We’ve added a new File Preview component that lets form builders embed a live preview of a SharePoint file directly inside a form.

It is useful when respondents need to view supporting material while completing a form, such as policies, reports, invoices, drawings, images, spreadsheets, presentations, or PDFs.

To use it, set up the file as a SharePoint File data source and choose File preview as its use. Then add the File Previewcomponent to your form and select the file source you created.

The preview is loaded live from SharePoint, so users can view the latest version of the file without leaving the form.

A few important notes:

• SharePoint file previews require an online connection and will not work offline.

• They are not yet supported on public share links.

• File previews do not appear inside generated PDFs.

You can find the new component in the form builder under Layout as File Preview.

Managing a long list of forms just got a whole lot easier. We know that as your team grows, so does your library of forms. To help you stay organized and find exactly what you need in seconds, we’re thrilled to introduce Custom Views for Form Lists.

What’s New?

Previously, you could add custom metadata tags (like Category, Business Unit, or Project Number) to your forms. These were great for identification, but now we’re putting that data to work.

With Custom Views, you can leverage those metadata fields to completely transform your form dashboard:

• Group & Organize: Cluster forms by department, project phase, or priority level.

• Smart Filtering: Hide the noise and only show the forms relevant to specific workflows.

• Precision Sorting: Arrange your list based on your custom fields so the most important forms are always at the top.

• Set the Standard: Create Default Views for your team to ensure everyone is looking at the most relevant information the moment they log in.

Why You’ll Love It

Whether you are managing 10 forms or 1,000, Custom Views give you a tailored experience. No more endless scrolling—just a clean, organized workspace that fits your specific business logic.

We are excited to introduce a powerful new tool for form developers: Notification Banners.

One of the challenges in building complex forms is communicating with the user when things happen "under the hood." Whether a custom script has finished running, an API call failed, or a calculation is processing, your users need to know the status.

Introducing tf.notify

You can now trigger toast notifications programmatically using the new tf.notify function. We’ve wrapped the popular Sonner library to give you a robust set of tools right out of the box.

What can you do with it?

• Instant Feedback: Let users know immediately when a button click has successfully executed a script.

• Rich Error Handling: Display detailed error messages that stand out, helping users troubleshoot issues quickly.

• Promise Handling: Automatically show a "Loading..." state while your script runs, which flips to a "Success" message when finished—no complex logic required.

• Interactive Actions: Add buttons directly into the banner to let users retry an action or undo a mistake.

Ready to improve your user experience? Head over to our documentation to see full examples and advanced configuration options.

Happy building!

We are thrilled to announce the release of our new Approvals Component for Team Forms. We know that managing multi-step sign-offs can be complicated, so we have rebuilt the experience to streamline how you build and manage workflows.

From simple leave requests to complex operational sign-offs, the new Approvals Component handles it all with ease.

Key Features:

• 🔗 Drag-and-Drop Workflow Building: Gone are the days of wrestling with complex If/Else statements in your email configurations. You can now configure multi-step approvals by simply adding approval blocks and chaining them together using the "Depends On" setting.

• ✉️ Complete Communication Control: Customize specific email templates for every stage of the process—requesting, approving, rejecting, or even revoking an approval.

• 📝 More Than Just "Yes or No": Team Forms enables you to include entire forms within each approval section. Instead of a simple button click, you can require an approver to provide detailed input, such as uploading a document or adding a signature before the workflow proceeds.

• 🧠 Smart Conditional Logic: Need an approval only if a request exceeds a certain budget? You can set conditional approvals based on responses to specific questions in the original submission.

• 🔒 Submission Locking: To ensure data integrity, the original submission is automatically locked against edits once the approval process begins.

• ✅ Visibility & Compliance: View the approval status directly on the submission screen and rest easy knowing every step is fully tracked for auditability.

We’re excited to announce an enhancement to our Power Automate / Logic Apps integration — Workflow Management.

Team Forms has always supported triggering automated workflows when events occur (such as when a response is submitted). With this update, we’re taking that integration further.

You can now:

• View all workflows connected to a form

• Remove outdated or invalid workflow connections (e.g., when a flow was deleted in Power Automate but still shows up in Team Forms)

How to access Workflow Management

1. Open the form builder for your form

2. Click the “…” menu in the top-right corner

3. Select Workflows

A dialog will appear showing all workflows associated with the form — from here you can open the workflow in Power Automate/Logic Apps or delete the connection.

We’re excited to announce a new feature in Team Forms — Clear on Copy!

As you know, Team Forms lets you easily copy an existing response to save time and reduce repetitive data entry. This is perfect when creating a new response that’s similar to a past one with just a few tweaks.

However, sometimes there are fields you don’t want to copy — like a signature, date, or other values that should always be updated.

With Clear on Copy, you can now mark individual components with a “Clear on submission copy” setting. When enabled, that field will automatically reset whenever a response is copied — keeping your data accurate and fresh.

Start using Clear on Copy today and make your form workflows even smarter and more efficient!