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Created On: 08/12/2026
in Release Notes IMPROVEMENTS The Workflow Response ID is now displayed on the Audit Trail page and the downloadable Audit Trail PDF, making it easier to cross-reference signed documents with their corresponding audit records. BUG FIXES Improved the reli...
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Created On: 08/05/2026
in Release Notes BUG FIXES Fixed an issue that prevented typing in the step search box when adding a new step in Workflow Builder. Fixed an issue where workflows using the Excel connector could time out and fail to write data for accounts with large OneDrive l...
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Created On: 07/29/2026
in Release Notes IMPROVEMENTS We've made Salesforce connections more resilient under heavy usage: Improved reliability when multiple workflows, connectors, or datasets share the same Salesforce authorization at the same time, reducing cases where a connection co...
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Created On: 07/29/2026
in Release Notes BUG FIXES Fixed an issue where testing an account-level SAML SSO configuration with Azure AD (Entra ID) would always fail validation, even when the connection was correctly configured and SSO sign-in worked as expected. Improved the SAML sign-...
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Overview Salesforce users often need to collect additional information related to an existing Account without asking users to re-enter data that's already stored in Salesforce. By adding a prefilled form as a custom button on the Account record...
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Created On: 07/22/2026
in Release Notes NEW RELEASES AND IMPROVEMENTS Released Script Integrity Verification for payment forms. If a form owner uses custom scripts on a payment page, those scripts are now monitored for unexpected changes, with form owners being notified when changes ar...
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Created On: 07/20/2026
in Release Notes Bug Fixes Fixed an issue on the Processing tab where forms configured with Shared Authentication were incorrectly displaying "Anyone" as the allowed respondent type. The authentication itself was not affected; this was a display-only error, but t...
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Created On: 07/21/2026
in Release Notes
IMPROVEMENTS Improved reliability of Salesforce connector OAuth token handling to reduce authorization errors when multiple form submissions or connector calls refresh the same token at once. Note: FedRAMP Environment notes only apply to accou...
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Created On: 07/16/2026
in Release Notes IMPROVEMENTS Our team is making improvements to our Salesforce connector in response to Salesforce’s changes in OAuth tokens. You can now reauthenticate your Salesforce connection directly from the External Authorizations page, with broken aut...
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Created On: 07/08/2026
in Getting Started
Introduction If you use custom scripts on a payment page, FormAssembly monitors those scripts for unexpected changes. This feature, called Script Integrity Verification, helps protect your respondents' payment card data by alerting you when a scr...