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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 pro...
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Learn how to use SAML authentication in conjunction with Salesforce
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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...
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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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Learn how to link Salesforce notes to other contact records.
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Learn How to Create Dependent Objects
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Last Updated: 12/15/2023
in Style Your Forms
Mobile Responsiveness Tips Note: Respondents with outdated versions of iOS/Android may experience issues when displaying the form.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...
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Learn how to resolve common Salesforce connector issues
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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...
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Learn about Akismet spam filtering for Enterprise