Recent Feature Releases

Streamline for Salesforce Winter '27 API Upgrade — We are enhancing our Streamline for Salesforce API to achieve greater compatibility. This upgrade represents a strategic advancement that enhances integration and functionality within the Salesforce ecosystem, ensuring seamless operation of your forms with Salesforce's latest technologies and services. The API upgrade is crucial for users reliant on Salesforce, offering a more robust and efficient connection between Streamline and Salesforce platform
Repeating entity concatenate in Static Docs — Repeating Entity Concatenate in Static Documents lets builders drag a repeating-entity property into a static PDF overlay field so every value in the collection prints in the finished document. Values default to a comma-separated list, unblocking overlay workflows that cannot use dynamic document templates.

Top capabilities:

Drag repeating-entity properties into static overlay flow fields in the document builder
Print all collection values as a comma-separated string at document generation time
Skip empty values so concatenated output stays clean with no stray delimiters

Total Calculation for Repeating Sections — Use number fields from repeating sections in calculations to automatically total values across every entry. Quickly calculate totals for expenses, line items, quantities, and other repeated data without manual work.

Defect Fixes

Fixed an issue where source fields in the Forms mapping panel were incorrectly disabled for certain component types, preventing users from dragging and mapping data.

Fixed an issue where workflows could become stuck on the document step after submitting a form, preventing users from advancing to the next step.

Fixed an issue where an error message incorrectly appeared after successfully creating a workflow, even though the workflow was created properly.

Fixed an issue where editing and republishing a workflow could cause triggers to run an outdated version of the workflow and prevent listening mode from working correctly.

Fixing an issue where Quick Send sessions were not properly identified in the system, which could cause them to appear as missing or deleted projects in some areas of the interface.
Fixing an issue where mapped fields in a Document step incorrectly displayed a red border even when the data from the previous Form step was valid.

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