Formstack Administration
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- Intellistack revised its data retention policy as of September 25, 2025. Data from unused, expired trial, and canceled Formstack accounts will now be permanently deleted after 60 days of inactivity. This is a reduction from the previous one-year retention period.
Formstack Documents
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Defect fixes:
Fixed a bug where variable names ending in 'count' were being corrupted in document templates when count modifiers were present
Resolved an issue where live merge limit notification emails (80%, 90%, 100%) were not being sent due to null values in the recipient field when accessing documents after switching from test mode to active mode
Formstack Documents for Salesforce
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Large Quantity Document Generation
— Generating documents at scale in Formstack Documents for Salesforce just got a major upgrade. Our new high-volume mode cuts processing time by up to 85%, helping you move faster without sacrificing reliability. This reduces stuck jobs, missed records, and the need for manual intervention. The original method remains available for use cases that still require it.
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Defect fixes:
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Fixed an issue with trial account detection that only worked for legacy signup flows
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Formstack Forms
Added support for Stripe repeat payments to help reduce payment failures and improve transaction success rates
Improved user experience by automatically redirecting users who receive builder URLs to the live form link instead
Added new Theme API endpoints for copying, listing, and deleting themes programmatically
Enhanced the Live Form API with a new event listener for successful form submissions (triggered only when validation passes)
Added the ability to trigger form validation via API
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Defect fixes:
Fixed an issue where embedded multi-page forms (JavaScript and iFrame) would scroll to the top of the website when clicking the "Next Page" button
Resolved an issue where approximately 50% of form submissions using the Documents connector were incomplete, causing merge errors
Fixed progress bar translations for Romanian, Danish, Albanian, and Arabic languages that were displaying incorrectly with percent symbols
Fixed an issue where workflows and associated workspaces were rendering as blank pages when Smartlists included em-dashes.
Formstack Forms for Salesforce
v4.140/v4.141
OAuth Refresh Token Rotation This feature enhances integration security by allowing users to reset OAuth tokens, ensuring access to Salesforce data is limited to currently authorized users connections. We require all customers to rotate their OAuth refresh tokens. The deadline for this is March 31, 2026, and reminders will be sent via email prior to that date.