It looks like this forum might be dead. Is there a better place to ask questions?

Thanks

Mark

I submitted a ticket via chat three weeks ago. I've requested support for our mobile timezone settings and related details, and I've followed up several times since, but the assigned representative appears unresponsive.

How can I submit a support ticket to receive meaningful assistance?

Thanks.
Hakan

Action is "Update a record".
Update should update the "assigned to" field to use Trigger Value -> Current User.

Occasionally this works correctly, but 9 times out of 10 "SmartSuite Automation" ends up in the "Assigned To" field, instead of the user who clicked the button.

When exporting a SmartDoc field as PDF, the header shows:

“[Solution name] • single field”

And when exporting a full record:

“[Solution name] • single record”

👉 Is there any way to customize or remove this label?

I’m trying to use SmartDocs to generate client-ready deliverables (reports, summaries), and this header looks system-generated and not suitable for external documents.

In SmartSuite examples/videos, I sometimes see headers that look like table or record names instead of “single field”, so I’m wondering:

• Is this configurable?

• Or is it tied to the export mode (field vs record)?

Thanks a lot!

Axelle

SmartSuite has "My Work", where I can see my work. Is there an "All Work" feature that lets me see all work across all assignees, or an option to select employees and view their assigned tasks?

As a business owner, this is an important feature, I need to be able to view tasks (across solutions), on a global level.

If there is not an existing feature, can I get some insight into where this is on the Smartsuite roadmap, please?

Thanks
Mark

Has anyone else encountered this problem? Am I misunderstanding how the filter setting on assignment fields is supposed to work?

Explainer Scribe video https://scribehow.com/embed-preview/Configuring_Deployment_Table_Builder_Fields_in_SmartSuite__5DETkpF7TjmPm0tF-K-r_w?as=video&size=flexible

Script to copy and paste below:

We’re excited to roll out a new button action that streamlines record creation across dashboards and widgets. This feature lets you open a Record Page pre-populated with static default values, ensuring a smoother and more structured workflow.

Key Highlights

• New “Create a Record” action: Quickly launch a new record directly from dashboards or view widgets.

• Predefined default values: Set static values that override field-level defaults for consistent data entry.

• Enhanced enterprise workflows: Ideal for self-service request portals and multi-entry dashboards, keeping record creation simple and controlled.

• Broad support across interfaces: Now available in Dashboard tabs, Button Rows, Hero sections, and Simple Banners.

How It Works

• In button configuration, selecting the Create a Record action type will prompt you to select the table you want to create a record in.

• You can optionally define default values for the new record, which will override any field-level default values.

• Once configured, clicking the “Create a Record” button will open a new record in the selected table, with any configured default values applied.

This enhancement is designed to support a controlled intake workflow while preserving consistency with existing record template logic. Enjoy a more direct and efficient way to create records in SmartSuite!

Learn More

We've enhanced our platform by extending AI Field Agent support to a broader range of field types. Now, you can leverage AI Field Agent capabilities on Title (manual), Text, Number, Status, Multiple Select, and Link fields to streamline your record creation and data management processes.

Key Highlights

• Expanded Field Support: AI Field Agent now works with Title (manual), Text, Number, Status, Multiple Select, and Link fields.

• Updated Prompt Data: Improved prompt handling for Single/Multiple Select and Status fields now include choices, descriptions, and numeric values (when applicable) when sending field data, providing clearer context for AI processing.

• Backend & Frontend Updates: Both the underlying services and user-facing components have been refreshed to support these additional fields.

How It Works

• All supported field types now include an AI Field Agent configuration section in field settings.

• AI Field Agent outputs for list-type fields (Single/Multi Select, Status) are automatically constrained to their configured values.

• The system automatically passes additional field settings (choice descriptions and numeric values) as part of the API request, eliminating extra configuration steps.

This update is available to all users across all plans. Enjoy a smarter, more efficient way to interact with your data!

Learn More