Popular Articles

  1. Generic Aliases

    Overview There may be times when you would like to include the form or response details in your connector mappings, such as the form name, the response URL, or the date the response was submitted.  We have a number of generic aliases availab...
  2. Response Aliases

    Learn how you can use response aliases to create dynamic notifications within FormAssembly.
  3. Editing Tools

    Undo/Redo To undo or redo your last action, there are Undo and Redo buttons in the top-right corner next to the Save button. Copy or Move Existing Content To copy an existing field, click on the field, and then select copy this field f...
  4. Workflow Step - Send an Email

    Introduction The Email Step allows you to send emails to a manually entered email address, or to email addresses collected in form responses above this step in the Workflow Builder Map. This step combines the  Auto-Responder and Email Notific...
  5. Create a Secure Salesforce API User

    Learn about configuring Salesforce API users
  6. Data Retention - Purge Settings and Logs

    Learn how to purge response data from the admin dashboard
  7. Use Case: Create a Chatter Post in Salesforce and Include a File

    Learn how to send a file to a Chatter post
  8. Validation Rules for Date/Time Predefined Content Field

    Learn about the validation rules for our Date/Time predefined content field.
  9. Workflow Step - Conditional Ruleset

    Introduction The Conditional Step allows you to conditionally route your workflow to one or more paths based on one or more rules. You can even customize the conditional logic for these rules!  To add this step to your workflow, click the &qu...
  10. Salesforce Error: INVALID_QUERY_FILTER_OPERATOR

    Learn how to resolve common Salesforce connector issues
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