Meet the new Formaloo: a redesigned dashboard and 10 more updates

Meet the new Formaloo. We completely redesigned the dashboard, the Integrations page, the PDF and email editor, and the logic map, so the tools you use every day are easier to find and look like they belong together. Under the new design, one logic rule can run several actions, and any record opens in a full-page editor.

11 updates. Here they are.

Meet the new dashboard, Integrations page, and AI names

We completely redesigned these sections. Everyday tools used to sit in different places, and some of our AI features carried names that didn't say what they do. Now you find things where you expect them.

Example: a team that sends confirmation emails and generates PDFs from the same form now finds both templates in the left sidebar, next to the rest of what they manage.

What changes:

• The dashboard has a new minimal black and white look.
• Apps such as email and PDF templates move to the left sidebar.
• The App Store is now an Integrations page, with its features in the sidebar. The extra Add button is gone and the description tab is redesigned.
• The AI features have clearer names: CC Formaloo is now Intake Agent, Magic Create is Form Creation Agent, Magic Import is Import Agent, Magic Design is Design Agent, Magic Logic is Logic Agent, and Magic Rewrite is Writing Tools.
• Also renamed: Magic Question is Question Generator, Magic ID is ID Generator, Magic Voice is Autofill with Voice, the Analyze block is Analyst Agent, and Custom AI Builder is AI Content. The AI Analysis field is now Agent Field.

Check it out: open your dashboard and look at the new sidebar.

Guide: how to add integrations on Formaloo

A rebuilt PDF and email editor

The PDF and email editors used different controls, so learning one didn't help with the other. Both now share one design.

Example: a team builds an invoice PDF in the visual editor, then writes the email that attaches it, with the same layout and controls in both.

What changes:

• PDF templates open in Visual, HTML, or Preview mode. Preview never changes your content.
• Switching from HTML to Visual is your choice, and Formaloo keeps your source HTML. Complex custom HTML is protected during the conversion.
• The email editor supports answer piping in the Subject field, and the Attach a PDF from a template dropdown has search.
• "Custom PDF templates" is now called Doc templates.
• Your existing templates stay as they are, and the previous interface stays available.

Guide: how to create PDF templates to turn responses into documents

The logic map, redesigned

Once a form has a dozen rules, it gets hard to see what fires when, and what an answer leads to. The logic map now shows every rule in one visual flow, and you can edit from it.

Example: you open the map on an order form and trace how one answer sends an email, generates a PDF, and assigns the record, without opening each rule.

What changes:

• Show/hide and calculation rules appear as small icons right on the field.
• Redirect, email, integration, PDF, and Assign actions appear as their own colored nodes, with the same icons and colors in the map and in Advanced logic.
• On Submit and On Update each get their own view, with a Fields / On Update switcher.
• A toggle lets you also trigger all field rules when a record updates.
• Click any node to edit that rule, or add a rule from the map with the Logic Agent or Add rule. Edits sync both ways with Advanced logic.

Guide: what is the logic map

Several actions in one logic rule

One answer often needs to trigger more than one result. Until now, each rule ran one action, so three results meant three rules with the same condition, and every change meant editing each copy.

Now you add the extra actions to the rule you already have. They run in order, from top to bottom.

Example: on an HR document request form, one On Submit rule sends the confirmation email, generates the PDF letter, and sets Status to Done. Three request types need three rules, not nine.

What changes:

• Click Add action in any rule. Each extra action appears under And.
• It works in field logic, On Submit, On Update, and the logic map, and in If, Always, and Otherwise rules.
• Reorder or remove any action without touching the others. Order matters: an add-then-multiply calculation gives a different result than multiply-then-add.
• No action can follow a jump or a submit action.
• Rules you built earlier keep working with their one action.

Guide: how to add more actions to one logic rule

Edit records in a full-page view

The Edit row sidebar is fast for a quick change. It doesn't run your form's logic, and it skips the sections, rich text, and images the respondent saw.

The new full-page view behaves like the form itself. Logic runs the moment you open a record, calculations update as you edit, and answer piping resolves live.

Example: a clinic opens a patient record. Policy number and Group number appear when you change Insurance type to Private insurance, and the Estimated copay recalculates when you change Visit type.

What changes:

• In a Table, Kanban, Gallery, or List block, open the block's settings and find Record editing. Turn on Full-page edit row, or keep both views on.
• With both on, an Open in Full Page option sits in the record's menu, and the sidebar has an expand option that carries over what you typed.
• Content fields such as headings, descriptions, rich text, images, and video show, display-only.
• Permissions and hidden columns apply in both views. Nothing saves until you click Save.
• Existing blocks keep the sidebar until you turn the full-page view on.

Guide: how to edit records in a full-page view

More filters on data blocks

A table of thousands of records is only useful if you can narrow it fast. Data block filters now cover more of the questions you ask.

Example: a sales team filters a leads table to records where Phone is empty, and sees who still needs a follow-up for contact details.

What changes:

• Is empty and Is not empty work wherever filtering supports them, including Ranking fields.
• A Does not contain operator is available for text fields.
• Profile fields support both contains and equals.
• Is any of accepts several values on City and Country fields.

Guide: how to sort and filter your submissions data

Scoring shortcut: grade a quiz without building rules

Scoring a quiz used to mean one logic rule per answer. For a 30-question quiz, that is a lot of rules to build and keep.

Now you type a point value next to each answer, and Formaloo builds the rules for you.

Example: a course creator gives each correct answer 10 points and each wrong one 0, then shows the score on the ending page with answer piping.

What changes:

• In Advanced logic or the logic map, click Scoring. A Score quiz popup lists every question you can score.
• Pick or create a whole-number variable, then type points next to each answer. Points can be 0 or negative.
• Saving creates one rule per scored answer. Reopen the popup anytime to edit, and saving never creates duplicates.
• Single choice, multiple choice, dropdown, multi-select dropdown, NPS, and CSAT questions can be scored.
• More advanced rules on the same variable stay as they are and remain editable in Advanced logic.

Guide: how to score a quiz automatically

Assign shortcut in the edit record panel

A record with an owner gets handled. Changing that owner shouldn't mean hunting through the record.

Open a record in the edit row panel and the Assign shortcut sits at the top, one for each Assignee field on your form.

Example: a support lead opens a ticket, clicks Assign to, picks the right agent or team, and the ticket lands on that person's Activity page.

What changes:

• Each Assignee field on the form gets its own shortcut at the top of the panel.
• Click Assign to to pick a team member or a team. Click the x next to a name to remove the assignment.
• Changes show on the assignee's Activity page right away.

Guide: how to assign form submissions to team members and teams

Agent Field: run again, and read uploaded files

An Agent Field used to run once, at submission. If the record changed later, the analysis was out of date. And it could only read what people typed.

Now you can run it again, by hand or with logic, and it can read files uploaded to the record.

Example: an applicant uploads a CV. The Agent Field reads it and fills in name and years of experience. When a recruiter marks the candidate Urgent, an On Update rule runs the agent again on the latest data.

What changes:

• Click Run again next to an Agent Field in the Edit row sidebar. It uses the latest saved data and runs only that field.
• In an On Update rule, choose the Run Agent action to re-run a field when a condition is met. Formaloo stops after 3 agent-triggered runs in a row on one record.
• Turn on Analyze uploaded files to let the agent read CVs, invoices, and contracts. Each run reads up to 10 files, 5 MB each and 20 MB total. This is available on the Enterprise plan.

Guide: how to generate AI analysis with the Agent Field

Automatic data anonymization

Personal data shouldn't sit in your records longer than you're allowed to keep it. Deleting old submissions by hand is a chore you will forget.

Now you set a retention period once. When it ends, Formaloo replaces the fields you chose with anonymized placeholders and leaves the rest of the record intact.

Example: a clinic anonymizes names, emails, and phone numbers 90 days after intake, and keeps visit counts and scores for reporting.

What changes:

• In form settings, open Privacy and compliance, turn on Automatic data anonymization, and set Anonymize after (days).
• Choose which fields hold personal data. Anonymization happens by the end of the calendar day when the period ends.
• Anonymized records carry an Anonymized tag. Exports, PDFs, and webhooks only see the anonymized values.
• Charts keep working. Counts, averages, and totals stay accurate.
• This is an Enterprise add-on.

Guide: how to automatically anonymize records after form submission

Version history for forms and records

When a field disappears or a record changes and nobody remembers why, you need to see what happened.

With the Enterprise Versioning add-on, Formaloo records every change to your forms and records, with who made it and when. Formaloo support can restore the exact earlier version.

Example: a teammate deletes a field on a live form. Support restores the form to the version from before the change, with the history in between intact.

What changes:

• Covers forms, including their fields, logic, and settings, and records.
• Every change is recorded automatically once the add-on is on.
• Restores go through Formaloo support for now. There is no self-serve panel in the editor yet.
• Contact support to turn on Enterprise Versioning for your workspace.

Guide: how to recover accidental form changes with version history

Also in this release

• Website: formaloo.com has a new look that matches the redesigned product.
• Homepage: a prompt box on the homepage hands what you describe off to the app, so you can start building right away.
• Form experience: we reviewed how respondents move through Classic Forms and one-question-at-a-time forms, using heatmaps and analytics, to decide what to improve next.
• Free workspaces: we invited teams on the free plan to book a call and tell us what they want to build.

Improvements across the product

More than 200 reliability and polish improvements shipped since the last changelog, across forms, data blocks, logic, templates, and the dashboard.

Bring us the business problem and we'll help you map it to a workflow. Book a discovery call.

We ship every week. Follow our changelog to stay up to date.