Popular Articles

  1. FormAssembly Workflow Setup

    Introduction The FormAssembly Workflow solution is a visual, no-code process-building interface that allows our users to combine forms, emails, integrations, and more into sequential data collection roadmaps. Workflow is a powerful tool that can he...
  2. Validation Rules

    Overview The purpose of input validation is to help your respondents provide the desired answers in the expected format. It is an aid, and it is not designed to be foolproof. There are ways one can bypass the validation and, although rare in a norm...
  3. Reports

    Learn about FormAssembly's response reports
  4.  Conditional Questions

    Introduction Conditional logic (also called branching or skip logic) helps make your form simpler and easier to fill out by hiding questions that are not relevant to specific answers. You can add conditional rules to individual fields, sections (...
  5. Salesforce Error: Required Fields are Missing

    Learn how to resolve common Salesforce connector issues
  6.  Salesforce Prefill Connector

    Learn how to use the Salesforce Prefill Connector
  7. Form Collaboration

    Learn how you can collaborate and share your FormAssembly forms with other members of your organization.
  8. Dataset List

    Managing Datasets The Dataset List makes it easy to manage datasets you've imported to use with our Autosuggest feature . Datasets are useful when you want users to be able to choose from lists of options too long for a dropdown menu. To acces...
  9. Workflow Responses

    Introduction Thanks to FormAssembly Workflow, forms are no longer single-purpose data collection tools. A single form can be used in numerous workflows to further countless customer journeys. As an individual piece of multiple data collection puz...
  10. Formatting Issues in Field Labels

    Introduction When copying and pasting into FormAssembly, there is often formatting carried over from where the information was copied. This will cause the text to have a yellow background or show as a different font type. Steps In order to clear...
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