Updated Articles

  1. Dataset List

    Managing Datasets The Dataset List makes it easy to manage datasets you've imported to use with our Autosuggest feature . Datasets are useful when you want users to be able to choose from lists of options to long for a dropdown menu. To acce...
  2. Connecting to Salesforce

    Learn how to connect to your Salesforce account from your FormAssembly connector
  3.  FormAssembly's Mobile App for iOS Devices

    Learn about FormAssembly's mobile iOS app for offline and mobile data collection.
  4. Form Transfer Tool

    Learn how to use the FormAssembly Form Transfer Tool
  5. Role Permissions

    Overview Administrators can customize role permissions to specify the options and functionalities that users can access based on their assigned role. If a user attempts to access an option that they don't have access to, they will see the messa...
  6.  Dynamic Picklists

    Overview Dynamic Picklists are multiple-choice questions that get their list of choices directly from Salesforce. Values are populated from Salesforce when the form loads, so the choices in your picklist always stay current without having to refre...
  7.  Signing Up with FormAssembly

    Learn how you can sign up for a FormAssembly account and start creating web forms within minutes!
  8.  Stripe Connector

    Learn how to process form payments with our Stripe connector
  9. Share Forms and Data

    Learn how you can collaborate and share your FormAssembly forms with other members of your organization.
  10.  The Salesforce Nonprofit Success Pack (NPSP)

    Learn how to use FormAssembly with the Salesforce Nonprofit Pack
Terms of Service · Privacy Policy