October 2020 Release Preview
Builder Updates and Connected Forms
In our release planned for October 13, we’re planning more exciting updates to make building workflows even faster and easier and new capabilities to connect multiple forms together.
The features described for the October release are subject to change. Please share your questions and feedback as comments below!
Copy / Paste Actions
Instantly duplicate an existing step in your workflow with all the same parameters to make it quick and easy to create multiple variations of the same action. You’ll also be able to copy a step from one workflow to another, saving lots of time and re-typing.
New Field Type: Multiple File Upload
The new Files field type will enable your users to upload two or more files at once, and it will save the uploaded files in a table.
Section Headers and Comments
Keep your workflows clear and organized with the new section headers that enable you to label each sequence of actions or input comments to describe what happens. This can be useful in defining workflow phases and making your workflow easier to understand for other builders.
This new action block enables you to set up a condition for a series of actions that should all execute when that condition is true. The actions will be indented, similar to inline workflows, to keep your workflow organized and easy to interpret.
Drag-and-Drop with Inline Workflows
Currently, when reordering steps within an inline workflow, builders first need to open that inline workflow in its own tab. This update will enable builders to easily drag-and-drop to reorder steps within an inline workflow without needing to leave the main workflow builder page.
Simplified Settings Navigation
We will be updating the navigation for the workflow configuration options on the Settings page to make it easier to directly jump to the feature that you need to update.
Connected Forms - Phase 1
We have seen a number of use cases that would benefit from the ability to present web forms on a series of linked pages, as well as the option to run actions in between each page.
The October release will include a set of features that will unlock new possibilities for these use cases. We consider this the first step in a broader set of capabilities that will ultimately enable you to evolve your Catalytic forms into web apps.
Here’s just some of the exciting use cases that will be possible with these new features:
- Save web form progress: Automatically save each page as it’s submitted and send auto-reminders to prompt users to continue where they left off.
- Authenticate web form users: Validate a username and password against a data table before allowing a user to view and complete a web form.
- Generate document and provide download link: Intake submissions from a web form, generate a dynamic document, spreadsheet or slide deck, and then present a link to download the file on the next page.
- Customize the form success page: Redirect to a page of your choice or create your own page to display after a form is submitted.
- Dynamically populate Data Table fields: Filter or otherwise update data table fields on a subsequent web form page based on what a user submits on the first page.
- Enable users to submit the same form multiple times: Provide an option for users to submit their first form and then reload the form with blank fields for subsequent submissions.
We look forward to seeing what creative solutions that builders like you invent with these new features!
Email: Send a Form - Set URL When Form is Submitted
In the October release, we plan to release a new version of the Email: Send a Form action that will enable you to set the URL that should be displayed after an emailed web form is submitted. This not only enables you to configure the post-submission success page, but it also enables you to create a multi-page experience for emailed web forms by using this new parameter to define one or more Web Form Trigger pages to link to after the first web form is submitted.
To connect the results together, you can auto-populate a field in each web form with the recipient’s email address or another unique identifier, and you can save all of the results to a data table using actions, such as Tables: Add a Row and Tables:Update a Row.
As each page is submitted, the results are automatically saved, and you can set up auto-reminders using the Email: Send a Form action to prompt users to continue from where they left off.
Webhook Trigger - GET Requests and HTML Response
The approach above is perfect when your goal is to simply break up a large form into multiple pages, but some use cases require you to run some actions before a web form is displayed or in between web forms in a multi-page web form experience. That’s why we plan to release two new options for Webhook Triggers in October:
GET Requests: Currently, Webhook Triggers only allow for POST requests. The new capability will provide the option to accept GET requests. This means that you can enable a workflow to be initiated when someone visits a URL in their web browser.
HTML Responses: We will be adding
text/html as a content-type response option for Webhook Triggers. This means that you’ll be able to run one or more actions and then redirect to a web form or display a custom web page.
With the release, we’ll provide templates and guidance for using these new features to tackle common use cases.