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SmartSuite

PM
Velocity7.5

SmartSuite pushes Forms 2.0, granular governance, and AI while courting GRC and ITSM teams

no-codeforms-2.0governance-permissionsgrcai-and-mcpdashboards
◆Current state
SmartSuite, a no-code work-management platform, is shipping on three fronts at once. A sustained Forms 2.0 overhaul is adding layout and appearance controls, new field display types, form-level defaults, a dedicated Forms management page, and a redefined internal Form View. In parallel it shipped Dynamic Record Permissions to general availability — granular, condition-based access control — and is investing in AI with an open-source MCP server and AI-powered trend analysis. Nearly every release is framed around GRC, ITSM, and HR use cases.
◆Where it's heading
The platform is maturing from a flexible database toward an enterprise-governed work system: the Forms work makes intake and submission first-class, while Dynamic Record Permissions and the GRC framing target compliance-heavy buyers. The AI thread — a local MCP server plus bring-your-own-model trend analysis — positions SmartSuite as AI-extensible without hosting customer data on its own models. Expect Forms 2.0 to keep filling out and the governance and AI surfaces to deepen toward enterprise and GRC sales.
◆Prediction
Near-term, expect the remaining Forms 2.0 pieces (multi-page forms, enhanced submission, progress bar) to land and the permissions and AI features to harden toward production. A governed, hosted MCP track is explicitly flagged as following the open-source prototype.

◆Recent moves

  1. 2d ago

    Forms: Yes/No Default Value Support

    Adds form-level default values for Yes/No fields, extending the Default Values framework that already covers text, select, linked-record, and date fields. A small but characteristic piece of the ongoing Forms 2.0 build-out.

  2. 2d ago

    Filter Widget: Static Filters

    Dashboard Filter Widgets gain a Static mode where managers pre-bake named filter sets that render as viewer-facing tabs, refreshing connected widgets. Strengthens the dashboard layer for curated, role-based reporting.

  3. 2d ago

    Forms: Layout and Appearance

    The form designer gains Classic/Banner/Full layouts plus background and button styling, letting forms carry branding without leaving the designer. Part of the Forms 2.0 push to make forms presentable and on-brand.

  4. 2d ago

    Forms: Select Field Display Types

    Single Select, Status, and Multiple Select fields can now render as radio buttons or checkboxes with column layouts instead of dropdowns. A submission-experience refinement within the Forms 2.0 arc.

  5. 9d ago

    Dynamic Record Permissions

    ⚡ SPARK

    The governance centerpiece reaches GA: table-level rules restricting View/Edit/Create/Delete down to tabs and sections, with field-value conditions, cohort targeting, and sentence-builder authoring. Moves SmartSuite from flexible database toward enterprise-governed work system.

  6. 9d ago

    Forms: The New Forms Page

    Adds a dedicated Forms page in the Solution menu that tiles every form grouped by table, with shared/draft badges, search, and per-form actions. Turns form management into a single operational hub as the Forms 2.0 surface grows.