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Release Notes | February 28 - April 24, 2024
5
KD
Kait Dekker
Posted on May 14

Administration

  • Subaccount provisioning Formstack for Healthcare to support Partners

  • Subaccount provisioning Enhanced Data Security Add-on to support Partners

  • Added the ability to choose billing periodicity when provisioning new subaccounts (default will match Parent account’s billing periodicity)

  • Added the ability for Parent Admins and Standard users with Subaccount access to suspend access of a subaccount (May 9 release)

  • Added the ability for Parent Admins and Standard users with Subaccount access export subaccount account information (no usage data) (May 9 release)

  • New Org Standard User Permissions — Add Users in the Admin Panel

  • Subaccount Granular Permissions — Setting subaccount Granular Permissions for Standard Users 

  • Expanded Workflows access to legacy Suite Plans

  • Increased security with requiring email verification when logging in after 90 days of inactivity for users not using Two-Factor Authentication.

  • Forms Workflows customers can now purchase packs of 10 and 50 participant users self-serve


Forms

  • File Upload Improvements — File Upload Fields with Formstack Forms & How can I bypass the 2GB(2048 MB) upload limit?

    • Increasing the limit from 25 MB > 2GB 

    • Allowing file uploads in Save and Resume 

    • Adding drag and drop for the file upload field

  • Expanded access to Workflows (formerly Copilot) to all Forms accounts → Using Workflows with Your Forms Account

  • Update Workflow Forms documentation — Get Started with Workflow Forms & Workflow Forms

  • V4 Improvements

    • Multi-Select dropdown support

    • Added ability to support embedding multiple V4 Forms on the same webpage

  • Fixed Integration Authorization issue for Hubspot, Box and Smartsheets integrations

  • V4 Bug fixes 

    • Fix for enlarged Icons for Participant Users 

    • Fix for SSO Prefill for Workflows Step 2 Redirect issue

    • Fix for date logic not working as expected 

    • Fix for inability to edit text in the middle of a completed field 

    • Fix for required file uploads fields hidden by conditional logic forcing error


Documents

  • Drag & Drop — Introducing Drag-and-Drop Merge Fields in the Formstack Document Builder, How to use Formstack Documents Drag-and-Drop Builder, Format Merge Field Data, & Document Template Approaches for Formstack Documents

  • Modernized user experience of Documents tab and now supports very high template counts

  • Significant improvement to Office file conversion rate limits 

  • Implement Reply-To Data in Get Deliveries Endpoint Response

  • Fixed an issue when creating new reseller accounts via the Docs UI

  • Fixed an issue with V4 Form import & an issue with description and embed fields

  • Fixed an ‘&’ encoding issue with Auto Html Docx merge

  • Fixed Office file merge issue where documents would break if merge data included rich text with lists and links together

  • Corrected an issue where Arial, Size 10, or color black fonts were ignored in html Docx merge

  • Added the ability to include a description on all document and route deliveries, allowing users to easily differentiate multiple deliveries, especially of the same type, from one another.

  • Added the ability to name route steps, giving users the ability to easily label and understand what each route step does at a glance.


Workflows

  • Advanced Workflow features: Step Logic and Approvals → Workflow Step Logic Video Demo & Workflow Approvals Video Demo 

  • Generate a Document from a Form — Configure Document Steps in Workflows

  • Docs Delivery Configuration for Documents Generation + a new delivery toggle to avoid duplicate deliveries for workflows with Sign steps→ Configure Document Steps in Workflows

  • Contextual tooltip when mapping in rich-text-editor to identify field source

  • Add Star Rating Support for Workflows

  • Improvements to Forms for Salesforce connector 

  • Fix an issue where the Sign Decline Status was not shown in dashboard

  • Fix an issue with F4SF Percent Field Mapping 

  • Introduce validation to catch common issues when configuring conditional logic on a step

  • Workflow Dashboard UX Updates

  • Fixed an issue where checkbox field values were showing on a generated document as an "Array" instead of the actual values selected by the user on a form

  • Step Submission Message Improvements (Customization)


Forms for Salesforce

  • Salesforce API v60 upgrade  →  Salesforce API Overview

  • Stripe Payment fields in NativeCloud orgs  →  How to Migrate Forms for Salesforce (F4SF) from Pro Edition to NativeCloud

  • Fixed an issue with Save-for-Later in Community Forms on NativeCloud

  • Fixed an issue where the Generate Prefill links tab was not showing a settings pane on page load

  • Fixed an issue where Form structure with over 9 grandchild objects was causing submission to fail

  • Fixed an issue where a multi picklist checkbox set to required is not highlighting or scrolling to when submitting

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