Checkbox v1.3, Released on 09/05/2019

Continuing with our commitment to deliver the worlds best no-code platform to our fantastic customers (that’s you!), we’ve released some brand new features, updates and improvements to the Checkbox platform.

Please read below for a description of all our new features.


Live Chat

  • We’ve integrated a Live Chat to Checkbox (Studio only - not available in deployed applications), meaning you can speak to our support team directly from inside Checkbox, within the hours of 9AM - 5PM, Monday-Friday AEST.

Business Process Management (Beta) (Premium Licence Only) *

  • Our newest feature, Schedule Tasks allows you to automate actions and process. The first two available actions in our Beta release are automated e-mails and webhooks.
  • Automated emails allow for emails notifications to any user or current assessment owner. This is useful for reminders, daily updates/reporting on assessments, or perhaps just a motivational message each morning.
  • Supporting webhooks opens Checkbox out to the world. Any other application can be connected with their webhook to send data between apps, enabling integration opportunities like Slack, Salesforce and Zapier.
  • This feature is currently for premium customers only, and limited to 5 actions per assessment.

Check out our Wiki article on this feature here.


Report Template Enhancement - Loop

  • We’ve added the loop functionality when using a Word Doc template, allowing you to get Checkbox functionality like a dynamically filled table for each shareholder in an agreement without losing the complex formatting of a word template.

Check out the Wiki here.


DocuSign Enhancement - Name Tags and Custom Emails

  • You can now customise your DocuSign email content, and use Docusign tags (i.e signer name) to auto-fill fields.

Check out the Wiki here.


Dynamic Field Enhancement

  • Conditional Logic in Forms (elements only appearing on a certain logic condition) now supports any variable from the assessment, not just variables in the same Form, meaning a decision at an earlier block in the assessment can trigger different questions being asked inside a later Form block.

Check out the Wiki here.


“Version” Meta Variable (Premium Licence Only) *

  • We’ve introduced a ‘version’ Meta variable. This can be added to a list view or assessment dashboard, allowing you to check which version of an application a user completed their assessment in.

Check out the Wiki here.

Studio Enhancement - Download Report Templates and JavaScript Files

  • Studio functionality has been updated to allow you to download a Javascript file or Rich Doc template after upload.


It’s been an absolute pleasure to see and release these features to you and we hope you’ll love them as much as we do! As always we appreciate your feedback and love being on this journey with you!

Best wishes from the Checkbox Team!


* Functionality is only available to customers on a Premium Features platform licence. For queries related to your licence agreement, contact your Checkbox Account Manager.