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Pilot Program

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10 Topics

54 Conversations

Join our Pilot Programs to get early access to new versions and features. Learn how to access to Pilot Program features. Contribute to bug reports and questions. Engage with other Pilot Program customers and SuperOffice R&D.

All conversations (54)

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Conditional field pilot

Hi everyone,   Thank you for taking your time to test out Conditional fields in our web forms.  We are currently preparing the feature for release.  I will keep you updated in this forum and let you know as soon as the feature is available in your SuperOffice enviornment and ready for testing. If you have feedback, please share it in this forum or send an email to pilot@superoffice.com   Feel free to reach out if you have any questions.
Catherine Ngo
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16 Jun 2026 | 08:02 AM
Topic:
Conditional fields

Last reply

Are there plans to create similar logic on company records / screen designer? i.e. if a sale source is selected as "Event", a UDEF dropdown appears of these - as projects don't really get used our side, conditional fields on CRM objects would also be cool :) 
by Adam Gardner
29 Jun 2026 | 10:35 AM
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Create on-brand forms faster with AI styling

Hi all, We are introducing a new feature to help you style your forms in a more efficient way. With AI styling, AI styles the form for you. First, you add a url-link to your branded website that the form should match. Then, AI will then analyze the site an apply similar colors, typography, button styling and other visual details to your form. Open any form, go to  Style → Custom styling , and you'll find AI styling there (if you have AI Lab enabled) This is a Beta-version, so we are very interested in your feedback on how we can improve the results that the AI gives you.   Before you start, a few tips for best results 1.        The AI scrapes a single URL  — it does not follow child pages. For best results, link to the specific page where the form will be embedded, or the page that contains the CTA button leading to the form. This gives the AI the most relevant styling context. 2.        Start with an unstyled form.  Do not use a form that already has styling applied. The best starting point is a form that has the right fields in place, but no styling yet.   How to give feedback When you share your feedback, please include the following so we can use it to improve the AI output: The URL you used for scraping A screenshot of the result What you expected to see, and what was different The more specific you are, the better we can train the AI to handle these cases.   Where to send feedback Give your feedback in this thread or send to  pilot@superoffice.com , with subject AI-styling.   Q&A How long does it take?  About one minute. A progress bar in the editor keeps you informed while the AI generates the CSS. Can I adjust the result afterwards?  Yes. The AI fills in all CSS classes automatically and you can make further edits in the CSS editor. That said, our goal is output that doesn't require manual tweaking, so if you find yourself needing to make significant corrections, that's exactly the kind of feedback we want. The result doesn't look right. What should I do?  If the result looks nothing like your website, the most likely cause is the URL. Try linking to a simpler page — ideally one with a clear header and brand colours. Pages with heavy animations, video backgrounds, or login walls are harder for the AI to read accurately. If a different URL doesn't improve the result, don't spend time trying to fix it manually. Submit the feedback as described above and move on. These are exactly the cases that help us the most. What happens after the pilot?  We are using pilot feedback to add rules that improve the AI output before the feature goes to general availability.   You can find more information about the Pilot program in this link .  
Catherine Ngo
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18 May 2026 | 11:13 AM
Topic:
AI styling
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Template variables and buttons in Screen designer for Custom Objects

Hi, In screen designer we can add buttons on a custom object. My customer want to be able to open an external url (sharepoint) related to the chosen id. The URL is also saved in an extrafield on the custom object. Since it's an external URL I guess we can't use EventData and setNavigateTo, so I'll try to use "Open webpage" on the button and create a script that opens a URL with a cgiVariable. This works fine on tickets, but I can't figure out how we can take the custom object id from the URL and add it as a cgiVariable when running a script?

CN

Camilla Nysterud
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0
30 Apr 2026 | 07:34 AM
Topic:
Custom Objects
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Great news and a wish

Hi This sounds great and something we have missed for a long time. As heavy users of Customer Service, I do hope that it will offer capabilities similar to the Outlook plugin so that we can either create a new case from a chat or add it to an existing case. Looking forward to getting this enhancement Best regards Ole
Ole Ejlersen
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9 Apr 2026 | 04:50 PM
Topic:
SuperOffice for Teams

Last reply

Hi Ole, thanks for your feedback already before the pilot. Great to read that you are about to join the pilot. The feature to create a request will not be in the first release of SuperOffice for Teams. However, it is definitely on our roadmap to add this feature, like in SuperOffice for Outlook. Looking forward to your experience! /Marcel Spapens - Product Manager Integrations
by Marcel Spapens
14 Apr 2026 | 02:26 PM
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What is SuperOffice for Teams?

SuperOffice for Teams Save your Microsoft Teams conversations and files straight into SuperOffice – so important customer chats and documents  don't  get lost.   Pilot start: 2.June, 2026 .   What is this pilot about?   SuperOffice for Teams connects your Microsoft Teams conversations with your CRM. Instead of searching through channels and chats to  find  what a customer said last week, you save the conversation to SuperOffice – right where it belongs.   With SuperOffice for Teams, you can:   Save messages from chats and standard channels to SuperOffice.   Save a single file from a standard channel message.   Archive a date range of messages – like "Yesterday" or "Last 7 days."   Generate an AI summary of the conversation before saving. Requires AI Labs.  
Frode Berntsen
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9 Apr 2026 | 10:00 AM
Topic:
SuperOffice for Teams
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Feedback

Hi, I've tested out custom styling today and here's some immediate feedback: The class dropdown appears to be searchable, but the search doesn't work. There's no "button" selector in the class dropdown. I was able to select it by using ".form-form .Button" though. Some customers have multiple, often many, forms where they would want the same styling on all their forms. I think a good idea would be having a "CSS template" where you could make the CSS centrally, then select that CSS template in a dropdown list when you are configuring the form. That way you wouldn't have to copy the CSS to each form, and less technical users wouldn't have to worry about the code but instead just select the design someone has already made for them. Other than this I really liked it, and it worked well on first try! Espen 
Espen Steen
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16 Feb 2026 | 10:06 AM
Topic:
Custom styling

Last reply

Hi Espen, Thank you for feedback!  I am not able to reproduce the issues you are having with the class dropdown to be searchable, and when typing in a search for finding button, it gives me the .form-button. Are you still able to reproduce? Would like to know the version you are running, and maybe a small screen recording to see if there are other circumstances causing this issue.    When it comes to the CSS template suggestion: This is a good idea. For now what we have available is the possibility of creating a Form template for this purpose, then every user can create their form based on the template, and not having to worry about the styling.  Best regards, Trude
by Trude Lien Smedbråten
10 Mar 2026 | 02:53 PM
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Unable to add search criteria to Custom Objects

Hi, I’ve created some additional tables, but when I try to search for data in those tables, no search criteria are available. Has anyone experienced this issue or knows how to make the table fields appear as search criteria? I Can add data to the tables. Same if I publish table in "Find" or use it from "Custom Objects" menu. OnSite version: SuperOffice CRM OnSite 11.6 Release_OnSite_11.6_2026.01.29-01  

HD

Henning Dahl
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13 Feb 2026 | 01:19 PM
Topic:
Custom Objects

Last reply

Hi, did you enable the custom objects feature toggles in the web config? (V1-V4)
by David Hollegien
13 Feb 2026 | 10:43 PM
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Unable to edit Custom Objects

We are looking into a issue where a user is not able to edit Custom Objects. The user can create a Custom Object, but when trying to edit the same line, there is an error message. The user is Our Contact on the Company. The user has a role with limited Functional Rights. It works when the user is given General Administrator, but that is not an option permanently for the user. We have heard from one user, but there might be others with the same role with issues. On the Custom Object the user has the Delete Right.See screenshots for the for Functional Rights and Data Rights. Tried with different browsers, ?flush, Logged in with the same user on a different PC etc.     We have tried to create a brand new role identical to the old Role and assigned to the user, still the same issue.  In a demo we created the same role, and we are able to edit. So it seems related to the setup in this particular SuperOffice. The console just gives 500 Internal Server Error.   I have been in contact with SuperOffice Support, but they asked if i could also ask the forum. Since this feature is still in Pilot. Any tips or suggestions? Anything related to the setup of the Custom Object itself? Kontraktsinfo?
Filip Witzell
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10 Dec 2025 | 08:31 AM
Topic:
Custom Objects

Last reply

Hi Espen, If you are free today, we can connect on Microsoft Teams to check on the issue. Please, let me know
by Taofeek Adesina
12 Feb 2026 | 09:33 AM
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What is Custom styling?

Custom styling is a new feature that gives you full control over the design of your forms.  This feature allows advanced users to apply custom CSS directly to their forms for complete flexibility.       Why are we running this pilot?   We want to understand:   👉 Do users find the feature intuitive?   👉 Can they style forms as needed?   👉 Are there improvements or feedback we should consider?   Your input will help us refine the feature before a full release.     Who can join?   Customers who want to sign up need to: ✔️ Use SuperOffice CRM Online version 11.8.   ✔️ Anyone with a Marketing license When you toggle this feature on you will need to accept the terms for SuperOffice Pilot programs, To read the terms,  click here .   Sign up for pilot programs >>   What’s in it for you?   You’ll be able to style your forms better and make them match your brand identity.     How it works   You have two ways to customize your forms:   For experienced users:  Type your CSS code directly for full control.   For less advanced users:  Select a CSS class and add your code there. This makes styling less overwhelming and gives you better control over what you’re changing.     Sign up for pilot programs >>
Frode Berntsen
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16 Jan 2026 | 07:59 AM
Topic:
Custom styling
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AI Company Creation - UK Addresses Small Issue

Hi there On Address 1 when adding a UK company, it seems to be the wrong way around. An Example below:   It reads "England's Lane 41-43" when it should read "41-43 Englands Lane"   I cannot verify it is like this for all companies entered with AI, but have noticed it enough to make this post :) 
Adam Gardner
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6 Nov 2025 | 02:28 PM
Topic:
AI Lab

Last reply

Hi Adam, Yes, I see that it is different depending of the provider. That is why it works sometimes. We will update this so that for UK companies, the numbers will come first always. Best regards Filip Norman Product Manager
by Filip Norman
11 Dec 2025 | 10:30 AM