Popular Articles

  1. CapsuleCRM Integration

    Learn how to use our HTTPS connector to integrate with CapsuleCRM
  2. Release 5.44

    Highlights The most recent Salesforce API version (v61) is now available for Salesforce connectors. Reported silent failures on Salesforce connectors are now resolved. Respondents should not encounter errors when submitting their responses ...
  3. Using Chargent with the Orders Package

    Work with account, opportunity, and contact records within the Chargent Orders Package
  4. Release 5.61

    Changes & Bugfixes Email verification is required after a user changes their email address Addressed an issue related to an access issue on the Form Response page ...
  5. Replay

    Overview The Replay feature allows users to reprocess Workflow-native Connector Steps and Form Steps from their response cards. A key use of this feature is identifying and resolving Connector Step errors, such as when an error occurs because a s...
  6. Release 5.60

    Highlights Box and Dropbox connector add-ons are now available! Workflow users on Team plans and above can purchase the Box and Dropbox Connector add-ons to securely collect and send file uploads directly to your Box and Dropbox accounts. Check ...
  7. Release 5.40

    Changes & Bugfixes Form response PDF attachments should now display clearly with no text overlay. Dynamic picklist field values should now load successfully regardless of the number of repeatable sections added by a respondent. Notificati...
  8. New Form from PDF

    Overview Note : This feature is in Beta. Convert any PDF form into a FormAssembly form in minutes. Rather than creating a new form from scratch, select Convert PDF to upload your PDF to FormAssembly, and an AI agent will convert it into a full...
  9. YubiKey

    Overview YubiKey is a USB device that generates a unique string each time it is plugged in and activated by touching the sensor. The unique string is sent to Yubico, the maker of YubiKey, where it is validated. Because each string it generates is...
  10. Release 5.81

    Changes & Bug Fixes Forms with both reCAPTCHA and Save & Resume enabled can be saved without a user being required to pass reCAPTCHA ...
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