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Learn How to Create Dependent Objects
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Learn how to link Salesforce notes to other contact records.
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Learn how to embed a video on your form.
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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 skip a step in your Salesforce connector when no payment is made.
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Last Updated: 02/11/2022
in Troubleshooting and ErrorsLearn how to troubleshoot common export issues
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Learn about FormAssembly's Grant Access feature
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Last Updated: 02/11/2022
in Troubleshooting and Errors Overview When dealing with Stripe, you will occasionally run into error messages in the log that prevents it from running. Error - Unit Price not Set The most common occurrence is when you're using both single and recurring payments on the same...
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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...