New Articles

  1. Payment Connectors and Email Notifications

    Created On: 09/07/2017 in Connectors & Integrations Payment & Invoicing Connectors
    Learn how to create custom email notifications for forms that are processing payments.

  2. Formula Functions Quick Reference

    Created On: 09/06/2017 in Form Options and Features FormAssembly Formulas
    This page is meant to be a quick reference page for all possible formula functions.

  3. FormAssembly API Calls when Using the Salesforce Connector

    Created On: 09/04/2017 in Connectors & Integrations Salesforce Form-Native Salesforce Connector
    Learn more about the API calls FormAssembly makes when using the Salesforce Connector.

  4. Reauthenticate your Salesforce Connector

    Created On: 08/09/2017 in Connectors & Integrations Salesforce Form-Native Salesforce Connector
    Introduction There are some cases where you might need to reauthenticate or change the authenticated account for your Salesforce connector.  You might be switching from Sandbox to Production accounts, you might be adding a new user to your organi...

  5. Salesforce Rich Text Fields (WYSIWYG)

    Created On: 07/31/2017 in Troubleshooting and Errors Salesforce Connectors Troubleshooting
    Currently, FormAssembly cannot send rich formatted text to Salesforce.

  6. The Salesforce Save Connector

    Created On: 07/14/2017 in Connectors & Integrations Salesforce Form-Native Salesforce Connector
    Learn how to create and update Salesforce records when a form is saved.

  7. Use Case: Create a Chatter Post in Salesforce and Include a File

    Created On: 06/22/2017 in Use Cases FormAssembly Use Cases
    Learn how to send a file to a Chatter post

  8. Completion Rate Information

    Created On: 06/21/2017 in Reporting and Responses
    Completion Rate The completion rate is the amount of people who completed your form divided by the number of people who visited your form. When accessing the FormAssembly form link directly (or if you are embedding your form with an iframe), acces...

  9. Sending a Form Upload to Salesforce Files

    Created On: 06/19/2017 in Connectors & Integrations Salesforce Form-Native Salesforce Connector
    Learn how to send uploads to Salesforce Files

  10. Salesforce Error: "Attempted to add a campaign member where either the member id 'null'..."

    Created On: 06/05/2017 in Troubleshooting and Errors Salesforce Common Errors
    Error When creating campaign members in Salesforce, you must link them to both a campaign and a contact or, a campaign and a lead.  To do this, you will need to map those respective IDs in your connector. If you do not map a campaign ID and a cont...
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