Megaphone icon.

Phone system upgrade tonight at 10 p.m. CT: During a brief window between 10–10:15 p.m. CT, our after-hours emergency team may be unreachable for up to 5 minutes. For urgent issues, please wait 5 minutes and try again.

May 11, 2026 Process Automation Release Notes

Prev Next

Released Enhancements

Salesforce PDF Capture

We now allow submission PDF documents to be captured in Salesforce as part of the Salesforce workflow event.

Salesforce object record creation form with PDF configuration options highlighted.

Custom PDF Repeatable Set Mapping

Custom PDF fields can now be mapped to repeatable set elements, allowing the form builder to choose the index of the repeatable set to map.

Display Summary Information in a Repeatable Set

Repeatable set elements can be summarized, and that summary can be referenced in information elements and as hint text.

Form for entering pet details including name, type, age, and spay/neuter status.

Information element details for pet summary with highlighted content placeholder.

Adhoc Scheduled Tasks

Ad hoc scheduled tasks can be created to ensure records of unscheduled task completions can be captured in the app.

Settings for scheduled tasks, including options for maintenance and ad hoc task creation.

Task management interface for parks maintenance with options to add tasks and view dates.