Updated Articles

  1. Reauthenticate your Salesforce Connector

    Introduction There are some cases where you might need to reauthenticate or change the authenticated account for your Salesforce connector.  You might be switching from Sandbox to Production accounts, you might be adding a new user to your org...
  2. I've upgraded to Enterprise. What's next?

    Learn what steps to take now that you've upgraded to an enterprise FormAssembly account
  3. 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...
  4. Transitioning to a New FormAssembly Administrator

    Learn how to transfer to a new FormAssembly enterprise administrator
  5. SAML Authentication Setup

    Overview SAML (or Security Assertion Markup Language) for FormAssembly users is a method for ensuring that data transmissions are secure.  Enterprise users can currently request for SAML Single Sign On to be enabled on their instance. This wil...
  6. SAML Setup with Salesforce

    Learn how to use SAML authentication in conjunction with Salesforce
  7.  FormAssembly's Mobile App for iOS Devices

    Learn about FormAssembly's mobile iOS app for offline and mobile data collection.
  8.  Dynamic Picklists

    Please Note:  There is a new version of   this feature available. To learn more click  here . Overview Dynamic Picklists are multiple-choice questions that get their list of choices directly from Salesforce. Value...
  9. Validation Rules

    The purpose of input validation is to help your respondents provide the desired answers in the expected format. It is an aid, and it is not designed to be foolproof. There are ways one can bypass the validation and, although rare in a normal use ca...
  10. New in Form Builder 5.0

    Welcome to Form Builder 5.0 We’ve redesigned the Form Builder to bring you a cleaner, faster, and more powerful user experience. There are a number of user interface changes you’ll notice when you upgrade your existing forms built with...
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