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Last Updated: 11/20/2023
in Getting Started Introduction During your FormAssembly journey, you may require a little bit of help when building your forms or creating your data collection process. We offer a number of resources to both new and existing customers which can help answer questions...
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Last Updated: 11/20/2023
How to contact FormAssembly's customer success team so we can help you resolve any trouble you might be running into.
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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 refres...
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Learn about form administration from the admin dashboard
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Learn how you can collaborate and share your FormAssembly forms with other members of your organization.
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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: 11/14/2023
in Publishing Forms Learn how to publish and embed your FormAssembly form within an iFrame.
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Last Updated: 11/14/2023
in Publishing Forms Overview Quick Publish is a JavaScript-based publishing method. This method offers many of the same benefits as HTML publishing but with a few additional perks. You can use Quick Publish to publish your FormAssembly form into a website as an...
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Introduction The FormAssembly Workflow solution is a visual, no-code process-building interface that allows our users to combine forms, emails, integrations, and more into sequential data collection roadmaps. Workflow is a powerful tool that can he...
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Learn how to purge response data from the admin dashboard