- FormAssembly Support
-
- Quick Start Guide
- Create your First Form
- Form Building Videos
- Getting Started with Form Builder 5.0
- New in Form Builder 5.0
-
- Validation Rules
- Date Validation
- File-Type Upload Control
- Field Hints / Contextual Help
- Add Text Around Fields
- Conditional Questions
- Menu Dependencies
- Default Values
- Repeatable Fields & Sections
- Form Calculations
- Access Control
- Sensitive Data
- Read-Only Fields
- Hyperlink text
- Images in Fields
- Loqate Field Validations
- Create a Form for Multiple Audiences
- Best Practices for User Friendly Forms
- Best Practices in Web Form Security
- Preview, Save, & Publish
- Use Auto-Save to Recover an Unsaved Form
- Using JavaScript on a Form and Within Calculations
- Mobile Responsiveness Tips
- Dataset List
- Why is My Form Under Moderation?
- Use Case: Require Only a Certain Number of Checkboxes
- Add Discount Codes to your Form
- The One Form Series
- Embedding Videos within Forms
- Form Builder Version
- Form Contact Information and GDPR Rights Link
-
- Workflows
- Save & Resume
- Form Availability
- Review Before Submit
- Form Language
- Configure Your Forms
- SSL Encryption / Secure Form
- E-Signature
- Smart Processing with Formulas
- Formulas for Common Uses
- Generic Aliases
- Setting up Custom Redirect Formulas and Nesting @IF() Statements
- Formula Troubleshooting
- Formula Functions Quick Reference
- CAPTCHA and reCAPTCHA
- Akismet Spam Filter (Enterprise Edition)
- Response Volume Limits
- Duplicate Submissions
- Enable IP Anonymization for Form Respondents
-
- Connector Timeline
- Resend Response
- Connector Log
-
- Get started with Salesforce
-
- Connecting to Salesforce
- Salesforce Form Import Tool
- Create a New Salesforce Record
- Update an Existing Salesforce Record
- Look Up an Existing Salesforce Record
- File Uploads and Salesforce Attachments
- Field Mapping & Required Fields
- Field Mapping: Multiple Choice Fields, Send-As Values, Checkboxes
- Repeatable Fields & Sections with Salesforce
- Create Dependent Objects
- The Salesforce Save Connector
- Use Case: Create Lead or Update Contact
- Use Case: Campaign Members
- Using the "Like" Operator in the Salesforce Connector
- Sending a Form Upload to Salesforce Files
- Use Case: Create a Chatter Post in Salesforce and Include a File
- Use Case: Create a Salesforce Service Cloud Case
- Salesforce Prefill Connector
-
- INVALID_LOGIN Error
- No Selected Contact Error
- INVALID_OPERATION
- INVALID_FIELD
- REQUEST_LIMIT_EXCEEDED
- Entity is deleted
- xsd:date Error
- Well-formed character data or markup
- INVALID_QUERY_FILTER
- Required Fields are Missing
- Salesforce Error: "CampaignMember - entity type cannot be inserted"
- Salesforce Error: Failed to trigger a flow
- Salesforce Error: Data value too large
- Salesforce Error: "ID Value of Incorrect Type"
- Salesforce Error: "Attempted to add a campaign member where either the member id 'null'..."
- Salesforce Error: Is not a valid value for the type xsd:double
- Salesforce Error: Bad value for restricted picklist
- Salesforce Error: Cannot specify ID in an insert call
- Salesforce Error: Use one of these records?
- AppExchange
- Populate (or Prefill) a Form with Salesforce Data
- FormAssembly API Calls when Using the Salesforce Connector
- Testing your Salesforce Forms and Connectors
- Publishing API
- Salesforce API User
- Make Salesforce and PayPal Work Together
- The Salesforce Nonprofit Success Pack (NPSP)
- Link Records in Salesforce with Lookup Relationship Fields
- Use Case: Prefill Salesforce Data for Respondents to View and Edit
- Reauthenticate your Salesforce Connector
- Salesforce Single Sign-On (SSO) Email Verification
- FormAssembly and Salesforce Shield
- Linking Records in the Salesforce Connector
- Dates and Dashes
- Sending Response PDFs to Salesforce
-
- Which Payment Connector Should I Use?
- Authorize.Net Connector
- Chargent Connector
- CyberSource Connector
- FreshBooks Connector
- PayPal Connector Setup
- PayPal Connector Troubleshooting
- Stripe Connector
- iATS Connector
- Using Chargent with the Orders Package
-
- Using reCAPTCHA to Prevent Spam Submissions for Payment Connectors
- Skipping Subscriptions or One-Time Charges in a Payment Connector
- Using the Formula Editor within your Payment Connectors
- Using Connector Labels for your Payment Connectors
- Automatic Validation in Payment Connectors
- Repeated Fields in Payment Connectors
- Create a 4 Digit CVV Code for American Express Cards and Accept Leading Zeroes
- Payment Connectors and Email Notifications
- Skip Salesforce Connector Steps when No Payment is Made
- Getting Started with Donation Forms
- Common Stripe Error Messages
- PayPal Error Codes
- Bizible Integration
- Working with the FormAssembly API
- ScheduleOnce Integration
- Post Redirect Connector
- Locked Connector
- Add HotJar Analytics to a Form
-
- Prefill Through the URL
- Prefilling From Within a Form
- Prefilling Repeatable Sections
- CAS Prefill Connector
- ExactTarget Prefill Connector
- Salesforce Prefill Connector
- Prefill Lookups Using Secure Parameters
- LDAP Prefill Connector
- Prefill Dependent Objects Using One Parameter With the Salesforce Prefill Connector
- Prefill Links with URL Encoding
- Dynamic Picklists
- Dynamic Picklist (v2)
-
- Upgrading to Enterprise
- I've upgraded to Enterprise. What's next?
- New FormAssembly Administrator
- Enterprise Administrator Training
-
- Application Settings
- IP Anonymization
- Message Administration
- Public Announcement Administration
- Purge Response Data
- Grant Access Feature for Enterprise Administrators
- SSL Certification for Custom Enterprise Domains
- View or Restore Deleted Responses for Enterprise Administrators
- How to Resolve "Cannot send message without a sender address" Error
- Registering Third Party Apps for Enterprise Admins
- API Quotas for Enterprise Admins
- Managing Support Email Requests
- Enterprise Save & Resume
- Role Permissions
FAQs
Download the PDF of this article.