlink if it's deleted and leaves the recycle bin Solution: Allow for backlinks to be restored

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.

When creating a linked record field it would be really useful to have an option to link to a whole table of records, instead of just individual records in that table. This would enable calculations involving all records in that table. Such links would be extremely useful for review and overview purposes and accessing useful properties such as the number of records in a table for use in calculations and automations

Please create the ability to link a table to another table by more than just one field. Currently, as I understand it, a table can only be linked by one field (The primary key). If we want to establish a link between Table A and Table B, we are limited to using a single field, the Primary Key field in each table. This is fine when the data in the linked fields, the primary key fields, is descriptive text. When it is descriptive, it can also serve a purpose when a user sees it when manually linking records. If I have an Invoice table and a Customer table, I may want to link the Invoices to Customers and when I enter the "Link to Customer" field in the Invoice table I see the names of Customers (along with other fields we can configure in that modal that pops up). But in my use case, I want users to be able to see the customer name in that linked customer field when manually linking records. But I also import data from QuickBooks that uses RecordID values. The Invoice record includes a CompanyID value that is a numeric value. It isn't the descriptive name of the company. I would like to create a QBO_Comp_ID field in my Company table and then link it to the Invoice table using the value pulled from QuickBooks programmatically. But I also need the ability to deal with exceptions, so I want to be able to manually link records by use of the lookup that we have when using the current primary key in the Company record, the Company Name. Now I believe I can link the tables with external automation like make.com , but it would be helpful to have this linking capability within SmartSuite and it could be achieved with the automation if an additional linked field was an option. You could even require that any field to be used to link records to other tables must be a field that requires unique values (at least on one side. You do need to support one-to-many relationships). This would enable much more flexibility and foster greater use of SmartSuite as a data repository / database. Note this would also potentially increase use of automations which seems to be a motive. (Edited for clarity)

We're using the SmartSuite AutoNumber field as our Project #. When linking another table to a project, we need to be able to search based on this Project #. We can see it right on screen, but if we search for it, we get "No matching projects". The search field must be searching ONLY the project name, which is not good for our use case.