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Learn how to use SAML authentication in conjunction with Salesforce
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Learn how to use the Cybersource connector to process payments
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Reorder with Drag & Drop Arrange your fields within the Form Builder by selecting the field you want to move, then using the drag handle (to the left of the field) to drag and reorder. Reorder with the Outline The outline allows you to see an...
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Learn how to resolve common Salesforce connector issues
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Learn How to Create Dependent Objects
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Overview Improve your security by enabling Secure File Scan to check all incoming file upload field attachments on submitted forms and workflows. After a form is submitted, Secure File Scan checks all attachments for viruses and displays the result...
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Last Updated: 06/17/2025
in Troubleshooting and ErrorsLearn how to troubleshoot common export issues
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Learn how to skip a step in your Salesforce connector when no payment is made.
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Introduction Adding text around a field can be helpful when you need something displayed before a value. For example, you can add $ before a numeric value on a form. Steps To add text around a field: Select the field. Select the Options b...
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Last Updated: 11/08/2024
in Reporting and Responses Overview Searching responses for each form can be tedious if you're trying to locate a certain piece of information and you're unsure of which form it may be in. Use the Search All Reports Reports to locate response data from all forms at once. Ple...