Repeatable Fields & Salesforce Writeback

What's new
  • Repeatable form fields — applicants can now add and remove multiple rows of grouped questions within a single form section (e.g., listing multiple project sites or co-applicants). Rows can be reordered by drag-and-drop, and a maximum row count can be set.

  • Automatic email sending — email templates can now be configured to send automatically when triggered, without a manual send step.

  • Salesforce writeback — assessment scores and Smart Insights now sync back to Salesforce, completing the two-way integration.

  • Salesforce field mapping — administrators can configure which Optible fields map to which Salesforce fields from a new mapping UI.

  • Grantmaking form sync from Salesforce — application form responses, budget details, and document checklist data now sync from Salesforce Grantmaking into Optible automatically.

  • Validation rule management — grant administrators can create, edit, and delete document validation rules directly from the settings page.

  • Per-criteria warning triggers — warning rules can now be scoped to individual scoring criteria, not just criteria groups.

  • In-app changelog notifications — a notification now appears in the app when updates have been released.

Improvements
  • Email template previews now show the actual parsed content rather than raw placeholder tokens.

  • Files attached to emails are now sent as proper attachments, not as download links in the email body.

Bug fixes
  • Fixed ABN details not refreshing when clicking the refresh button.

  • Fixed the file upload area having an incorrect height on applicant-facing forms.

  • Fixed files not uploading correctly when inside a repeatable field group.

  • Fixed a data loss issue when editing an expenses field inside a repeatable section.

  • Fixed drag-and-drop reordering not working within repeatable field groups.

  • Fixed Smart Insights failing silently for some applications.

  • Fixed a crash during eligibility validation when certain application details were missing.

  • Fixed Salesforce field mapping sending incorrect values after changing the integration configuration.

Australia

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Adelaide SA 5000


United Kingdom
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United States
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Alto CA 94301