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Last Updated: 05/02/2025
in Release Notes
Changes & Bug fixes Addressed an issue on the Salesforce Workflow Connector where the respondent's date format was not respected when sent to Salesforce Addressed an issue on the Salesforce Workflow Connector where some date formats used in ...
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Introduction The Connector Step allows you to exchange data between forms in your workflow and external sources. To add this step to your workflow, click the " Add Step " button on your Map and select Add a Connector from the dropdown menu. ...
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Introduction Combine a customized template with Workflow’s Document step to create and distribute dynamic PDFs incorporating form response data. This article covers the basics of tagging your document template and the steps to configure the Docum...
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Learn how to prefill information through the CAS prefill connector
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Last Updated: 05/01/2025
in Reporting and Responses
Overview Form Analytics allows users (with permission enabled) to gain deeper insight into their forms with the availability of metrics such as conversion and abandonment rates, and other factors that affect form performance. Requirements Tea...
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Learn how to prefill information through the LDAP Prefill Connector
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Last Updated: 05/01/2025
in Form Options and Features
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 too long for a dropdown menu. To acces...
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Learn how to use FormAssembly's Lightning Component to add a form to your Salesforce Community.
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Last Updated: 04/29/2025
in Release Notes Changes & Bug fixes Addresses an issue with the Google Sheets connector where leading zeros entered in a form are not represented in Google Sheets ...
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Overview The following information covers configuration settings shared across all Workflow-native Connectors. For configuration settings unique to the connector you are setting up, please refer to the article specific to that connector. List o...