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Learn how you can grant access to your FormAssembly account to our customer success team and to members of your organization.
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Error Use one of these records? Normally, this error relates to the Salesforce's Standard Duplicate rule. If you have this rule enabled, it'll be showing an alert every time you are trying to create a duplicate record. This issue can also be...
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Last Updated: 03/02/2023
in Getting Started
What is the Forms List? The Forms Page is the screen you see directly after logging into FormAssembly. From this page, you can create, clone or edit forms, view responses, build workflows, and more. This page also contains the Forms List . Thi...
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Learn how to edit HTML sections in the Form Builder.
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Learn how to use secure lookup parameters for prefilling
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Last Updated: 03/10/2022
in Getting Started
FormAssembly Classes The FormAssembly Knowledge Team regularly presents classes that are meant to provide our users with an introduction to form building, the Salesforce Connector, form management possibilities, and more. You can view some of our ...
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Learn about IP anonymization from the admin dashboard
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Learn how to use FormAssembly's HTTPS Connector
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Learn how to use the FormAssembly Form Transfer Tool
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Introduction If you are asking your users to upload a file to your form, it is now possible to control what types of files can be accepted. For example, if you only wanted to accept image files for a particular upload field, you now have that optio...