January 4, 2025
JavaScript magic incoming!
š HAPPY NEW YEAR, 2025! š
What better way to kick off the year than with our first feature of 2025? Letās make your forms shine brighter than the New Yearās fireworks!
š» JS MAGIC INCOMING!
Ever thought your forms needed a glow-up? Now they can! Use JavaScript to level up both design and logic.
š Safety first, always: This feature is locked to custom domains only to keep things secure and make sure itās YOU (and not some evil script) in control.
š ļø Full control awaits: Tweak your forms like never before! Use JavaScript to:
- Change labels, create advanced logic, and more.
- Make your forms look and behave EXACTLY how you want.
šµļøāāļø Test it out, then go live: Your preview mode and live forms are separate worlds. That means you can experiment to your heartās content before hitting publish and wowing your users.
š” HOW TO GET STARTED
-
Head to Preview & Design.
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Click Design Form > More Custom Styles.
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Flip to the JS tab, paste your JavaScript magic, and preview your creation.
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Donāt forget to republish your form once youāre happy with the updates!
Ready to flex those coding muscles? Let your creativity run wild and create forms that are as dynamic and unique as your ideas! Get started with PlatoForms now!
December 29, 2024
Make your web forms work smarter with Pabbly
With Pabbly, PlatoForms lets you connect to all your favorite tools easily.
Hereās what you can do:
ā
Send form submissions directly to CRMs like HubSpot and Salesforce
ā
Start email marketing campaigns automatically
ā
Add tasks to apps like Trello and Asana in seconds
ā
Link to over 2,000 apps for endless possibilities
Why use PlatoForms with Pabbly?
Itās quick, simple, and saves you hours of manual work. Build workflows that keep your apps in sync and let you focus on what matters most.
Start integrating now and make every form submission count!
December 9, 2024
Simplify phone number collection
The enhanced Phone field makes collecting accurate phone numbers easier than ever. Users can quickly select their country and follow a preformatted phone number formatāno more errors or confusion.
Smart dropdown selection: Choose from country-specific options with flags, dialing codes, and example numbers (e.g., šŗšø +1).
Built-in validation: Ensure phone numbers are accurate, with instant prompts for corrections.
Customizable settings:
- Pre-select default countries or limit options.
- Add instructions or make fields required, read-only, or hidden.
Perfect for reminders, reservations, or supportācapture accurate phone numbers with ease!
December 5, 2024
Enhanced Country field with flag visuals
Weāve made the Country field even easier and faster to use!
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More efficient: You no longer need to upload a CSV file to populate the dropdown (although this option is still available). Just add it directly from the widgets panel.
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More customizable: You can now easily customize the label, set a default country, and select which countries to show. Perfect for tailoring forms to different regions and controlling visibility.
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Visually intuitive: A flag now appears next to each country, making it easier for users to identify their country.
For more details, check out the Country field Guide.
November 26, 2024
Submission limit with redirects
Take control of your forms with the new Submission Limit in the Form Settings panel:
- Set a cap for submissions (any number above 0).
- Redirect users to a custom link when the limit is reached.
Perfect For:
- Exclusive event signups: Automatically send users to a waitlist or event updates page once spots are full.
- Limited-time promotions: Direct customers to alternative offers or āout of stockā notices when limits are hit.
- Targeted surveys: Redirect participants to a thank-you page or follow-up message after reaching your goal.
No custom link? No problem! The system will default to a built-in page.
November 12, 2024
Custom web forms are here!
Get ready to make online forms that actually look and feel like you! With PlatoFormsā new Custom Web Forms, itās easy to skip the PDF and build forms from scratch that fit your vibe and needs. Hereās whatās cool about this update:
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Design made simple: Drag and drop your way to a pro-level form in no time. With zero coding needed, you can add things like sliders, dropdowns, and more interactive fields in minutes!
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Look and feel your way: Change up colors, fonts, layoutsāwhatever it takes to make your form look amazing. Go ahead and throw in some images or even videos if youāre feeling it.
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Mobile-friendly & flexible: People filling it out on their phone? No problem. These forms work smoothly across all devices, no PDFs necessary.
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Smart integrations: Easily link your form to Zapier or Make to automate data flow and keep everything organized. Custom Web Forms are made to handle it all, so you can focus on what really matters.
Creating forms that look good and work well has never been easier. Give it a try!
October 25, 2024
Form Entry: organize all your forms in one place
Form Entry is here to help you organize multiple forms under one main formāthink of it as the host that keeps all your forms in one place! Hereās the scoop:
What is Form Entry?
Itās the main form hub where you can manage and display other forms as sub-forms.
Features:
- Label and Help Text: Add a name and some helpful tips for the sub-form.
- Open in new window: Want sub-forms to pop up in a new tab? Just check this box!
- Search and add forms: Easily find, rename, describe, and organize your sub-forms. You can even make them required or hide them from the list.
- Form status: See if the added forms are in draft (yellow) or published (green) at a glance.
- Logics settings: Set conditional logics to show forms at the right time.
Itās the ultimate way to keep your forms in order and add some fun to your form-building! For more details, check Set Form Entry properties.
October 13, 2024
Activity log: track notifications and submissions
Weāre excited to introduce the Activity Log! This feature is available only to Admins and team members with Viewer permissions.
The Activity Log currently tracks two events:
-
Form notification email log: Displays logs of notification and reminder emails sent, showing the email path from your default or custom domain to the addresses youāve set, so you can confirm if emails were sent successfully.
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Manual submission deletion log: Records when a submission is manually deleted from the Submission page. Note: Submissions automatically deleted due to the data retention policy are not logged.
This update keeps everything clear and makes tracking notifications and submissions easy! For more details, refer to Check the activity log.
September 30, 2024
Create charts and download PDF reports for submission data
Weāre excited to introduce our new feature for visualizing submission data! This feature streamlines the way you create and share reports. Hereās what you can look forward to:
- Generate reports: Select a form to instantly create a report featuring charts based on fields such as
Dropdown
,Choice
,Picture Choice
,Rating
,Slider
, andTable
. - Multiple chart types: Choose from 6 chart types ā Column, Bar, Pie, Line, Treemap, and Doughnut ā all in one report.
- Easily customizable: Change chart types, rename them, select from various color palettes (or use custom colors), and adjust chart widths as needed.
- Add more charts: Easily include additional charts for existing or other fields even after the report is created.
- PDF export: Export the full report with all charts to a PDF for easy sharing.
For more information, check out the user guide ā Generate submission reports. Weād love to hear your thoughts. If you have any suggestions, feel free to Reach out to us!
August 17, 2024
Reminder: keep your forms on track with timely alerts
Weāve added a new reminder feature for Invitations, Notifications, and Workflows.
š§ Invitation reminder - sends friendly nudge emails to remind recipients to fill out the form.
- The countdown starts when the invitation is sent. For example, if set for 1 day, the invitee receives a reminder email 24 hours later if the form isnāt completed.
- If the form is completed before the reminder time, the reminder is automatically canceled.
š© Notification reminder - keeps you and your team in the loop by sending reminder emails about submissions.
- Sends notification to you when a user submits their form.ļ¼To stop reminders, you must delete the submission and notification setting.)
šļø Workflow reminder - sends reminder emails to ensure each step in the workflow is completed on time.
- Reminders are triggered based on the timing set for each workflow step. For example, if reminder 1 is set for 1 day and reminder 2 for 3 days, the user will receive a reminder 1 day after the first step and another 3 days after the second step if those steps arenāt completed on time.
- If the next step is finished before the reminder time, the reminder will not be sent.
Up to 3 reminder emails can be configured. These reminders help keep the form-filling process smooth and efficient for everyone involved.
July 8, 2024
Streamlining signature certificate setup in Workflow
Now every step of the Workflow now includes the option to create a signature certificate. Hereās how to set it up:
-
For the first step:
- To set up the signature certificate, you must click the Invitation button located at the top right of the workflow.
- Enable Signature certificate option so it will be linked to the email settings to ensure proper identification via email.
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For the subsequent steps:
- Set up the signature certificate by going to the specific stepās Settings button and switching on Create signature Certificate.
- These steps rely on the workflowās internal signature process rather than email linkage.
The āCreate Signature Certificateā option is off by default for all steps. To turn it on for specific steps, you need to activate this option manually for each one.
You can now set up and manage signature certificates in your Workflow! For more details, check our user guide.
May 20, 2024
Exit form without saving data
You can now allow users to exit forms safely without saving any entered information - thanks to our new Exit Form feature!
One cool way to use it is for age verification forms. Letās say someone enters an age below the requirement. With Exit Form, you can politely redirect them instead of letting them proceed.
Exit Form really shines when combined with things like confirmation messages or redirects. That extra flexibility gives you more control over the entire userās form experience.
By using Exit Form, youāll improve data security, boost conversions, and create smoother user journeys. Pretty neat, right?
So go ahead and give this new functionality a try! For more details, refer to this blog.
April 28, 2024
Conditional confirmation messages and redirect links
Now, you can customize your formās confirmation messages and redirect links based on what people fill in! Whether itās for their major, the job theyāre applying for, or any other details, you can tweak it to fit perfectly.
Setting it up is easy! Just head to the Submit Confirmation tab in your Form Settings. From there, customize messages and links for each situation. Donāt forget to save!
This feature works seamlessly with our Logics panel. Set up special confirmations or links based on what folks type in.
Ready to get started? Hereās how:
- Jump into the Submit Confirmation tab in your Form Settings.
- Customize messages and links for different scenarios.
- Save your changes.
- Use the Logics panel to set up personalized messages or links based on responses.
With conditional confirmation messages and redirect links, youāre set to give your form users a top-notch, personalized experience.
April 20, 2024
New API to update dropdown options easily
Updating those dropdown menus just got a whole lot easier! You can now ditch the manual option entry and uploading CSVs (though those methods are still available if youāre into that).
Just connect directly to your data sources through our slick new API - Update Dropdown List Options. One quick call and your dropdowns are automatically refreshed with all the latest options. Update a single field or every dropdown on your form - the choice is yours.
Itās the seamless way to make sure your users always have the freshest picks at their fingertips. No more stale, outdated dropdowns here! Just set it and forget it for dropdowns that never go stale.
April 8, 2024
Expanded Dropdown Capabilities
Weāve got an awesome upgrade for you ā our Dropdown fields just got a lot more powerful. Hereās the scoop: you can now upload a CSV file with up to 5MB of data to populate your cascading dropdown options. Thatās a huge jump from the old 100KB limit.
That means you can:
- Upload CSV files with 10,000 to 20,000 dropdown items
- Streamline setup of complex dropdown options
- Save time and reduce errors when populating dropdown options
How to use the improved Dropdown:
- Go to the field properties.
- Click Upload (Cascading) Dropdown.
- Select your dropdown options file and upload.
Weāre committed to improving our platform. Reach out if you have any questions!
April 1, 2024
Introducing Repeat Fields: easily copy form sections
Weāve got something really cool to share with you: Repeat Fields!
Have you ever needed to get similar information from people, like multiple names or choices, and found it tricky? Well, Repeat Fields is here to help!
Just add one Repeat Field and youāll get a whole section in your form that can repeat. Then, you can put all kinds of basic fields inside, like text boxes, multiple choice, or dropdowns. Theyāll show up together in a neat group, making it super easy for people to fill out.
But thatās not all! You can set how many times this section repeats, and even customize the buttons to add or remove sections. It saves you time and effort!
Whether youāre collecting info from multiple people or need folks to list out multiple options, Repeat Fields has got your back!
So, what are you waiting for? Try out Repeat Fields and see how it makes building forms a breeze!
March 25, 2024
Two-factor authentication (2FA) - your double shield!
Weāve added a new security feature called two-factor authentication (2FA) to keep your accounts safer than ever. Hereās what it means for you:
How to turn on 2FA:
Activate Two-Factor Authentication in Account Settings, follow instructions to scan a code with your phone, and input the 6-digit number for added security. Thatās it!
Backup codes:
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Weāll provide you with 10 special codes for emergencies if you canāt use your phone. Remember, each code is a one-time access pass if your 2FA device isnāt available.
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Securely copy or download your codes for safekeeping. Donāt forget, theyāre crucial!
Accessing your account without your phone:
If your phone isnāt accessible, simply use one of your backup codes to regain access.
Making your team safer:
Boost your teamās security by encouraging everyone to enable 2FA for their accounts.
Weāre always working to make sure your accounts are safe. If you have any questions, just ask! For more details, refer to Two-factor authentication.
March 24, 2024
Enhanced logic visualization
Wrestle no more with tangled logic flows! Weāve added a nifty visual aid to the Logics panel. For each logic rule, just click the little circle icon to color-code it. At a glance, you can now easily identify and distinguish between different logic paths within your forms.
This handy addition empowers you to organize logic structures more effectively, streamlining your workflow and boosting productivity. We bet youāll craft even better form designs!
Give the new feature a whirl and let us know your thoughts. Your feedback helps us level up our form builder for an even smoother experience. Learn more about Logics here.
March 8, 2024
Enhanced business automation with PlatoForms and Make integration
Exciting news, form maestros! Weāve unleashed a powerful upgrade, introducing the seamless integration of PlatoForms with Make. This addition empowers you to connect with thousands of apps and APIs, supercharging your form workflows effortlessly.
Whatās New:
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Make Integration Unleashed:
- Why It Matters: Elevate your forms with personalized connections to a vast array of apps and APIs.
- How It Works: Explore a user-friendly, no-code, drag-and-drop platform for creating multi-step integrations.
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Effortless Data Transfers:
- Why It Matters: Streamline your processes by transferring data from PlatoForms to other essential tools.
- How It Works: Trigger automation sequences seamlessly with support ticketing systems, payment gateways, CRMs, marketing tools, and more.
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Flexibility at Your Fingertips:
- Why It Matters: Whether your integrations are simple or complex, PlatoForms and Make provide the ultimate flexibility.
- How It Works: Customize your workflow effortlessly for a tailored automation experience.
Upgrade your form game with PlatoForms and Make Integration - where seamless connections and enhanced workflows collide! šāØ
February 1, 2024
Visual choices made easy with Picture Choice
At PlatoForms, we offer more than just Choice fields in text - we bring you the option to present choices through pictures! Elevate user interactions by uploading various pictures, allowing customers to make intuitive and visual selections.
Key Highlights:
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File Flexibility: Upload images effortlessly in PNG, JPG, JPEG, WEBP, and GIF formats.
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Efficient Batch Uploads: Streamline the process by uploading multiple images at once, saving time and enhancing form creation efficiency.
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Drag-and-Drop Simplicity: Rearrange images effortlessly with a simple drag-and-drop functionality. Preview changes instantly for the perfect visual presentation.
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Personalized Customization: Tailor image size and background style to match your preferences, adding a personalized touch to your forms.
Unlock Versatile Applications:
Captivate customers on e-commerce forms, empower event attendees with visual previews, revolutionize real estate property selection, and more - all through user-friendly Picture Choice field!
January 22, 2024
Enhanced conditional logic with āRequiredā and āOptionalā rules
Now you have even more control over your online fillable forms with āRequired" and āOptional" rules! Hereās a glimpse of what you can achieve:
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Precision in Form Completion: Tailor your form to gather the exact information you need. With the āRequired" rule, ensure that users provide essential details when certain conditions are met. No more missing critical data!
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Flexible User Experience: Provide a seamless and user-friendly experience by using the āOptional" rule. Allow users to decide whether to fill in specific fields, giving them the flexibility to skip optional sections without hindering the form submission process.
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Adaptable Forms for Diverse Scenarios: Whether youāre creating a survey, application form, or feedback form, our new rules empower you to adapt the form dynamically. Set fields as āRequired" or āOptional" based on user inputs or selections, making your forms responsive to various scenarios.
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Effortless Implementation: Our intuitive form builder makes it easy to implement these new rules. Simply navigate to the conditional logic settings, choose the field, define the condition, and decide whether it should be āRequired" or āOptionalā. No coding required ā itās that simple!
Upgrade your form-building experience with these enhanced conditional logic rules. Create smarter, more adaptive forms that cater to the unique needs of your users. Explore the possibilities today with PlatoForms!
December 22, 2023
Published form URL ready for third-party embedding
Now easily embed your form on any webpage with the new feature ā the publish URL for oEmbed compatibility, avoiding Embed Script limitations and compatibility issues.
Major Benefits:
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Direct Embedding: Our Embed Script remains a preferred option for those familiar with HTML or JavaScript. However, this breakthrough alternative lets you effortlessly use your formās published URL for smooth embedding on your chosen webpage. Itās user-friendly and automatically adjusts the formās height, ensuring seamless integration that effortlessly blends with your webpage.
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Enhanced Flexibility: By simplifying the embedding process, you can flexibly use your form in various scenarios, whether itās creating templates on Canva, embedding on website pages, or wherever you want to display your form.
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Instant Effect: Updates take effect instantly; your form will be immediately visible on the specified webpage, offering users an opportunity for instant interaction.
How to Use:
Just copy your formās publish URL and paste it directly onto the webpage where you want to embed the form. No more hassle with intricate settings ā enjoy the convenience of instant embedding! Enhance your creative journey with this easy-to-follow video tutorial.
December 21, 2023
Unlock efficiency: API update for seamless form invitations
Whatās Fresh:
Exciting news! Our updated Create Form Invitation API is now live in the API Playground. Discover the convenience of filling in invitee details ā email and name ā with just a few clicks. Customize your email template effortlessly. And the highlight? Automatic activation of the signature certificate!
Perks:
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Unlock seamless digital signature certification with ease, ensuring a snug fit with your in-house systems. Say goodbye to manual data entry; now effortlessly prefill invitee info and dispatch invites in a snap.
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Explore the efficiency of automation, whether dealing with hundreds or thousands of entries. Plus, rest easy knowing that API and interface settings stay in sync for a hassle-free experience.
Upgrade your workflow with this nifty update. Questions or feedback? Weāre here for you!
December 10, 2023
Exciting update: Insights across online PDF forms
Unlock the power of Insights, once confined to web PDF forms, now seamlessly extended to online PDF forms.
Key Features:
-
Visual Logic Representation: Accessible in the Logics Panel, visually depict logical relationships between fields.
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Intuitive Insights Display: Click on Insights to reveal visual annotations and dashed lines above the form, providing an intuitive guide to field relationships.
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Enhanced Clarity and Guidance: Easily manage logic flow with clear annotations, simplifying navigation through complex structures.
Upgrade your online PDF forms with this enhanced Insights functionality for a more streamlined form-building experience and improved logic visualization!
December 9, 2023
Enhanced Table Field
Introducing our enhanced Table field, now more flexible than ever! Easily input, compare, and organize information, perfect for dynamic surveys, product selections, and detailed data entry.
Key Features:
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Easy to Add: Add the Table field from the Toolbar and adjust properties for clarity.
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Adjustable Table Size and Order: Modify table size and rearrange cells effortlessly to fit your needs.
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Customize Cells: Choose from four cell types or personalize specific cells for adaptability.
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Dropdown and Single Choice: Configure Dropdown options and group Single Choice cells easily for richer data.
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Text Input Options: Customize Text Input cells with text or numbers, making your form more versatile.
Upgrade to experience unparalleled flexibility in form creation! For more details, check our user documentation here.
November 17, 2023
Incorporate static text with dynamic field answers
Exciting News! Introducing the new form field - Description/Static Text. Easily add static info and dynamic form-filler answers.
Key Features:
- Craft clear descriptions.
- Cut down on repetition by copying responses.
- Reduce errors with a consistent approach to sharing information.
How to Add:
- š Select Description (Web PDF Form) or Static Text (Online PDF Form) from the Toolbar.
- āļø Add your info/description.
- š Choose other form field from the variable search box and place it where needed.
Upgrade for a smarter, user-friendly experience!
November 17, 2023
Upgrade your forms with human being verify š¤š«
Introducing ReCaptcha, our latest feature! Boost security and trust by ensuring submissions are from real humans.
Why ReCaptcha Rocks:
- š Elevates online form security.
- š¤ Keeps bots and spammers at bay.
- š Boosts reliability and user trust.
How to Add ReCaptcha:
- š§ Go to our easy-peasy form builder.
- š§© Simply add the ReCaptcha field to your form.
Why Choose Us:
- š Weāre on a mission to enhance your experience!
- š Continuously bringing you top-notch features.
Upgrade now and stay ahead in the digital game! šš
November 6, 2023
Automatic PDF Compression
Introducing Automatic PDF Compression! To ensure a smooth experience for your email recipients, think about compressing PDFs larger than 10MB during the upload for conversion.
You have the choice to automatically compress those larger PDFs.This means faster loading times and a significantly improved user experience. Get the most out of your forms with this user-friendly feature! š
October 13, 2023
Keep original form URL in cloning
Introducing an exciting new feature that lets you clone a form withe ease!
When you clone a form, enable this feature, and the new form will take on the original formās URL, ensuring that respondents who have previously accessed the form using the original sharing will seamlessly transition to the new form.
Just remember, the original form remains inaccessible until you publish the new form, ensuring a consistent experience for your audience.
Preserve the original formās URL in cloning for a smoother process and an uninterrupted respondent experience!
September 21, 2023
Unveil our all-new form builder!
Weāre thrilled to introduce a transformative update to our form builder. Get ready to be amazed by the sleek and intuitive design, a selection of new field options, and improved functionality.
Hereās a glimpse of whatās awaiting you:
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šØ Intuitive Elegance: A more intuitive and elegant interface. With clearly defined toolbars and organized field sections, youāll navigate through form creation effortlessly.
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āØ Expanded Field Options: Weāve enhanced form-building with new field options: sliders for interactivity, ratings for feedback, video integration for richer engagement, and more.
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š Enhanced Visual Coordination: Weāve connected the left-side fields with their corresponding widgets on the right using clear lines, making it easy for you to quickly locate and pair your fields with their respective widgets.
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š Field Search Functionality: Our new field search function lets you quickly locate specific fields within the builder interface, saving you time and ensuring a smooth form-building process.
Ready to elevate your form creation game? Log in to PlatoForms now.
To open new the form builder,click the toggle button in the bottom right corner of the existing form builder interface. For more details, check the Explore the form builder section.
More exciting updates are coming soon as weāre committed to enhancing your PlatoForms experience. Your feedback is invaluable, so please share your thoughts and suggestions.
š Happy Form Building! š
August 4, 2023
Elevate your form design with enhanced properties
Elevate the appeal of your forms with our latest exciting enhancements in form design properties. Get ready to explore the new options that allow you to fine-tune your forms for a more engaging user experience.
Hereās whatās new:
-
Help Text Placement: Effortlessly position help text below the field or label. This strategic placement ensures users have easy access to relevant guidance while filling out the form, enhancing clarity and accuracy.
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Label Layout Styles: Uncover a variety of label layout choices that transform your formās visual presentation. Customize labels to match your design vision and create a seamless form-filling journey.
By optimizing help text placement and label layout styles, you demonstrate your commitment to user-centric design. This results in forms that are not only visually stunning but also intuitive and efficient for users. Ready to explore these enhancements? Delve into the details in our user documentation Form design properties.
July 15, 2023
Form building evolution: history versions
Discover peace of mind with our new āHistory Versionā feature:
- Automatic periodic saving: Your form is auto-saved at regular intervals.
- Manual saving: Quickly save a version with shortcut
Control
+S
on Windows orāCommand
+S
on Mac. - Publishing versioning: A new version with each release.
Access the saved versions from the Version History panel, where each version is marked with a colored dot to signify its type. Before restoring a version, remember to save your current edits with Control
+S
or āCommand
+S
. For published versions, you can also open the published form directly from this panel.
Gain greater control and confidence while crafting your forms with our History Version feature. For more details, check Restore to history version.
July 2, 2023
API Playground
Discover the magic of the API Playground ā a feature that effortlessly blends with every form. Effortlessly delve into and test our API using real form data. Unleash the power to test major API endpoints without the hassle of coding! āØ
-
If youāre the Team Owner, seamlessly utilize our API directly with a non-expiry token automatically generated for you.
-
If youāre a Team Member, request approval and receive an
OAuth2
token to delve into API exploration.
Programming enthusiasts can take advantage of the versatility offered by copying sample code in multiple languages, including shell commands using Curl, Python, JavaScript, Java, or Golang.
We hope you enjoy the API Playground!
-
For more details about accessing API Playground, click here.
-
For any questions or feedback, feel free to reach out to our support team at support@platoforms.com.
May 10, 2023
Enhanced form design for web PDF form
Unlock more design options, an intuitive interface, and effortless theme switching for stunning web PDF forms. Transform your formās look with a single click.
In the new design interface, take control of fonts, styles, and pre-built themes. Customize typography with Google fonts, upload background images, and add banners for personalized, visually striking forms. Donāt forget the one-click dark mode option for a sleek and modern alternative.
These new styles apply to web PDF forms. Your feedback is essential; if you want this design for online PDF forms, please tell us. Your input drives us to improve online PDF form design.
Enjoy the enhanced form design experience, and create visually captivating forms. For questions or assistance, reach out to our support team.
May 8, 2023
Enhanced logic control with āclear valueā action and āelseā function
Achieve more responsive forms with the āclear valueā action and āelseā function.
- āclear valueā resets a field after user action.
- āelseā introduces an alternative action within a single logic, giving you more control.
For additional details, consult our Set Form Logic section.
May 8, 2023
Filter logics with ease
Do you have many logics in your online forms? Meet the Logic Filter ā a handy feature that makes managing your logics a breeze.
You can find conditional logic in two ways:
-
Use the filter to search for keywords, which will help you locate all relevant logics based on the keywords.
-
Open the Logics panel from the attributes panel of a specific field, which allows you to find all the logics related to that field.
Save time and effort with the Logic Filter. See Filter multiple Form Logics for more details. Contact our support team for assistance. Enjoy using the Logic Filter!
May 7, 2023
Effortless selection with searchable dropdowns
Exciting news! Weāre thrilled to announce the release of our new Searchable Dropdown feature.
Your respondents can now type a few characters, and the dropdown will instantly display matching options. This user-friendly element simplifies dropdown interactions, making it quicker and easier for respondents to find and select options, even in long lists. Say goodbye to endless scrolling and hello to efficient form-filling.
Enhance your forms with the Searchable Dropdown for a superior user experience. For more information, visit Make options searchable. If you need assistance, our support team is here to help.
May 4, 2023
Verify your email domain with SPF and DKIM
Previously, you could use your own email address to send notification or invitation emails. To do this, you needed to verify the ownership of that email address. However, since this verification is specific to an email address, there is a higher chance of it being rejected by the recipientās email server.
Today, we are excited to announce a new feature that allows you to verify your custom domain using SPF and DKIM DNS records. By implementing SPF and DKIM, the sending email can be authenticated by the email server, ensuring successful email delivery and enabling your users to receive emails effectively.
Just make sure to have your own domain to use this feature. Visit our FAQ page to see the step-by-step process on how to verify your domain.
April 30, 2023
Image thumbnail for uploaded images on your form
We are thrilled to introduce a new feature that will enhance the efficiency of filling out PDF forms for your users: Thumbnail for Uploaded Images.
The image thumbnail functionality enables your users to quickly view the images they upload, preventing upload errors and saving them valuable time. With this feature, they can easily preview the uploaded image before finalizing the form submission.
To experience this feature, simply add an āUpload Imageā field to your form, preview the form, and try uploading images. Once an image is uploaded, a small overview of it will be displayed on your online PDF form. Whatās even more exciting is that the thumbnail is clickable, allowing users to enlarge and view the image in detail.
We believe that this new Thumbnail for Uploaded Images feature will greatly enhance the user experience and streamline the form-filling process. If you have any questions or feedback, please donāt hesitate to reach out to our support team.
October 8, 2021
Email template for your online PDF form notification or invitation
We are excited to announce our email template featureāa feature designed to simplify email creation. Whether you need to send the form email notification or send form invitation to your users, you donāt have to type the same email again and again. With the help of this feature, you can now simply type once, save it as a template, and reuse it later.
You can use the email template in two ways:
- Form Invitation email
- Submissions notification email
You can create the email template through a single form (For individual use), and team form (A template that can be seen by your team members). This way, you can easily save templates and invite your team members to access, create, or collaborate.
Take note that when you create an email template in the form default settings, it will be accessed on your teamābut if youāre modifying it in a single form instead, it isnāt shared and meant for personal use.
Now, you donāt have to worry about reworking email anymoreāthe email template feature offers speed and efficiency; allowing you to focus on providing error-free emails. Read more details in our FAQs page.
August 9, 2021
Elevate your form with e-signature certificates
More and more organizations are taking advantage of e-signatures today. Because of this, we finally launched an e-signature certificate feature here at PlatoForms!
With this feature, your online forms can now collect e-signatures from your clients.
Although weāve had signature pads included in our forms ever since the beginningābut with this update, we can now generate a PlatoForms-issued signature certificate along with the signature pad. This signature certificate can ensure that the signature from your forms isnāt altered. This certificate has complete information about the signer:
- Timestamp of the sign
- IP address of the signer
- Email address of the signer
For convenience, you can view and download the signature certificate from PlatoFormsā submission page.
E-signatures are legally bonded to some states in the US, so make sure to consult with your lawyer about their validity to your country.
For detailed instructions about our e-signature certificate, refer to our documentation page.
June 15, 2021
Stripe Integration
Weāre thrilled to announce that PlatoForms now includes Stripe integration!
From small businesses to big companies, everyone uses Stripe to collect and manage payments. As one of the most common online payment processing providers today, you can now integrate your forms with Stripe using PlatoForms. In this update, our forms can now accept payments via Stripe.
The best thing? Aside from Stripeās usual charge, there is no additional fee! PlatoForms wonāt charge on any form payment transaction.
To help you verify the payment integration, we provided a Test Mode integration. Through this, you can check whether the payment works well or not. To start, you can use a test credit card to complete the payment (This wonāt cost anything!). Aside from verifying the payment, this amazing feature gives you the confidence to launch any kind of form payment. Once you confirm if the payment completely works as it is, you can enable Live Mode to your form integration for real transactions.
With our Stripe integration, you can now collect card payments, donations, and recurring payments through your online formsāall for free!
For detailed instructions about our Stripe integration, go to our documentation here.
May 1, 2021
Pre-filled forms for faster form filling
Get ready for easier form filling! With our new pre-populated forms, when people open a form from an invitation, some of the fields are already filled in. This means less work for them and fewer mistakes.
Send these pre-filled forms to your respondents for faster transactions. Whether theyāre placing orders, applying for something, signing up, or making reservations, this feature makes everything simpler.
Your respondents wonāt have to fill in every single field anymore. Weāll fill in some of the info for them, so they can quickly review, sign, and pay without any hassle. Learn more in our user guide or check out our video tutorial for a quick demo.
April 15, 2021
Email invitation: simplify form management
Upgrade from old sharing methods of static links or embedding forms on website. Welcome our Email Invitation feature for real-time form management.
With this feature, easily monitor invitation status, submissions, and form openings. You have control over settings like expiration dates, password protection, and auto-saving. Tracked invitations provide insights into email delivery, open times, and submissions, including email receipts.
What sets us apart is our focus on personalization. You have the freedom to fully customize your email content, allowing you to tailor the subject and message for a more personalized approach with your clients. Moreover, our feature offers unparalleled flexibility in email distribution. You can opt to send invitations instantly or schedule them for future delivery, with the ability to set any time limit within a 30-day window.
Furthermore, for those seeking to distribute the same form to multiple groups, our new feature streamlines this process by allowing you to duplicate invitations. Whether you opt to enter up to five email addresses manually or upload a contact list that can be saved as a group, our feature makes it easy to extend your outreach to a wider audience.
For more information, visit our documentation.
February 15, 2021
Form Submission Data Retention Policy
The form data submitted by your users may include some sensitive information such as the customer name, address, date of birth, etc. Although PlatoForms has an extremely secure infrastructure and data security policy to protect your data, you may still not want your data to be stored for too long in any third party system. Our data retention policy can help you with this. You can choose different data retention periods, from 0-day to forever, all under your control. By default, the data retention period is 3 months. All form data submitted by your users will be stored in our system for 3 months after the last submission. During this time, many advanced features can be used to manage the submitted data, such as re-editing forms, traceable revision history, downloading PDFs, searching or sharing PDFs, etc. After the retention period, the submission will be permanently deleted from PlatoForms.
There is a special data retention policy: 0-day. To set a 0-day retention time, you must set up at least one Cloud Drive Integration, and once your data is uploaded to that cloud drive, the submission will be deleted immediately. PlatoForms primarily plays the role of a PDF generator to maximize the protection of your data. However, this also means that you cannot use any data management features or workflows, etc.
For more details, please check its help documentation page.
December 15, 2020
Receive instant submission notifications via Slack
Now, you can connect your forms with Slack for immediate submission updates. Get notified every time someone submits a form.
Open the āIntegrationā window in your form settings, click āAdd to Slack,ā and choose your preferred Slack Channels or direct message recipients to receive PlatoForms notifications.
You can choose which form information to display in your Slack message and add buttons for downloading the PDF or editing the form.
For detailed instructions, refer to our documentation. You can also watch our video tutorial for a quick start.
November 28, 2020
Fillable PDF Form Submission Summary Report
A summary report has been added under the submission page. On this report page, you can get the number of submissions for all forms. There are various filters to narrow the scope of the summary. For example, you can set a time range to look up the number of submissions in that time period, or do a keyword search by form or folder name. The report can be exported to CSV format so that you can easily share it or use the data in your custom reports.
This is the first version of our summary report. If you have any suggestions, please feel free to contact us, we are always happy to hear feedback from our customers to improve our product.
October 31, 2020
Appcues Integration
We are pleased to announce our integration with AppCues ( https://www.appcues.com/ ). Appcues makes it easy for you to deliver a exceptional user experience at scale, leading to happier customers and accelerated business growth. With AppCues, you can publish beautiful and in-app guides in minutes. If you has a very complicated form, AppCues is a good option to build a walkthrough guide to help your customers complete the form and improve the completion rate of your form.
We have more third-party integrations coming in the near future. If you are keen on integrating your fillable PDF forms and any other applications, please let us know and we will be happy to research and integrate to help your business.