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Overview On March 16, 2023, FormAssembly will be updating the functions used within our product in areas such as connectors, emails, thank you pages, and redirects, to more closely match Excel functions. This change will allow our team to work off ...
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Overview FormAssembly’s Single Sign-On (SSO) is a powerful tool to guard against unintended form access and reduce spam. Team plans and above can use FormAssembly’s Identity Provider Management capabilities to allow users to set up SS...
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Introduction There are many cases where it can be helpful to display Salesforce record information to your form respondents. In particular, you may want to allow your respondents to view and update their information which has been stored in Salesfo...
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Created On: 10/20/2021
in Use Cases Custom Use Cases Overview At times you may wish to collect not just an address, but also the latitude and longitude of the address in question. However, many form respondents will not know the latitude and longitude of a given address. In situations like these, it ...
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Overview You can use the Salesforce Prefill Connector to prefill a form with values from related objects and records using only one parameter in the URL. This can be helpful for creating a short and simple URL while still maintaining complex...
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Overview When using a Redirect URL to redirect a respondent from one form to another, it is possible to prefill the second form with data collected in the first. This can allow you to simplify the form process for your respondents. You can also u...
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Introduction The FormAssembly Workflow solution is a visual, no-code process-building interface that allows our users to combine forms, emails, integrations, and more into sequential data collection roadmaps. Workflow is a powerful tool that can he...
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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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Created On: 08/17/2021
in Getting Started What is the FormAssembly Beta Program? The FormAssembly Beta Program is an opportunity to help us shape upcoming features and products. As a member you will have early access to some of our newest features before we release them to all customers an...
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Created On: 06/29/2021
in Publishing Forms Stop Spam Spam is unfortunately an inescapable part of the modern internet. While there is no 100% surefire way to prevent all spam, there are a variety of steps you can take to reduce and minimize spam submissions. In this document, we&rs...