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Created On: 03/06/2025
in Release Notes
Changes & Bug fixes Self-service Trial users that click "Buy Now" are redirected to subscription page Suspended users can purchase subscriptions with fewer clicks Licensing The licensing page is now organized in a tabu...
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Created On: 03/04/2025
in Release Notes
Changes & Bug fixes Resume links for Form from the Form Save Confirmation page will require authentication to access the form. ...
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Created On: 02/26/2025
in Release Notes
Changes & Bug fixes Addressed an issue with Salesforce sandbox authentication expiration ...
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Overview Send, receive, and prefill Salesforce data with the Salesforce Workflow Connector. Requirements To use the Salesforce Workflow Connector, a FormAssembly user must:
be part of a Team plan or higher
purchase the Salesforce Conn...
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Created On: 02/25/2025
in Release Notes
Changes & Bug fixes A saved response can be resumed and saved successfully after session expiration error Increase visibility for FA users for Workflow processing errors ...
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Created On: 02/19/2025
in Release Notes Highlights - Workflow Connector Updates This release introduces new enhancements to all new Workflow connectors, including Google Sheets, Google Drive, Microsoft Excel, Microsoft SharePoint, Box, DropBox, and Webhook Preconditions Actions...
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Overview The following information covers configuration settings shared across all Workflow-native Connectors. For configuration settings unique to the connector you are setting up, please refer to the article specific to that connector. List o...
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Created On: 10/22/2025
in Release Notes Changes & Bug Fixes The Salesforce Connector’s API has been updated to version v62 Resolved an error where Workflow was not saving if there are multiple Approval steps configured E-signature verification will now require clicking a verify b...
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Introduction Combine a customized template with Workflow’s Document step to create and distribute dynamic PDFs incorporating form response data. This article covers the basics of tagging your document template and the steps to configure the Docum...
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Overview The Replay feature allows users to reprocess Workflow-native Connector Steps and Form Steps from their response cards. A key use of this feature is identifying and resolving Connector Step errors, such as when an error occurs because a s...