Popular Articles

  1. Tray.io Integration

    Last Updated: 08/07/2024 in Connectors & Integrations HTTPS Connector
    Tray.io Integration This document covers how to send data from FormAssembly to Tray.io. Once data is sent to Tray.io it can be sent to another software application. For this example, we will be sending data from FormAssembly to Tray.io to Constan...

  2. Salesforce Error: INVALID_LOGIN: Invalid username, password, security token, user not active, or user locked out

    Last Updated: 02/11/2022 in Troubleshooting and Errors Salesforce Common Errors
    Learn how to resolve common Salesforce connector issues

  3. Thank You Page or Redirect

    Last Updated: 08/09/2024 in Form Options and Features The Notifications Page
    Learn how to create a thank you page or a redirect link to send respondent's to a new page upon form completion.

  4. Hyperlink text

    Last Updated: 08/18/2022 in Using the Form Builder Field Options
    Introduction Hyperlink text in your form with the click of a button!  Please Note:  Hyperlinks within field labels and field options/choices open in the same tab, not in a separate tab.  Each link that you create is set to open in a new win...

  5.  E-Signature

    Last Updated: 11/19/2024 in Form Options and Features Form Processing
    Learn how you can add an e-signature requirement to your forms.

  6. Field Mapping: Multiple Choice Fields, Send-As Values, Checkboxes

    Last Updated: 04/01/2024 in Connectors & Integrations Salesforce The Salesforce Connector
    Learn how to Work with Multiple Choice Fields, Send-As Values, and Checkboxes

  7. Publish with an iFrame

    Last Updated: 11/14/2023 in Publishing Forms
    Learn how to publish and embed your FormAssembly form within an iFrame.

  8. Form to Form Prefilling with a Redirect URL

    Last Updated: 12/29/2021 in Connectors & Integrations Prefill Forms
    Overview When using a Redirect URL to redirect a respondent from one form to another, it is possible to prefill the second form with data collected in the first. This can allow you to simplify the form process for your respondents. You can also u...

  9. Use the FormAssembly Lightning Component in Salesforce Experience Cloud

    Last Updated: 06/18/2024 in Connectors & Integrations Salesforce The FormAssembly AppExchange App
    Learn how to use FormAssembly's Lightning Component to add a form to your Salesforce Community.

  10. Sending Response PDFs to Salesforce

    Last Updated: 05/06/2024 in Connectors & Integrations Salesforce The Salesforce Connector
    Introduction When setting up your Salesforce Connector, you can choose to send a PDF of the response to Salesforce. This feature supports all Salesforce Objects, including Attachments, ContentVersion (Files), and more.  Contents of the PDF incl...
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