From smarter AI-powered prompts to embedding workflows and more control over workflow session management, these latest Intellistack Streamline updates help teams automate processes faster, improve workflow session governance, and reduce operational friction across everyday tasks.
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Improved Calculation-Based Results and Code-Based Prompts
AI prompts in Intellistack Streamline now better support calculation-based outputs and code-driven prompts. This helps teams generate more accurate, structured workflow results for advanced automation scenarios.
Embed Streamline Workflows Anywhere
Intellistack Streamline workflows can now be embedded into public websites or secure customer portals. Launch workflows directly where users already work for a more seamless experience.
Delete and Cancel Workflow Sessions
Workflow admins can now delete outdated or unnecessary sessions and cancel active sessions in real time. This helps teams keep projects organized, notify impacted users, and recover from workflow issues more efficiently.
April 2026 Release Notes
Continue exploring this month’s updates for Formstack products and Intellistack Streamline by reading the full release notes below. You can also view full release notes from previous months in the release notes section of the Formstack Help Center and Intellistack Streamline Help Center.
Formstack Forms
- Fixed an issue where the signature field (typed signature) allowed submitting an empty field.
- Fixed an issue where Google Drive failed, but the submission saved, and the upload URL was to our temporary S3 bucket.
- Fixed an issue where notification email logic misrouted.
- Fixed an issue where auto-delete was not deleting submissions for some forms. Also deleted all queued deletions.
- Fixed an issue with Zendesk authentication email validation being too strict.
- Fixed an issue where Zendesk Authentication UI was inconsistent.
- Fixed an issue where a 10-second timeout/cancel on the charts page caused issues with high submission count.
- Fixed an issue where the signature field was glitchy in lightbox embed.
- Fixed an issue where the global Enter key handler in embedded forms triggered unintended validation outside the form.
- Fixed an issue where the Subdomain Setup modal rejected input, blocking users.
- Fixed an issue where the Stripe CC field showed errors upon entry.
- Fixed an issue where the 'Share form submissions' toggle auto-turned OFF and the share link disappeared.
- Fixed an issue where HubSpot GetForms returned 500 for some forms.
- Fixed an issue where HubSpot field mapping was not saving.
- Fixed an issue where the submission link was missing the edit feature.
- Fixed an issue where the Enter key was intercepted, causing unintended submit/validation in multi-section Formstack forms.
- Fixed an issue where notification email modal merge tokens were altered on save (HTML encoding / innerHTML round-trip).
- WCAG: Fixed an issue where the date picker had accessibility issues.
- WCAG: Fixed an issue where embedded forms accessibility used role="main" without accessible names.
- WCAG: Fixed an issue where validation banner links failed to scroll/focus some fields on live forms.
- WCAG: Fixed an issue where Date/Time form element did not pass WCAG 2.1 AA Standards.
- WCAG: Fixed an issue with the structure and usage of fieldsets.
- WCAG: Fixed an issue now using aria-describedBy for supporting text.
- WCAG: Fixed an issue where reCAPTCHA accessibility had aria-hidden containing focusable elements.
- WCAG: Fixed an issue where searchable dropdown failed WCAG Level A.
- WCAG: Fixed an issue where hitting “Submit” a second time did not trigger a screen reader to announce the errors.
- WCAG: Fixed an issue where clicking a field name in the error banner did not always focus that field.
- WCAG: Fixed an accessibility issue where Axe tools could not find label for email field when using email confirmation.
Formstack Documents
- Fixed an issue where Data Route was failing to combine PDFs.
- Fixed an issue where webhooks were failing after signing: Formstack [signatureCompletedNewFlow]
- Fixed an issue where data would not merge to the PDF template.
- Fixed an issue where blank PDF form fields appeared in 1/3 tests (appeared on click).
- Fixed an issue where PDF fields remained editable despite flattening.
- Fixed an issue where Sign webhook was failing.
Formstack Sign
- Fixed an issue where accessing Sign through Applied Epic returned an error.
- Fixed an issue where users were unable to re-authenticate FS Sign Delivery in Docs.
- Fixed an issue where users were unable to submit Sign documents.
- Fixed an issue where Sign step was showing Document not found in Workflow.
- Fixed an issue where the second participant did not receive Sign email after first signer completed.
- Fixed an issue where logo became blurry when uploaded due to scaling.
- Fixed an issue where sender timezone did not reflect on Date fields during signing.
- Fixed an issue where missing data from the initial signer was not reflecting for Signer2.
Formstack Workflows
- Added ability to map an SMS field for Sign.
Formstack Forms for Salesforce
v4.148
- Expanded supported functions in custom formulas to include random number and current date/time values.
- Fixed an issue where custom formulas stopped calculating on some forms.
- Fixed an issue where the form dashboard could fail to load for certain older forms.
- Fixed an issue where the generated PDF was not attached to the confirmation email.
Formstack Documents for Salesforce
v1.376
- Added the ability to choose a Formstack Documents cluster from Document Settings, including before logging in.
- Added compatibility with the Salesforce Spring '26 release.
- Improved performance of the new webmerge engine when handling Attachments and Files.
- Fixed an issue where a duplicate record was created in Notes & Attachments when "Save Documents in Files" was enabled.
- Fixed an issue where the Mappings page failed to load for non-admin users.
- Fixed an issue where field mappings using multiple parameters with a "NOT IN" condition could fail.
Intellistack Streamline
New features:
- Delete Session — Workflow admins now have the ability to delete sessions that are no longer needed. Whether a session was created in error, contains test data, or is stuck in a failed state, admins remove it directly from the session management interface. This keeps the session list clean and makes it easier to focus on active, valid sessions.
- Cancel Session — Workflow admins need to intervene in real time when sessions go wrong. The cancel session action stops an in-progress session, notifies affected users, and records the cancellation reason. This gives teams a clear recovery path when workflows encounter unexpected errors, replacing silent failures with deliberate, visible action.
- Repeating Records in Inbound Webhooks — Streamline's Inbound Webhooks now handle repeating data natively. When an external system sends a JSON payload containing arrays of records - like an invoice with its line items, or a patient record with visit history - the webhook step detects the collections, preserves their structure, and makes them available to every downstream step in the workflow. This eliminates the need for custom integrations to pre-process complex data before it enters Streamline.
- Repeating Records in Document Generation — Document Generation now handles parent-child data structures, so workflows that receive collections of records - like order line items or patient visit notes - produce fully formatted documents with dynamic tables, lists, and nested sections. Builders configure the layout once, and each generated document scales to fit the actual data, including support for multiple independent collections in a single template.
- Embedding Workflows — Keep users fully immersed in your brand experience. This feature lets you embed eligible Streamline workflows in an iframe on your own website or portal using a simple code snippet. Instead of redirecting users to a Streamline page, they can complete intake forms, registrations, and multi-step processes without ever leaving your site. It's a simple, secure code snippet that delivers the full power of Streamline inside your own branded environment.
- HMAC Authentication for Incoming Webhooks — You can authenticate incoming webhook calls with HMAC so only callers that know your shared secret can successfully trigger the step. That gives you stronger confidence that traffic really comes from systems you trust, and it helps reduce the risk of unwanted or fraudulent attempts to kick off a workflow.
Defect fixes:
- Fixed an issue where the system would display '0 users added' instead of showing no message when no users were successfully added.
- Fixed an issue where users could not select data from search results when the system was still initializing, causing selection attempts to fail with an error.
- Fixed an issue where webhook security guidance was inconsistent across different areas of the interface and some help links were not working properly.
- Fixed an issue where editing a form with logic rules referencing deleted fields sometimes caused an error.
- Fixed an issue where clicking the 'Start new chat' button would sometimes reopen a previous conversation instead of creating a new one.
- Fixed an issue where navigating from workflow suggestions was not working properly in the user interface.
- Fixed an issue where email and SMS notifications could be permanently lost or get stuck in endless retry loops when delivery failed.
- Fixed issues where several minor user interface and system improvements were implemented, including button text corrections, error handling enhancements, and role-based access adjustments.
- Fixed an issue where users could experience blocking or delays when certain backend services were temporarily unavailable by implementing an automatic backup system.
- Fixed an issue where some users were unable to delete certain projects due to missing internal data relationships.
- Fixed an issue where webhook data field mapping would work inconsistently.
- Fixed an issue where complex field types were not automatically populating in forms.
- Fixed intermittent failures in our Redox search functionality.
- Fixed an issue where the close button was enabled in the Dynamic builder during auto-save operations.
- Fixed an issue where the close button was enabled in the Dynamic builder during auto-save operations.
- Fixed an issue where certain date formats were not handled properly on the signing page.
- Fixed an issue where users encountered errors when trying to view documents in their Workspaces after creating signing sessions without completing the signature process.
- Fixed an issue where email notifications were failing to include expected file attachments.
