Popular Articles

  1. Workflow Step - Approval

    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 pro...
  2. SAML Setup with Salesforce

    Learn how to use SAML authentication in conjunction with Salesforce
  3. Dates and Dashes Issues in the Salesforce Connector

    Overview Salesforce has issues with dashes when dates are submitted via the Salesforce connector.  A simple formula will allow you to automatically convert the date from MM-DD-YYYY to MM/DD/YYYY. Resolution Use the following formula in you...
  4. FormAssembly Licensing and Plans Update FAQ

    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...
  5. Working with Salesforce Notes & Enhanced Notes

    Learn how to link Salesforce notes to other contact records.
  6. Create Dependent Objects

    Learn How to Create Dependent Objects
  7. Mobile Responsiveness Tips

    Mobile Responsiveness Tips Note: Respondents with outdated versions of iOS/Android may experience issues when displaying the form. Forms, fields, and sections can now better adapt to the screen size of the viewing device. This includes dropdo...
  8. Salesforce Assigns a Different Owner ID

    Learn how to resolve common Salesforce connector issues
  9. Creating a New Theme in Form Builder 5

    Overview Administrators can create themes in the Form Builder. Additionally, they may control which style elements will be exposed when users want to customize the themes admins have created. This process involves using SCSS to expose the specific...
  10. Akismet Spam Filter

    Learn about Akismet spam filtering for Enterprise
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