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August '24 Release Notes
2
KD
Kait Dekker
Posted on September 11

Administration

  • Updated the messaging and design of the Account Security page, including details on requiring a two-factor authentication (2FA) for login

  • Defect fixes:

    • Fixed an issue where Documents Auto-Upgrade notification emails were not considering merge period in the text

    • Fixed an issue where Organization Admins could have the Manage Standard User permission and therefore could not manage admins

    • Fixed the trial time remaining when users have greater than one month on trial


Documents

  • When sending a document from Formstack Documents to Formstack Sign for signature, it is now possible to specify a pixel width for text fields. If there is a large amount of text in the given field, a line break and wrapping will be produced at the specified pixel width.

  • Users can now upload document templates without merge fields for use as static documents in data routes


Documents for Salesforce

  • Updated to utilize Salesforce API version V60


Forms

  • Smartlists now allow for up to 10,000 items

  • AI Form Creation is available to be turned on or off in the Admin panel

  • Added support for Person Account types to Salesforce integration

  • Updated Live Form API

  • API Updates — Added V4 attribute for HTML embed option in API

  • Defect fixes:

    • Prevent list item duplication in SmartLists

    • Fixed reports of inconsistent submission count showing between Submission page and Home page

    • Added useDynamicRendering=true as an option attribute to Javascript embed code. This can be used in embedded forms to render the Javascript without document.write. 

    • Fixed issue where “Other” value did not persist in Forms Workflows

    • Fixed issue with blank workspace assignments on encrypted workflows (Forms Workflows)

    • Fixed issue where custom deactivation message was not rendering in Forms Workflows

    • Fixed issue with multi-choice matrix field in Save and Resume functionality not saving all selections

    • Fixed issue where specific times for the Date/Time field were not saving correctly in Save and Resume


Forms for Salesforce

  • Improved Rules Configuration and accessibility

  • Paypal Integration added for NativeCloud Pro Plan

  • Repeatable objects are now editable after failed submission 

    Enhancing our form building capabilities, introducing new features so you can easily create branded, mobile-friendly, and modern looking forms — now available in Beta

  • Support for Salesforce’s  new LWR (Lightning Web Runtime) Digital Experience Site type — now available in Beta

  • Defect fixes:

    • Date and Date/Time sort in lookup table popups is now persistent through pages

    • Date-only fields in lookup table popups are no longer displaying the time

    • Fix for hybrid payments configuration

    • Fix for Admin setting page 

    • We are now preventing object removal from the form data structure when the object is used in a rule

    • Fixed an issue where draft submissions were not properly deleted when a draft was discarded

    • Fixed an issue where File location was reverting to Attachments automatically

    • Fixed an issue where datepicker fields could not be selected if a middle repeated object was removed from the form


Workflows

  • API Connector v1

  • Field Auto-mapping for Forms and Docs — Brand new functionality - mapping previously could only be done manually by the user. Now, with the click of a button, all fields on those long forms can be automatically mapped to another forms or document step. 

  • Auto-scrolling to last step — This is a new feature to improve the user experience for workflows with a larger amount of steps (10+). Now, after adding a new step to a workflow, the screen automatically scrolls to the last step of the workflow, instead of displaying the first step of the workflow.

  • Defect fixes:

    • RTE: Controls Fix in Document Delivery 

    • Fixed Workflow cancellation & data clean-up

    • Fixed documents Receiving Duplicate Merge Requests

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