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v5.0.0-beta.1

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@kjmartens kjmartens released this 06 Sep 05:05
· 511 commits to v4 since this release

Warning

This version is still in beta and not recommended for production use. Stripe Payments are not currently supported and there is no migration from Freeform 4 yet, but these features will be available soon.

Added

  • Added Group field type, allowing you to nest multiple fields inside. Additionally, conditional rules can be applied to Group fields.
  • Added ability to create Custom field types.
  • Added ability to save fields as Favorites for quick use in other forms.
  • Added ability to search across other forms to reuse fields in forms.
  • Added an Attributes object for the Form and Field, which is capable of storing the HTML attributes for various elements that each form or field has.
  • Added a Settings object to access all of the form's settings assigned to it in the form builder.
  • Added a basic Multipage All Fields formatting template (replaces the Bootstrap 5 Multipage All Fields template).
  • Added the ability to set complex conditional email notifications inside the form builder.
  • Added global freeform variable so that queries can be done shorthand as freeform.form, etc.

Changed

  • Control Panel
    • The Dashboard and Forms pages have been combined and redesigned.
    • Renamed the Email Notifications subnav menu item to Notifications.
  • Form Builder
    • Completely redesigned the form builder.
      • Settings and other features are now in full-page tabs to allow for lots of room to configure.
      • Fields are specific to forms and added by dragging fresh field types into the layout.
    • Reorganized all form settings and behaviors into multiple subsections of a unified Settings tab.
    • Reorganized Email Marketing, CRM, Element, Stripe, Captcha, POST Forwarding and Google Tag Manager settings into multiple subsections of a unified Integrations tab.
    • Improved the Conditional Rules tab to include a field map along with visual cues, making configuration faster and less confusing.
    • Changed some of the option values for the Duplicate Check (formerly Limit Form Submission Rate) setting.
  • Fields
    • Fields are now created and specific to each form (vs. being global to all forms).
    • Fields can be saved as Favorites or searched upon to be reused in other forms.
    • Fields can now be changed to other field types at any point, but be aware that data loss could occur when switching incompatible field types.
    • The Checkbox Group field type has been renamed to Checkboxes (and checkboxes in formatting templates).
    • The Radio Group field type has been renamed to Radios (and radios in formatting templates).
    • The Select field type has been renamed to Dropdown (and dropdown in formatting templates).
    • The field type handles of cc_details, confirmation, file_drag_and_drop, multiple_select, opinion_scale, and rich_text have been renamed to credit-card, confirm, file-dnd, multiple-select, opinion-scale, and rich-text, respectively.
    • The Dynamic Recipients field type has been replaced with the User Select feature, which provides the ability to assign a notification layer to any Dropdown, Checkboxes, Radios, or Multi-Select field types.
    • The Email Marketing/Mailing List special field type has been replaced with the ability to assign the Email Marketing integration to any existing Checkbox or Hidden field. This will also allow you to keep a record in Freeform of whether the mailing list was subscribed to by the user.
    • The reCAPTCHA v2 Checkbox and hCaptcha Checkbox special fields are now inserted into the form automatically (before the Submit button).
    • The Submit and Save & Continue Later buttons are now automatically inserted at the end of each form page.
    • The Opinion Scale field type markup for manual templating has been adjusted slightly.
  • Email Notifications
    • Updated the form builder to have a Notifications tab dedicated to configuring all types of email notifications (except for template-level ones).
  • Integrations
    • The Element Connections feature is now referred simply to Element integrations.
    • Element integrations are now set up in the Freeform settings area and then configured per form.
    • Webhook integrations are now configured per form (but still set up initially in the Freeform settings area).
    • Integrations with more than one type have been unified with expanded functionality:
      • Salesforce Leads and Salesforce Opportunities are now in a single Salesforce integration.
      • Pipedrive Leads and Pipedrive Deals are now in a single Pipedrive integration.
      • Zoho Leads and Zoho Deals are now in a single Zoho integration.
    • Integrations that map to more than one endpoint allow more flexibility when choosing which endpoints to map to.
    • The Salesforce integration has been changed to OAuth validation (instead of username/password).
    • The Pipedrive integration has been changed to OAuth validation.
    • The dotmailer integration has been updated and renamed to Dotdigital.
    • All MailingList/mailing_list, etc, references in the code and database have been renamed to EmailMarketing/email_marketing, etc.
  • Settings
    • Combined the Formatting Templates, Email Templates and Success Templates settings pages into a single Template Manager settings page.
    • Reorganized and adjusted settings pages.
    • The Limit Form Submission Rate setting has been renamed to Duplicate Check. Available options have been revised and renamed for clarity as well.
  • Spam Protection
    • Renamed the Javascript Enhancement feature to Javascript Test.
    • Captchas are now stored as integrations, can have multiple configured per site, and can be turned on/off and further configured at the form level inside the form builder, e.g. stricter settings, different behavior, etc.
    • The reCAPTCHA v2 Checkbox and hCaptcha Checkbox special fields are now inserted into the form automatically (before the Submit button).
  • Templating
    • The overrideValues parameter for Form queries has been renamed to values.
    • The suppress parameter (for suppressing email notifications and integrations when editing submissions on the front end) has had the dynamicRecipients, submitterNotifications, connections parameter names changed to userSelectNotifications, emailFieldNotifications, and elements, respectively. An additional conditionalNotifications parameter has been added to account for the new Conditional Notifications feature.
    • All formatting templates have been updated and improved.
    • The Bootstrap 5 Multipage All Fields formatting template has been transitioned to a "Basic" non-Bootstrap version, now called Multipage All Fields.
    • Form settings and behaviors can now all be accessed in templates via freeform.settings.settingName.
    • The option.checked property has been updated to an approach that compares option.value to field.value.
    • The disableRecaptcha parameter is now disableCaptcha.
    • All references to loading (text and/or spinner indicator displayed on the submit button) are now processing.
    • All references to spinner (spinner indicator displayed on submit button) are now processingSpinner, etc.
    • The limitSubmissions parameter has been renamed to duplicateCheck and the values have been renamed for clarity.
    • The submissionLimitReached property in the Form object has been renamed to duplicate.
    • All references to freeform-file-drag-and-drop for CSS overrides have been updated to freeform-file-dnd.
  • Javascript
    • The defaults for errorClassBanner, errorClassList, errorClassField and successClassBanner plugin options for JS overrides have been adjusted to freeform-form-errors, freeform-errors, freeform-has-errors and freeform-form-success, respectively (ff- changed to freeform-).

Removed

  • The Field Manager area (Freeform > Fields) has been removed, as fields are no longer globally shared unless they are saved as Favorites.
  • The Dashboard page has been removed in favor of a redesigned Forms page.
  • Exporting "shortcuts" from the Dashboard is no longer available with the removal of the Dashboard page, but many other exporting options are available.
  • The What's New feature has been removed in favor of using Craft's Announcements feature.
  • The Bootstrap 3, Bootstrap 4, Bootstrap 5 Multipage All Fields and Tailwind 1 formatting templates have been removed.
  • The Resources area inside the Freeform control panel has been removed.
  • The Form Builder Tutorial and Install Demo Banner settings have been removed.
  • The option.checked property has been removed. Please use and compare option.value to field.value.
  • The disableRecaptcha template parameter has been removed. Please use disableCaptcha instead.
  • The limitFormSubmissions property has been removed from the form object. Please use form.settings.limitSubmissions instead.
  • The recaptchaBehaviour, recaptchaEnabled, recaptchaErrorMessage, recaptchaKey, recaptchaSecret, recaptchaLazyLoad, recaptchaMinScore, recaptchaSize, recaptchaTheme and recaptchaType settings have been removed from Project Config, as they are stored as integrations now.
  • The freeform/fields/create field creation console command has been removed as it is no longer applicable.
  • The following attribute control parameters have been removed and replaced by accessing them via the new attributes object: inputClass, submitClass, rowClass, columnClass, labelClass, errorClass, instructionsClass, class, id, name, method, and action.