Popular Articles

  1. Date Validation

    Introduction By using our date validation feature, you can control the range of dates that a user may select in a field. Here are some examples of how this feature can be used: Select a date up to one month into the future Select a date up to tw...
  2. Connecting to Salesforce

    Learn how to connect to your Salesforce account from your FormAssembly connector
  3. Theme Retirement

    What does Theme Retirement mean?  Theme Retirement is when an Administrator changes the status of a theme from public to private. A Retired Theme is a private theme that does not belong to a user, but was once a public theme on the instance applied...
  4. Form Moderation Administration

    Learn how to moderate forms from the admin dashboard
  5.  Mailchimp Integration

    Learn how to use our HTTPS connector to integrate with Mailchimp
  6. General Settings

    Learn about general FormAssembly settings like branding, language, themes, and more.
  7. User Groups

    Overview Instead of individually managing permissions for every user via the All Users list - a potentially time-consuming task for administrators with large user bases - our User Groups feature offers a more efficient method. With User Groups, you...
  8. Sending a Form Upload to Salesforce Files

    Learn how to send uploads to Salesforce Files
  9. Chargent Connector

    Learn how to use the Chargent connector to process payments
  10. iATS Connector

    Learn how to process payments with our iATS connector
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