🟢 Feature requests needed! Relaunching records, developing web forms, redesigning mobile

Here is the summary - i’m sure you have it done already as well :wink:

:bulb: Feature Request Collection from Tape Community Thread

:brick: Records

Permissions & Visibility

  • Add permissions to field groups and tabs (e.g., commissions, contracts).
  • Control field visibility per view type (board, list, mobile, reference).
  • Conditional visibility of fields/sections based on other field values.
  • Conditional visibility of fields based on user, role or group (e.g., show admin-only fields, hide in-development fields from end users).
  • Permissions at app, record, and field level; adjustable via automation.

Field Behavior

  • Lock fields so only automation can update them.
  • Freeze calculated fields after certain conditions (e.g., when status = ā€œcompletedā€).
  • Support for today() function in calculations.
  • API responses should return fields in fixed order and include empty fields.

Other Record Features

  • Merge duplicate records with auto-updating of all linked references.
  • Filter records based on the number of incoming links.
  • Display linked records as editable mini-canvases.
  • Advanced layout options: collapsible sections, split view, tabs, pop-outs.
  • Ability to hide apps from the main interface.

:receipt: Web Forms

Form Capabilities

  • Allow multiple form variants per app with different layouts/fields.
  • Pre-fill forms with values from linked records.
  • Conditional visibility of fields/sections inside forms.
  • Custom labels for fields (e.g., using questions instead of field names).
  • Show/hide calculated or hidden fields in the form.
  • Read-only fields inside the form.
  • Group fields into sections.
  • Multi-page forms with progress bar.
  • Auto-save for long forms.
  • Display confirmation messages or redirect after submission.
  • Conditional logic upon submission (e.g., different outcomes based on input).
  • Support for nested data from linked apps.
  • Signature field (including support for e-signatures).
  • Custom form design via CSS.
  • Embed forms in external websites.

:iphone: Mobile

Views & Navigation

  • Create/view records without entering edit mode.
  • Custom ā€œmobile viewā€ with selected fields only.
  • Add the ā€œFocusā€ view as a tab in the mobile app.
  • Add custom dashboards as mobile tabs.

Interaction & Automation

  • Support for buttons triggering automations.
  • Click-to-call functionality for phone number fields.
  • Take/upload photo outside the comment section.
  • Improved notifications with action buttons, file previews, or links.
  • Better mobile-optimized notification experience.

:hammer_and_wrench: Technical & API Features

API & Data Structure

  • Fixed field order and completeness in API responses (even for null values).

Automation & Templates

  • Support for templates in automations.
  • Generate DOCX or TXT files automatically.
  • Integration with open-source tools for e-signatures.

PDF Generation

  • Overlay text and images in PDFs.
  • Control margins and page orientation.
  • Add map visuals (e.g., Google Maps) in generated PDFs.

:closed_lock_with_key: Security & External Access

Access Control

  • Password-protect shared fields or files.
  • Expiring public share links.
  • Log access history for shared content.

External User Portals

  • Lightweight customer portals for file upload.
  • Partial submission support (users don’t need to fill out everything at once).
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Great summary, @dirk_s !

@Leo @Tim Now that we are officially out of Q1 2025, is there any roadmap update on any of the things that were planned to be launched by Q1 end? Should the roadmap be updated to reflect the updated timelines? I’ve been pointing a lot of my clients to the roadmap so was just expecting it to be updated with the most recently available information.

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I forgot to mention - the kudos go to ChatGPT. Someone had to do it.

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There seems to be missing this one:

Show the names of the linked apps with the linked field in a calculation field. There is currently no way to find out, which app is linked. Field names are not unique. So the linked app needs to be easily recognisable with the linked field.

Thats a pretty tough job, if you want to analyse existing code in calculation fields currently.

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Just like @andrew.cranston points out, it would be very helpful for me to have an idea of the timeline for releasing new developments (especially the webforms in my case). As it has implications for projects I’m currently designing… Thanks!

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Hi @andrew.cranston and @Nele_Claeys,

We recently updated our roadmap, thanks again for your note @andrew.cranston. You were absolutely right, the timeline needed an update!

There are still a few basic building blocks we’re working on, where we’re using some new technology. This makes it a bit hard to give an exact timeline right now. However, we’ve already finished many features that are currently held back because they depend on other parts still in progress. In the roadmap, we’ve marked these as ā€œReady – Blockedā€ so it’s clear what’s done but not yet ready to ship.

We’re not just building web forms on top of the current system. Instead, we’re rebuilding the whole app and field creation process to match what our community needs, now and in the future. That’s why we’re also working on several important features that will help create a better experience overall and avoid rework later.

A good example is field-level access. A feature many of you have asked for. It’s already completed but currently still blocked by other dependencies. Once released, it will make it easy to control who can see or edit specific fields. Since this works directly on the field level, it doesn’t just affect forms, but also records and views throughout Tape. That’s why it needs to be built into the system upgrade from the start.

We’re working hard to deliver the first version to you as soon as possible. Once that’s in place, we’ll be able to move quickly and build out many of the requests and ideas you’ve shared. Thanks again @dirk_s for collecting all those suggestions — they’re incredibly helpful!

Wishing you a great evening,
Leo

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@Leo SO EXCITING!!! Thank you guys so much for all your hard work!

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Man, reading the roadmap makes me so damn excited. You know you’re on to something when your customers are celebrating features that haven’t even been released yet. This company is amazing!

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:movie_camera: Sneak Peek: Forms

Many of you have been waiting for a preview - and we totally get it, because it’s already starting to feel really good.

Today, we’re excited to share a video showing the latest progress.
Some examples:

  • Form creation process - it’s super easy to create new forms - and it already feels really smooth
  • Rename field – instant, inline renaming of fields without leaving context
  • Mass changes – e.g., set multiple fields to ā€œrequiredā€ across multiple fields at once
  • Edit style – update field styles, label positions, or placeholders
  • Dynamic columns – add, remove, and reorder columns
  • Rules – enabling conditional logic like showing/hiding fields based on input
  • Field access – define field-level access to control visibility

:bulb: The same technology will also power the new record experience.
(Please note: some details may still change as we are currently running lots of tests)


As you can see, a lot is already coming together, but there’s still a lot on our roadmap before the launch is complete, as I mentioned a few days ago → here

Anyway, we’re officially opening the waitlist for Forms today.
We’d like to invite you to get early access → https://get.tapeapp.com/forms/

Thank you so much for your ongoing support and patience. We’re super excited for what’s coming! Whenever we hit another good milestone, we’ll share another video with you.

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Wow, this looks insanely promising! Can’t wait to get my hands on it!

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Great sneak preview, @Leo … can’t wait to get access and introduce it into our clients environments.

Could you also say, which fields types will be supported? Will there be file uploads or will they be added later?

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This seems amazing!!!

Please don’t forget the mobile record search upgrade (much like pc). Thanks @Dirk for your summary (it appears to be missing the mobile search revamp though).

Thanks a lot.

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One of the main things I need is the ability to update records from the mobile app. The search is great, but giving my user the ability to update a record is a necessity. The app is a list of coffee shops that are located near hospitals. The users would have the ability to search for a coffee shop, but then also update the record with notes, ratings, favorite drinks, is there parking, food, etc… Being able to do this on the go is a HUGE PLUS for the usability of the application/database.

Right now I’m trying to figure out the best way to do this with what is available. Can I use a google form? I was thinking of having them leave a comment on the record with a special format that would kick off an automation that would update the record. But that is clunky at best

@scostello The easiest path forward right now might be to build an app on top of your Tape system using Procfu Mini Apps. You can find out more here:

You can build a mobile friendly app that achieves everything you’re looking for and it’s all based directly on your Tape data.

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Thanks! I’m digging in and have the basic list,details, edit and create mini app screens created and working. I am wondering though if you know how to do a filter (search) on the list of items?

I came across this tutorial (Create custom search functionality in ProcFu | ProcFu Documentation) that works for Podio, but has an issue for tape because it uses a Podio_App_Search function that is built into ProcFu. Any idea on how I might do this with Tape?

Update: I’ve found that there is a Tape_App_Query function that can be used.

Thanks,
-Scott

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Hi team, we’re really looking forward to the mobile app update. Our team heavily relies on mobile access, especially since our boss travels frequently and needs to manage records on the go. Several of our staff also depend on using the CRM via phone for daily operations. Right now, the lack of mobile record creation and editing is a major challenge for us. Hoping to hear some good news soon. This update will make a big difference for our workflow! :slight_smile:

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Looks Amazing!
Regarding web forms there should be a feature to prepopulate form fields VIA get example webformlink?first_name=Jane&last_name=Doe etc…

Example use case embed in my dialer for my cold callers as weblink. This would be a huge time saver for my team.

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Don’t miss Tape’s Forms private beta –
Join the launch here:

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This is a friendly reminder for all, as the Form’s launch is TODAY!!

Let’s go!!! :raised_hands:

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Hi Im trying to access the web forms and the webinar, I dont see a way to access the webinar after I click the link. I’m getting Form closed to new submissions, but i signed up when it was first anounced. Is there anyway I can watch a recorded version of the webinar?