January product updates focused on helping teams work smarter with data inside Intellistack Streamline. Leading the way is the new AI-powered Transform Step, which makes it easier to shape, standardize, and reuse data across workflows. Alongside it, we’ve added more powerful form logic and calculations, faster document delivery, an integration with Excel Online, and outbound API calls (webhooks).
To view full release notes for Formstack products and Intellistack Streamline, scroll down past the highlights. You can also click here to view full release notes from January and by month from the past year.
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Transform and reuse data across workflows with AI-powered intelligence
Bring AI-powered data intelligence to your workflows with the new Transform Step that lets you clean, reshape, and enrich data directly inside any Intellistack Streamline workflow. With this powerful data transformation, you can turn raw inputs into structured, system-ready outputs using plain language, and no code. The result is faster workflows, cleaner and more usable data, less manual work, and no external tools.
Build smarter, more dynamic forms with advanced logic and calculations
We introduced advanced logic and calculations to form building in Streamline, giving you the power to build smarter, more dynamic forms. Go beyond basic Show/Hide rules with If/Then conditions, nested logic, and a built-in calculations engine that handles everything from simple totals to complex scoring and qualification workflows. Build shorter, more responsive forms that adapt in real-time based on user input.
Collect cleaner data with new Form field types for date, time, and global address controls
New Form field enhancements in Streamline gives you more control over how information is collected. You can now choose whether a field captures a date, time, or both, making it easier to match real-world data needs. A new adaptive address field automatically adjusts to country-specific formats, helping international users enter accurate information without extra configuration.
Send documents in seconds and track everything in one place
The new Quick Send feature in Streamline is the fastest way to share a document for collaboration or signature—no project setup required. Just upload your file, choose your recipients, and track progress in the Workspace, which houses all workflow session information. The Workspace is where you go to ensure workflow sessions are running smoothly and to view all tasks assigned to you.
Connect to more systems with outbound webhooks and Excel Online
Streamline continues to expand its integration capabilities with new outbound webhooks and an Excel Online integration. Outbound webhooks let you send workflow data to any external system via API, while Excel Online makes it easy to write data directly into spreadsheets for reporting or operational tracking.
Scale Salesforce-centric workflows with automatic triggers and status visibility
Teams running Salesforce-driven processes can now scale more easily with automatic workflow triggers and improved status visibility with Streamline for Salesforce. Workflows can start automatically based on Salesforce events, while real-time status updates make it easier to track progress, identify bottlenecks, and keep stakeholders informed throughout the contract or process lifecycle.
Introducing Branding in Intellistack Streamline: Make Every Interaction Branded
You can now manage how your brand is reflected in every workflow, whether it’s a simple form or a complex signature process. You can apply your company’s logo and primary color globally or customize branding by workflow to create a more trusted and professional user experience.
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January 2026 Release Notes
Continue exploring this month’s updates for Formstack products and Intellistack Streamline by reading the full release notes below. You can also click here to view full release notes from January and by month from the past year.
Formstack Forms
Defect fixes:
- Fixed not all smartlist data shown
- Fixed check Credit Card Field Translations
- Fixed update multiselect dropdown values
- Fixed colors applied in advanced editor
- Fixed charts break with Average function
- Fixed chart labels incorrectly showing HTML characters
- Fixed docs integration - add direct link to Doc
- Fixed internal Labels not respecting case
- Fixed Date/Time fields set to 2 columns format incorrectly on tablet
- Fixed show default value in form Builder