Defect Fixes

Formstack Documents

• Fixed an issue where documents were not converting correctly to Word format.
• Fixed an issue where uploading documents could take significantly longer than expected for accounts with a large number of documents.
• Fixed an issue where information submitted in a form could occasionally be lost and not saved to the final document.
• Fixed an issue where document merges would fail when certain fields from Salesforce contained line breaks or other formatting, preventing the merged document from being generated.
• Fixed an issue where certain documents uploaded to SharePoint via a delivery would become corrupted, while the same documents downloaded directly from the overview tab remained intact.
• Fixed an issue where certain special characters (such as quotation marks, registered trademark symbols, and non-breaking spaces) were displaying as raw code instead of rendering correctly in generated documents.
• Fixed an issue where images stored in rich text fields were not merging correctly into documents.
• Fixed an issue where Formstack Sign delivery configurations could be lost from Documents templates when reauthenticating a Formstack Sign account while logged in as a different user.

Formstack Documents for Salesforce — 1.379

• Fixed an issue where tests included in the managed package would fail upon installation in a new org due to missing user permissions being applied during the test run.
• Fixed an issue where changing the source type on the Edit Mapping page caused autocomplete suggestions to stop working on the affected input fields.
• Fixed an issue where standard (non-admin) users were unable to generate documents from the merge page — the merge button would not appear or would silently fail, even when the correct permissions had been assigned to those users.
• Fixed an issue where batch jobs that updated records with automatic document generation enabled would fail entirely instead of completing successfully.
• Fixed an issue where generating a document for a record with a large number of attached files (100 or more) would fail with an error instead of completing successfully.
• Fixed an issue where changes to the Parent Field selection on the Edit Mapping page were not saved correctly, causing the field to revert to its previous value after reloading the page.

Formstack Forms

• Fixed an issue where participants who opened a portal from an invite email and then navigated to a form could not return to the portal overview, seeing a 'page not found' error instead.
• Fixed an issue where, when using a Salesforce integration, child records were not being created even though the parent record was created successfully and the integration reported no errors.
• Fixed an issue where approval status was no longer appearing in downloaded PDFs, even when the option to include it was turned on.
• Fixed an issue where the Approval Settings page would time out and fail to load approvers for forms with a large number of approvers configured.
• Fixed an issue where the Smartsheet integration would repeatedly disconnect, requiring users to reconnect on a weekly basis or sometimes preventing reconnection entirely.
• Fixed an issue where form submissions were not being automatically deleted after the configured retention period had passed.
• Fixed an issue where forms connected to a Mailchimp integration would fail to submit due to an invalid interest group error, even when the form fields were correctly mapped to Mailchimp audience groups.
• Fixed an issue where searching within a Smart List field would not return results for entries positioned beyond the first 1,000 items in the list.
• Fixed an issue where viewing an in-progress workflow submission could result in an error if a workflow step had been deleted or deactivated, preventing users from accessing or managing those submissions.
• Fixed an issue where searching for participants in Workflows was not returning results for accounts with large numbers of users, requiring users to manually scroll through the full list to find and assign participants.
• Fixed an issue where shared form submission report links remained publicly accessible after the report creator lost access to Forms, and where other Forms administrators had no way to turn off sharing for those reports.

Formstack Forms for Salesforce — v4.164

• Fixed an issue where forms with conditional logic failed to load when embedded on Experience Cloud sites with a custom domain.

Formstack Sign

• Fixed an issue where some users were unable to be added as a Sign delivery recipient, resulting in an error.