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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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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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Introduction From the Collaboration tab in the Workflow Properties Panel, 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 sh...
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Learn how you can use response aliases to create dynamic notifications within FormAssembly.
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Form Title and Form Name There are two different locations and ways to identify your form. The title is for external identification, meaning it can be visible to your respondents, and when it is enabled - will appear at the top of your form in th...
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Last Updated: 06/17/2025
in Getting Started
FormAssembly Classes
The FormAssembly Knowledge Team regularly presents classes that are meant to provide our users with an introduction to form building, the Salesforce Connector, form management possibilities, and more.
You can view so...
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Introduction If you are asking your users to upload a file to your form, it is now possible to control what types of files can be accepted. For example, if you only wanted to accept image files for a particular upload field, you now have that optio...
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Last Updated: 05/28/2025
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 wonder...
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Last Updated: 06/17/2025
in Getting Started What is the Forms List? The Forms Page is the screen you see directly after logging into FormAssembly. From this page, you can create, clone or edit forms, view responses, build workflows, and more. This page also contains the Forms List . Thi...
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Learn how you can grant access to your FormAssembly account to our customer success team and to members of your organization.