Popular Articles

  1. 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 Notification...
  2. Object Alias

    Learn about the Salesforce Object Alias
  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. Data Retention - Purge Settings and Logs

    Learn how to purge response data from the admin dashboard
  5. Create a New Salesforce Record

    Learn how to create a new Salesforce record from a form submission
  6. Connector Options & Triggers

    Learn about Salesforce Connector trigger options
  7. 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 " Add ...
  8. Google Analytics Tracking

    Overview If you published your forms with the Copy & Paste method or the REST API , and tracking is otherwise already set up on your site, you don't need to do anything to track your forms. However, if you use FormAssembly to host your forms, f...
  9. Authorize.net Connector

    Learn how to use the Authorize.net connector to process payments
  10. Create a Secure Salesforce API User

    Learn about configuring Salesforce API users
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