Administration
New Analyst User Role: A new user type providing permissioning and tailored access to view/edit submission data. This permission level is ideal for roles that require data insights without full administrative privileges. Help Article
Enabled filtering by Analyst user type on the Users page.
Added the ability to view the number of Analyst users assigned in Forms on the Homepage.
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Defects fixes:
Resolved an issue where admins were unable to add participant users in bulk.
Documents
SharePoint delivery integration updated to align with Microsoft's new authentication for third-party tools. Help Article
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Defect fixes:
Properly handling hyperlinks inside a table row in .docx document
Fixed text color when using auto HTML to Office
Fixed HTML anchor tags when generating a Word document
Documents for Salesforce
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Defect fixes:
Solved a CPU Time Limit issue when saving mappings on objects with 400+ relationships
Solved a data type issue when using a child-to-parent relationship using SOQL
Solved an issue with restricting the available fields from related objects in the new mapping UI
Forms
Added ability to export a list of forms to a CSV file. Help Article
Internal Labels can be used on the Documents Integration in Forms.
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Live Form API
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There is now a method to return Form ID making it easier to copy scripts across forms or use on pages with multiple forms.
const form = window.fsApi().getForms()[0];
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There is now a checkall and uncheck all option for the checkbox field.
checkboxField.checkAll();
checkboxField.uncheckAll();
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Google Drive integration now supports connections to Shared Drives.
Dropdown fields now have a “Use first option as placeholder” option.
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Defect fixes:
Users without the ability to create forms will no longer an option for creating a form
Read Only field settings can now be edited in the Theme Editor. Previously, the Section Header background color was used for Read Only fields. They are now separated in the Theme Editor.
Forms for Salesforce
New one-click button for upgrading on a form-by-form basis from the previous Classic Plan to the new Native Plans. Help Article
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Added more improvements to the Enhanced Form Builder Experience (in Beta)
Added support for picklist fields
Added IP in submission data
A guided setup is now available when adding components to LWR Digital Experience Sites.
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Form Preview
Submission Preview for Native Plans now evaluates rules
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Defect fixes:
Solved an issue preventing forms with 14+ objects from being submitted
Solved an issue preventing forms with 10+ grandchild objects to be submitted
Solved an issue with Classic Plans save for later and prefill links
Solved an issue with text wrapping in our look-up field pop-up table
Solved an issue when saving lookup fields configuration
Improved file upload reliability
Sign
Added account level setting for default reminder frequency. Help Article
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Defect fixes:
Sign now accepts a phone number when the contact is added in CSV format
Resolved Google Auth intermittently failing
Resolved an issue with delivery setup for Documents to Sign, which was causing errors with login credentials.
Workflows
Submission Data Visibility: Administrators and users can view submission data in a single view- including all data submitted in all workflow steps in a given Workflow, previous steps and who completed them.
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Defect fixes:
Fixed issue where in Workspace, new paging was not resetting when a new Workflow was chosen.
Resolved issue where users could not reject a workflow submission with a reason.
Resolved issue where some Workflows were not showing all fields from a Form in Submissions in Workspace.
Fixed an issue where incorrect progress status was showing for some Workflow steps.
Fixed issue with automapping for encrypted Forms erroring.
Fixed issue where users could not toggle the private checkbox on the Folder Settings Page.