Updated Articles

  1.  Classes and Webinars

    FormAssembly Classes The FormAssembly Knowledge Team regularly presents classes that are meant to provide our users with an introduction to form building, the Salesforce Connector, form management possibilities, and more. You can view some of our ...
  2. Workflow Step - Add a Connector

    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 then select to Add a Connector from the dropd...
  3. Form Calculations

    Introduction Form fields can be computed using formulas . These formulas may reference other fields in your form using variables . Formulas are written in JavaScript and executed by the browser when filling out the form. These formulas and vari...
  4. Workflow Step - Page Redirect

    Introduction The Page Redirect Step allows you to redirect respondents to a Thank You page or an external page using a URL.  To add a Page Redirect to your workflow, click the "Add Step" button on your Map and then select Page Redir...
  5. Workflow Step - Go to Step

    Introduction Go to Step allows you to direct your workflow to a previous or future Step, or even to a Step that is on another Path! To add this Step to your workflow, click the "Add Step" button on your Map and then select Go to Step fro...
  6. Workflow Step - Conditional Ruleset

    Introduction The Conditional Step allows you to conditionally route your workflow to one or more paths based on one or more rules. You can even customize the conditional logic for these rules!  Please Note: This feature is being slowly rol...
  7. Workflow Step - Send an Email

    Introduction The Email Step allows you to send emails to a manually entered email address, or to email addresses collected in form responses above this Step in the Workflow Builder Map. This Step combines the Auto-responder and Email Notification ...
  8. Workflow Step - Collect a Form Response

    Introduction The Form Step allows you to collect a form response. With this Step, you can collect data at various stages in your workflow to be used later in other Steps. Before configuring this Step, your forms should already be built and saved us...
  9. FormAssembly Workflow Setup

    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...
  10. Formula Troubleshooting

    Learn how to troubleshoot seeing A## in Formula Output
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