New Features & Enhancements
Workflow Collaboration Enhancements
Access Level Controls
Shared workflows now appear in the workflow list for all collaboration roles (Manager, Editor, and Auditor)
Workflow builder access is now enforced based on collaboration role—Editors, Managers, and Owners can edit workflows, while Auditors are blocked from the builder
Approval step actions on the responses page now respect collaboration access levels
Form assignment step actions (Send Reminder, Reassign Step) are now restricted based on collaboration access level
FormAssembly Atlas Explorer Subscription Management & Workflow Usage Tracking
Atlas Explorer Subscription Management
FormAssembly Atlas Explorer Plan Administrators and users with “Authorized to Purchase” permission can now access a dedicated Subscription tab in the Admin Dashboard to manage billing and plan details
View comprehensive plan information including purchased items and billing details (recurring charges, billing dates, total due)
Self-service capabilities:
Purchase single-item add-ons for Integrations and features directly through the dashboard
Update payment methods securely via Stripe integration
Cancel and restore subscriptions
FormAssembly Atlas Explorer Plan Overage Management
FormAssembly Atlas Explorer plan users now receive email and in-app banner notifications when their account exceeds the 3 active workflow limit
Real-time overage calculation triggers on workflow status changes, creation, updates, and deletion
New workflow consumption data display on the Licensing page shows active workflow count, limit, and available capacity
SAML Config UI: Classic customers will see updated UI in the forms list and the SAML setup page to indicate if SAML configuration steps are needed
Bug Fixes
Collaboration Access: Resolved an issue where users with manager access in the new form collaboration component weren't receiving the same connector access level as they previously were
Menu Dependencies: Fixed a bug where orphaned parent's category remained stuck in child's menu after decoupling menu-dependent fields
Dynamic Picklists: Updated currency code/name matching logic for Dynamic Picklist v2
Color Picker: Fixed FormAssembly Atlas form builder color picker to allow dragging, clicking, and manual hex/RGB code entry
Important Notes
- All changes in this release are backward compatible between FormAssembly Atlas and FormAssembly Classic unless otherwise noted
- No action is required from customers to benefit from these improvements unless otherwise noted