Popular Articles

  1. Form Name & Form Title

    Form Title and Form Name There are two different locations and ways to identify your form.  The title is for external identification, meaning it can be visible to your respondents, and when it is enabled - will appear at the top of your form in th...
  2. Form Analytics

    Overview Form Analytics allows users (with permission enabled) to gain deeper insight into their forms with the availability of metrics such as conversion and abandonment rates and other factors that affect form performance. Note : At this time,...
  3. Form Transfer Tool

    Learn how to use the FormAssembly Form Transfer Tool
  4. Reauthenticate your 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. Use a Server-Side Script (REST API)

    Learn how to publish your FormAssembly form using a server-side script (API)
  6. Field Mapping & Required Fields

    Learn about field mapping within the Salesforce connector
  7.  Menu Dependencies

    About Menu Dependencies Menu Dependencies may be used to shorten long drop-down menus and de-clutter menu choices by removing irrelevant options from your respondent’s view. Using a parent-child relationship, menu dependencies between two drop-down...
  8. Field Layout, Matrix, Likert Scales, Grids, & Columns

    Checkboxes and Radio Buttons Layout To change the layout of individual checkboxes and radio buttons: Select your question and click the Options button to open the editing sidebar . Select Presentation from the sidebar. Select your layo...
  9. Repeatable Fields & Sections

    Overview You can create repeating questions and sections in FormAssembly Forms. Repeatable questions allow respondents to give more than one answer. This is useful for forms such as job applications, where an applicant may need to add multiple ref...
  10.  Setting up Custom Redirect Formulas and Nesting @IF() Statements

    Learn how to use a redirect formula when a form is submitted
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