Portal 09.23.2025 Release Notes

Portal 09.23.2025 Release Notes

Overview

Our release notes offer brief descriptions of product enhancements and bug fixes. We include links to the current articles for any affected features. Those articles will be updated shortly after the Portal release to include new functionality.

Please contact our Support Team with any questions or feedback about any of these updates. 


Product Enhancements

Update Company-Level Setting and Config Changes with More Details in the Company Activity Log Report in the Portal (SB-4122)

Updated event reporting in for the Company Activity Log Report to include changes made on the Company Information, Mobile Forms Information, Systems Settings, and Configurations tabs in the Admin > Company Profile section of the Portal and when changes are made to a Company's Account by F2B Corporate Staff.

Create a New Shared Forms Report in the Reports Section of the Portal (SB-4125)

Added a new Shared Forms Report to the Reports section of the Portal that includes a Dashboard, an Unlimited Use Links tab for all completed Sent Forms that used an Unlimited Use Links, and a Details tab with the full details for all Completed Shared Form Links which will eventually replace the Completed Shared Forms Report from the Reports > Other Reports page. Some data and links will not be populated or working until after the Report has been deployed and the data for the tables start getting populated.

Update the Export Options to Include Region Filter Data in the Work Orders Section of the Portal (SB-4131)

Updated the Export Excel and Export CSV options to include the Region Filter column headers and data when exporting in the Admin > Work Orders section of the Portal.

Add a New System Setting to Require Users to Click an Apply Filters Button for Reports in the System Settings in the Portal (SB-4136)

Added a new "Require Users to Always Click an Apply Button for Applying Filters in Reports" Setting (checkbox) to the Admin > Company Profile section > System Settings tab in the Portal that will now require Users to either click an Apply Filters button or press enter to begin the search based on the Filters selected in all relevant Reports.

Added the ability to use the Anonymous Link Keyword in Text Messages Steps in Custom Workflow Definitions to allow Sent Form PDFs to be available in text messaging for Recipients not registered as Users in the Portal.

Bug Fixes

Investigate and Fix the Require User to Always Login using SSO Property Returning the Proper Value for Get Calls in the Users Endpoint in the REST API (SB-4126)

Fixed an issue with returning the incorrect value for the Require User to Always Login using SSO (i.e. RequiresAlwaysSSO) property when making GET web service calls to the User Endpoint in the REST API.

Investigate and Fix Cloudflare Block when Accessing Merge & Download PDFs in the Sent Forms Section of the Portal (SB-4151)

Fixed an issue with the Cloudfare WAF blocking requests for the Merge & Download PDFs option in the Sent Forms section of the Portal. Hotfix deployed on 10/20/2025.

    • Popular Articles

    • Mobile Forms iOS Install Via the Apple App Store

      Tutorial Video A tutorial video is also available and covers most of this material if you prefer to watch an overview of how to install the app. Accessing the Apple App Store There should be an icon for the Apple App Store on the home screen of your ...
    • Forms Designer Quick Start Guide

      Overview Field2Base Forms Designer is the proprietary software application that allows your existing paper forms to be quickly converted to a smart E-form available to your end users via our mobile and web-based Mobile Forms applications. This ...
    • Portal 11.28.2023 Release Notes

      Overview Our release notes offer brief descriptions of product enhancements and bug fixes. We include links to the current articles for any affected features. Those articles will be updated shortly after the Portal release to include new ...
    • Integration Service Configuration Guide

      How To Configure Integration Services To Allow Read/Write Access on a Network Path All of our Integration Products, including the DIM, DUU, and EDM have respective Windows Services responsible for communicating with our server. Occassionally, ...
    • Data Integration Module (DIM) Migration Guide

      Overview This article provides the information necessary to migrate the Field2Base Data Integration Module (DIM) over from one server to another. Please refer to the DIM Install Guide for the initial installation of the Field2Base DIM. Once that's ...