Updated Articles

  1. AI Features

    Overview Control access to AI-powered features for all users on your instance by using the toggles available in the AI Features section of the Security page. These controls ensure that your team's usage of AI aligns with your company's internal d...
  2. Release 5.147

    Changes & Bug Fixes For FormAssembly Atlas users, Salesforce dynamic picklists can be purchased as an add-on in the Atlas Explorer plan The Stripe Workflow Connector now supports custom one-time charges by selecting 'Custom charge' in the Type...
  3. Release 5.143

    Changes & Bug Fixes An Approval license now contains 1 Basic permission package, 1 Approver permission package, and 1 Audit permission package. ...
  4. Release 5.142

    Changes & Bug Fixes Trial users on the FormAssembly Atlas Explorer free trial option are now granted administrator permissions for their accounts automatically upon purchase of a paid plan. ...
  5. Release 5.141

    Changes & Bug Fixes Fix added to prevent duplicate billing and subscriptions emails Resolved bugs that could be encountered in Test mode Fix added which prevents responses from getting stuck in stand-by Resolve an issue where the Workf...
  6. Release 5.140

    Changes & Bug Fixes Official launch of FormAssembly Atlas
  7. Release 5.86.0

    Changes & Bug Fixes The Salesforce Connector’s API has been updated to version v62 Resolved an error where Workflow was not saving if there are multiple Approval steps configured E-signature verification will now require clicking a verify b...
  8. Salesforce Connector Usage Restriction Update

    Overview Salesforce announced a change of usage restrictions for connected apps, requiring action from FormAssembly accounts using Salesforce Connectors. Salesforce's full announcement is available at this link . For a brief overview of the ...
  9. Prefill Related Objects and Records with the Salesforce Prefill Connector

    Overview You can use the Salesforce Prefill Connector to prefill a form with values from related objects and records using only one parameter in the URL. This can be helpful for creating a short and simple URL while still maintaining complexity...
  10. Microsoft Excel Connector

    Overview Connect form responses directly to your Microsoft Excel Workbooks with the Microsoft Excel Connector . With the Microsoft Excel Connector, you can now quickly and easily access your response data within Excel for data processing and ana...
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