Release Notes - 2023

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Release Notes 12/15/2023

New

Release_notes_New.png- 6589 - Enhanced performance for accounts with over 25,000 users, ensuring smoother page functionality.

Fixed

Release_notes_Fixed.png- 6631 - Fixed timezone-related date display errors in Quickbase Workflow Integration.

Release_notes_Fixed.png- 6518 - Resolved a 404 error issue in downloading submissions as PDF or Word documents.'

Release_notes_Fixed.png- 6452 - Guest users without a role are now automatically assigned the 'collector' role for better system usability.

Release_notes_Fixed.png- 6420 - Streamlined new user setup by removing the 'Security' tab for admin roles.

Release_notes_Fixed.png- 6419 - Fixed 2FA login in mobile for users who have set up 2FA authentication.

Release_notes_Fixed.png- 6256 - Updated subform creation process to redirect users to subform list for clearer navigation.

Release_notes_Fixed.png- 5891 - Enhanced feedback for invalid or expired 2FA validation codes during login.

Release_notes_Fixed.png- 5507 - Restricted password changing functionality to admin roles for increased security.

Release_notes_Fixed.png- 5450 - Conducted an analysis to address missing sequence numbers in some form submissions.

Release_notes_Fixed.png- 6723 - Verified and updated SendGrid settings for FastFieldForms domain for consistent email deliverability.

Release_notes_Fixed.png- 6538 - Investigated and addressed 'OutOfMemoryException' errors in Global Workflow to OneDrive.

Release notes 12/01/2023

New

Release_notes_New.png- 6534 - Improved the Report Download email template for better compatibility with iOS devices and alignment with standard email layouts.

Release_notes_New.png- 6178 - Added a new GET request functionality to our public APIs to retrieve a list of guest users for streamlined account management.

Release_notes_New.png- 5597 - Added new filter options to view dashboard data from the last 12 and 24 hours, allowing for more precise time-based analysis.

Fixed

Release_notes_Fixed.png- 6535 - Corrected the default settings to enable the "Allow camera" option during single photo imports, after creating a form from Quickbase import

Release_notes_Fixed.png- 6527 - Improved the submission filtering and bulk download process, including the ability to deselect user groups for more inlineible data handling.

Release_notes_Fixed.png- 6462 - In Global Workflow's SharePoint Integration, addressed an issue that led to duplicate records being sent to SharePoint List for forms with multiple instances of a repeating subform

Release_notes_Fixed.png- 6393 - Resolved a display issue where hidden fields in a section were visible when deleting an instance of a repeating section in the Web App

Release_notes_Fixed.png- 6381 - Eliminated the "Save & Exit" button from Single Dispatch to prevent potential data corruption in the In Progress folder.

Release notes 11/16/2023

New

Release_notes_New.png- 6405 - Updated text for "Enable Unique" feature, including renaming and additional instructions, for a clearer understanding.

Release_notes_New.png- 6285 - Added multi-photo support to "Send to Quickbase" Global Workflow, allowing users to send and store multiple photos from a submission to Quickbase

Release_notes_New.png- 6512 - Improved user experience by redirecting non-logged-in users to a login page when accessing report download links via email.

Release_notes_New.png- 5962 - "Request Form Quote" button now leads directly to a specific Fastfield web form, streamlining the request process.

Release_notes_New.png- 5960 - Added a new "Help" button to the Billing page, providing easy access to helpful resources and support.

Release_notes_New.png- 5447 - Enabled manual barcode number entry in the web-app, extending its functionality to match the mobile versions.

Release_notes_New.png- 6253 - Added loading spinner in "Send to Quickbase" workflow when it takes a long time for table details to load.

Fixed

Release_notes_Fixed.png- 6356 - Addressed an issue with deep link field pre-population, ensuring smooth functionality for links without portal redirects.

Release_notes_Fixed.png- 6132 - Resolved a bug where group task notifications were sent incorrectly, ensuring adherence to the selected email type.

Release_notes_Fixed.png- 5601 - Added appropriate restrictions to the number of images that can be attached to a report  in Custom Report Builder, and added appropriate messaging.

Release_notes_Fixed.png- 6133 - Removed access to and support for the old non-responsive version of the portal, with full focus on enhancing overall user experience.

Release_notes_Fixed.png- 6131 - Transitioned several features from beta to general availability, removing "beta" flags for a more streamlined user interface.

Release_notes_Fixed.png- 6504 - Fixed an issue in the Web App where Lookup mapping from barcode was not working

Release notes 11/03/2023

New

Release_notes_New.png- 5432 - Introduced upsert functionality to the "Send to Quickbase" Global Workflow action for more streamlined data management.

Fixed

Release_notes_Fixed.png- 6169 - Refined Global Workflow's stability and error management for a smoother user experience.

Release_notes_Fixed.png- 6151 - Removed FastField branding from white label report download emails to maintain your brand's consistency.

Release_notes_Fixed.png- 6135 - Reinstated the trial banner display for accounts on a trial.

Release_notes_Fixed.png- 5904 - Addressed an issue with form status mapping in the Google Sheets integration.

Release_notes_Fixed.png- 5587 - Fixed import complications for Quickbase tables that have default 'Text - Multiple Choice' fields.

Release_notes_Fixed.png- 5580 - Optimized Show/Hide rules for sections in the Web App's 'In Progress' forms.

Release_notes_Fixed.png- 5511 - Addressed an issue with multi-photo notes saving in the Web App.

Release_notes_Fixed.png- 5492 - Expanded Global Workflow capabilities to support the Quickbase EU Realm integration.

Release_notes_Fixed.png- 5364 - Corrected an external dispatch problem for the EU environment on mobile apps.

Release notes 10/20/2023

New

Release_notes_New.png- 5877 - To prevent bot attacks, we've implemented rate limiting for portal server requests based on both IP address and user, ensuring enhanced security.

Release_notes_New.png- 5652 - Implemented IP-based two-factor authentication for admins for better security.

Release_notes_New.png- 5036 - Adjusted the bulk report download process: now users receive an email notification once the download is complete, ensuring they only need to check back when the data is ready.

Fixed

Release_notes_Fixed.png- 5658 - Fixed an issue where the header on custom PDFs was not displayed correctly.

Release_notes_Fixed.png- 5408 - Improved the accuracy of the 'Export Sub Accounts to Excel' feature – it now correctly displays the number of submissions.

Release_notes_Fixed.png- 5558 - Resolved a technical glitch where an extra API was invoked even after a user had logged out, which was causing some error prompts.

Release notes 09/29/2023

New

Release_notes_New.png- 4579 - Added the option to choose Annual Billing for trial accounts (prepaid)

Release_notes_New.png- 4582 - Added option to upgrade from a Monthly plan to an Annual plan

Release_notes_New.png- 4592 - Added the ability to pre-purchase anonymous submission packages for annual subscriptions

Release_notes_New.png- 5256 - Added the ability to pay via ACH bank account for annual subscriptions

Fixed

Release_notes_Fixed.png- 5437 - Improved language when payment authorization fails for better clarification

Release notes 08/25/2023

New

Release_notes_New.png- 4362 & 3482 - Introduced an option of giving "Submission Editor" sub-role for Analysts via API and the Portal.

Release_notes_New.png- 5050 - Added ability to scan barcodes from the the web app (similar to how it already works on our native iOS and Android apps)

Release_notes_New.png- 4823 - The group inbox tasks in the web app now displays an image icon if images are attached to the task.

Release_notes_New.png- 5238 - Added ability to send group task notifications by uploading a file with multiple tasks.

Fixed

Release_notes_Fixed.png- 5257 - Fixed an issue where users without a designated role weren't automatically redirected to the web app.

Release_notes_Fixed.png- 5224 - Fixed an issue in the Quickbase Integration where certain fields - Time, Date and Location were not being sent to Quickbase

Release_notes_Fixed.png- 5223 & 5222 - Fixed discrepancies in the date and time being sent from FastField to Quickbase.

Release_notes_Fixed.png- 5204 - Fixed a security loophole where users could access tasks not assigned to them.

Release_notes_Fixed.png- 5098 - Fixed an issue where a PDF report was not correctly displaying a map from the GPS field.

Release_notes_Fixed.png- 5094 - Addressed an issue where deleting a Lookup List caused an error when editing forms utilizing the list.

Release_notes_Fixed.png- 4941 - Adjusted the "Subscribe Now" panel to only reflect the charge amount for confirmed users.

Release_notes_Fixed.png- 5318 & 5317 - Addressed and resolved display and functionality issues in the RecurringApp across various environments.

Release notes 08/11/2023

New

Release_notes_New.png- 3525: A user in a User Group receiving a Group Task will now receive notifications when a task is assigned to the group

Release_notes_New.png- 5006: A web app user will now be able to click on a link that takes them to the Task details of an individual task in their group inbox

Release_notes_New.png- 4967: The form display mask can now include the submission ID for the submitted form.

Release_notes_New.png- 4874: Reduced the "Status Updated" notification display time for a faster experience

Release_notes_New.png- 4842: Added ability for admins to export the Sub-Accounts overview as an Excel file.

Release_notes_New.png- 3480: Added ability to filter the Submissions page by User Group.

Release_notes_New.png- 3382: We're opening Tasks/Group Tasks to limited Beta

Fixed

Release_notes_Fixed.png- 5205: Addressed a minor issue in the Global Workflow forward

Release_notes_Fixed.png- 5123: Resolved a hiccup in Global Workflow where Multi-Select Lists didn't trigger all delivery actions.

Release_notes_Fixed.png- 5119: Updated the White Label system to ensure password reset emails appear correctly.

Release_notes_Fixed.png- 5042: Fixed a broken link related to finding Quickbase app ID.

Release_notes_Fixed.png- 5001: Fixed a minor issue with navigation for additional user groups in Submission Goals.

Release_notes_Fixed.png- 4995: Fixed an issue were the trail end days counts weren't matching between the banner and the billing panel.

Release_notes_Fixed.png- 4966: Addressed an issue where deleted users from canceled accounts impacted user limits upon reactivation.

Release_notes_Fixed.png- 4938: Rectified an error with the Global Workflow when testing with Anonymous submissions.

Release_notes_Fixed.png- 4922: Fixed a pagination issue where a redundant second page was displayed with 13 integrations.

Release notes 07/28/2023

New

Release_notes_New.png- 4711 - Users can now create a FastField form directly from a Quickbase table.

Release_notes_New.png- 4522 - We've expanded our Salesforce integration to include support for UK, AU, and EU accounts, enabling more users to take advantage of this feature.

Release_notes_New.png- 3218 - Improved the user experience for web app users, the 'Add' button for repeating sections is now located below the first instance of the section.

Release_notes_New.png- 4691 - Enabled Global Workflow users to send their report files to Amazon S3 for easy access to FastField reports in existing systems.

Release_notes_New.png- 3481 - Dashboards now have the ability to filter data by User Group, providing more ways to view submission data.

Release_notes_New.png- 3258 - Enhanced image viewing capabilities in externally shared dashboard such as allowing users to expand photos for better detail visibility.

Release_notes_New.png- 4453 - Improved navigation in Web App, the 'Next' and 'Prev' page buttons will now skip empty pages.

Release_notes_New.png- 4627 - Introduced the ability to create custom PDF reports from JSON data through the APIs

Release_notes_New.png- 4829 - Improved user interface in the Web App, moved the repeating sections delete button to the left of the section title and updated it to an icon.

Fixed

Release_notes_Fixed.png- 4695 - Implemented a series of bug fixes and improvements for Quickbase Global Workflow Integration.

Release_notes_Fixed.png- 4731 - Resolved an issue where forms could not be assigned to libraries through the Form Builder.

Release_notes_Fixed.png- 4898 - Fixed an issue where SharePoint was producing an invalid grant error in Global Workflow.

Release_notes_Fixed.png- 4928 - Fixed an issue when loading submissions in the Global Workflow test.

Release_notes_Fixed.png- 4594 - Fixed an issue where some accounts were seeing the Past Due banner even after the billing team marked all direct bill invoices as paid.

Release_notes_Fixed.png- 3404 - Fixed an error that was displaying in the Dashboard user activity.

Release_notes_Fixed.png- 4680 - Updated the Users page by removing sorting functionality from the Roles and User Groups columns for improved usability.

Release_notes_Fixed.png- 4775 - Resolved a Global Workflow SMS action error

Release_notes_Fixed.png- 4865 - Corrected an issue where two library page tooltips were being cut off.

Release_notes_Fixed.png- 4879 - Fixed an issue with multi-photo file names not appearing in JSON in Cosmos Global Workflow.

Release_notes_Fixed.png- 4460 - Minor improvements to Reports being downloaded in Microsoft Word.

Release_notes_Fixed.png- 4895 - Some browser performance improvements

Release notes 07/13/2023

New

Release_notes_New.png- 4445 - Added the ability to create a FastField form directly from a Quickbase table.

Release_notes_New.png- 4444 - Seamlessly integrate FastField with Quickbase, enabling sending submissions directly to Quickbase as well

Release_notes_New.png- 4434 - Added an additional webhook for deletion of submissions

Release_notes_New.png- 4396 - Added a 'Submitted By' filter in Workflow Fields for easy tracking.

Release_notes_New.png- 3895 - To avoid confusion, 'Email Notification' options will no longer appear in your Forward when you select a user group in Global Workflow editor

Release_notes_New.png- 3582 - We've improved image naming in repeating sections, now each photo in the instance will have a unique name based on the field key.

Release_notes_New.png- 3265 - Added display masks to the submissions page in mobile web view for a quick overview of important details.

Fixed

Release_notes_Fixed.png- 4480 - Fixed n issue where an 'Analyst' role was not able to view subtasks on the submissions page

Release_notes_Fixed.png- 4460 - Fixed an issue for a minority of customers were not able to download the Editable Word report

Release_notes_Fixed.png- 3571 - We've fixed an issue where the image name feature was not working in subforms.

Release_notes_Fixed.png- 3507 - Email Settings under Company Settings now properly display the Email Body.

Release_notes_Fixed.png- 3479 - Resolved an issue that was preventing viewing of images from Excel files.

Release_notes_Fixed.png- 3475 - Fixed the missing thumbnail images issue in External Dashboard.

Release_notes_Fixed.png- 3275 - Adjusted the External Dashboard's date dropdown to prevent it from expanding underneath lower fields.

Release_notes_Fixed.png- 3250 - Fixed a bug where filter permissions intermittently showed blank dates in Dashboard External Sharing.

Release notes 06/30/2023

New

Release_notes_New.png- 3191 - Streamlined the form building process by enabling user preview subforms while the subform is still being built.

Release_notes_New.png- 3486 - Updated our web app to only send new tasks and disable previously sent ones, for a smoother task management experience.

Release_notes_New.png- 3492 - Enhanced the uniformity of our Tasks list by ensuring the drop-downs looks similar to the other fields.

Release_notes_New.png- 3420 - For API users, we're enabling you to update guest user libraries on an account without removing existing libraries

Release_notes_New.png- 4449 - Added sanitization for various fields during new trial for better security.

Release_notes_New.png- 3329 - Enhancing security by ensuring suspended accounts can't access public web forms.

Fixed

Release_notes_Fixed.png- 3225 - Resolved an issue where filtered lists or fields would show repeating values when editing a submission.

Release_notes_Fixed.png- 3268 - Fixed an issue where the 'Hide Empty Row' feature wasn't working on subform tables.

Release_notes_Fixed.png- 3495 - Resolved an issue where certain calculations were not working in the web app for certain clients.

Release_notes_Fixed.png- 3445 - Fixed an issue in our Salesforce integration where removing certain field mappings would erroneously remove others.

Release_notes_Fixed.png- 3344 - Resolved an issue where the 'view submission' button on map cards didn't work for participants in external dashboards.

Release_notes_Fixed.png- 3272 - Ensured notifications are available when switching from a UserGroup to a Specific User for a new task.

Release_notes_Fixed.png- 3446 - Fixed an issue where empty subforms in Google Sheets were pulling prior values.

Release_notes_Fixed.png- 3386 - Resolved an issue where the Analyst role wasn't retaining the status for a submission on the submissions page.

Release_notes_Fixed.png- 3448 - Resolved an issue in Report Builder where the preview of the report wasn't displaying correctly for certain edge cases.

Release_notes_Fixed.png- 4361 - Fixed an issue that was preventing the mapping of subform fields in Google Sheets.

Release_notes_Fixed.png- 3368 - Addressed a security vulnerability related to email hyperlinks.

Release notes 06/16/2023

New

Release_notes_New.png- 3206 - In Form Builder, added option to make Task recipient be a mandatory field before submitting a form

Release_notes_New.png- 3247 - We've improved your SharePoint experience. You no longer have to sign in every 90 days.

Release_notes_New.png- 3271 - Added DPA and Trust Reports to the Web Portal

Release_notes_New.png- 3193 - In Form Builder, Multi-photo and Single photo fields can be configured to have custom image names as the image files names (such as when downloading media files), making it easier to find form images.

Release_notes_New.png- 3467 - Added ability to edit a submission, view previous tasks, and create new ones directly from the submissions

Release_notes_New.png- 3212 - Web app users now have the ability to view and edit user groups for task assignments. This gives you inlineibility to reassign tasks if needed.

Fixed

Release_notes_Fixed.png- 3274 - Fixed an issue where "0" values were being hidden on reports.

Release_notes_Fixed.png- 3200 - Fixed an issue where no data was visible when a dashboard card was pinned to a field's "Task State".

Release_notes_Fixed.png- 3270 - Fixed an issue where submissions from deleted forms were displaying on the Submissions page for a few accounts.

Release_notes_Fixed.png- 3326 - Fixed an issue where submitting a form with a task was creating a two different records instead of one.

Release_notes_Fixed.png- 3325 - Tasks will now only show up on the Submissions page when the "Show Dispatches/Tasks" option is turned on.

Release_notes_Fixed.png- 3327 - Fixed an issue where task details weren't showing up on the submissions page until submitted.

Release_notes_Fixed.png- 3281 - Fixed an issue for a few accounts where date/time fields were not being saved to SQL.

Release_notes_Fixed.png- 3381 - Improved the "Edit Submission" layout for better visibility and access.

Release_notes_Fixed.png- 3262 - Resolved an issue with images not displaying properly on externally shared dashboards.

Release_notes_Fixed.png- 3442 - Fixed an issue when swapping integrations from a list while editing a Global Workflow action.

Release_notes_Fixed.png- 3256 - Updated the Guest User API so that it no longer unassigns from other accounts when updating the Guest User Library.

Release_notes_Fixed.png- 3331 - Improved visibility of Task Titles and Descriptions on the Submissions/Dashboard Cards.

Release_notes_Fixed.png- 3226 - Minor improvements in the the submission page view that had an unnecessary header.

Release_notes_Fixed.png- 3251 - Minor UI improvements to the users dropdown filter on the external sharing dashboard.

Release Notes 06/02/2023

New

Release_notes_New.png- 185206640 - On the web app, added the ability for a "Collector" to save a partially filled out form and re-access it from the "In Progress" folder

Release_notes_New.png- 185206635 - In the Report Builder, added a "Hide Empty Row" feature so that any field that is not filled out in the form is not displayed in the report.

Release_notes_New.png- 185205323 - Added upcert (edit) functionality for form submissions data to Salesforce integration so that existing records can be updated in Salesforce.

Fixed

Release_notes_Fixed.png- 185045323 - Fixed an issue in Report Builder where some Static PDFs were splitting into two pages

Release_notes_Fixed.png- 185205196 - Fixed an issue on the Webapp where a "collector" user was unable to delete a photo in a Multi-photo field from a "Forward" workflow

Release_notes_Fixed.png- 185052714 - Fixed an issue where Trend Alert emails did not display the sender as configured on account settings for a few accounts

Release_notes_Fixed.png- 185205286 - Fixed minor alignment issues in a report table

Release_notes_Fixed.png- 185205211 - Fixed an minor issue in Dynamic builder where the cell style is not getting saved to a cell from column span settings

Release_notes_Fixed.png- 185052383 - Fixed an issue in Report Builder where generic PDF was sent when timing out instead of creating a failed status (to prevent custom data visibility)

Release_notes_Fixed.png- 185170097 - Fixed an issue in Global Workflow where sending form data to a large Sharepoint list was failing for few accounts.

Release_notes_Fixed.png- 185160011 - Fixed a minor UI issue for the Send to Google Sheets action in Global workflow

Release_notes_Fixed.png- 185246493 - Fixed an issue where files sent using the HTTP/HTTPS workflow in Global workflow was adding the extension of a file twice. 

Release Notes 05/11/2023

New

Release_notes_New.png- 184955617 - Updated "Dispatch" to "Task" name for customers in Tasks Beta

Release_notes_New.png- 184955584 - Changed "Task Status" to "Task State" in Submissions page to avoid confusion with Task feature 

Release_notes_New.png- 184444264 - Added option to make a task required in the app if desired (for Tasks Beta)

Release_notes_New.png- 184955655 - Added ability to create multiple tasks via excel upload from Tasks default page (for Tasks Beta)

Release_notes_New.png- 185003259 - Fixed an issue in the Responsive portal that wasn't allowing support technician to get access to account even after customer approves for tech support

Release_notes_New.png- 184931036 - Added submission count column options to Sub Account page

Release_notes_New.png- 185047367 - Security improvements 

Release_notes_New.png- 184847311 - Enabled showing display mask as filename of download file

Fixed

Release_notes_Fixed.png- 184943248 - Removed Help tab on report settings when creating Generic report for a form

Release_notes_Fixed.png- 184942135 - Fixed minor issue with photos not showing in report submitted through iOS through an external dispatch

Release_notes_Fixed.png- 184955524 - Small fixes to the SQL Integration in Global Workflow 

Release_notes_Fixed.png- 184920720 - Minor fixes to Cosmos Integration in Global Workflow

Release_notes_Fixed.png- 185061223 - Fixed minor issue when sending files to Sharepoint in Global Workflow

Release_notes_Fixed.png- 185004458 - Minor fix to Mobile Task (beta) option in Dispatches / Tasks

Release_notes_Fixed.png- 184992547 - Disabled the "New Custom Report" button until the first form is build 

Release_notes_Fixed.png- 185023056 - Fixed an issue with being unable to bulk download PDF reports in Submissions Page

Release_notes_Fixed.png- 185010304- Updated Web app to allow uploading of word document via the document viewer field in similar to mobile apps

Release_notes_Fixed.png- 184860333 - Fixed an issue with large images not displaying in external dashboard table

Release Notes 04/18/2023

New

Release_notes_New.png- 184452872 - Added ability to select a location field from parent form when choosing location for a new dispatch in Global Workflow

Release_notes_New.png- 184764000 - Enabled save of all status settings on global search

Release_notes_New.png- 184816559 - Minor improvement to display content when top banner is present

Release_notes_New.png- 184780956 - Changed "Submitted" status to be green instead of orange in the Dispatches page

Release_notes_New.png- 184838978 - Added "Save and Exit" button instead of the back button in the web app for easier access 

Release_notes_New.png- 183775005 - Added in Group Tasks feature for Web App

Release_notes_New.png- 184666022 - Added "User Group" as a filter on the Dispatches Page

Release_notes_New.png- 168325615 - Some security updates when changing passwords

Release_notes_New.png- 184884079 - Set a password length to be max 264 characters to patch Server Side DOS vulnerability 

Fixed

Release_notes_Fixed.png- 184697263 - Added missing "Download" button for submitted tasks in Dispatches page

Release_notes_Fixed.png- 184731303 - Performance improvements resource intensive PDF reports generated from Report Builder

Release_notes_Fixed.png- 184393016 - Fixed a bug when sending to a User Group in Create New Task Action in Global Workflow -

Release_notes_Fixed.png- 184761761 - Submission details page - Improved visuals for extra long display masks

Release_notes_Fixed.png- 184588070 - Added "Close" button in View Report from workflow history

Release_notes_Fixed.png- 184666096 - Fixed "View Report" button action in Dispatches page for group dispatches created from API

Release_notes_Fixed.png- 184673276 - Fixed minor bug with Subtask count on the submissions page

Release_notes_Fixed.png- 184804866 - Fixed minor bug displaying wrong count when selecting table items

Release_notes_Fixed.png- 184588636 - Fixed an issue with not displaying Form Status in Email sent through Global Workflow

Release_notes_Fixed.png- 184576951 - Fixed an issue where the Project field was not populating on an Upload Dispatch

Release_notes_Fixed.png- 184873691 - Improved Safari browser compatibility

Release_notes_Fixed.png- 184816577 - Patched a Server Side DOS vulnerability on sign up page

Release_notes_Fixed.png- 184838584 - Removed unnecessary button for "Current Invoice" in Billing page for a cancelled account

Release_notes_Fixed.png- 184897580 - Fixed an issue in the Custom Report Builder where certain fields that are empty in the report are not being hidden

Release_notes_Fixed.png- 184805809 - Performance improvements for extremely large sized Word Reports

Release_notes_Fixed.png- 184832630 - Site-wide Performance improvements for accounts with very high number of users 

Release Notes - 03/21/2023

Fixed

Release_notes_Fixed.png- 184737814 - Minor fixes and improvements for Reports downloads

Release_notes_Fixed.png- 184758992 - Made performance improvements for table paginations across all pages

Release Notes - 03/16/2023

New

Release_notes_New.png- 184444107 - Added ability to re-assign a task from an individual user to a user group

Release_notes_New.png- 184619220 - Better messaging for users accessing the Form Builder in a small viewport

Release_notes_New.png- 184608410 - Added "Subscribe Now" banner for non subscribed accounts in the New Portal

Release_notes_New.png- 184532915 - Increased text input area for title and description in the Dispatch Wizard

Release_notes_New.png- 184539991 - Added filtering for "Unassigned" users in the Dispatch Page

Release_notes_New.png- 183338478 - Added ability to switch between main account and guest account in Web App similar to the mobile app

Release_notes_New.png- 184444237 - Added ability to assign a dispatch to a user group in the dispatch upload file for Bulk Dispatch

Release_notes_New.png- 184686706 UI improvements to "Assign-To" popup in Tasks window in the Web App

Release_notes_New.png- 184686767 UI improvements to "Assign-To" panel search field in Tasks in the Web App

Fixed

Release_notes_Fixed.png- 184617446 - Fixed an issue with the chat bubble being displayed despite being dismissed in the New Portal

Release_notes_Fixed.png- 184543183 - Fixed issue saving SMS workflow

Release_notes_Fixed.png- 184444304 - In task settings for a field in Form Builder, removed status lists not available for a form

Release_notes_Fixed.png- 184444342 - In task settings in Form Builder, changed the "Set Location from Field" to only show the section header if there is a location field available to select

Release_notes_Fixed.png- 184452758 Simplified the Create New Task workflow in Global Workflow

Release_notes_Fixed.png- 184444086 - Fixed an issue reassigning a group task to an individual in Group Tasks (Beta)

Release_notes_Fixed.png- 184617641 - Improved email validation during new account trial sign-up

Release_notes_Fixed.png- 184608456 - Fixed minor bugs with the Subscribe Now banner in the New Portal

Release_notes_Fixed.png- 184520365 - Changed the state incorrect state "Completed" to the correct "Submitted" state in Dispatch/Tasks in the New Portal

Release_notes_Fixed.png- 184530316 - Fixed issue with Task Description not populating on Submissions page in the New Portal

Release_notes_Fixed.png- 184532553 - Re-added the missing Options button in Dispatch / Tasks page in the New Portal

Release_notes_Fixed.png- 184542227 - Removed duplicate action Dispatch Task when viewing the submission details actions

Release_notes_Fixed.png- 184607151 - Fixed issues displaying customer help messages after a user signs up for a new trial account

Release_notes_Fixed.png- 184500279 - Re-added Group Dispatch option for Beta enabled users in New Dispatch in the New Portal

Release_notes_Fixed.png- 184668213 - Fixed an issue in billing invoice to display the account user time zone instead of UTC date

Release_notes_Fixed.png- 184478410 - Fixed an issue copying reports when a form is copied to a Sub Account on Forms page

Release_notes_Fixed.png- 184654983 - Fixed some UI issues on the date popup modal when setting up a custom date filter in the submissions page

Release_notes_Fixed.png- 184541220 - Fixed an issue with invoice failing to be emailed

Release_notes_Fixed.png- 184500128 - Highlight fields that have already been added to the form in Report Builder

Release_notes_Fixed.png- 183385353 - Fixed an issue in Global workflow where the Forward was not showing Form Status for specific user groups after forwarding

Release_notes_Fixed.png- 184666026  - Fixed an issue in the Dispatch page to refresh page automatically after new dispatch was created

Release Notes - 02/22/2023

Fixed

Release_notes_Fixed.png- 184532610 - Fixed a hidden security issue that allowed a new user to have access to existing accounts

Release Notes - 02/16/2023

Fixed

Release_notes_Fixed.png- 184498489 - Fixed an issue displaying subscription information immediately after billing change in the New Portal

Release_notes_Fixed.png- 184499431 - Fixed an issue with saving filters activity pages in the New Portal

Release_notes_Fixed.png- 184477388 - Changed regular users' landing page to be the dynamic based on user privileges in the New Portal

Release_notes_Fixed.png- 184500440 - Fixed minor UI issues caused by column resizing on the Submissions page in the New Portal

Release_notes_Fixed.png- 184507199 - Fixed a security issue with sub accounts showing billing information in the New Portal

Release_notes_Fixed.png- 184505648 - Fixed an edge case issue with Send JSON to AWS S3 integration

Release_notes_Fixed.png- 184506688 - Fixed an issue with displaying iOS beta link to some accounts in the New Portal

Release_notes_Fixed.png- 184508230 - Added appropriate messaging when attempting to add more users after user limit is reached

Release_notes_Fixed.png- 184501465 - Fixed an issue in Global Workflow when saving an S3 integration workflow

Release Notes - 02/15/2023

New

Release_notes_New.png- 184451242 - New and improved Portal is now the default portal. The portal is now much more responsive to various screen sizes, and now also works for most mobile devices
Release_notes_New.png- 184093220 - Improved security by adding Captcha during password reset

Release_notes_New.png- 183940293 - Added new Integration in Global Workflow for Azure Cosmos DB (in Beta)

Release_notes_New.png- 184373757 - Added new Integration in Global Workflow for Azure Blob Storage (in Beta)

Fixed

Release_notes_Fixed.png- 184361427 - Dispatch - Fixed an issue when deleting or recalling dispatched forms assigned to created by a user that no longer exists

Release_notes_Fixed.png- 184442668 - Dispatch - Fixed an issue in the new Portal when uploading a dispatch using an old (deprecated) dispatch template

Release_notes_Fixed.png- 183938606 - Global Workflow - Added ability to select the correct user group when forwarding an action

Release_notes_Fixed.png- 183268656 - Global Workflow - Fixed an issue with creating line breaks in email body when setting up email actions

Release_notes_Fixed.png- 184365531 -Global Workflow - fixed an issue sending metadata to Sharepoint when form is shared to SharePoint

Release_notes_Fixed.png- 184433344 - User admin - Fixed an issue downloading multiple users more than once in the same session

Release_notes_Fixed.png- 184443714 - User admin - Fixed issue when changing role of a user that hasn't set up 2FA errors

Release_notes_Fixed.png- 184407647 - Forms - Changed Rating to be a numeric value instead of a string so metric cards display calculations including Ratings accurately in Dashboards

Release_notes_Fixed.png- 184385366 - Report Builder - Acknowledgement field is not showing acceptance text bug

Release Notes - 01/27/2023

Fixed

Release_notes_Fixed.png- 184161234 - Fixed an issue with external sharing of dashboards that was affecting UK, EU and AU portals 

Release_notes_Fixed.png- 184220170 - Fixed a minor issue in Dashboards with loading calculations in one car

Release_notes_Fixed.png- 184184335 - Fixed an edge case issue on Word, PDF and other reports where the Prefix/Suffix was not being displayed when decimals were allowed
Release_notes_Fixed.png- 184251421 - Changed the default fill color for custom PDFs to be transparent instead of white in Report Builder

Release_notes_Fixed.png- 184199623 - Fixed an issue in Google Sheets integration where the timestamps metadata were not delivered to sheets and email. 
Release_notes_Fixed.png- 183526932 - Fixed an issue with OneDrive integration when using a form fieldKey to create sub folder in OneDrive.

Release Notes - 01/13/2023

Fixed

Release_notes_Fixed.png- 184119412 - Fixed an issue that restricted admin from making changes to an unconfirmed user

Release_notes_Fixed.png- 183141043 - Fixed numeric field formatting issues on mobile devices

Release Notes - 01/06/2023

New

Release_notes_New.png- 184068398 - Removed size limit for "Send Files to Sharepoint" in Global Workflow Size Limit - Sharepoint delivery

Fixed

Release_notes_Fixed.png- 183992602 - Fixed duplicate workflow actions issue in Australia

Release_notes_Fixed.png- 184120917 - Fixed an issue creating accounts with commas

Release_notes_Fixed.png- 184018669 - Fixed an issue Global Workflow where files being sent to Sharepoint was sending all media files instead of just PDF files by default

Release_notes_Fixed.png- 183974745 - Added warning to user when removing subform that are attached to a main form

Release_notes_Fixed.png- 184111676 - Fixed an issue in Report Builder that generated PDF at reduced size

Release_notes_Fixed.png- 183971624 - Fixed SSO for UK user with roles

Release_notes_Fixed.png- 183841678 - Removed Guest Users Libraries from showing up in main user account

Release_notes_Fixed.png- 183841710 - Fixed issue with Guest user’s library

Release_notes_Fixed.png- 184164016 - Fixed issue when creating a new table with a recently deleted table’s name

Release_notes_Fixed.png- 183963829 - Fixed an issue when applying a non-preset color to a field in the Report Builder