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

We’re excited to introduce an improved prompt-writing experience for AI Field Agent. Prompt input now uses a SmartDoc-powered editor, giving teams a more flexible and intuitive way to write, organize, and refine instructions. This enhancement makes it easier to create clearer prompts, include field references, and work with rich formatting when configuring AI-driven fields.

Key Highlights

• Better prompt writing: Create more structured, readable prompts with a richer editing experience.

• Improved clarity: Use formatting tools to organize instructions so prompts are easier to review and maintain.

• Familiar editing experience: Work in a SmartDoc-style input that feels consistent with the rest of SmartSuite.

• Easier context insertion: Add field references directly into the prompt so the AI can use record data in its response.

How It Works

• Open the AI Field Agent settings for your field.

• In the Instructions area, write your prompt using the SmartDoc-powered editor.

• Use the toolbar to format your instructions with options such as bold, italic, underline, strikethrough, text color, quotes, bullet lists, numbered lists, links, and clear formatting.

• Insert field references directly into the prompt, such as related fields like

  Project Tasks, Stage, and Due Date, to give the AI the right business context.

• Combine written instructions and field references to guide how the AI should generate, classify, summarize, or evaluate content.

This updated experience is especially useful when prompts need more structure, such as step-by-step guidance, clearly defined expectations, or dynamic context pulled from record fields.

Learn More

Thank you for your help in advance.

Here is an image, so you can have a better idea of what I am trying to achieve.

We've improved our mobile experience with new support for Document Views. This update brings a range of mobile-friendly enhancements designed to make working with your documents smoother and more efficient.

Key Highlights

• AI Assistance: Use the "Ask AI" option to leverage SmartDoc’s AI features while working on your documents.

• Custom Document Views: Easily create document views tailored to your workflow.

• Clear Document Details: Depending on your settings, the mobile app will now display the Document Title, Created By, and Last Updated fields.

• Seamless Editing: Enjoy inline editing with auto-save functionality and support for undoing or redoing your changes.

• Rich Content Insertion: Quickly add images, videos, and attachments using the file upload modal.

• Optimized Layout: Mobile screens automatically adopt a wide page view for maximum usability, while tablets provide options between Default and Wide.

• Permission Controls: The mobile experience will honor your existing permissions settings.

• Enhanced Integration: Benefit from the updated Smartdoc Embed Widget built with the latest features.

How It Works

• Open the mobile app to find the new Document View support, which integrates multiple enhancements to simplify your document management.

• To take advantage of AI assistance, select “Ask AI” from the designated menu.

• Create and customize document views with straightforward controls, then adjust which document details are displayed based on your preferences.

• Enjoy hassle-free inline editing that auto-saves your work, complete with undo/redo options for improved control.

• Insert images, videos, or attachments easily via the in-app upload interface.

• The app automatically sets mobile devices to a wide layout for easier viewing, while tablets allow a choice between default and wide page widths.

• All changes made within the mobile app respect your current permissions and prompt a smooth, integrated experience.

Enjoy exploring Document View support on your mobile device!

Learn More

We've introduced a new update to make your grid views safer and easier to manage. Now, you can quickly toggle your Grid View to a read-only state - ensuring data is only viewed and not accidentally edited.

Key Highlights

• Disable Inline Edit Option: A new checkbox in the Grid View 3-dot menu lets you disable inline editing with a single click.

• Accidental Edit Prevention: Once enabled, users can view and explore records without the risk of making unintended changes.

• Consistent Experience: This setting only affects inline editing in the grid view, leaving permissions and other editing options intact.

• Persistent Setting: The chosen setting will remain active across sessions for a consistent user experience.

How It Works

• Administrators can enable the new read-only mode by checking the Disable Inline Edit option in any grid view’s menu.

• When toggled on, inline editing is turned off: cells no longer support direct interaction for edits, though users can continue to sort, filter, group, and perform bulk actions.

• This feature acts solely as a presentation control at the view level, preserving underlying record and field permissions as well as functionality in other areas of the platform.

View Help Article