Popular Articles

  1. Predefined Content Administration

    Last Updated: 06/05/2024 in FormAssembly Admin Guide Forms Management
    Learn about predefined content administration from the admin dashboard

  2. State and County Picklists

    Last Updated: 02/11/2022 in Troubleshooting and Errors Salesforce Connectors Troubleshooting
    Learn about State and Country Picklists

  3. The Salesforce Save Connector

    Last Updated: 03/28/2022 in Connectors & Integrations Salesforce The Salesforce Connector
    Learn how to create and update Salesforce records when a form is saved.

  4. Using FormAssembly's Publishing API with Salesforce

    Last Updated: 02/11/2022 in Use Cases Custom Use Cases
    Learn about FormAssembly's publishing API with Salesforce

  5. CAS Authentication

    Last Updated: 08/13/2024 in Connectors & Integrations Respondent Authentication
    Learn how to use CAS authentication with your FormAssembly forms

  6. Preview, Save, & Publish

    Last Updated: 09/03/2024 in Using the Form Builder Form Building Tips
    Preview To see your form from the respondent's perspective inside the Form Builder, click the Preview  button at the top right.   This is a great way to test your form quickly and check out features like input validation or conditional sections....

  7. Salesforce Rich Text Fields (WYSIWYG)

    Last Updated: 02/11/2022 in Troubleshooting and Errors Salesforce Connectors Troubleshooting
    Currently, FormAssembly cannot send rich formatted text to Salesforce.

  8. PayPal Connector Troubleshooting

    Last Updated: 03/07/2022 in Connectors & Integrations Payment & Invoicing Connectors
    Learn how to troubleshoot common PayPal Connector issues

  9. Error: "This response has already been processed"

    Last Updated: 02/11/2022 in Troubleshooting and Errors
    Learn how to resolve the error: "This response has already been processed"

  10. Use Case: Allow Respondents to Update Salesforce Records

    Last Updated: 02/11/2022 in Use Cases FormAssembly Use Cases
    Introduction There are many cases where it can be helpful to display Salesforce record information to your form respondents. In particular, you may want to allow your respondents to view and update their information which has been stored in Salesfo...
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