Feature Requests

I need a way to duplicate files while keeping the original in place. Currently, the automation system allows moving files between fields, but it doesn't specifically support duplicating them. It would be beneficial to have an option to duplicate files as part of the automation process, allowing for more flexibility in managing file records.

I want to include action items, such as sub-items or linked records, in my emails or client-friendly formats. However, I'm encountering limitations with sub-items in automation. It would be beneficial if sub-items and linked records could be fully supported in automation to enhance the sharing of comprehensive information.

I want to see what logic was changed in the automation. It would be beneficial to have a feature that tracks changes to the automation's logic or configuration itself. This would help in understanding modifications over time and assist in compliance or reverting to previous configurations.

I want to have a conversation-like notes section directly within the company info area, similar to how record comments work. This would allow for ongoing notes, discussions, and collaboration directly within the company info section, rather than accessing a separate panel.

It would be very helpful to see clearly a list of all the tables with their Id, same for all other Id needed to connect with other apps integrations.

It would be awesome to add conditional tabs so when we do certain action, only then that tab is activated, it would be great to create a record with systemic workflow. also, action button should have link to automation instead of script.

We have created many request forms on the same table and have noticed that we can the same field across multiple forms and I can change the name the field displays as, but the help text changes across all forms. In the images attached below you'll see the same field was used (Description) but renamed. We would like to put specific instructions in the "help text" on the form and it changes across all forms. It would be great if you could update so the form can maintain the specific help text for the field per form.

I would like to have a feature that allows adding a status or a Yes/No field with a heart toggle for better user interaction. Currently, the workaround involves inviting users as guests, which is limited to 3 guest users per paid seat. A direct feature would enhance usability.

I initially set up the sub-items 'Locations' in the [MCo] Sales solution incorrectly and now need to convert it into its own table. Unfortunately, there isn't a current feature to do this automatically, and I have to create the fields manually. It would be beneficial to have a feature that allows for the conversion of sub-item fields into tables to streamline the process.

I need a way to lock changes from being made by Solution Managers in SmartSuite. We have data that needs to be locked and never changed, and I want to avoid accidental changes by any user, including those with administrative access.