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Posted on June 15th, 2020 - Posted in Management | Project Management | Software Update

Release Notes – 2.6.7

New Features for FormBuilder

Automated Tasks

Automated Tasks Demo Clip

  • In the past, in order to create a General Task, our clients would have to do so within the Task & Action Items workflow and this could not be done from the Mobile Application. With this release General Tasks can now be automatically generated from any form submission; Desktop or Mobile!
  • Forms can implement Automated Tasks as an optional field, functioning just like other fields
  • How does it work?
    • Tick the box to expose the task fields within your form
    • Fill out the boxes, assign personnel and submit the form as normal
    • View the form and find the link to the generated task
    • Or, go to the task directly and find the link back to its corresponding form

Automated Task view from FormGeneral Task link to associated Form

  • For more information and to begin setting up your forms, contact your Account Administrator!
New Field Type: Slider

FormBuilder Slider Field sample

  • Another new addition to FormBuilder, the sliding field
  • What is it? A visual scale and range input selection
  • The slider is customizable, giving you options to set the range, step and scale
  • Whether it’s a scale of 1 to 10 or a precise decimal point for measurements, this field is an easy way to capture and visualize data
More Improvements for the App
  • New file upload max size, from 25MB to 50MB applied throughout the app
  • Multiple bug fixes


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