March '26 Formstack Release Notes – Formstack

Admin Center

Added the capability in Formstack Admin for users to edit their own email addresses.

Defect Fixes

Fixed an issue where PDF templates were not populating some embedded images.
Fixed an issue where 'lower' modifier was not working with 'strip_tag' modifier.
Fixed an issue where emails weren't delivered to emails listed multiple times with different casing.

Versions: v1.369 through v1.375

Fixed an issue where bulk document generation could fail with a "Regex too complicated" error when field mappings used multi-line or heavily indented SOQL queries.

Fixed cross-record data contamination in High-Volume Generation caused by missing bind-variable fields in bulk SOQL queries.
Fixed an issue where portal users in Experience Cloud could not perform document merges triggered from Salesforce Flows.

Fixed an SOQL N+1 governor limit issue in document generation for records with large numbers of child items.

Fixed an Apex CPU timeout in document generation by extending Schema describe caching to additional merge paths.

Fixed a CPU timeout in MetaInfo by caching Schema describe results during document generation.

Salesforce Spring '26 API Upgrade - Updated the package to Salesforce API v66 for compatibility with Spring '26.
Added field mapping search on the Mapping page, making it easier to find specific mappings in documents with large numbers of fields.
Fixed an issue where generating a merge with the File feature and child relationship Files mapping could hit the SOQL 201 query governor limit.
Fixed an issue where SOQL field mappings with subqueries incorrectly added the lookup field to the subquery SELECT clause, causing query failures.

Defect Fixes

Fixed an issue where Portals did not indicate completed status for regular users.
Fixed an issue where the discount code did not reflect the currency of the discounted field.
Fixed an issue where there was a delay in scheduled exports.
Fixed an issue where importing CSV into SmartLists would fail when the data included special characters.
Fixed an accessibility issue for form error message processing.
Added an accessibility feature to edit alt text to header and footer images in a custom theme.
Added the requirement to disable payment fields on forms with custom javascript that had not been reviewed and attested..
Fixed an issue where the Add to Waitlist feature was charging the first person.
Fixed an issue to return subfolders in the API when using API GET https://www.formstack.com/api/v2025/folders/{folderId}
Fixed an issue where resending submissions to Google Sheets did not include submission edits.
Fixed an issue where URL Prefill links were not populating some fields properly.

Versions: v4.146 through v4.147

Improved custom formula evaluation with safer parsing, broader support for approved functions and member calls, and better fallback behavior for legacy formulas.
Fixed a potential SQL injection risk caused by string-based query concatenation.
Added Authorize.net support for native forms, including the related configuration option in Salesforce.

Salesforce Spring '26 API Upgrade - Updated package metadata to Salesforce API v66 for compatibility with Spring '26.
Fixed an issue where hyperlinks added through rules were not working correctly.
Fixed an issue where form emails could display the wrong input value.
Improved Lightning Web Runtime site compatibility by adding Site object fallback handling.
Added support for additional XML submission storage fields, including XML4 and XML5, to better handle larger submission payloads.
Added XML capacity validation to help prevent oversized form submissions from causing downstream processing issues.

Defect Fixes

Fixed an issue where Microsoft Outlook clients were not respecting email formatting.
Fixed an issue where Text Tags from Formstack Docs were not being placed on the document in the right place.
Added the ability to use the FSID Personal Access Token within Sign API v2.
Fixed an issue where email clients were translating 'Review and Sign' button to a non-clickable link.
Fixed an issue where emails were not being sent for documents created through the API.
Fixed an issue where fillable fields were not being placed on the document in the right place.

SMS Delivery for Sign Documents in Workflows — Workflows now supports SMS delivery when sending Sign documents. When configuring a Sign step, you can add a participant's mobile number alongside their other contact details — just like in standalone Sign — and choose between entering a fixed number or mapping one dynamically from data collected earlier in your workflow.

Defect Fixes

Fixed an issue where Microsoft Outlook clients were not respecting email formatting.
Fixed an issue where Text Tags from Formstack Docs were not being placed on the document in the right place.
Added the ability to use the FSID Personal Access Token within Sign API v2.
Fixed an issue where email clients were translating 'Review and Sign' button to a non-clickable link.
Fixed an issue where emails were not being sent for documents created through the API.
Fixed an issue where fillable fields were not being placed on the document in the right place.

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