08/27/2025Skyler Rogers
Changes & Bug Fixes Resolved an issue of getting "An unknown error occurred" when trying to access the Workflow Responses page Resolved an issue with slowness of the All Users page in the admin dashboard Ensure Dynamic Picklists within r...
08/20/2025Skyler Rogers
Changes & Bug Fixes The E-Signature audit trail link is now accessible after a workflow response purge
08/13/2025Skyler Rogers
Changes & Bug Fixes Resolved an issue on the Salesforce Workflow Connector where in certain scenarios records would be updated multiple times Gear Icon needs to be clicked for opening Step Properties Panel in Workflow Builder Resolved an is...
08/06/2025Skyler Rogers
Changes & Bug Fixes Improved identification and handling of destination when manual path is configured on the SharePoint Workflow Connector E-Signature documents can be successfully signed and submitted with original annotations such as hyperl...
07/30/2025Skyler Rogers
Changes & Bug Fixes A PDF of the E-Signature step audit trail can be downloaded from the View Audit Trail page. Workflow links in emails now expire after 7 days, and expiration can be updated on the Security settings page by an admin. ...
07/23/2025Skyler Rogers
Changes & Bug Fixes Resolved an error when the Salesforce Workflow Connector when performing a lookup on a date field in Salesforce that lacks a value ...
07/16/2025Skyler Rogers
Changes & Bug Fixes E-Signature improvements: A new Notifications tab is added to the E-Signature step configuration where the Sender Name and Sender Email can be set for E-Signature notification emails. E-Signature logs show the sender ema...
07/09/2025Skyler Rogers
Changes & Bug Fixes For those using the Cybersource connector, FormAssembly is transitioning from Cybersource SOAP API to REST API. Signature or or Signer tags that don't meet formatting requirements of the E-Signature step will appear in map...
07/02/2025Skyler Rogers
Changes & Bug Fixes Resolved a bug with Menu Dependency where displaying child menus were not in sync for all browser versions and devices Addressed an issue in the Salesforce Workflow Connector where workflow response logs sometimes display t...
06/26/2025Skyler Rogers
Changes & Bug Fixes E-Signature updates on FormAssembly: An E-Signature step can now be added to a new or existing workflow A generated document from a Document step with signature tags can be selected to be signed in an E-signature workflow s...