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Introduction The Page Redirect Step allows you to redirect respondents to a Thank You page or an external page using a URL. To add a Page Redirect to your workflow, click the " Add Step " button on your Workflow Builder Map and then select Pag...
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Last Updated: 02/11/2022
in Use Cases Custom Use Cases Overview At times you may wish to collect not just an address, but also the latitude and longitude of the address in question. However, many form respondents will not know the latitude and longitude of a given address. In situations like these, it ...
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Last Updated: 01/31/2025
in Style Your Forms
This article will walk you through how to replace the default icon in your browser tab (also known as a "favicon") with an icon of your choosing so you can give your forms a more customized look. Requirements To modify your form's browser tab i...
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Form Building Process Building a form can be a long and very involved process, but we're here to help! Below is an outline to help you through the form building process, including configuring connectors, testing, and publishing. Our team is happy...
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Learn how you can resolve common FormAssembly account issues you might be experiencing.
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Introduction The Workflow Approval feature enables you to map and build approval processes into your workflow, bridging the gap between various business process components. This feature is particularly beneficial when validating data collection p...
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Overview Creating multiple forms for different groups or audiences can often become challenging and difficult to manage. You end up with multiple connectors to maintain, multiple links to send out, and notifications to keep track of for each d...
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Last Updated: 05/08/2024
in FormAssembly Admin Guide
What is happening? FormAssembly is introducing a new license called the Limited License. We are also changing the name of the existing, original FormAssembly License to the Standard License. Standard Licenses will now have configurable Permission...
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Introduction Tasks allow you to track activities as a to-do list in Salesforce. You can relate tasks to records for leads, contacts, campaigns, contracts, and more! Tasks are assigned to specific Salesforce users and can be either single or recurri...
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Last Updated: 02/11/2022
in Troubleshooting and ErrorsLearn how to resolve a "curl_setopt()" Error when publishing your FormAssembly form to Wordpress.