Subscribe with RSS to keep up with the latest changes.
Popup alerts
December 23, 2024 platform
We’ve switched all popup alerts to use modal dialogs instead of the native alert() and confirm() Javascript functions.
Some web browsers prompt users to suppress repeated native alerts, leading to possible confusion.
In addition, modal dialogs offer a consistent user experience across devices and browsers, and incorporate custom styling for your form e.g. font, button colour
Display content lists
December 15, 2024 platform
We’ve made the following changes to bullet and numbered lists for Display Content and Terms elements in both form view and auto-generated Word/PDF output.
The intent is to make it easier to display complex text or legal terms in a clean format without needing custom styling in the form, or a custom template for Word/PDF output.
- Bullets and numbers are now centered within their margin to appear less “gappy”
- We’ve reduced the vertical space between each item slightly
- We now support up to 5 levels of indentation
See Display Content
Validation method validation
December 02, 2024 platform
We’ve updated the form builder to check that Validation Methods for elements have been defined in the Script section.
Workflow expiry is live
December 01, 2024 platform
All documents in Workflow now have a 60 day rolling expiry. Documents in Requesting status after 30 days will now move to Workflow for review if enabled, otherwise they will expire.
ID verification support
November 09, 2024 platform
We’ve made a couple of changes to help teams that are supporting ID verification requests:
-
We’ll now show a list of reasons for a Check status alongside the status indicator e.g. “Address Not Verified”
-
A new “Copy Link” button will retrieve the unique link for pending ID verification requests. This may be useful where a form filler didn’t receive the link via text or email.
Workflow expiry
November 04, 2024 platform
As part of our data retention policy to minimise the time that form data is held in our system, we’re planning to introduce rolling expiry to Workflow effective 1 December 2024
The default workflow expiry period will be 60 days but this can be adjusted per form between 10 and 90 days. A “rolling expiry” means that the expiry period will reset every time you take some action e.g. reassign, comment, authorise, so a document will never expire while you’re actively working on it.
In addition, we’re adding a Snooze function so you can hold a document in Workflow for a specific period of time if it can’t be processed immediately. Snoozed documents will be hidden by default unless you specifically filter for them, and will reappear at the end of the snooze period, triggering a notification to the user that initiated the snooze.
We’ll display the expiry date for all workflow documents in our portal and allow you to filter for documents that are expiring soon.
On expiry, our system will send an automated email notification to the assignee, or users that have interacted with the document, or all workflow/admin users. The document can then be restored if necessary within the data retention period for your account. You can continue to set custom reminder emails at any frequency for documents in Workflow.
We also plan to make the following related changes:
-
Documents in Requesting status after 30 days will now automatically move to Workflow Pending status for review if workflow is enabled for the form, otherwise they will expire. “Requesting” means a form has been submitted but is waiting on post-submit ID verification. You can continue to set custom reminders at any frequency for documents in Requesting status.
-
The Edited workflow status will be retired, as this masks a document’s true status, and we already record edits in the Workflow log
We’ll reset the expiry clock on all documents in Workflow when we apply this change on 1 December, even if they’ve already been in workflow for some time. As such the earliest that any document in Workflow will expire (assuming the 60 day default) is 30 January 2025.
We’ll be in touch directly if you have a large number of very old documents in workflow so we can discuss options to bulk export or expire them.
Portal pagination
October 07, 2024 platform
We’ve made a couple of changes to our portal to improve pagination of lists
- Automatically show more items per page on larger screens
- Indicate how many items are displayed and the total number of items available
Prefill confirmation
September 13, 2024 platform
We’ll now display a confirmation message instead of the normal share links when manually prefilling a form that includes an “On Request” email.
This may be useful where the prefiller of the form should not have access to the resulting document after it’s been generated and sent to the person that needs to complete it.
Workflow block same authoriser
September 06, 2024 platform
We’ve added a new Workflow option if Authorisation is enabled to block users from approving submissions that they’ve authorised.
This may be useful if you need to ensure that two different people have checked a submission before it’s delivered.
Workflow updates
September 02, 2024 platform
In order to quickly understand the current status of a document in workflow, we’ll now display any comment associated with the last workflow action at the top of the Document page. Users can continue to see all workflow actions and comments on the Information page.
We’ve also added the following metrics to the Workflow section of our Analytics page:
- Workflow Rate
- Approval Rate
- Throughput
Search by delivery reference
August 26, 2024 platform
You can now search for an integration delivery reference e.g. an email address or confirmation code to find a document in the Log.
Form assets
August 26, 2024 platform
Added the ability to upload and manage file assets e.g. images and PDFs that will be hosted by FormsByAir for use in forms and email templates.
Form design validation
August 11, 2024 platform
Added validation to the form designer to block conditional paths within inline or tabular groups. These aren’t supported because they’d potentially cause column alignment issues.
Also added validation to ensure that Tag Names don’t contain ' " < [ ] >
Join function
June 19, 2024 platform
The <<[Join]>> function is now available client-side (in-form), see Join Function
Stage 2 AML/CFT regulation changes
June 05, 2024 compliance
Additional AML/CFT regulations have come in to force for NZ reporting entities as of 1 June 2024, please see link below…
https://www.fma.govt.nz/assets/Guidance/Supervisory-approach_new-AMLCFT-Regs_17-May-2024.pdf
We’ve updated our CDD & Investment form templates to accommodate these changes as follows:
- Capture constitution and shareholder agreement for companies. FormsByAir can automatically pull a Company Extract from MBIE, but these other documents will need to be manually attached
- Capture source of wealth for entities related to client e.g. a trust that owns more than 25% of a company
- Capture settlors and protectors for trusts
- Mandatory affirmation for entities that all relevant people have been included in the form
Form element class names
May 21, 2024 platform
We’ve added explicit class names to key form elements so you can customize, move or hide them with CSS
form-background
form-status
form-status-left
form-status-right
form-button-back
form-button-next
form-button-submit
form-button-request-share
form-button-request-copy
form-button-request-open
Two Factor Submit
May 14, 2024 platform
We’ve added support for email-based two factor authentication when submitting prefilled forms.
This can be enabled and used as follows:
- Set Submission Mode to Code
- Add a new “On Submit Code” email integration. The recipient of the email should be <<[DocumentRequestedEmail]>> and the body of the message should contain <<[DocumentSubmitCode]>>
- Prefill the form using our API, set RequestedEmailAddress to the email address you hold for the form-filler
- When the form is submitted, FormsByAir will send your “On Submit Code” email to RequestedEmailAddress including a 6-character short-lived code
- A valid code must be entered in to the form to complete submission
- This does not affect the ability to save forms
Disable save until start
May 14, 2024 platform
The Save & Finish Later button in all blank forms will now be disabled until the form is started (by entering data or making a selection in the form)
This does not apply to requested or previously saved forms.
Saving a blank form meant that any “On Start” integrations could be bypassed.
Bulk Export/Import integration support
April 17, 2024 platform
We’ve updated our portal so you can now Cancel a bulk export or import integration that you consider has been running too long or may have errored.
In addition, the Integration Log now displays the name of the user that triggered an integration to start processing.
Generate JSON Map
April 10, 2024 platform
We’ve added an option to generate a default map for JSON From Map integrations to provide a more convenient starting point for data mapping. Note - this will only include elements that have a tag name.
New Portal
March 26, 2024 platform
Our new management portal is operating well so we’ve gone ahead and removed the temporary switch back to the original portal. Any further issues that arise will be addressed in the new portal.
Signature instructions
March 25, 2024 platform
We’ve updated the instructions for Signature and Diagram elements (below). We previously checked for the presence of a touchscreen and displayed different instructions for mouse-only devices, but this was confusing on devices with multiple display types. We’ve also re-positioned the text above the signature box so it’s visible while signing.
Use your touchscreen or hold your mouse button down and move the pointer in the box below to sign
Third-party request instructions
March 21, 2024 platform
We’ve updated the instructions for third-party requests (below) to clarify the intent that they be used to capture information from other people that are not located with the main form filler.
If you need someone else to help with this part and they’re not with you right now, add what you can, then send them a request to complete on their own device.
File Import user
March 20, 2024 platform
We’ve updated File Import integrations so the user that initiates an import will now be associated with the corresponding document(s) that are created.
This may be useful if you want submissions of those documents in workflow to be assigned to the user that imported them for example.
New Portal
March 12, 2024 platform
Our new management portal is now live, users can temporarily switch back to the original portal if something is not working as expected.
Phone number validation
March 08, 2024 platform
We’ve updated phone number validation so that error messages for invalid International Mobile numbers are no longer dismissable.
We previously allowed form fillers to continue with invalid mobile numbers to manage potential false positives.
The problem is that mobile numbers are often captured so they can be used for text messaging, and without strict validation, too many people mistakenly enter landline numbers.
Errors for International phone number validation (where landline or mobile numbers are acceptable) can still be ignored.
New Portal
March 05, 2024 platform
Our new management portal will become the default option from 12 Mar 2024, we’ll offer a temporary opt-out to the original portal as a backup.
Independent Role
February 19, 2024 platform
We’ve added a new Independent role as a combination of the User and Workflow roles for users that need to submit forms and manage their own workflow.
Import form data
February 19, 2024 platform
Forms that contain a single, active Import integration will now include an Import option on the Forms page of the portal, allowing non-Administrators to import form data. This is available to all roles except Workflow.
The Import and Log options are still available for individual Import integrations on the Form Integrations page for Administrators.
We recommend you review the roles assigned to users that were only given Administrator access because they needed to import data, in most cases you should be able to reduce their access to a non-Administrator role.
February 13, 2024 platform
Hidden formulas are now hidden by default when viewing a document in our new portal to reduce unnecessary “noise”.
They can be toggled on/off with a switch at the bottom of the page, hidden formulas that are also set to read-only will remain hidden.
New Portal
February 12, 2024 platform
Our new management portal is available to preview from today for all partner administrators.
Next time you log in you’ll see an option at the top “Try New Portal” where you can enable it, and also switch back to the original portal if required.
Most features appear and operate the same as they did before, but with a fresher look, better performance, and more consistency.
Here is a detailed list of what has changed:
General
- Upgraded to the latest underlying browser frameworks including Angular 17.x and Bootstrap 5.3
- Updated WSYWIG HTML and template editor to TinyMCE
- Updated Code editor to the latest ACE Editor with syntax highlighting
- Workflow > Log menu moved to Documents menu
- All admin functions including Profile, Tables, Users and API keys moved to a single Administration menu
- All pages listing multiple items now include the ability to filter those items
- Unique identifiers for items are now hidden, replaced with a “Copy Id” menu option
Form Builder
- Replaced drag-and-drop with cut-and-paste for more accuracy when moving elements around
- Added Group/Ungroup options to easily move a block of elements
- Additional validation to check for issues when saving a form design
Document View
- Uses the same display engine as when you fill out a form for a more consistent view
- Workflow elements can now leverage the full range of form functionality, the previous Document View used a cut-down display engine
- Hidden formulas are hidden by default, but can be toggled on/off with a switch at the bottom of the page
Assuming all goes well we plan to continue the rollout as follows…
- Extend the opt-in preview to all portal users in a couple of weeks
- Make the new portal the default option in early March, but retain an opt-out
- Remove the opt-out option later in March
Monday.com file attachments
September 15, 2023 integration
We’ve updated our Monday.com integration to support file attachments.
Our system can now create an “Update” against a new or existing board item, which will include the output of File integrations and form attachments.
New email reminder triggers
September 12, 2023 platform
We’ve added new triggers for email reminders as follows:
| After Start | Prompt users that may have abandonded a form to see if they need help. Requires Auto Save to be enabled for the form. |
| In Workflow | Keep track of documents that have been in workflow for an extended period of time by emailing the assignee or an administor. |
Log document access
September 12, 2023 platform
We now log all access to form data made via our portal or API while it’s temporarily held by us (prior to purge)
Dynamics 365 Sales
September 12, 2023 integration
We’ve added a new integration with Dynamics 365 Sales
Saved Documents filter
June 29, 2023 platform
We’ve added the ability to filter the list of Saved Documents in our portal by Form, Stage and Reference. This replaces the previous Search by Reference function.
Default Value validation
June 27, 2023 platform
We’ve updated our form builder to validate Default Values if an expression with <<tags>> has been entered.
For example, if you have a Text element and enter a Default Value of <<Name>> you’ll receive an error Set numeric question type/format or add quotes around tag
This validation does not apply if the Default Value is a function or static value.
Prompt to save
June 21, 2023 platform
In order to minimize dropouts when form fillers are missing information, we’ve extended the popup message that appears when attempting to submit or move to the next section as follows:
Can’t submit form, one or more questions have missing or invalid entries. If you need to pause to gather more information, use Save & Finish Later at the bottom of the form and resume when ready.
This additional text will only appear the first time you attempt to submit, and only if saving is enabled for the form.
Form Analytics
June 16, 2023 platform
We’ve added new per-form analytics to provide insights in to how form fillers and your team are using your forms including:
- Median completion time
- Drop outs per section
- Conversion Ratio
- Median time in workflow
- Return rate
Administrators can access this information by selecting Action > Analytics against a form in our portal. In addition, we’ve renamed Documents > Analytics to Documents > Activity and added a click through to form analytics from there. This is available to everyone in the Operations role or higher.
Controller role
May 25, 2023 platform
We’ve added a new Controller role with the permissions of a Supervisor plus the ability to delete and restore documents, see Roles
Attachment filenames on iOS
May 19, 2023 platform
We’ve updated the Attachment question type so that files attached with the Take Photo option on iOS are renamed from the default “image.jpg” to a unique filename e.g. “image20230519T125236.jpg” to avoid warnings about duplicate files.
This does not affect the attachment of existing image files.
Phone number validation
May 04, 2023 platform
We’ve updated our default phone number validation (where Format is Auto) to check that the input contains at least 5 digits.
This does not apply if Format is set to International or International Mobile for country-specific validation.
Workflow export
May 01, 2023 platform
You can now export workflow data for all of your forms including comments to a CSV file for your records.
To access, go to Workflow > Log then click the Export button.
Cloudcheck Go inline verification
April 21, 2023 platform
We’ve extended our Cloudcheck Go integration to support inline identity verification in addition to post-submit verification.
This may be useful where you have very complex forms completed over a period of several weeks or months.
Post-submit verification is useful where you want to minimise the upfront effort for submission.
Element Id
March 05, 2023 platform
The unique Id for form elements now appears bottom-right when you expand an element in the form designer. This may be useful where you need to refer to an element by Id with our API.
List Type for Option Lists has moved up slightly and is now labelled Format to be consistent with other element types.
Validation Reset & Return
February 27, 2023 platform
We’ve added an additional action to help manage incomplete validation requests as follows:
| Action | Description | Use When |
|---|---|---|
| Reset & Return | Delete outstanding request, return the document | Form user can’t complete validation or failed validation and should retry or choose a different path through the form |
The existing actions remain as follows:
| Action | Description | Use When |
|---|---|---|
| Resend Request | Delete outstanding request, create & send new request | Form user can complete validation, but lost the original request |
| Cancel | Delete outstanding request, continue with form processing | You no longer require validation, no form changes required |
Document log third party requests
February 23, 2023 platform
The Document > Log view in our portal now excludes third party requests to avoid confusion around duplicates.
Third Party requests are still accessible from the Information page of requesting documents, or if you search the log using the Document Id for a request.
Form attachment upload
February 11, 2023 platform
We’ve made a few changes to help improve the reliability of submitting forms with multiple/large attachments, particularly over slower internet connections.
Our system will now split out each file attachment to a separate request, then upload form data at the end. Failed requests will be retried automatically, for example, where the connection is interrupted part way through.
We’ll also now show percent complete while attachments are uploading so users have an indication of how long the process will take.
Google Analytics
February 02, 2023 platform
We’ve updated our Google Analytics integration to align with our own built-in analytics, see Google Analytics
Workflow Authorised Only
January 26, 2023 platform
We’ve added a new option Authorised Only for Workflow elements, which is available when Requires Authorisation has been enabled for a form.
Content within a Workflow element with this option enabled will only be displayed when a document’s workflow status is Authorized
This may be useful where you have additional information that should only be captured or mandatory once a form has been authorised.
WebHooks
January 26, 2023 platform
We’ve added two new webhook triggers in addition to On Submission
- On Save
- On Requesting
Third Party Review Request
January 19, 2023 platform
We’ve extended the functionality of requests to support the mandatory review of a form before submit with a user selectable third party, for example, a financial adviser.
To enable, the request should be located at the end of the form with both Required and Lock Form selected.
The form will force the generation of a request before it can be submitted, and will then lock all content to ensure it can’t be changed after review. The main form filler can Cancel the request if they need to make additional changes, or send the request to someone else.
Once the third party has completed their part the main form filler can then submit the form.
Forms needing review by a specific person or group should continue to use a mandatory third party request in a staged form.
Malware detection
December 06, 2022 platform
FormsByAir will now automatically scan all form attachments for malware including viruses using ClamAV immediately after submission.
If a document containing an infected file is detected, the document will be quarantined and account administrators will be notified by email. Quarantined documents can then be viewed and deleted in our portal.
Return document in requesting status
November 23, 2022 platform
We’ve updated our portal so users in the Workflow role or higher can now Return a document in Requesting status.
This may be useful where you need the form filler to add or remove verification requests without interrupting other outstanding verification requests.
Microsoft Sharepoint Document Library
November 16, 2022 integration
We’ve extended our Microsoft Sharepoint integration to support file delivery to Document Libraries.
Retry integration
November 02, 2022 platform
We’ve added a new option to force a Retry for an integration in Check status, which is more intuitive than having to Disable/Enable the integration.
Purge now
November 02, 2022 platform
We’ve added the ability for Administrators to Purge individual documents in Deleted status to immediately remove form data from our system.
This feature is also available via a new API
Manage verification requests
November 02, 2022 platform
We’ve added two new options to assist with outstanding verification requests:
- Cancel Request is available for requests in Requesting status, and can be used where verification has been completed by some other means, or is no longer required. If there are no other outstanding requests the document will move on to workflow or delivery.
- New Request is available for requests in Requesting or Fail status, and will trigger a new request to the original recipient. This may be useful where a previous request has been lost, or has expired, or the recipient completed verification but failed and will retry.
Copy connected service credentials
November 02, 2022 platform
We’ve added the ability to copy the credentials for a connected service from Production to Test and vice versa where there is no requirement for these to be different.
We’ll also display an arrow icon next to each service to indicate that Production and Test are using the same credentials.
See how Form Status relates to Production/Test credentials.
Upgrade document
October 20, 2022 platform
We’ve updated our portal so Administrators can now upgrade a document to the latest form version.
This may be useful where you need to make an urgent change to a form, and have that change apply to a Requested or Saved document.
Workflow for supervisors
October 18, 2022 platform
We’ve updated the Documents > Workflow view in our portal to include documents assigned to other people or teams for users in the Supervisor role, see Roles
Filename tag format
September 27, 2022 platform
We’ve added a new filename tag format to sanitize tag values with the same rules we use for filenames. e.g. strip out characters like *, \, /, ?
Cliniko custom fields
September 15, 2022 integration
We’ve extended our Cliniko integration to support custom fields.
ActiveCampaign
September 09, 2022 integration
We’ve added a new integration with ActiveCampaign CRM and email marketing software.
Linked repeaters
September 07, 2022 fix
We’ve resolved an issue where linked repeaters within other repeaters were not reloading correctly in saved forms.
Requesting documents
August 29, 2022 platform
We’ve added a new view to our portal for Requesting documents.
These are documents that have been submitted, but are waiting on post-submit identity verification or a staged third party request.
Requesting documents will also appear in Workflow if enabled for the form.
Mandatory 2FA for partners
August 19, 2022 platform
Two Factor Authentication is now mandatory for all FormsByAir partner accounts.
Cloudcheck IDscan
August 15, 2022 integration
We’ve updated our Cloudcheck integration to support IDscan for biometric identity verification with Cloudcheck Go.
Switch format
August 12, 2022 platform
We’ve added a new Switch format for True/False questions to display a more modern sliding switch icon instead of a checkbox.
LegalOffice
August 05, 2022 integration
We’ve added a new integration with LegalOffice practice management software.
Form View Upgrade
June 15, 2022 platform
All forms are now running with our new view engine. Please advise us if you notice any issues.
Attachment File Types
June 15, 2022 platform
We’ve changed Attachment questions to filter for specific file types by default. The intent is to:
- Reduce the chance of us accepting and delivering potentially dangerous files
- Trigger conversion (automatic or manual) of HEIF and HEVC files on iOS & macOS devices, as these formats have limited support outside of Apple’s ecosystem.
The default file types are listed below:
| File Type |
|---|
| application/pdf |
| application/msword |
| application/vnd.openxmlformats-officedocument.wordprocessingml.document |
| application/vnd.ms-excel |
| application/vnd.openxmlformats-officedocument.spreadsheetml.sheet |
| application/vnd.ms-powerpoint |
| application/vnd.openxmlformats-officedocument.presentationml.presentation |
| text/plain |
| text/csv |
| image/jpeg |
| image/png |
| image/gif |
| image/tiff |
| audio/mpeg |
| video/mp4 |
| video/mpeg |
| application/zip |
| .msg |
| .eml |
Form View Upgrade
June 01, 2022 platform
We’ve now applied the first update for our form view engine as mentioned in the previous post. Any form you open from our portal will now use the new view engine.
Forms opened on public links e.g. https://your-company.formsbyair.com/… will continue to use the existing view engine for now. Please check your forms and advise us if you notice any issues.
We’re planning to update the view engine for all form links and users on Wednesday 15th June 2022.
Form View Upgrade
May 25, 2022 platform
As part of our mission to always provide the best online forms experience, we are announcing an upgrade to our form view engine to incorporate the very latest web technologies.
Your forms will look and behave almost exactly the same as they do today, they’ll just be a little sharper, faster and even more secure.
A big part of the efficiency and performance improvements come from us being able to leverage functionality now built-in to modern web browsers like Chrome, Edge, Safari & Firefox, but it does mean we’ll need to end support for all versions of Internet Explorer.
Microsoft has been phasing out IE in favour of Edge for some time. It’s currently running at ~0.5% global use, and will be officially retired by Microsoft on 15 June 2022. Any users that do access your forms with IE will be presented with the following message:
- Our forms require a modern web browser to run.
- Internet Explorer has been retired by Microsoft, please upgrade using the link below.
- Get Started with Microsoft Edge
We’re planning to execute this upgrade in two phases beginning Wednesday 1st June 2022. You will receive more details about the process via email.
Here is a summary of the technical changes in our form view upgrade:
- Upgrade from AngularJS 1.8.2 to Angular 13.3.9
- Upgrade from Bootstrap 3.4.1 to Bootstrap 5.1.3
- Upgrade from Angular UI Bootstrap 2.5.0 to Angular Bootstrap 12.1.2
- Drop support for all versions of Internet Explorer
- Default font size has been increased by 1pt for desktop and mobile view
- Removed drop-shadow from form border
- Improved Date Picker
- Slight colour change to buttons (unless overridden with custom styling)
- Slimmer progress bar
- New “outline style” icons for warning & validation messages
Try sample forms here…
Save Workflow
April 06, 2022 platform
We’ve moved the Save button for documents with workflow from the Options popup menu to the main menu bar. The intent is to make it more obvious that workflow changes can be saved without having to approve the document.
REST API Validation
March 01, 2022 platform
We’ve added a new integration option to validate form data with a generic REST API and populate the result back into the form.
Preview Mode
January 21, 2022 platform
We’ve added a new Preview Mode option so you can quickly review all of a form’s content without validation.
Forms can be opened in preview mode from our portal, or by adding a querystring parameter “preview=1” to the URL for any form.
Preview Mode does not require authentication, so can used with Published (Public) and Test (Public) forms.
Cloudcheck Go
November 23, 2021 integration
We’ve updated our Cloudcheck integration to support Cloudcheck Go for combined biometric and data source identity verification.
Encrypted PDF
November 13, 2021 platform
We’ve added a new file format option PDF From Template Encrypted
The resulting file will be encrypted with a randomly generated Owner password and will not allow edits.
ClaimControl
October 29, 2021 integration
We’ve added an integration with Alphatec ClaimControl to create claim records from forms.
Form designer improvements
October 13, 2021 platform
We’ve made a couple of changes to our form designer as follows:
- We’ve removed the “Advanced Settings” toggle so that all settings for the selected element are always displayed.
- We now check for missing integrations on form save. You may see this error if you’ve copied individual elements from another form, or you’ve deleted an integration.
Confirmation Type
October 05, 2021 platform
We’ve consolidated the form settings Hide Form After Submit and Submit URL in to a new setting “Confirmation Type” to better describe the behaviour of the form on submit. The options for this setting are as follows:
- Disable form and show confirmation message at the bottom of the page
- Hide form and show confirmation message at the top of the page
- Redirect to a custom confirmation page
Return URL is only available for the first two options, as this relates to redirection after a confirmation message has been displayed when a user clicks the “Close” or “X” buttons.
Xero Practice Manager
September 25, 2021 integration
We’ve added an integration with Xero Practice Manager to create Client and Contact records from onboarding forms.
Two factor authentication policy
September 25, 2021 platform
We’ve added a new account level setting for two-factor authentication so you can now make it mandatory for all of your users. Once enabled, users that haven’t previously setup two-factor authentication will be prompted to do so the next time they login.
In addition, some newer integrations will automatically enable this setting when added to your account, for example Xero Practice Manager.
Address Picker data
September 20, 2021 platform
We’ve updated our default Google Places Address Picker to bring it in to alignment with our other Address Lookup services.
It will now store the component parts of an address in a common address model, which can be accessed with tag properties both in-form and in integration templates e.g. <<Address.City>>
See Address Model
Google Sheets picker
September 15, 2021 platform
We’ve updated our Google Sheets integration to use Google’s “Picker” in our portal to make it easier to select a target spreadsheet.
MBIE Beneficial Owners
September 13, 2021 integration
We’ve added a new option to our NZ MBIE integration to return Beneficial Owners as follows:
- All current directors for the entity; plus
- All individual shareholders with > 25% effective holding calculated by parsing the full ownership structure of the entity
Conditional last section
August 29, 2021 platform
Previously, forms with conditional sections would always need a final section that was not conditional in order to function correctly.
We’ve applied a change so that this is no longer required.
The last non-conditional section will show a Submit button as before. On Submit, if the condition for the next section is not met, the form is submitted. If the condition is met, the next section is displayed, and the progress bar is updated accordingly. If the user moves back and updates the form so the condition is no longer met, then clicks Next, the form will recognise that the next section is no longer applicable, and will stay in place, change the Next button to Submit, and update the progress bar.
Build Form
August 23, 2021 platform
We’ve updated the “Build Form” option in the portal to better reflect our intent for how clients and partners should use the platform.
The new option allows Administrators to add a blank form, copy another form, import a schema to a new form, or create a Work Request for FormsByAir to action.
Pattern mask
August 18, 2021 platform
We’ve updated the Pattern question type so you can now define an input mask in addition to regex-based validation, see Pattern
Analytics
August 16, 2021 platform
We’ve applied the following changes as part of an on-going effort to improve analytics within FormsByAir.
-
We’ve renamed Documents > Statistics to Documents > Analytics in the portal.
-
We now capture a “Start” event for blank forms after they’ve been open for 10 seconds, as we previously had no way to track forms that were opened, started, and then abandonded.
-
“Started” and “Expired” statuses are now included in Documents > Analytics to provide information on the rate of completion.
We’ll be expanding the Analytics section further in future to show statistics like “Average time to complete” and “drop off” sections for incomplete forms.
Forms can still be configured to log to a Google Analytics or Google Tag Manager account where you need to integrate with marketing campaigns for example.
Copy form integrations
August 10, 2021 fix
We’ve improved the error handling around copying forms so the system will now warn you if it can’t find a direct match for lookup, validation and payment integrations used in the source form.
Form filters
August 06, 2021 platform
We’ve added the ability for Administrators to filter forms by title and status in the portal to make it easier to navigate when you’ve got a lot of forms.
Active (Private) form status
August 06, 2021 platform
We’ve renamed the form status Active (Private) to Published (Private) for better consistency across the platform.
FormsByAir document access
August 05, 2021 platform
The foundation of our approach to security is that we don’t keep form submission data. Form submissions are held temporarily during validation, workflow & delivery, and then permanently deleted subject to the Data Retention Period for your account.
Form data can be accessed via our portal and API while it’s temporarily held by us. To limit access during this time, we’ve made a change so that FormsByAir staff only have access to metadata (the Information page in the portal) by default. If staff do need access to form data, for example, to diagnose an issue, they must now request access for a specific document, which is then logged with a comment.
Conditional table row
August 02, 2021 platform
We’ve updated our Word Document template engine to support conditional table rows using <<[Condition:Expression]>>
The Condition tag can be included in any cell but must only appear once per row.
If the expression evaluates to true, the Condition tag is removed and the row is preserved. If the expression evaluates to false then the entire row is removed.
This may be useful where you need to show/hide chunks of formatted content within a Word document.
MBIE entity types
July 30, 2021 integration
We’ve updated our NZ MBIE integration as follows:
- Sole traders are now excluded from the default company search
- We’re added a few additional filters to return registered societies, registered trusts, or all registered entities.
ANZSIC
July 30, 2021 integration
We’ve added an integration to search for ANZSIC codes by business activity.
Staged sections
July 28, 2021 platform
We’ve applied an update so that sections within a Staged form can now be configured to behave like they do in a non-staged form with a progress bar and Back/Next buttons.
This is useful where you need a combination of regular sections and stages within one form. For example, you may have a large form that needs to be split in to sections for the main form filler, but the final section for manager approval needs to be completed as a separate stage.
You can configure a section to proceed directly to the next section by setting Next Stage Expression to true. Any section where Next Stage Expression is left blank will be treated as a stage, with discrete submission.
You can also continue to set Next Stage Expression to a boolean expression. In this case, the form won’t show a Next button or progress bar, but will still proceed directly to the next section if the expression evaluates to true.
Integration data models
July 22, 2021 platform
We’ve added documentation for the data models returned by Lookup and Validation integrations
Report purged documents
July 19, 2021 platform
We made a previous change here so that purged documents would be included in reports by default, and could be excluded with a conditional expression.
We’ve since determined that including purged documents is a special case that shouldn’t be the default option, and doesn’t need to be run on a recurring basis.
As such we’ve reverted the previous change so the option Document report, sent daily will now exclude purged documents.
We’ve added a new option Document log (including purged), sent once that will include purged documents, and only run once unless manually triggered again.
MBIE API update
July 15, 2021 integration
We’ve updated our NZ Ministry of Business, Innovation and Employment lookup integration to use their latest v4 API, which includes more data for incorporated societies.
Connectivity
July 14, 2021 platform
We’ve applied the following changes to better manage slow and intermittent internet connections when submitting forms
- Increased the browser connection timeout for form submissions containing file attachments
- Display a warning message on submit if no internet connection is detected
Repeater title tags
July 09, 2021 fix
We’ve updated repeaters that use <<tags>> for dynamic titles as follows:
- Blank titles will now default to the Tag Name of the repeater or the word “Item” along with the item number e.g. Person #1 or Item #1
- Labels for Add buttons will use the Tag Name of the repeater or the word “Item” instead of the title e.g. Add Person or Add Item
Block third party request on prefill
July 09, 2021 fix
We’ve applied a change to block the generation of third party requests during prefill, as this is not required, and would result in documents with an invalid status.
finPOWER Connect
July 08, 2021 integration
We’ve added a new integration with finPOWER Connect to automatically populate client records from form submissions.
Escape angle brackets in text values
July 05, 2021 fix
Angle brackets (< and >) in Text values will now be HTML-encoded for email and PDF output so that they are not interpreted as HTML tags.
Equifax
June 24, 2021 integration
We’ve added an integration with Equifax for automated consumer credit checks in New Zealand.
Status page
June 20, 2021 platform
We’ve migrated our status page to a new platform to provide both availability metrics as well as incident information, including the ability to subscribe for updates, see https://status.formsbyair.com
Multi stage requests
June 19, 2021 platform
We’ve further extended Mandatory third party requests for staged forms to now support multiple stages with mandatory requests.
This may be useful where you need multiple sets of people to review or approve a document.
Sharepoint lists
June 15, 2021 platform
We’ve updated our Sharepoint integration so we can now update existing list items, and attach files to list items.
Authorise comment
June 14, 2021 platform
FormsByAir will now prompt for an optional comment when authorising a document in workflow.
Cloudcheck Live
June 11, 2021 integration
We’ve updated our Cloudcheck Live integration to help improve the rate of successful verifications.
FormsByAir will now check the status of a facial match immediately after capture. If a match could not be made, users will be prompted to try again up to a total of 3 times, after which they can continue with the form either way.
Private download links
June 04, 2021 platform
Updated private download links to support hash code matching on full URL or Hostname. See Private download links
Generate map for import
June 02, 2021 platform
FormsByAir can now generate maps for import integrations based on the current version of a form.
Click Generate Map while editing an Import integration to generate and download a map that you can use as the basis of a custom map.
Alternatively, FormsByAir will generate a map automatically when you import a data file for an integration that doesn’t have a map, effectively providing a straight match on JSON property names and Tag names.
Mandatory third party requests for staged forms
May 31, 2021 platform
We’ve updated Mandatory third party requests for staged forms so the original document will now be set to Requesting status when we generate and send the third party requests. This will prevent the original form filler from accessing the document while waiting for the requests to be submitted.
Defer section validation
May 27, 2021 platform
We’ve added a new setting to defer the validation of individual sections until a form is submitted. By default, sections are validated as you move to the next section.
This may be useful for very large forms where users can move ahead and complete as much as they can without being blocked by a few mandatory questions that they can answer later.
This is not recommended for any section that drives significant conditional content later in the form.
Document form version warning
May 25, 2021 platform
FormsByAir will now display a warning with the form version that a document is based on if it’s not the current version when viewing a document in the portal, this applies to users in the Administrator role only.
Edit last stage
May 21, 2021 platform
FormsByAir portal users in the Operations role or higher can now edit the last submitted stage for saved (staged) documents, which may be useful to correct issues that prevent the form from moving forward.
Repeater custom function
May 19, 2021 platform
You can now specify a custom JavaScript function as the Default Value (data source) for a repeater. This may be useful where you need to filter and combine data from multiple sources.
Document Workflow tags
May 18, 2021 platform
We’ve genercised our document workflow system tags so you can now return all workflow details for any status.
See System Tags
Import with attachments
May 17, 2021 platform
We’ve updated our API for Import integrations so you can now include file attachments using a multipart/form-data request
For more information see our Swagger Documentation
Note - multipart/form-data requests are only supported when importing data for a single document.
Cliniko contact preferences
May 14, 2021 platform
We’ve changed our Cliniko integration to always update contact preferences for existing patient records where provided. Previously we would only update these details if they were not set.
ReturnUrl
May 12, 2021 platform
Added ReturnUrl form setting to override the account-level Website Address setting for redirection when closing a form.
This setting can itself be overriden using the ReturnUrl querystring parameter, see System Parameters
Prefill private forms
May 07, 2021 fix
We’ve removed the option to Prefill forms in Active/Private status, as any request would only be available to the person that generated it, which defeats the purpose of a request.
Email delivery failure notifications
May 07, 2021 fix
By default, FormsByAir will send email delivery failure notifications to:
- The Reply Email Address of the corresponding email integration if specified; or
- The Notification Email Address for the account; or
- All administrators for the account
If the email address we’re sending a notification to matches the email address that failed, FormsByAir will now automatically escalate the recipient(s) to the next level.
We’ve also updated how email failures are represented in the portal. An email integration is marked as OK when successfully delivered to our email provider (SendGrid). If we subsequently receive a failure notification, which could be up to 48 hours later, the integration will now show with a CHECK status in the portal. This is in additon to the notification above. The integration will continue to be classified as “complete” in terms of setting the overall status of the document.
Debug mode
May 07, 2021 platform
We’ve added a new Debug option to the portal for form Administrators. Forms opened in debug mode will display validation messages by default, but not enforce them, allowing navigation throughout the form. Prefill-only content and hidden formulas will also be visible.
Forms can’t be saved or submitted in debug mode.
Save file integrations
May 06, 2021 platform
File integrations with no conditional expression, or a conditional expression that only uses system tags, are now loaded when a form is saved, meaning they can be included as attachments for save emails.
Ignore empty rows on import
May 06, 2021 fix
When importing a CSV or other delimited text file to a form, FormsByAir will now ignore rows where all fields in the row are blank (in addition to the existing check for completely blank rows)
Empty rows are sometimes included when editing and saving a CSV file with Microsoft Excel.
Lookup array nested tags
May 04, 2021 fix
Lookup questions now support nested tags in the Data Array setting, for example:
<<<DataSource.Rows.filter(function(row) { return row.Something == '<<Something>>'})>>>
Edit Workflow
May 04, 2021 platform
Workflow elements in FormsByAir are the “for office use only” equivalent of traditional forms. Content contained within a Workflow element is hidden from form users, and only available when a document is in Workflow status.
By default, workflow content can be edited directly in the portal where it is flagged with a blue background.
However, the Document viewer only supports basic form functionality like Text and Option questions. If you have more advanced requirements for workflow data capture, FormsByAir now offers the ability to edit workflow content like a regular form.
To enable this option, change the Format setting for your Workflow element from Workflow to Form. Workflow content in the Document viewer is then read-only, and a new Edit Workflow button will appear at the bottom of the page. Edit Workflow is available for any user in the Workflow role or higher. The existing Edit button will also appear for Administrators and Supervisors to edit submitted form data.
After clicking Edit Workflow we’ll open the document for edit, but only render the content within your Workflow element. The data model for the whole form is available, so workflow content can reference anything in the rest of the form with tags as normal.
When you Save Changes we’ll update your workflow content and return to the document viewer.
System downloads
April 30, 2021 fix
We’ve updated the manual Download document function in the portal to support multiple System Download File integrations.
You’ve always been able to set the System Download flag on multiple File integrations, but FormsByAir would only return the first one. Now it will return all System Download files in a ZIP.
As before, if the document has client or server side attachments, these will be included in the ZIP. If there are no System Download File integrations configured then FormsByAir will return an auto-generated PDF with no attachments.
The intent behind the Download function remains the same in that it is a convenience feature for adhoc use. Any files you rely on should be delivered via other, automated channels.
Default repeater from repeater
April 29, 2021 platform
You can now set the Default Value for a Repeater to use the contents of another repeater with syntax as follows:
<<[ForEach:RepeaterTag{Filter}]>>
This is useful where you need to edit and extend the contents of a previous repeater, perhaps in a subsequent form stage. Linked Repeaters are similar but don’t allow you to independently add or remove items.
You can refer to content in the first repeater with tags like this <<SecondRepeater.TagNameOfElementInFirstRepeater>>
If the first repeater was populated from a data source, you can refer to that data with tags like this <<SecondRepeater.FirstRepeater.PropertyName>>
Salesforce update
April 28, 2021 integration
Our Salesforce integration now supports updating existing records in addition to adding new records.
Option name
April 28, 2021 platform
We’ve extended the functionality described here to support a Name property for Option questions as follows:
| Tag | State | Client result | Server result |
|---|---|---|---|
| <<Option.Name>> | Selected | Question Title | Question Title |
| <<Option.Name>> | Not Selected | <blank> | <blank> |
| <<Option.Value>> | Selected | true | true |
| <<Option.Value>> | Not Selected | false | false |
| <<Option>> | Selected | true | Question Title |
| <<Option>> | Not Selected | false | <blank> |
Workflow Deauthorise
April 27, 2021 platform
You can now Deauthorise a document that has been authorised by selecting Options > Deauthorise in workflow.
This will move the document back to Pending status so it can be edited or returned to the form filler. It will also be re-assigned to either the user that requested authorisation (if any), or the user that authorised it.
The document will need to be re-authorised before it can be approved.
Saved documents
April 14, 2021 fix
We’ve updated the Documents > Saved page in the portal to display all saved documents for users in the Workflow role or higher.
Previously it would filter out any documents that had been saved by a different FormsByAir user. This behaviour now only applies to users in the User role.
Form log
April 14, 2021 platform
We’ve changed the Form > Action > Submissions menu option in the portal to Form > Action > Log, and updated the corresponding page to display all documents for the selected form instead of only those that have been submitted.
Saved Section
April 12, 2021 platform
FormsByAir will now capture and display the last Section that forms were saved at to provide more visibility on progression through larger forms.
This information is available in the portal when viewing a list of saved documents, or as part of the event log for an individual document, which is similar to the existing behaviour for forms using Staged Submission.
JSON system properties
April 07, 2021 platform
FormsByAir will now include the following system properties in auto generated (non-mapped) JSON for all output types including File, Webhook and Azure CosmosDB.
| Property | Equivalent to |
|---|---|
| _DocumentId | <<[DocumentId]>> |
| _DocumentFormName | <<[DocumentFormName]>> |
| _DocumentOwnerName | <<[DocumentOwnerName]>> |
If you’re generating custom JSON you can reference System Tags directly in your map.
Generate missing tags
April 07, 2021 platform
We’ve added a new form-level setting Auto generate missing tags on save design which is disabled by default.
When enabled, FormsByAir will automatically generate tag names (based on Title) for all questions that don’t have a tag when you save the form.
This is useful if you’re planning to include all form data in a data integration, for example, an auto generated JSON file.
Date validation
April 07, 2021 fix
FormsByAir will now enforce a minimum date of 1/1/1111 for all Date questions unless overridden with a custom Minimum Value. For example, the Date Of Birth shortcut will add a Date question with a Minimum Value of 1/1/1900.
SubmitUrl Redirection
April 01, 2021 fix
We’ve applied an update so that redirection to a SubmitURL does not apply to third party requests, as this can interfere with form analytics, and the messaging for custom submission pages is generally targetted at the main form filler.
Expire on close
March 31, 2021 platform
Requested and Saved documents normally expire on a rolling basis as follows:
- 30 days (or as configured for form) after request was generated; or
- 30 days after last save
We’ve applied an update so that forms with a fixed Close Date/Time will now override this behaviour and requested/saved documents will remain active up until the form closes.
Prefill Staged forms
March 29, 2021 platform
We’ve updated Staged forms so you can now specify where the form should start while generating a request.
This means you can hide earlier stages in a form where that information has already been collected or is not required.
Test (Public) form status
March 25, 2021 platform
Added new form status Test (Public)
Forms set to this status can be opened by anyone. A warning will be displayed at the top of the page “This form is available for testing only”, and all integrations will use Test credentials.
See Form Status
Report purged documents
March 02, 2021 platform
We’ve updated Report integrations so they will now include purged documents by default.
<<[Document]>> tags in report templates will return data for all documents, but tags referring to form data will only be populated for documents that haven’t been purged.
Purged documents can be excluded from reports by adding the following condition to your report integration: '<<[DocumentPurgedDateTime]>>' == ''
Expression evaluation
February 28, 2021 platform
Replaced Javascript eval() statements with Function(“use strict”) to improve the performance and security of expression evaluation in forms.
Third Party Request reminders
February 26, 2021 platform
Added support for Third Party Request reminder emails, which are useful in combination with mandatory third party requests
Filter Typeahead table data
February 22, 2021 platform
You can now specify a Filter expression for Typeahead questions that use a FormsByAir data table, which was already possible with Lookups.
Batch integration processing
February 15, 2021 platform
We’ve improved the user experience and information in the portal for Import and Report integrations as follows:
- The portal will now display a PROCESSING status next to an integration while it is actively running, and prevent further execution until the current process has completed
- If a process completes successfully the PROCESSING status will be removed
- You can view a log of previous executions by clicking Action > Log against an integration
- If a process fails the portal will display a CHECK status next to the integration, which you can click to display the log and associated error message
- A CHECK status will remain in place until the next successful execution, or the integration is disabled
SuiteCRM integration
February 08, 2021 integration
Added new integration with SuiteCRM to add records for any module using form data.
Lookup/Validation mapping
February 05, 2021 platform
Mapping files for Lookup and Validation integrations now support multiple criteria groups when used with FormsByAir or CosmosDB data tables.
This allows you to query data where (Condition1 AND Condition2) OR (Condition3) for example.
Slider precision
February 01, 2021 platform
Sliders have been updated to support Step values of less than 1, so a slider with Min 0 Max 10 Step 0.5 will have 21 possible values e.g. 3.5
Form size limit
January 26, 2021 platform
We’ve increased the total size limit for a form submission from 100MB to 200MB to allow for many, large attachments.
The maximum size for any single file attachment remains at 20MB.
Existing document version check
January 25, 2021 platform
FormsByAir will now check the version of existing documents when saving or submitting. If a user attempts to save or submit a document that has been updated outside of their current browser window they’ll receive a warning message instructing them to Reload to get the latest version. FormsByAir will continue to display an error message if the document has already been submitted.
This may occur where:
- A request is updated in our portal (e.g. to correct a mistake) while the user has the form open in their browser
- An existing document is opened in multiple windows or on multiple devices at the same time
ElementAt
January 21, 2021 platform
Added tag function to return output for an item with specified index from a filtered repeater, see ElementAt
Validate prefill-only sections
January 19, 2021 platform
Form validation for Required fields in Prefill Only sections will now be enforced during prefill, previously this could be ignored.
Email delivery failure notifications
January 12, 2021 platform
Email delivery failure notifications will now be sent to the Reply Email Address of the corresponding email integration if specified, otherwise they will default to the Notification Email Address for the account as before.
This effectively allows customisation of bounce notifications at the form and individual email level.
Mobile phone validation
January 11, 2021 platform
Added new option to validate mobile phone numbers (as opposed to fixed line) which may be useful where the number will be used to send a TXT/SMS, see Phone
Private download links
January 07, 2021 platform
Added the ability to authenticate access to private online resources e.g. files stored in a private Amazon S3 bucket, see Private download links
Nested tags in Javascript
January 05, 2021 platform
Nested tags are now supported in client-side javascript expressions using the number of <<>>’s to indicate depth.
This is particuarly useful for array functions with JSON data from a Data Source element, for example:
<<<CustomerData.Orders.filter(function(order) { return '<<SelectedProductCode>>'.indexOf(order.ProductCodes) >= 0 })[0].ProductCode>>>
The outer tag for CustomerData has 3 <<<>>>’s whereas the inner tag for SelectedProductCode has 2 <<>>’s;
Autocomplete
January 05, 2021 platform
Added Autocomplete property for Text, Email & Phone questions, see Autocomplete
Delivery validation
December 23, 2020 platform
Added validation to ensure that at least one delivery integration has been queued and processed after a form was last submitted to help identify any “gaps” in conditional integrations.
Document Delivery filter
December 07, 2020 platform
Added the ability to filter documents by Delivery date in the Document Status page. This represents the number of documents that were approved (if workflow is enabled) and delivered within a given time period, which can be different to the number of documents received in the same period.
UAT/Test Labels
December 03, 2020 platform
Changed all “UAT” labels in the system to “Test” for consistency and to avoid confusion.
Trello integration
November 30, 2020 platform
Added new integration with Trello to add cards to lists using form data.
System Tags
November 27, 2020 platform
Added support for parsing System Tags in Excel templates.
Added new system tag <<[DocumentBatchReference]>>
Data Retention Period
November 27, 2020 platform
We’ve reduced the default and recommended Data Retention Period from 20 days to 10 days. This does not affect existing accounts, which can be manually updated at any time via the FormsByAir portal.
Flatten JSON output
November 26, 2020 platform
Added option to flatten auto-generated (non-mapped) JSON output to exclude section and group elements.
System Tags
November 23, 2020 platform
Added support for parsing the system tag <<[DocumentId]>> within a form. All other system tags are currently server-side only.
Workflow Block Approval
November 20, 2020 platform
Added Block Approval option for workflow elements.
The intent is for this to be used in conjunction with conditional paths to block the approval of submissions in certain situations. e.g. where a form user has indicated that they want to query something before proceeding.
When this happens, the Approve action in workflow will be unavailable, with Return taking it’s place as the default action.
A form administrator can address the query and/or edit the form, then Return it to the user to re-submit, such that the approval-blocking workflow element is no longer active.
Cancel file attachment
November 19, 2020 platform
Added the ability to cancel a file attachment after selection of a file in a form. A user can then select another file, or leave the question empty if it’s not mandatory.
Nested Systems Tags
November 17, 2020 platform
Added the ability to nest system tags within the Condition tag using the number of <<>>’s to indicate depth, for example:
<<<[Condition:'<<[ForEach:Contact{'<<ContactAccept>>' != 'Accept'}:<<ContactAccept>>]>>' == '':'Accept']>>>
The outer Condition tag has 3 <<<>>>’s whereas the inner ForEach tag has 2 <<>>
This only applies to server-side Condition tags with 2 levels of depth for now, we’re looking to extend this syntax to all other system tags with additional levels of depth in future.
Merged Copy and Copy To
November 09, 2020 platform
We’ve merged the Copy and Copy To form actions in the portal to avoid confusion. When you select Copy you can now choose to create a new form or update an existing form, in either the current account or another partner account.
Azure Front Door Network Upgrade
November 02, 2020 platform
In order to scale the performance of our platform and keep pace with security threats, we are moving all public FormsByAir endpoints from Azure Application Gateways to Azure Front Door. Front Door provides a CDN (Content Distribution Network) for static content at 130 POPs around the world and an advanced WAF (Web Application Firewall) to help mitigate attacks including DDoS. In addition, we are taking this opportunity to increase our minimum TLS version from 1.1 to 1.2.
The upgrade to TLS 1.2 means that very old browsers like Internet Explorer 9 or lower may not be able to connect to FormsByAir, but this represents less than 0.4% of global web traffic based on current statistics.
All forms hosted on *.formsbyair.com are now running with Front Door and TLS 1.2.
All forms hosted on a custom domain are being migrated in consultation with each client/partner.
formsbyair.com (which includes our portal and API) will be migrated once all partner endpoints have been migrated.
Mandatory third party requests for staged forms
October 02, 2020 platform
We’ve made the following changes for Mandatory Third Party Requests located in the last stage of forms configured for Staged submission.
- FormsByAir will automatically generate the requests on submit of the second-to-last stage. This ensures the requests are sent directly to the third parties. The main form filler has no ability to access or cancel the requests, they can only view the status of them.
- Submission of the last request will automatically trigger submission of the main form
Combined, these features are useful where a form request for an existing group of people is sent to a primary contact for general completion, but must be viewed/authorised by all parties.
Next Stage Expression
September 26, 2020 platform
When a form is configured for Staged submission, each submit will cause the form to either enter workflow for review, or revert to saved status for someone else to complete the next stage.
Next Stage Expression provides a mechanism to conditionally progress directly to the next stage where the expression evaluates to true.
Repeater Read-Only options
September 23, 2020 platform
Added new Read-Only options for Repeaters that are populated with a Default Value
| Option | Repeater behaviour |
|---|---|
| None | Can add new rows, remove any row |
| Defaults | Can add/remove new rows only |
| All | Can’t add or remove rows |
Workflow Assignment Changes
September 11, 2020 platform
Authorisation Assignment Expression
If this expression is left blank or evaluates to an empty string, documents can now be authorised directly by the current workflow user.
Previously, documents with no authorisation assignment would require authorisation by the manager of the current workflow user. This can be replicated by setting Authorisation Assignment Expression to '<<[DocumentWorkflowUserManagerEmail]>>'
Assign document to form user’s manager for approval
This workflow option has been removed. It can be replicated by setting Assignment Expression to '<<[DocumentUserManagerEmail]>>'
Authorisation Bypass
August 21, 2020 platform
Added the ability to specify an Authorisation Bypass Expression where Requires Authorisation is enabled for a form.
If this expression evaluates to True then a submitted document will skip Authorisation and only require Approval in workflow.
Scroll anchoring
August 09, 2020 fix
Several web browsers including Chrome, Edge and Firefox have recently enabled scroll anchoring by default, a feature that automatically adjusts scroll position to compensate for dynamically added content.
This was conflicting with our functionality to scroll newly added repeater items in to view, making it appear that an item had not been added.
As such we’ve disabled scroll anchoring by adding the following style tag to the body element of our forms: overflow-anchor: none;
Hide first third party request
August 07, 2020 feature
Added new option Hide First for Third Party Requests
When enabled on a Request element within a repeater, FormsByAir will hide the prompt to create a request for the first repeater item.
This may help to avoid confusion with forms that require completion by multiple people, where the first person is generally the main form filler (so a request is not required for them)
Login IP Address Whitelist
July 31, 2020 platform
To further enhance security, FormsByAir now supports IP Address Whitelisting for login to the portal and private forms.
This is particularly useful for large clients that operate on a corporate network and wish to restrict access to FormsByAir from that network only.
To enable, log in to the FormsByAir portal, go to Settings > Profile and enter one or more IP addresses for Login IP Address Whitelist, then Save Changes.
All login attempts from that point forward will be checked against the whitelist. If a user’s IP address doesn’t match they won’t be able to log in.
This feature can be used in conjunction with Two Factor Authentication for strict access control over form data that we (temporarily) hold.
Login IP Address Whitelisting does not apply to API Key access.
Users that are already logged in and subsequently switch to a different network will remain logged in.
Repeater Minimum Rows expression
July 27, 2020 platform
You can now specify an expression for the Minimum Rows property of repeaters, previously you could only use a fixed value. Maximum Rows has always allowed a fixed value or expression.
When using a minimum, FormsByAir will pre-load empty rows, and prevent the user from removing rows when at the minimum.
FormsByAir will evaluate an expression for Minimum Rows when a form, section, or conditional path containing the repeater is loaded.
Repeater element data changes
July 23, 2020 platform
FormsByAir will now add/remove repeater elements in response to changes in an underlying data source, preserving manually entered data for elements that are still part of the data set.
Previously we would clear and reload all elements, removing manually entered data.
Default values in conditional paths
July 23, 2020 platform
FormsByAir will now evaluate default values within a conditional path every time the path is activated. Previously they would only be evaluated on form or section load.
Portal links after login redirect
July 20, 2020 fix
FormsByAir will now correctly navigate to links within the portal if redirected to login first.
Boolean/Option Tag Values
July 15, 2020 platform
Tags for True/False and Option type questions are evaluated as follows:
| Tag | Client result | Server result |
|---|---|---|
| <<MyTrueFalseQuestion>> | true or false | Yes or No |
| <<MyOption>> | true or false | Question Title or <blank> |
The intent is to display a user-friendly value by default, however this can lead to confusion when you want to use these tags in expressions.
To make it more explicit, you can now include the Value tag property to refer to the underlying value for true/false or option questions.
| Expression with Value property (outside of a form) | Equivalent to |
|---|---|
| '<<MyTrueFalseQuestion.Value>>' == 'true' | '<<MyTrueFalseQuestion>>' == 'Yes' |
| '<<MyOption.Value>>' == 'true' | '<<MyOption>>' != '' |
Expressions in Word templates
July 14, 2020 fix
When typing expressions in to Word templates, single quote marks (') are rendered as “curly” opening and closing quotes (‘’), for example:
<<[Expression:‘Type’ == ‘Custom’ ? ‘Custom text’ : ‘Standard text’]>>
This has previously caused errors with expression evaluation, requiring templates to be updated, usually by copying unformatted text from a text editor like Notepad.
FormsByAir will now automatically convert curly quotes to regular quotes during evaluation, so expressions can be entered directly in Word without issue.
APLY integration
June 24, 2020 platform
Added new integration with APLY for AML identity verification services.
Two Factor Authentication
June 23, 2020 platform
For enhanced security, FormsByAir now supports Two Factor Authentication using the Google Authenticator app (available for iOS and Android)
Users can setup Two Factor Authentication as follows…
- Log in to the FormsByAir portal
- Click the button top-right and select Change Password
- Click the button Setup Two Factor Authentication and follow the instructions
Once enabled, users will be prompted for an additional verification code (provided by the app) when they log in.
Users with Two Factor Authentication enabled are tagged 2FA in the Manage Users section of the portal.
We recommend that all users in the Administrator role enable Two Factor Authentication.
Form designer updates
June 17, 2020 platform
In order to improve performance and navigation when editing large forms, FormsByAir will now load section content on-demand, and only expand one section at a time by default.
This means that elements within each section will not be loaded until you click on them. You may notice the loading indicator appear while this is happening. Once loaded, sections will remain cached, but only one section will expand and display at a time.
A new button “Expand all sections” is available to load and display all sections at the same time if required.
This does not impact forms that don’t use sections.
The form designer will also now validate items within an Option List or Option Name/Value List to ensure they are unique.
Custom width for image tags
June 10, 2020 platform
You can now specify a custom width for Signature and Diagram tags in Word document templates.
For example <<Signature|150>> or <<Diagram|300>>
Height will be calculated automatically to maintain the same aspect ratio.
Preserve JSON data values
June 02, 2020 fix
FormsByAir had previously “flattened” JSON values for Data Source, Lookup and Typeahead elements to the Name property only when merging third party requests or returning a document.
This meant any subsequent reference to properties within tags e.g. <<Country.Code>> would return an empty string.
JSON values are now never flattened.
Save signature/diagram on resize
May 28, 2020 fix
FormsByAir will now save an active Signature or Diagram if the browser window is resized during edit to prevent image scaling issues.
Repeater title tags
May 27, 2020 platform
Repeaters using the Auto format option would previously display values for the first several elements within each repeater alongside the title when collapsed.
This was useful for previewing and differenting data for multiple, collapsed repeaters, but there was no control over which values should appear.
This “auto preview” feature has been removed. You can now use tags in the Title property of a repeater to refer to specific child elements (within each repeater) and parent elements.
Condition system tag
May 25, 2020 platform
Added new Condition system tag with usage as follows:
<<[Condition:{condition}:{output if condition is true}]>>
For example:
<<[Condition:'<<Description>>' != '':Description <<Description>>]>>
This is useful where the ouput contains formatting including new-line characters.
A similar result can be achieved with an Expression system tag and a conditional operator, for example:
<<[Expression:'<<Description>>' != '' ? 'Description <<Description>>' : '']>>
However in this case the whole expression is evaluated, so new-line and other characters are removed.
Validation retry timeout
May 21, 2020 platform
The retry timeout for outages of Delivery Channels used in validation has been reduced from 60 to 30 minutes.
Return Third Party Requests
May 20, 2020 platform
You can now Return a submitted Third Party Request where the requesting form is either Saved or in Workflow pre-authorisation.
This is particularly useful where third party requests include post-submit validation, which is only processed when the main requesting form is submitted.
When a third party request is re-submitted, and the main form is in workflow, the main form will automatically revalidate the data for that particular request.
Requests can be returned multiple times if required.
Open Request-Only forms to prefill
May 01, 2020 fix
For non-administrators: Clicking the title of a form in the portal with Access Mode Request Only will now open the form in prefill mode instead of returning a 404 Not Found error.
Azure AD Private Form Authentication
April 28, 2020 feature
Added Microsoft Azure Active Directory option for Private Form Authentication in Settings > Profile.
This allows users with a Microsoft organizational account in a specific tenant to access private forms without a FormsByAir user account. It does not allow access to the FormsByAir portal.
Azure AD logins are session based.
If the Azure AD account matches a FormsByAir user account, form submissions are tagged to the FormsByAir user. This is relevant where you want to block users from approving their own submissions (using the Block Same User workflow option)
If the Azure AD account does not match to a FormsByAir user account, form submissions are not tagged to a user.
Block Same User workflow option
April 17, 2020 feature
Added new form-level workflow option to prevent a FormsByAir user from actioning workflow on a document they’ve submitted.
Users in the Workflow role or higher, including Administrators, can only view and comment on their own documents.
Document Access List
April 16, 2020 feature
Added new form-level option to specify a list of FormsByAir users that can access documents (saves/requests/submissions) for a form.
If this is blank (the default), all FormsByAir users in the Workflow role or higher can access documents for the form.
If you specify a list of users, documents will be omitted from all portal views and access via direct link blocked for all users that are not in the Document Access List.
This is useful where you need to limit access and workflow actions for sensitive documents to a subset of your users.
This does not apply to Administrators, who can access all documents.
Autocapitlize Words iOS
April 15, 2020 fix
Removed the HTML5 tag autocapitalize=”words” when using the Title Case Format for Text questions due to inconsistent behaviour on iOS devices, which is yet to be resolved by Apple
Title Case text is now capitalized correctly on all devices using our own script.
autocapitalize=”characters” continues to be used with the Upper Case Format, which behaves correctly on all devices.
Decline Authorisation
April 14, 2020 feature
Changed the behaviour of Decline during Authorisation to revert the document to pending status and assign it to the person that requested authorisation, rather than Deleting the document.
Also added the ability to specify a comment when you Decline a document at any stage.
Delivery links
April 13, 2020 feature
FormsByAir will now store the absolute URL for a record or file that we’ve created or updated in an external system.
Delivery References on the Document Information page will now appear as hyperlinks where this is available.
In addition, you can access delivery links using the new system tag <<[DocumentDeliveryLink]>> which can be used to include links in email notifications.
Fillable PDF Flattened
April 07, 2020 feature
Added new PDF From Fillable PDF Flattened file format option to flatten a fillable PDF after populating it so that form fields can’t be edited further.
Staged Submission without workflow
April 06, 2020 feature
Staged Submission is now supported for forms that don’t use workflow. This may be helpful for forms that require progressive review and completion by multiple external users.
When a stage is submitted, the document will advance to the next stage and revert to Saved status. Emails can be triggered at each stage to notify the relevant party to access the document and complete their stage.
Validate Signature size
April 05, 2020 feature
FormsByAir will now check the size of a signature image and display a validation error if it’s too small e.g. a single dot
Data Source table
March 31, 2020 feature
Data Source elements can now reference a Data Table instead of a Data Service. This may be useful where you need to lookup data from a table and filter it using other data in the form.
Server side tag properties
March 10, 2020 feature
FormsByAir will now evaluate properties in server-side tags to be consistent with client-side (in-form) evaluation.
For example, you may now refer to a Data Source or Lookup element with <<Product.Name>> in a data integration map.
Previously you would have had to create a hidden formula element with expression ‘<<Product.Name>>’ and refer to that element in your data integration map.
Save link messaging
March 08, 2020 feature
We’ve improved the messaging for forms that don’t have an On Save email to make it more obvious that users must copy or share the unique link before they close the page, otherwise they won’t be able to access their saved form.
Account level style
March 08, 2020 feature
You can now apply CSS style attributes to all of your forms at the account level in Settings > Profile.
You can still apply CSS style attributes to individual forms at Action > Design > Style tab.
Email BCC
March 04, 2020 feature
You can now specify BCC recipients for email integrations in addition the main recipients, and CC recipients.
Previous versions
March 03, 2020 feature
You can now view previous versions of a document (before an edit) from the Document Information page.
GET Document API format
March 02, 2020 feature
Added new Data format option to GET /api/v1/Documents/{id}
This returns a document object with minimal schema information (compared to the Form format option)
This may be useful where you need to directly edit document data in an external system without rendering the form.
Import from JSON
February 28, 2020 feature
You can now import data from a JSON file in to a form request using a data map.
REST API Lookup
February 27, 2020 fix
Fixed REST API lookup to return the same data type as the source API i.e. an object, or an array.
Data service parameters
February 24, 2020 feature
Added new Parameters property for Data Service elements to pass form data to a service instead of querystring values.
Parameters are defined in querystring syntax, and can reference form data with <<tags>>, for example:
category=<<Category>>&amount=<<Amount>>
You can reference these parameters in a REST API integration endpoint as follows:
https://sampleservice/api/v1/categories/{category}/products?amount={amount}
Search saved documents
February 22, 2020 feature
Added the ability to search saved documents by reference.
Object tag value
February 22, 2020 feature
FormsByAir will now return the value of the Display property for tags that reference an object within a form, and don’t specify a property.
For example, if you had a Typeahead based on the Country system table, you would need to use <<Country.Name>> to return the name of the selected country, <<Country>> on it’s own would return [object Object]
Now <<Country>> will return the value of the Name property, consistent with server-side tag evaluation.
Mandatory third party requests
February 20, 2020 feature
Third party request elements can now be flagged as Required meaning a request must be generated for someone else to complete that part of the form. All elements within the request are read-only for the main form filler.
This is useful where third parties are required to check existing information and update it, or provide consent.
Inline dropdown placeholder text
February 17, 2020 platform
Updated the default placeholder text for inline dropdown lists to “Select XXX…” to differentiate it from actual list items.
Log conditional expression errors
February 16, 2020 fix
FormsByAir will now write an integration record and log an error against it when evaluation of a conditional expression fails, making it more obvious that a problem exists, and requires attention.
Ignore attachments for excluded elements
February 08, 2020 fix
FormsByAir will now ignore attachments for elements that have been excluded from file-based integrations in the Exclusion List.
Salesforce attachments
January 21, 2020 platform
Updated Salesforce integration to attach files via the ContentVersion object instead of Attachment to ensure compatibility with Lightning Experience.
Save & Prefill
January 20, 2020 platform
We’ve updated the Save & Prefill actions to be easier to use, and consistent with third party requests.
- The unique form link that we generate is now hidden to avoid confusion
- Share allows you to quickly share the form link via the Share panel on iOS and Android, or in a new email
- Copy Link copies the form link to the clipboard
Staged submissions in workflow
January 17, 2020 fix
Forms configured for staged submission will now remain in workflow view between stage approval and the next submission.
Email editor encoding expression operators
January 15, 2020 fix
Fixed an issue where the and operator (&&) within expressions was being HTML-encoded by the email template editor, causing expression evaluation to fail.
Document Form Version Tag
January 15, 2020 feature
Added Document Form Version tag
Useful where you need to make integrations conditional on form version
See System Tags
Third party requests
January 13, 2020 platform
We’ve updated third party requests to make them easier to use.
- The unique request link that we generate is now hidden to avoid confusion
- Share allows you to quickly share the request link via the Share panel on iOS and Android, or in a new email
- Copy Link copies the request link to the clipboard
- The date/time that a request was generated is now displayed
- Added instruction to save the form and wait for a request to be completed
Save form messaging
January 10, 2020 platform
The confirmation message that appears when you Save a form has been updated to advise that you can continue to make changes and save again or submit, it is also hidden automatically when/if further changes are made.
The option to automatically display a saved form when you open the corresponding blank form has been removed. This was rarely used, and represented an unnecessary security risk.
Integration priority
January 10, 2020 feature
You can now specify a Priority for delivery integrations such that all integrations with a higher priority will always be completed first.
This can be used in conjunction with the Document Delivery Reference tag, where a delivery reference from one integration is required for a subsequent integration - or where a particular integration should only be executed once all other integrations have been completed.
Lock form on submit
December 30, 2019 feature
Form content is now locked for edit once a form has been submitted to avoid any confusion around making further changes.
You can optionally hide form content using the form setting Hide form after submit
Incomplete request validation
December 30, 2019 feature
FormsByAir will now show a validation message for incomplete requests advising users to save and wait for the requests to be completed if they attempt to move to the next section or submit.
File Number tag
December 20, 2019 feature
Added File Number tag to return a sequential number for a file attachment, for use with the Filename Format property.
See System Tags and Filename Format
Document Delivery Reference tag
December 11, 2019 feature
Added Document Delivery Reference tag to return the last successful delivery reference for a given subscription. Useful where the delivery reference from one integration needs to be included in another integration.
See System Tags
Open documents from log
December 09, 2019 feature
Added the ability to open Saved and Requested documents directly from the Log.
Azure Cosmos DB
December 09, 2019 feature
Added read/write integration with Azure Cosmos DB
Cosmos is Microsoft’s premiere NoSQL database service with global scale, high availability, and native encryption.
Our integration allows you and/or your clients to securely interact with data in your own Azure account.
Time question
November 28, 2019 feature
Added new Time question to capture and validate a time of day in 12 or 24 hour format.
See Time
Address Picker country tag
November 21, 2019 feature
You can now use a tag value for Country Code with an Address Picker to dynamically filter addresses to a given country. You could previously only set a static Country Code as part of the form design.
Email Attachment form attachments
November 15, 2019 fix
Email Attachment integrations now include form attachment files, consistent with storage provider integrations.
CSV & Text From Template data formatting
November 14, 2019 fix
FormsByAir will no longer format form data in CSV From Template and Text From Template integrations, as these generally need to be machine rather than human readable files.
Note - Form data was already unformatted in Batch CSV and Text files, the change applies to files generated for individual submissions.
Kiosk Mode per form
November 09, 2019 platform
You can now enable Kiosk Mode per form in addition to per device, which is useful for forms that will only be used on-premise. For example, an in-clinic patient consent form.
See Access Mode
Monday integration
November 07, 2019 platform
Added new integration with Monday - Sales CRM & Project Management Software.
Bambora integration
November 07, 2019 platform
Added new integration with Bambora for card payments in North America.
Email & Phone Number Validation
November 04, 2019 platform
Email domain validation messages have previously been displayed as passive warnings, which enabled users to continue if the validation of their domain was incorrect, but it also meant that many legitimate warnings were ignored.
In order to further improve data quality and minimize email bouncebacks, email validation messages will now appear as errors that must be resolved or dismissed by clicking “Ignore”.
We have applied similar validation to phone numbers where Format is set to International. A validation error will be displayed if the number is invalid for a given Country, which must be resolved or dismissed by clicking “Ignore”.
XML From Template data formatting
November 01, 2019 fix
FormsByAir will no longer format form data in XML From Template integrations, as these generally need to be machine rather than human readable files.
Pipes in attachment filenames
October 28, 2019 fix
FormsByAir will now replace the pipe (|) character with an underscore (_) if present in attachment filenames on Mac OSX and iOS.
Filename format tag
October 28, 2019 feature
You can now use the tag of an attachment element in the Filename Format property to refer to the original filename of the attachment.
See Filename Format
Data Retention Period & Region Settings
October 28, 2019 feature
Data Retention Period & Region (Country) have always been in the platform, but you can now self-configure these via Settings > Profile at the account level.
Wider Question text for Inline Options
October 26, 2019 feature
FormsByAir will now adjust the width of question text for Inline Radio and Inline Toggle Option questions based on the Width specified for the options.
For example, if the options are Yes and No and you set a Width of 2, the question text will occupy 10 columns. Question text is normally restricted to 4 columns.
This is useful for survey-type questions with larger descriptions, and a small set of available options or scores.
Slashes in expressions
October 22, 2019 fix
Fixed an issue where literal slashes (\) in an expression would cause evaluation to fail.
Attachment filenames
October 14, 2019 platform
Updated filenames for attachments as follows:
- You can now specify a custom filename format for validation service attachments
- FormsByAir will no longer prefix attachment filenames with the name of the document
Display Text html editor
October 09, 2019 fix
Updated the Code/HTML editor for Display Text so you no longer have to revert back to the formatted view to save your changes.
Decimal places without formatting
October 08, 2019 fix
FormsByAir will now always round values to the specified number of decimal places, even where the Format is not being applied, for example, in text-based files used for import in to other systems.
Partner logs
October 07, 2019 feature
Added partner-level document and exception logs for improved visibility of activity and issues across multiple accounts.
More CDNJS
October 07, 2019 platform
Changed source for more client-side javascript libraries to cdnjs.cloudflare.com for improved performance.
Conditional expression for report integrations
October 07, 2019 fix
Fixed issue where the conditional expression for submission report integrations was not being evaluated for CSV From Template and Text From Template file formats.
Add week days
October 04, 2019 feature
Added a new System Default to add week days to the current date. See Default Value
Table validation
October 03, 2019 fix
Added validation on table uploads to check for missing or duplicated column headers.
Display workflow assignment
October 01, 2019 feature
FormsByAir will now display the current workflow assignee (if any) next to workflow status at the top of the Document and Document Information pages.
Default Value for Comment & Diagram questions
September 27, 2019 fix
Updated the Default Value setting in the form designer as follows:
- Comment questions now support multi-line defaults
- Diagram questions now display a thumbnail of the current default image, and allow you to upload/remove an image
Small diagram format
September 26, 2019 feature
Added new Small format option for diagrams, which is half the height of the regular size.
Preserve form data line breaks in emails
September 26, 2019 fix
FormsByAir will now convert newline characters to HTML <br> tags when evaluating form <<tags>> in email templates, for example, where you are outputting the contents of a Comment question that may contain several paragraphs.
Redundant third party requests
September 24, 2019 fix
FormsByAir will now automatically delete any open third party requests that have been indirectly removed from the requesting document, for example, a repeater item that contained a request. This will prevent unneccessary completion and submission of requests that can’t be merged back in to the requesting document.
Document referrer
September 24, 2019 feature
FormsByAir will now record the domain of the HTTP referrer (where available) for new submissions, this will appear at the top of the document information page. Additional analytics continue to be available via Google Analytics.
Repeat template limit
September 23, 2019 feature
Added ability to limit the number of repeater entries in file integrations that repeat a template, useful for previewing large files.
Save & Request Reminder Updates
September 19, 2019 feature
Updated Save & Request Reminder emails as follows:
- You can now send multiple save and request reminders
- You can specify the timing for each save and request reminder at the integration level
- Save reminders will now reset when a form is re-saved, previously you would only receive one save reminder after the first save.
Data Service querystring parameters
September 18, 2019 fix
Fixed table-based Data Service to ignore querystring parameters that do not match to columns in the underlying table.
Auto save completed sections
September 17, 2019 feature
Added new form level option to automatically save completed sections during form fill.
The purpose of this feature is to provide insight in to abandoned forms (those that have been started, but then closed without saving or submitting)
Form users will continue to receive a warning that their changes haven’t been saved when abandoning a form, even if the form has been auto saved.
Save reminders are not sent for auto saved forms unless the form is explicitly saved.
Auto saved forms will appear in the Document Log with CREATED status.
Filter table lookup for current user
September 16, 2019 platform
Added ability to filter a table lookup integration for the current FormsByAir user.
When used in conjunction with a Data Service component, you can effectively extend and customise properties for users to drive logic in private forms and integrations.
Twilio
September 12, 2019 platform
Added new integration with Twilio to enable global SMS messaging.
Block submit on Enter
September 05, 2019 feature
Added new form level option to disable the default behaviour of an Enter key press submitting the form.
Third party request purge
September 02, 2019 fix
Third party request documents will now only be purged if the requesting document has been purged.
Custom submission confirmation
September 02, 2019 feature
Select Hide form after submit to hide form content and display a formatted message on submit instead of the default green alert at the bottom of the page.
Multi-select validation
August 22, 2019 feature
Extended multi-select validation so you can now specifiy the minimum number of options that must be selected.
Harmony RightAddress
August 16, 2019 platform
Added new integration with Harmony RightAddress for address lookup in Australia and New Zealand.
Restore Third Party Request
August 15, 2019 feature
Added the ability to Restore an Expired (but not Purged) Third Party Request as long as the requesting document status is Saved or Requested.
Content Security Policy Whitelist
August 14, 2019 platform
Added Content Security Policy Whitelist to Settings > Profile allowing connections to, and iframes from a list of trusted domains for all forms within an account.
Escape tag data in XML files
August 13, 2019 fix
Fixed an issue with XML From Template file integrations where tag data was not being escaped, potentially resulting in invalid XML files.
Filter table data in Lookups with expressions
August 12, 2019 feature
Added the ability to dynamically filter table data in a Lookup question using an expression. The expression can refer to multiple table columns and tags, and must evaluate to true or false, for example:
table.PaymentType == '<<PaymentType>>' && table.Location == '<<Location>>'
Repeater default values
August 08, 2019 fix
Fixed an issue where default values containing tag references were not being evaluated when adding a new repeater row.
CreditorWatch
August 07, 2019 platform
Added new integration with CreditorWatch to perform credit checks on Australian businesses.
PDF Performance
August 06, 2019 platform
Upgraded DOCX/PDF component for improved performance when generating very large PDF documents.
CDNJS
July 29, 2019 platform
Updated Javascript CDN source from ajax.googleapis.com and ajax.aspnetcdn.com to cdnjs.cloudflare.com for improved performance, and access from China.
Email validation warnings
July 08, 2019 feature
Added email validation warnings if MX record not found for domain, or domain matches a common misspelling of a major email service provider.
See Email Address
Google Sheets list
July 05, 2019 feature
Updated Google Sheets integration to list the available spreadsheets for your Google account, rather than prompting for the Sheet Id.
Reset Password
July 03, 2019 fix
Fixed Reset Password so it doesn’t clear the user’s team and manager.
Rework document
July 02, 2019 feature
Added ability to return a document to workflow after delivery if it was approved in error.
See Rework
Expression validation
July 01, 2019 feature
Added design-time validation of expressions in Formula questions and Integration conditions to catch syntax errors.
NZ Charities Services integration
June 27, 2019 platform
Added new integration with NZ Charities Services to lookup charities by name.
iCloud attachments in iOS Safari
June 25, 2019 fix
Resolved issue where iCloud form attachments in iOS Safari are sometimes submitted as empty (0 byte) files.
Pattern question type
June 20, 2019 feature
Added new Pattern question type to validate entry against a specific pattern.
Generate request with data from another form submission
June 14, 2019 feature
Added Submission Type option to the FormsByAir integration so that target documents can now be saved as a request, instead of being submitted.
Post submit form settings
June 12, 2019 feature
-
Added Hide form after submit setting to hide form content after a form has been submitted so only the confirmation message is displayed.
-
Removed Hide on submit Display Text property, this is superseded by the Hide form after submit setting.
-
Added Submit Url setting to redirect a form after submit, this can also be specified using a Form System Parameter
-
The Hide restart button after submit setting is now enabled by default for new forms, as most forms aren’t filled out multiple times in succession.
REST Connector
June 08, 2019 platform
Added generic REST connector to lookup data with just a REST API endpoint. You can also specify an Authorizarion header and a filter parameter for use with typeaheads.
Timezone
June 06, 2019 platform
Set the timezone for your account in Settings > Profile. This applies to dates displayed in the management portal and form output.
Collapsed group
June 03, 2019 feature
Added Collapsed property for groups so the contents of a group can be hidden by default, and then expanded or collapsed by clicking the group header or collapse icon.
Average function
June 03, 2019 feature
Added new function to calculate the average of repeated question values with the same tag.
Documents By Status filter and export
May 31, 2019 feature
Updated Documents By Status page to allow filtering by Requested or Received date, and added the ability to export results to CSV.
Edit advanced mapping files
May 28, 2019 feature
Added ability to upload and download JSON mapping files for integrations that support advanced mapping. All other integrations will continue to support basic mapping via our GUI mapping tool.
Sharepoint integration
May 27, 2019 platform
Added new integration with Sharepoint using the Microsoft Graph API. FormsByAir can lookup data from, and push submissions to Sharepoint Lists.
User Team default
May 24, 2019 feature
Added new system default for the current user’s team.
Hide date calendar popup
May 17, 2019 feature
Added option to hide the calendar popup for Date questions. Date validation will still apply.
Submit form on load
May 10, 2019 feature
Added new form parameter to automatically submit a form when it’s opened.
See Form Parameters
Revalidate document
May 08, 2019 feature
Added ability to revalidate a document in workflow after it’s been edited.
See Revalidate
Copy form to account
May 06, 2019 feature
Added ability to copy a form to a different account if you have access to multiple accounts.
See Form Copy
Read-Only prefill option
April 29, 2019 feature
Added new Prefill option for the Read-Only question property to disable sensitive items during prefill that must be completed by the form filler.
Data Zoo integration
April 24, 2019 platform
Added new integration with Data Zoo for identity verification and AML compliance in Asia-Pacific and beyond.
Check for empty files, form header versioning & copying
April 23, 2019 fix
-
Added check for empty (0 byte) files when attaching a file in a form
-
Changing a form header image now forces a version increment
-
“Copy To” now copies a form header image
Supervisor role, Reason for edit
April 19, 2019 feature
-
Added new Supervisor role similar to Operations but with ability to override workflow assignments and edit documents, see Roles
-
Added prompt to capture “Reason for edit” when saving changes to a submitted document. If provided this comment is stored in the workflow log.
Copy integration templates
April 17, 2019 feature
The “Copy To” function now allows you to (optionally) copy email and file templates to the corresponding integrations in the target form.
Typeahead exact match
April 16, 2019 feature
Added new Match Format option for Typeahead questions. FormsByAir will query the data source as you type but partial matches will not be displayed. If an exact match is made the item is auto-selected, which can be used to trigger a conditional path.
Cancel an integration
April 13, 2019 feature
Added ability to Cancel an outstanding integration, which will prevent any further delivery attempts. Disable is still available if you want to temporarily pause an integration.
Hosting platform update
March 23, 2019 platform
Updated solution to .NET Framework 4.7.2 and Azure OS Family 6 (Windows Server 2019)