April 25 — May 31, 2024 Formstack Release Notes

Administration

• Trial sign-up from Google

• Email verification for inactive users without 2FA

• Partners can add Enhanced Security during provisioning in a self-serve manner.

• Storage holdings now  available for purchase on HIPAA Plans

• 10 and 50 packs of Forms workflow participant packs are now available for self-serve purchase.

• Parent Admins can export a csv file of administrative data of all subaccounts

• Subaccount Suspension; Parent Admins can temporarily  revoke user access to their subaccounts

• Parent admins can choose subaccount periodicity when provisioning subaccounts.

• New Prospects can trial subaccounts feature

• Defects fixes:

  • Update messaging for expired trial for standard users with managed billing permissions

  • Improve Cheq malicious actor blocking after signup

  • Improved internal tooling billing error reporting

  • Delay membership enforcement on plan change to reduce accidental removal of access during plan change

Forms

• Multi-file for File Upload Fields

• Date/Time field can now show Calendar View or Dropdown view

• Defect fixes:

  • V4 Added query string to suppress Auto-Focus on iFrame embed

  • V4 When a checkbox had a default value remove the need for a double click

  • V4 Fixed Discount Codes bug

  • V4 Updated ADA Compliance on Date Field

  • Fix Google Drive Integration issue with Notification Emails

Documents

• Sorting and filtering

• AI Template Creation will now offer customers a new pathway for creating a document template. This release will allow customers to enter prompts (i.e a description of what they would like included in their document template) to effortlessly generate the template using AI.

  • Currently available for NEW Documents trials/customers 

  • In late June rollout to existing customers with the option to toggle the AI assistant on/off.

• Updated API to return account merge usage stats

• Made data route rule titles editable

• Added descriptions to document & route deliveries

• Defect fixes:

  • Accounts created in Advanced Mode Builder should NOT be converted to any other type unless the user expressly states it

  • Allow users to open templates/folders in the new tab in new Documents tab

Workflows

• Quick Documents generation delivery toggle

• Step & End of Workflow submission message customization

• Help Site for Workflows has updated search and filtering capabilities

• AWS AI services implementation

• Support Radio Button mapping from/to Forms for Salesforce

• Delivery toggle for document generation

• Phoenix-based Rich Text Editor

• Defect fixes:

  • Fix for Step Deletion Mappings

  • Fix for Sign pop-up

Forms for Salesforce

• Invalid payment field message added for Native payment for classic

• Enhanced performance with async method implementation in our Form Engine

• Updated our WAF so the App access isn’t available to the following countries:

  • Russia (RU)

  • Cuba (CU)

  • Iran, Islamic Republic of (IR)

  • Syrian Arab Republic (SY)

  • North Korea (KP)

• Frontend development for Hybrid Payment

• Update Phoenix to latest version