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Learn how you can add an e-signature requirement to your forms.
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Last Updated: 01/31/2025
in Publishing FormsLearn how to publish and embed your FormAssembly form within an iFrame.
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Learn how to Work with Multiple Choice Fields, Send-As Values, and Checkboxes
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Learn how to create a thank you page or a redirect link to send respondent's to a new page upon form completion.
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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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Learn how to resolve common Salesforce connector issues
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Last Updated: 01/12/2025
in Getting Started
Introduction FormAssembly and Salesforce are a match made in heaven. With FormAssembly’s simple, yet powerful data collection and Salesforce’s robust CRM, your data is in good hands! Your FormAssembly forms can work with Salesforce in a number of...
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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...
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Introduction From the workflow Collaboration page, workflow owners may share their workflow with others or transfer workflow ownership to another user. Adding collaborators to a workflow allows a workflow owner to easily share the workflow manage...
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Overview There may be times when you would like to include the form or response details in your connector mappings, such as the form name, the response URL, or the date the response was submitted. We have a number of generic aliases available fo...