Updated Articles

  1. Release 5.129

    Changes & Bug Fixes The E-Signature audit trail link is now accessible after a workflow response purge
  2. Release 5.127

    Changes & Bug Fixes Resolved an issue on the Salesforce Workflow Connector where in certain scenarios records would be updated multiple times Gear Icon needs to be clicked for opening Step Properties Panel in Workflow Builder Resolved an is...
  3. Embed Your Form's HTML

    Learn how to publish your form by embedding your form's HTML on your organization's website.
  4. Which Payment Connector Should I Use?

    Use our guide to decide which payment connector is best for your needs
  5. Skipping Subscriptions or One-Time Charges in a Payment Connector

    Learn how to skip one-time or recurring charges in your payment connector.
  6. Common Stripe Error Messages

    Overview When dealing with Stripe, you will occasionally run into error messages in the log that prevent it from running. Error - Unit Price not Set The most common occurrence is when you're using both single and recurring payments on the sam...
  7. Workflow Step - E-Signature

    Overview Leverage FormAssembly’s Document and E-Signature steps to facilitate seamless document approvals, contract signing, and other essential workflows directly within the platform.  FormAssembly's E-Signature step is designed to comply wit...
  8. Workflow Step - Advanced Document Generation

    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...
  9. Access Control

    About Access Control With FormAssembly's Access Control feature in the Form Builder, you can turn any field into a hidden or uneditable field. This is particularly useful if you plan on using a hidden field to trigger certain conditionals based o...
  10. Review Before Submit

    Learn how respondents can preview their forms before submission
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