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SmartSuite

PM
Velocity7.5

SmartSuite ships viewer-interactive linked record filters and conditional automation branching in rapid succession.

project-managementautomationsno-codelinked-recordsmobile-paritydashboard
◆Current state
SmartSuite is in an aggressive multi-surface shipping phase, pushing significant features across automations, linked records, forms, dashboards, and mobile in a single two-week window. The Sep 3–10 push alone covers viewer-interactive linked record filters, conditional branching in automations, Slack actionable approval buttons, and workspace-wide mobile search. This is a product closing real capability gaps against Airtable and Notion for complex enterprise workflows.
◆Where it's heading
The pattern across these entries is systematic composability at every layer: filtering at the widget level, branching at the automation level, viewer control at the linked record level, and parity at the mobile level. SmartSuite is assembling the building blocks — conditional logic, nesting, viewer-facing filters — that distinguish an enterprise-grade no-code platform from a feature-rich spreadsheet. The mobile parity push (Calendar, Card, Charts, Forms, Power Search across six weeks) is a parallel track, not a distraction.
◆Prediction
The automation roadmap points toward a Wait or Delay step next — the loop, branch, and nesting primitives are in place, but long-running async workflows still require that missing block. A timer-based or external-trigger wait action would complete the core automation primitive set.

◆Recent moves

  1. 5d ago

    Forms: Support for Checklist Field Type

    Checklist fields now work on Form Views with the full configuration surface — required flags, help text, due dates, assignments, and permission-aware assignee pickers. This extends SmartSuite's richest task-management field type to external-facing data collection, closing a gap that forced solution managers to use simpler field types on forms.

  2. 5d ago

    Linked Records: Advanced Settings

    Linked Record field settings get a consolidated Advanced Settings modal with a live preview pane and a new Filters tab, shipping as the container for Static and Dynamic Filters in the same release. This is primarily a UI reorganization that reduces configuration surface clutter while setting up the filter capability that makes it meaningful.

  3. 5d ago

    Linked Records: Static Filters

    Linked Record fields gain Static Filters — solution managers configure preset named filter sets on the field that viewers switch between without touching field settings. The automatic 'All records' system filter ensures users always have an escape hatch. This makes high-cardinality linked record lists navigable at display time without changing the underlying data model.

  4. 5d ago

    Linked Records: Dynamic Filters

    ⚡ SPARK

    Dynamic Filters on Linked Records let each viewer slice a linked record list by target-table fields of the solution manager's choosing, per session, without reconfiguring the field. Combined with Static Filters and the Advanced Settings modal in the same release, this completes a three-part overhaul that fundamentally changes what linked record fields can do for end users.

  5. 12d ago

    Dashboards: View-Based Widget Preset Filters

    Dashboard widgets pick up a third filter layer with Static and Dynamic Preset Filters, all AND-joined with the existing Filter Widget and per-widget view controls. Dynamic Preset Filters render viewer-facing controls directly on the widget — consistent with the same session-scoped, non-persisted filter pattern SmartSuite is applying to linked records in the same period.

  6. 12d ago

    Mobile: Power Search

    Workspace-wide Power Search arrives on mobile, matching the desktop filter set — Solution, Table, and field-value narrowing from a single search modal. This is the fifth major mobile parity release in six weeks (following Calendar, Card View, Chart Widget, and Internal/Shared Forms), confirming mobile is a deliberate equal-citizen push rather than a bolt-on.