If you've ever used Formaloo to run a roadmap board, collect feature requests, or manage submissions from external users, you've probably hit the same wall: you can display the cards, but you can't ask people to weigh in. Prioritization meant exporting data, running polls elsewhere, or just guessing. This release changes that.
Upvoting on Kanban and Gallery
Kanban and Gallery views can now display upvote buttons on each card. When enabled, users vote for the items they want to support and the cards sort automatically by vote count.
To turn it on, open the block settings on any Kanban or Gallery view and enable Voting. You'll also choose who can vote: internal users (your workspace members), external users (portal visitors), or leave it open to both. Users outside the allowed audience can still see vote counts, but cannot cast votes.
Each eligible user gets one vote per card. Clicking again removes it. In Gallery, cards reorder globally by vote count. In Kanban, cards reorder within each column, so the most-supported items rise to the top of every stage.
This works for team prioritization and for customer-facing boards. A team reviewing roadmap items can surface what the group actually wants to build next. A public-facing feature request board lets customers signal their priorities directly, inside the same portal where they submitted.
What changes:
- Kanban and Gallery block settings now include an Enable voting toggle
- When voting is enabled, each card shows an upvote button and a vote count
- Admins choose who can vote: internal users only, or external users only
- Each eligible user can cast one vote per card; clicking again removes the vote
- Gallery cards reorder globally by highest vote count when voting is on
- Kanban cards reorder within each column by highest vote count
- Users outside the allowed audience see vote counts but cannot vote
- If voting is disabled after launch, existing votes are stored but no longer shown
Change any field type without rebuilding
Every form builder has made the same mistake: added a Text field when they meant Email, or a Dropdown when they needed Multi-choice. Until now, fixing it meant deleting the field, rebuilding the configuration, and losing any collected data. You can now change a field's type directly from the form editor.
Click any field, open the type dropdown, and select a different type. A warning popup appears first. It explains that some response data may not survive the conversion, and it includes an option to export responses before confirming. If the data is compatible with the new type, it carries over. If it is not, only that field's data is cleared across all collected rows.
Field properties migrate automatically where they apply. Title, description, ID, width, required status, help text, and choices all carry over if the new type supports them. Converting a Dropdown to a Single Choice keeps all existing choices intact.
What changes:
- Any field in the form editor can be changed to a different type using the field-type dropdown
- A confirmation popup appears before the change is applied, with an option to export responses first
- Clicking "No, cancel" leaves the field unchanged
- Compatible response data is preserved after the type change
- Incompatible response data for that field is deleted across all collected rows
- Field properties (title, description, ID, width, choices, required status) carry over where the new type supports them
- Dropdown to Single Choice conversion preserves all existing choices
Test your email and PDF templates for free
Building a PDF template used to mean generating the actual PDF to see how it looked. Same for email templates. Every test drew from your add-on credits, even when you were just checking spacing or adjusting a variable. With add-on credits now visible in the product, that friction matters more.
There is now a test mode for both. In the email template editor, a "Send test" option lets you send to yourself or any address without counting toward your email credits. In the PDF builder, a preview mode renders the template using sample submission data with no credit charge. Iterate as many times as you need before going live.
What changes:
- Email template editor now includes a "Send test" option for sending to any address
- Test email sends do not consume email add-on credits
- PDF builder now includes a preview mode that renders the template using sample data
- PDF preview renders do not consume PDF generation credits
- Both options are available inside the template editor without needing a real form submission
Custom sidebar and workspace-level pins (Enterprise)
Enterprise workspaces can now customize the left sidebar navigation and pin projects for the entire team.
Workspace admins can add custom menu items with a title, icon, and URL. They can hide default items (Home, Activity, Shared with me) that are not relevant to the workspace's workflow. They can also set a workspace homepage so every member lands on the right page when they open Formaloo.
Workspace-level pinning works alongside the new sidebar controls. When an admin pins a project, a popup asks whether to pin it personally or for the whole workspace. Workspace-pinned projects appear for all members and cannot be unpinned by non-admins. Any admin can remove a workspace-level pin, which removes it for everyone.
What changes:
- Workspace admins can add custom sidebar items with a title, icon, and URL (Enterprise only)
- Workspace admins can hide the following default sidebar items: Home, Activity, and Shared with me
- Workspace admins can set a default homepage that opens for all members when they enter the workspace
- Custom sidebar items open in the same tab
- Pinning a project as an admin prompts a choice: personal pin or workspace pin
- Workspace-pinned projects appear pinned for all workspace members
- Non-admin users cannot unpin workspace-level pins
- Any admin can remove a workspace-level pin, which removes it for everyone
- Feature available on Enterprise plan only
Contact info shortcut in the field picker
The field picker now includes a Contact Info shortcut. Selecting it adds four fields in one step: First name, Last name, Email address, and Phone number. All four are created at 50% width, arranged in two rows. Each field is a standard type and can be edited, moved, or deleted individually after creation.
What changes:
- A "Contact Info" shortcut is now available in the form field picker
- Selecting it automatically creates four fields: First name (text), Last name (text), Email address (email), Phone number (phone)
- All four fields default to 50% width in a two-row layout
- Each field can be independently edited, moved, or deleted after creation
- Removing one generated field does not affect the others
Improvements
- Auto-assignment via logic. The Assignee field is now supported in advanced logic. You can set a conditional rule to automatically assign a record to a specific team member based on field values, triggered on submission or on update. Previously, assignment was manual-only.
- Export User Directory data. The User Directory table now includes a full Import/Export section, matching the controls on other data blocks. You can export all user data or a filtered view as a file.
- Simplified portal OTP authentication. When a portal has OTP login enabled, the system now handles both login and signup in a single flow. If the user already has an account, OTP verification logs them in. If they do not, an account is created after verification. Visitors no longer need to pick the correct page first.
- Active users count toward external user limit. Inactive portal users no longer count toward a workspace's external user limit. Marking a user as inactive now frees up the seat immediately.
- Portal branding on login and signup pages. When users arrive at the login or signup page of a memory form or portal, the portal's title and logo are now displayed.
Better experiences
Forms
- Field width is now preserved when duplicating a field in the form editor
- Applying a new theme no longer leaves the old background image in place on a form
- Arial is now available in the font list for forms, the PDF builder, and the email template editor
- Collapsible containers now default to collapsed in public-facing forms
- Dropdown field settings have been reordered to follow a more natural configuration flow: choices first, then advanced options
- Number fields with decimal places now accept input correctly on mobile, and entering the decimal separator no longer clears the field on desktop
- Image layout changes (left, center, right) and caption positioning now apply correctly in the live form view
- Admin-only Date fields with a default value (such as Today) now populate correctly on submission
- A tooltip now explains why only one email verification field can be added per form
Data & analytics
- Kanban cards can now be moved between columns in View mode
- Ending pages no longer appear as rows on Kanban boards
- The remove button in the sort panel now has enough spacing from the border to click reliably
- Linked row and User profile lookup field values now display correctly in the Edit row panel
- Empty embed blocks are now handled without errors
PDFs
- Line breaks entered in text fields are now preserved when exporting to PDF
- Table borders in PDFs are now consistent between the rich text editor, preview, and the generated output file
- Special characters (ö, ü, ä) now render correctly in PDFs when entered via the rich text editor
- Free plan users can no longer get trapped in the PDF template editor; the editor now correctly blocks access and allows navigation out
Integrations
- Google Sheets connections now sync form data correctly after a connection is established
- The export download link no longer disappears on page refresh and is now accessible to collaborators on large form exports
Account & settings
- Context menu actions on pinned sidebar items now work correctly when the sidebar is collapsed or set to collapsible mode
- The storage overage banner now clears correctly after forms are deleted and space is freed
- Portal profile settings are now fully responsive on mobile
- Portals now show the correct user profile icon for users who are already signed in, rather than showing the Login button
- Deleting a User Directory now removes its users and updates the workspace's external user seat count
- Embedded forms on portal pages now show a loading indicator while the form is loading
- Meta images on shared form links now update immediately after being changed in settings
- The upgrade flow now shows the prorated charge before you confirm a plan change
We ship every week. Follow our changelog to stay up to date.
