Formstack Product Roundup: Q1 2018

Written by Clint Buechler on April 10, 2018

Posted in Formstack Updates

Welcome to another product roundup! The beginning of the calendar year at Formstack brought many new features and updates to our applications. Keep reading to learn about our major launches from the past three months.

Salesforce Community Forms

You now have the ability to deploy Formstack Salesforce app forms into Salesforce communities! This means you no longer have to worry about setting up difficult integrations or building Visualforce pages.

Salesforce app users on the new Enterprise Plus plan can now build Community Forms within Formstack. You can easily add these forms to a Salesforce community within Community Cloud using Formstack’s custom Lightning component. Additionally, you can prefill the forms with data from logged-in community members’ Salesforce objects.

Use this new feature to collect data from your community members or let them update their own data with our prefill abilities. Read more about this new feature here, or view a live demo.

Formstack Community Cloud Forms

Workflow Email

We’ve made another update to our powerful Workflows add-on. You’re now able to send emails to workflow participants based on the completion of a specific step.

Use this new ability to keep participants, both inside and outside the workflow, updated on the progress of their submission. You can even personalize the assignment email that is sent when a user is assigned a step of the workflow.

Learn more about this new feature by reading our support article, or request access to our Workflows add-on and test it out yourself.

Advanced PDFs

One of the biggest improvement requests we’ve received at Formstack is around users wanting to change the appearance of their exported PDFs. We’re happy to announce our new Advanced PDFs feature now lets you customize the look and feel of your PDFs.

With the new Advanced PDFs feature, you can add a logo to your PDFs to make them look branded and professional. You can toggle field categories on and off to only show relevant information on the PDFs. You can even attach PDFs to confirmation and notification emails, so everyone has a copy of the information that was submitted.

If you’re interested in reading more on this new PDF forms submission feature, check out our feature page.

Formstack Advanced PDFs feature

Form Activation

Need to turn on your form at a specific time? Well, now you can with our new form activation feature!

You’re now able to set a date and time for your form to activate and start accepting submissions. This is great if you need your form to start collecting data at a time when you’re away from your computer. Use this new feature to collect contest entries at a specific time or to register people for an event on a particular date.

To learn more about this feature check out this article.

And so much more…

That’s just a small glimpse into the many exciting things that were accomplished this past quarter. On top of all these projects, we’ve been updating the user experience and squashing pesky bugs to create a better application for our customers. We have some exciting things coming down the line for Q2, and I can’t wait to share those with you soon.