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Overview SAML (Security Assertion Markup Language) can be used to secure access to your FormAssembly account and forms. There are two methods for using SAML with FormAssembly: Single Sign-On: this will allow users to sign into their FormAssembly...
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Last Updated: 01/25/2024
in Getting Started Introduction When you create a web form, your respondent's trust and security should be your number one concern. To help you build trust and boost security, the FormAssembly team conducted a class outlining the most important principles of web ...
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Last Updated: 06/18/2024
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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Add Fields and Sections At the top left of the Form Builder , you'll find a blue Add Content button. From here, you can add a variety of elements, such as questions, fields, and sections. Overview of Field Types In the Form Builder, ...
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Learn how to create a lookup in your Salesforce connector.
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Last Updated: 06/18/2024
in Publishing Forms
Stop Spam Spam is unfortunately an inescapable part of the modern internet. While there is no 100% surefire way to prevent all spam, there are a variety of steps you can take to reduce and minimize spam submissions. In this document, we’ll ta...
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Learn how to resolve the Salesforce error " Bad value for restricted picklist"
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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 managem...
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Last Updated: 03/02/2023
in Getting Started Introduction Every day, FormAssembly is helping customers change, streamline, and improve their data collection processes across a variety of departments and organizations. With a data collection tool this powerful and flexible, you may be wonderin...
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Error Data value too large This error means that the value submitted to Salesforce exceeds the maximum character length set for the Salesforce field. Resolution Apply character limit to the text field that is throwing the error. To add a char...