Self-Managed Server 5.0

The following are the improvements in the Self-Managed Server version 4.3.6 compared to 5.0.0:

Download 5.0.1

Download previous releases: 5.0.0

Release notes

5.0.1 (Aug 5, 2026)

• Fixed: automations with filter formulas fail to trigger

5.0.0 (Jun 10, 2026)

Data entry & record editing

• Record edit drafts in data entry — edit and stage record changes as drafts before submitting
• Inline table editing — edit records directly in the table grid, including date fields, locks, and default-value population
• Matrix form display — matrix/cross-tab data-entry view, with multiple measures, blank rows, draft indicators, and reference/subform dimensions
• Attachment preview in the record panel — preview images, and now video and audio, in a side panel; preview across multiple selected records
• Include calculated fields in record print-out

Record Detail view

• New Record Detail view type — design a custom layout for viewing a single record, built from field lists, headings, navigation, and calculated tables
• Like other views, a Record Detail view can be kept private or shared with other users

Field-level permissions

• Allows administrators to control access at the individual field level (view/edit restrictions)
• Enables stricter data governance and protection of sensitive information
• Supports more complex workflows where different users require access to different parts of a record

Offline & collection links

• Support attachments in offline mode
• Display QR codes for collection-link URLs
• Language selector when opening app collection links

Importer improvements

• Import from external RESTful APIs
• Import from other ActivityInfo forms
• Save and reuse import configurations, with a new permission to control who can manage them
• Improved import performance and reliability for large (10k+) imports

Form design

• Preview form-design changes in the UI before applying
• Remove the limit on the number of key fields
• Allow all key fields to be optional; allow translation fields to be optional
• New formula functions: LENG(), which counts characters as they are displayed, and ROUND()

Data management

• Recover deleted databases through the user interface
• Improve SQLite locking strategy

Internationalization

27 new system languages added, bringing the total to 50:

• Amharic
• Armenian
• Bengali
• Danish
• German
• Haitian Creole
• Hausa
• Hindi
• Italian
• Khmer
• Kinyarwanda
• Kurmanji
• Kurmanji (Badini)
• Lao
• Nepali
• Norwegian
• Oromo
• Rundi (Ikirundi)
• Somali
• Sorani
• Swahili
• Swedish
• Tagalog
• Thai
• Tigrinya
• Urdu
• Vietnamese

Security

• Restrict an attachment field to specific file types: images, PDFs, office documents, or video
• Optionally integrate with ClamAV for virus scanning attachments
• Disable password-based authentication to the API
• Add PKCE to OpenID Connect SSO
• Allow granting bulk delete permissions in combination with record-level permissions