Boost Your Workflow: Learn to Navigate & Customize SmartSuite Forms

Unlock the power of your SmartSuite with our comprehensive guide! This tutorial is perfect for beginners and seasoned professionals alike who are looking to streamline their workflow. We'll kick off with an introduction to SmartSuite Forms before diving into how to create new views and optimize form settings.

Discover the seamless integration of form structure and fields while gaining an understanding of field customization and interactivity. We will walk you through a detailed example of field edits, and show you how to personalize your forms with a custom logo and title setting.

Ever wondered about third-party integration and form completion? We've got you covered! We'll also delve into complex field interactions and conditions, followed by the exploration of advanced features such as HTML elements and conditional fields.

Finally, we'll round up our tutorial with insights on form sharing, disabling, and future updates. Don't miss this chance to boost your productivity and master SmartSuite Forms today!

Don't forget to subscribe and hit the notification bell to stay updated with our latest tips and tutorials. Drop a like if you found the video helpful and leave any questions in the comments below.

#SmartSuite #FormCustomization #WorkflowOptimization #Tutorial

⏰ TIMESTAMPS:

0:00 - Introduction to SmartSuite forms
1:30 - Accessing form views within SmartSuite
2:30 - How to customize form fields
3:30 - Conditional field visibility and complex form setups
5:00 - Sharing and disabling form views, upcoming updates on form functionality

▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

Want to keep learning more about SmartSuite?

Subscribe to our YouTube channel: @hellosmartsuite

▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

Join us on social:

[tc]

It would be great to use a custom form to view/edit an existing record. Is that on the roadmap? Right now, there is only one form available for viewing and editing per app. Although it is very customizable, I would like to have multiple forms per app for editing purposes.