Release Notes
Mar - Apr 2024

Formstack Core

• Subaccount provisioning Formstack for Healthcare to support Partners
• Subaccount provisioning Enhanced Data Security Add-on to support Partners
• Added the ability to choose billing periodicity when provisioning new subaccounts (default will match Parent account’s billing periodicity)
• Added the ability for Parent Admins and Standard users with Subaccount access to suspend access of a subaccount (May 9 release)
• Added the ability for Parent Admins and Standard users with Subaccount access export subaccount account information (no usage data) (May 9 release)
• New Org Standard User Permissions — Add Users in the Admin Panel
• Subaccount Granular Permissions — Setting subaccount Granular Permissions for Standard Users
• Expanded Workflows access to legacy Suite Plans
• Increased security with requiring email verification when logging in after 90 days of inactivity for users not using Two-Factor Authentication.
• Forms Workflows customers can now purchase packs of 10 and 50 participant users self-serve
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Formstack Forms

• File Upload Improvements — File Upload Fields with Formstack Forms&How can I bypass the 2GB(2048 MB) upload limit?
  • Increasing the limit from 25 MB > 2GB
  • Allowing file uploads in Save and Resume
  • Adding drag and drop for the file upload field
• Expanded access to Workflows (formerly Copilot) to all Forms accounts → Using Workflows with Your Forms Account
• Update Workflow Forms documentation — Get Started with Workflow Forms&Workflow Forms
• V4 Improvements
  • Multi-Select dropdown support
  • Added ability to support embedding multiple V4 Forms on the same webpage
• Fixed Integration Authorization issue for Hubspot, Box and Smartsheets integrations
• V4 Bug fixes
  • Fix for enlarged Icons for Participant Users
  • Fix for SSO Prefill for Workflows Step 2 Redirect issue
  • Fix for date logic not working as expected
  • Fix for inability to edit text in the middle of a completed field
  • Fix for required file uploads fields hidden by conditional logic forcing error
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Formstack Documents

• Drag & Drop — Introducing Drag-and-Drop Merge Fields in the Formstack Document Builder, How to use Formstack Documents Drag-and-Drop Builder, Format Merge Field Data, &Document Template Approaches for Formstack Documents
• Modernized user experience of Documents tab and now supports very high template counts
• Significant improvement to Office file conversion rate limits
• Implement Reply-To Data in Get Deliveries Endpoint Response
• Fixed an issue when creating new reseller accounts via the Docs UI
• Fixed an issue with V4 Form import & an issue with description and embed fields
• Fixed an ‘&’ encoding issue with Auto Html Docx merge
• Fixed Office file merge issue where documents would break if merge data included rich text with lists and links together
• Corrected an issue where Arial, Size 10, or color black fonts were ignored in html Docx merge
• Added the ability to include a description on all document and route deliveries, allowing users to easily differentiate multiple deliveries, especially of the same type, from one another
• Added the ability to name route steps, giving users the ability to easily label and understand what each route step does at a glance
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Formstack Workflows

• Advanced Workflow features: Step Logic and Approvals → Workflow Step Logic Video Demo&Workflow Approvals Video Demo
• Generate a Document from a Form → Configure Document Steps in Workflows
• Docs Delivery Configuration for Documents Generation + a new delivery toggle to avoid duplicate deliveries for workflows with Sign steps → Configure Document Steps in Workflows
• Contextual tooltip when mapping in rich-text-editor to identify field source
• Add Star Rating Support for Workflows
• Improvements to Forms for Salesforce connector
• Fix an issue where the Sign Decline Status was not shown in dashboard
• Fix an issue with F4SF Percent Field Mapping
• Introduce validation to catch common issues when configuring conditional logic on a step
• Workflow Dashboard UX Updates
• Fixed an issue where checkbox field values were showing on a generated document as an "Array" instead of the actual values selected by the user on a form
• Step Submission Message Improvements (Customization)
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Formstack Forms for Salesforce

• Salesforce API v60 upgrade → Salesforce API Overview
• Stripe Payment fields in NativeCloud orgs →How to Migrate Forms for Salesforce (F4SF) from Pro Edition to NativeCloud
• Fixed an issue with Save-for-Later in Community Forms on NativeCloud
• Fixed an issue where the Generate Prefill links tab was not showing a settings pane on page load
• Fixed an issue where Form structure with over 9 grandchild objects was causing submission to fail
• Fixed an issue where a multi picklist checkbox set to required is not highlighting or scrolling to when submitting

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