Changes & Bug Fixes
A PDF of the E-Signature step audit trail can be downloaded from the View Audit Trail page.
Workflow links in emails now expire after 7 days, and expiration can be updated on the Security settings page by an admin.
- AI Assisted Search
- Learn About FormAssembly's Support and Services
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- FormAssembly Quick Start Guide
- Introducing the Forms Page and Forms List
- Introducing the Form Builder
- Build Forms in Seconds with the Template Library
- FormAssembly and Salesforce
- New Form from File Upload
- Best Practices when Building Forms
- Best Practices in Web Form Security
- Form Optimization Guide for FormAssembly
- FormAssembly Support and Services
- Popular Features Overview
- Classes and Webinars
- FormAssembly Mobile App
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- Create your First Form
- Form Builder Version
- Why is My Form Under Moderation?
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- Validation Rules
- Date Validation
- File Type Upload Control
- Field Hints / Contextual Help
- Add Text Around Fields
- Conditional Questions
- Menu Dependencies
- Default Values
- Repeatable Fields & Sections
- Form Calculations
- Access Control
- Using JavaScript on a Form and Within Calculations
- Sensitive Data
- Hyperlink text
- Images in Fields
- Loqate Field Validations
- Autocomplete
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- FormAssembly Workflow Setup
- Workflow Step - Collect a Form Response
- Workflow Step - Conditional Ruleset
- Workflow Step - Go To Step
- Workflow Step - Add a Connector
- Workflow Step - Send an Email
- Workflow Step - Page Redirect
- Workflow Step - Advanced Document Generation
- Workflow Step - E-Signature
- Workflow Step - Approval
- Workflow Responses
- Workflow Assignments
- Workflow Collaboration
- Replay
- URL Parameters
- Workflow-Native Connectors
- Box Connector
- Dropbox Connector
- Google Drive Connector
- Microsoft SharePoint Connector
- Webhook Connector
- HubSpot Workflow Connector
- Salesforce Workflow Connector
- Setting Up Legacy Workflows
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-
- Connector Timeline
- Salesforce Form Import Tool
- Resend Response
- Connector Log
- Box Connector
- Dropbox Connector
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- Get Started with Salesforce
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- Connecting to Salesforce
- Look Up an Existing Salesforce Record
- Create a New Salesforce Record
- Update an Existing Salesforce Record
- Testing your Forms and Salesforce Connectors
- Creating Salesforce Attachment Records
- FormAssembly API Calls when Using the Salesforce Connector
- Field Mapping & Required Fields
- Field Mapping: Multiple Choice Fields, Send-As Values, Checkboxes
- Repeatable Fields & Sections with Salesforce
- Linking Records in the Salesforce Connector
- Create Dependent Objects
- Sending Response PDFs to Salesforce
- The Salesforce Save Connector
- Reauthenticate your Salesforce Connector
- Connector Options & Triggers
- Using the "Like" Operator in the Salesforce Connector
- Sending a Form Upload to Salesforce Files
- Households in Salesforce
- Conditionally Create or Update Records in Salesforce: Skip-if Formula
- Salesforce Auto-Number, Formula, and Lookup Fields
- Record Type IDs
- Skip Salesforce Connector Steps when No Payment is Made
- Working with Salesforce Notes & Enhanced Notes
- Link Records in Salesforce with Lookup Relationship Fields
- Creating Tasks in Salesforce with FormAssembly
- The Salesforce Nonprofit Success Pack (NPSP)
- Salesforce API User
- FormAssembly and Salesforce Shield
- Salesforce Dynamic Picklist (v2)
- Webhook Connector
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- Which Payment Connector Should I Use?
- Authorize.net Connector
- Chargent Connector
- Using Chargent with the Orders Package
- CyberSource Connector
- FreshBooks Connector
- PayPal Connector Setup
- PayPal Connector Troubleshooting
- Stripe Connector
- iATS Connector
- Skipping Subscriptions or One-Time Charges in a Payment Connector
- Getting Started with Donation Forms
- Using the Formula Editor within your Payment Connectors
- Using Connector Labels for your Payment Connectors
- Automatic Validation in Payment Connectors
- Repeated Fields in Payment Connectors
- Create a 4 Digit CVV Code for American Express Cards and Accept Leading Zeroes
- Payment Connectors and Email Notifications
- SCA and the Stripe Connector
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- Prefill Through the URL
- Form to Form Prefilling with a Redirect URL
- Form-native Salesforce Prefill Connector
- ExactTarget Prefill Connector
- CAS Prefill Connector
- Prefill Lookups Using Secure Parameters
- LDAP Prefill Connector
- Prefill Links with URL Encoding
- Prefill Related Objects and Records with the Salesforce Prefill Connector
- Adobe Marketo Measure Integration
- Working with the FormAssembly API
- OnceHub (Previously ScheduleOnce) Integration
- Post Redirect Connector
- Add HotJar Analytics to a Form
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- INVALID_LOGIN Error
- No Selected Contact Error
- INVALID_OPERATION
- INVALID_FIELD
- REQUEST_LIMIT_EXCEEDED
- Entity is deleted
- xsd:date Error
- Well-formed character data or markup
- INVALID_QUERY_FILTER
- Salesforce Error: Required Fields are Missing
- Salesforce Error: "CampaignMember - entity type cannot be inserted"
- Salesforce Error: Data value too large
- Salesforce Error: Failed to trigger a flow
- Salesforce Error: "ID Value of Incorrect Type"
- Salesforce Error: "Attempted to add a campaign member where either the member id 'null'..."
- Salesforce Error: Is not a valid value for the type xsd:double
- Salesforce Error: Bad value for restricted picklist
- Salesforce Error: Cannot specify ID in an insert call
- Salesforce Error: Use one of these records?
- Publishing Troubleshooting
- WordPress Troubleshooting: curl_setopt() Error
- Common Stripe Error Messages
- PayPal Error Codes
- Export Troubleshooting
- Troubleshooting Your Custom CSS
- How to Resolve "Cannot send message without a sender address" Error
- Error: "This response has already been processed"
- Locked Connector
- Formatting Issues in Field Labels
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-
- Create a Form for Multiple Audiences
- Use Case: Adding Person Accounts as Campaign Members
- Use Case: Allow Respondents to Update Salesforce Records
- Use Case: Campaign Members
- Use Case: Create a Chatter Post in Salesforce and Include a File
- Use Case: Create Lead or Update Contact
- Use Case: Create a Salesforce Service Cloud Case
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- Release 5.115
Release 5.124
Download the PDF of this article.