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July 2025 Formstack Release Notes

Salome P.
Updated

Formstack Documents

  • Defect fixes:

    • Table of Contents Page Numbering Fix for Document Merges Corrected incorrect page numbers in Table of Contents when merging multiple documents.

    • SharePoint Integration Error Resolution Fixed an error preventing smooth file uploads and interactions with SharePoint.

    • Document Visibility Fix After Folder Deletion Resolved an issue where documents became inaccessible after their parent folder was deleted.

    • Salesforce Image Display Issue Resolution Fixed a defect where images pulled from Salesforce weren’t displaying properly in merged documents.

    • Adobe Sign Integration Logging Enhancement Improved visibility and traceability with enhanced logging for Adobe Sign workflows.

    • Word Template Syntax Error Fix Resolved syntax issues that caused document generation errors in Word templates.

    • JPEG to PDF Combination Feature Fix Fixed problems when merging JPEG images into a single PDF file.

    • Word Document Password Protection Issue Corrected an issue preventing password protection from applying properly to Word documents.

    • Template Builder Auto-Conversion Feature Enabled seamless auto-conversion from document uploads to templates within the builder.

    • Document Builder Static/Dynamic Type Support Added support for mixing static and dynamic content types in document templates.

    • SharePoint Upload Error Investigation Identified and addressed key causes of upload failures in SharePoint integration.

    • HTML Table Processing Enhancement Improved support for rendering complex HTML tables in generated documents.

    • PDF Watermark Processing Optimization Enhanced how watermarks are applied during PDF generation for better clarity and speed.

    • Google Drive File Picker Integration Added a smoother, more user-friendly way to select files directly from Google Drive.

    • Variable Sender Configuration for Deliveries Introduced flexibility to configure different sender emails for document deliveries.

    • Document In-App Editing Re-enablement Reintroduced document editing capabilities directly within the app interface.

    • eSignature User Experience Improvements Made UX enhancements for smoother, more intuitive eSignature flows.

    • HTML to PDF Merge Functionality Enabled more accurate merging of HTML content into PDF documents.

    • API Authentication Standardization Streamlined authentication processes for developers using the API.

    • Document Builder Interface Development Ongoing work on a redesigned interface for easier template and document building.

Formstack Forms

  • Formstack Forms V4 Live Form API - Added Go To Page Behavior

  • Defect fixes:

    • “Other” failing logic condition Resolved an issue where selecting “Other” in logic-based fields wasn’t working as expected.

    • Fix Webhooks with multi-file fields Improved webhook compatibility for forms using multi-file upload fields.

    • Formstack Forms V4 Live Form API – setValue does not work on Dropdown date/time Fixed an issue where dropdown or date/time fields weren’t updating properly via the Live Form API.

    • Formstack Forms V4 Discount Codes Fail on Default Values Corrected an issue where default values were interfering with discount code validation.

    • Formstack Forms V4 Field Autofill Plugin fails on File Upload fields Enhanced autofill functionality to support file upload fields correctly.

    • Formstack Forms V4 Signature Duplicates when zoom <90 Resolved duplication issues with signature fields when browser zoom is below 90%.

    • Formstack Forms V4 Signature Field skewed on Android Devices Improved signature field responsiveness on Android devices for a smoother signing experience.

    • Formstack Forms V4 Event/Product field omits zeros Fixed formatting issue where leading zeros were dropped from Event/Product fields.

    • Formstack Forms V4 Calculations not running on submit Resolved a defect where certain calculations failed to trigger when a form was submitted.

    • Formstack Forms V4 Credit Card field display skewed Updated layout to fix display misalignment in credit card fields on certain devices.

Formstack Forms for Salesforce

V4.138

  • Defect Fixes:

    • File Upload Error Fix Resolved issue preventing large files from being uploaded successfully

    • Form Resubmission Data Recording Fix Fixed problem where resubmitted forms weren't properly saving submission records

    • Save and Continue Link Restoration Restored functionality for users to save progress and return to complete forms later

    • Safari Field Display Issue Resolution Fixed display problems with lookup fields specifically affecting Safari browser users

    • Form Settings Update Issue Resolution Resolved problem preventing updates to form API configuration settings

    • Website Integration Conflict Resolution Fixed conflicts between form integration and customer website domain URLs

Formstack Sign

  • Defect fixes:

    • Fixed email delivery issues for signed documents Resolved problems where customers weren't receiving emails with attached signed documents after completion, particularly affecting SendGrid-related delivery challenges

    • Improved document loading performance Sign API now properly recognizes text tags on initial load, eliminating the need to refresh pages to see signature fields

    • Enhanced SMS functionality Fixed issue where SMS help responses included unwanted "Ignored" text

    • Corrected document sender attribution Fixed issue where all documents from an organization showed as sent by the same user regardless of actual sender

    • Improved Save for Later functionality Resolved broken save links when third-party cookies are blocked by browsers

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