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Learn about IP anonymization from the admin dashboard
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Learn about using the "Like" operator in the Salesforce connector
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About the Navigation Bar You can add page navigation to a multi-page form with the Navigation Bar . It's a list of all the page numbers, where respondents can click on a number to jump to the corresponding page. Note : With the Naviga...
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Learn how you can resolve common FormAssembly account issues you might be experiencing.
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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 t...
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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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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 h...
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Last Updated: 03/15/2023
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 In order to modify your for...
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Learn how to verify your FormAssembly account for Salesforce Single Sign-On.
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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...