Updated Articles

  1. Save & Resume

    Learn how you can setup your FormAssembly forms to be saved and resumed by form respondents.
  2. Theme Retirement

    What does Theme Retirement mean?  Theme Retirement is when an Administrator changes the status of a theme from public to private. A Retired Theme is a private theme that does not belong to a user, but was once a public theme on the instance ap...
  3. Search All Reports

    Overview Searching responses for each form can be tedious if you're trying to locate a certain piece of information but you're unsure of which form it may be in and you have multiple forms. Requirements This feature is available to all c...
  4. Sensitive Data

    About Sensitive Data If you are collecting sensitive data in your form, you can use FormAssembly's Sensitive Data Feature to indicate which specific fields contain that data. This is useful for compliance with the GDPR , HIPAA, or forms col...
  5. SAML Setup with Salesforce

    Learn how to use SAML authentication in conjunction with Salesforce
  6. DMARC/DKIM Email Authentication

    DMARC We currently do not support DMARC authentication for emails. We do adhere to common best practices including: Using consistent IP addresses when sending bulk emails Keeping valid reverse DNS records for our mailing IP addresses Using...
  7. Dynamic Picklist (v2)

    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 ref...
  8. Reports

    Learn about FormAssembly's response reports
  9. Facebook

    Learn how to use a third-party app to publish an iFrame of your FormAssembly form on Facebook.
  10. Prefilling Repeatable Sections

    Learn how to prefill information into repeatable form sections
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