SmartSuite's Hidden Gem 💎: Table Display - See Your Data in a Whole New Way!Nov 13, 2023
SmartSuite is a powerful tool that offers a wide range of features to help users organize and automate their data with no code tools. While SmartSuite has been continuously rolling out new features at an impressive rate, there is one feature that seems to have flown under the radar. In this blog, we will explore this feature and discuss how it can revolutionize the way you work with your data.
Before we dive into the exciting new feature, let's take a moment to introduce SmartSuite to those who might not be familiar. SmartSuite is a no-code automation platform that allows users to build applications and automate repetitive tasks without the need for coding knowledge. It aims to simplify the process of data management and empower users to streamline their workflows.
Now, let's get into the feature that has got us all excited. SmartSuite now allows users to have a table of information inside their records. This means that you can have a detailed view of your data within the context of a specific record, providing a more comprehensive understanding of your information. This feature is particularly useful in scenarios where you have linked relationships between tables.
To demonstrate the power of this feature, we'll use an example involving two tables: contacts and appointments. Let's say you have used SmartSuite to automate your appointment collection process using Calendly. When someone signs up for a new appointment, SmartSuite searches for the contact in the database. If the contact exists, the appointment is linked to their record. If the contact doesn't exist, SmartSuite creates a new contact record and links the appointment to it.
Now, when you open a contact record, you can see all the appointments connected to that contact. Previously, this information might have been displayed as a list of linked appointments, but with the new table feature, you can view this information in a grid format. This allows for a more organized and visually appealing representation of the data.
To set up this feature, you can modify the field settings in SmartSuite. By selecting the table display option, you can choose which fields from the linked table should be shown in the grid view. This gives you control over the specific information you want to see within each record. You can also apply sorting and filtering options to further customize the view.
With the table display feature, you can easily navigate through the linked records, export the data, or remove specific records from the link. This level of control and flexibility allows you to work more efficiently and focus on the information that matters most to you.
The introduction of the table feature in SmartSuite is a game-changer for users who rely on linked relationships between tables. It provides a new level of visibility and organization to your data, enabling you to make better-informed decisions. Whether you're managing customer contacts, project appointments, or any other data, this feature will significantly enhance your productivity.
While this feature might not have received the attention it deserves, it showcases the continuous innovation happening within SmartSuite. The team behind SmartSuite is committed to empowering users with new and exciting features that simplify their data management tasks.
If you're new to SmartSuite or want to explore its full potential, it's essential to understand the fundamentals of no-code automation. No code automation takes care of repetitive tasks behind the scenes, eliminating the need for manual copy-pasting and allowing you to focus on high-value activities. To learn more about this, GAP Consulting offers free training that covers the key fundamentals of automation. Check out our free webinar to access the training and unlock the true power of no-code tools.
In conclusion, the introduction of the table feature in SmartSuite is a significant step forward in data management and organization. It allows users to view detailed information within individual records, providing a more comprehensive understanding of their data. This feature, combined with the power of no-code automation, gives users the tools they need to streamline their workflows and make more informed decisions. If you haven't explored this feature yet, it's time to dive in and unlock the full potential of SmartSuite. Keep building and stay ahead of the curve!
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