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
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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
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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
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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