Document Designer, Checklist Field and SmartSuite Web on tablet enhancements

Released March 3, 2023
Linked Records can now be filtered in Document Designer templates, all Checklist Field details are included when records are exported or printed, and SmartSuite’s Web app scrolls more easily when used on a tablet. Additionally a change was made to export formats.

Document Designer

• You are now able to filter Linked Record Fields that are included in a document template.

• Documents containing images now print and export correctly.

  

SmartSuite Web on Tablet

• Scrolling should now be easier when using SmartSuite’s Web app on a tablet.

Export to File

• File export has been modified to separate values for fields that support multiple selections with a semicolon instead of a comma. This reduces the possibility of conflicts with field text that includes commas.

  Impacted Fields

  Email
  Phone
  Assigned To
  IP Address
  Link
  Color Picker

  Impacted Export Types

  1. CSV

  2. Excel

  3. Google Sheets