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Last Updated: 05/17/2024
in Style Your Forms
Overview You can use the Theme Editor to customize the elements of your forms, but sometimes you may need to customize further than the Theme Editor will allow. Note: The examples listed below are common examples that have been crea...
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Last Updated: 05/09/2024
in Release Notes
Highlights Phone Number and Job Title can be updated on the User Account page. Each limited license will now include an audit permission package in addition to a basic permission package. Changes & Bugfixes Deleted response...
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Introduction A hint is a helpful little companion to a form field. They give you handy clues and directions about what's needed. Read more on our blog . You can also see our example form for hints in action, or get the template . Add a...
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Last Updated: 05/08/2024
in FormAssembly Admin Guide
What is happening? FormAssembly is introducing a new license called the Limited License. We are also changing the name of the existing, original FormAssembly License to the Standard License. Standard Licenses will now have configurable Permission...
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About Access Control With FormAssembly's Access Control feature in the Form Builder, you can turn any field into a hidden or uneditable field. This is particularly useful if you plan on using a hidden field to trigger certain conditionals based...
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Learn about configuring Salesforce API users
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Learn how to verify your FormAssembly account for Salesforce Single Sign-On.
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Introduction Tasks allow you to track activities as a to-do list in Salesforce. You can relate tasks to records for leads, contacts, campaigns, contracts, and more! Tasks are assigned to specific Salesforce users and can be either single or recurri...
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Learn how to link multiple records within Salesforce
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Learn how to skip a step in your Salesforce connector when no payment is made.