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September 2024 Formstack Release Notes

Salome P.
Updated

Admin Center

  • Formstack Documents customers can now purchase packs of templates directly in product

  • New billing management experience for Formstack Suite customers and new plans

  • Improved Two-Factor Authentication (2FA) login experience

  • Ability to bypass Formstack Two-Factor Authentication (2FA)  if the organization is using a custom SSO provider for logging in to Formstack - Support Doc

  • Two-Factor Authentication 2FA is now required for all new customers  as of September 24 - Blog Post

  • The annual Documents merge limits now included when moving to annual billing

  • Defect fixes:

    • Fixed an issue where users were unable to update their name if they were not part of an organization

    • Fixed an issue where the require SSO feature did not turn off after all SSO auth providers were turned off

    • Fixed an issue where Parent accounts were not seeing new plans when provisioning a new subaccount

Documents

  • Document Generation AI Knowledge base update

  • Launched a new technology partner with Signeasy. Generate documents with Formstack and send for digital signature through the new Signeasy delivery intergration. 

  • Defect fixes:

    • Fixed password protected Word document generation

Documents for Salesforce

  • Launched a new reverse-mapping capability; to start your data selection process in Salesforce - pushing your desired data fields into Formstack Documents, and then build your template based on your selected fields.

  • The mappings experience has been updated to provide selections of parent relationships, child relationships, etc. to improve mapping experience and remove the issue of fields not loading on the field list. See the Field Mappings section of this article which has been updated. 

  • Two new APEX options published here:

    • Generate Documents Merge Data which allows you to customize the result using Apex before sending it over for merge. 

    • Upload File to Docs which is a more efficient way to upload documents for use in merges without hitting Salesforce API limits. 

    • These two methods combined together, offer you a lot of flexibility in the merge generation process and reduces the need for a direct connection with the Documents API.

  • These updates are part of version 1.325, and if you are not using the latest version, you should update your version through the AppExchange. We always recommend to test new versions in a Sandbox environment, before updating in Production, to avoid any possible disruptions.

Forms

  • Google Sheets Integration Update

    • File Picker changed 

    • Now Shared Drives are available to link

  • Google Drive Integration Update 

    • File Picker changed 

    • Now Shared Drives are available to link

    • New Folder creation from integration removed

  • Internal Labels

    • Add an internal label to all field types 

    • Additional option for sending to webhooks 

    • Internal Label attribute added to live form HTML 

    • Internal Labels added to payload for form/field and on form API

  • Google OAuth available as an auth option for Forms SMTP 

  • Defect fixes:

    • Fix for Incorrect Submission Count between the Submission Tab and Dashboard View for some customers 

    • Searchable Dropdowns: Fix issue with bulk upload and duplicate values 

    • Fixed issue with Date/Time defaulting to today’s date in Prefill API

    • Fixed issue with authentication with Google Sheets and Safari and Firefox browsers

    • Updated link on Security Logo feature to point to Trust page 

    • Resolved issue with V4 Embedded Form Adding Extra Styling

      • Added “?disableBodySpacing=true”attribute for the javascript embed code

    • Resolved issue with Workflow step file edition for integrations

    • Fixed the Image Editor not working properly for the Description area and Custom Message edit options for Notification and Confirmation Emails

Forms for Salesforce

Sign

  • International date support

    • A checkbox has been added to the account preferences page. When checked the date in the document and audit trail is going to reflect the DD/MM/YYYY date and 24h time format

    • When not checked (default), the document and audit trail will reflect the MM/DD/YYYY date and 12h time format

  • API documentation for Charlie API has been overhauled, making it more accurate and significantly easier to read.

  • Defect fixes:

    • Fix delays in webhooks

    • Missing fields when customer uploaded pdf with filled out form

    • Fix contact import from outlook, react pdf dependency update

Workflows

  • Workspace Column Customization

    • In the Workflows dashboard, users now have the ability to customize columns how they would like. This way, each time a user visits the dashboard, it will not reflect the preferred information, in the preferred order, that the user would like to see. Values that can be viewed in Workspace columns include the user who is assigned an upcoming task in a workflow, Status, and Workflow ID.

     

  • Workspace Lock icon

    • The Workspace tab in Workflows now appears with a lock icon for users who do not have access to Workspace. As a reminder, this will include Forms users who do not have the Workflows PRO Add-on (which includes access to Workspace). Simply clicking the tab will display a modal displaying a CTA for the user to trial the Add-on or upgrade. 

    • Forms Date/Time Formatting Fix

    • Docs Generation for V3 Forms

    • Embed Code 

    • API Connector Path Params RegEx

    • Document Deliveries List

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