Updated Articles

  1. Data Retention - Purge Settings and Logs

    Learn how to purge response data from the admin dashboard
  2. Stripe Workflow Connector

    Overview The Stripe Workflow Connector routes respondents to your Stripe Checkout page. Here, your respondents enter credit card and customer details directly within Stripe; payment fields are not required  within the workflow or in the connecto...
  3. Search All Reports

    Overview Searching responses for each form can be tedious if you're trying to locate a certain piece of information and you're unsure of which form it may be in. Use the Search All Reports Reports to locate response data from all forms at once. Ple...
  4. Application Settings

    Learn about FormAssembly application settings from the admin dashboard
  5. Time-Based One-Time Passwords (TOTP)

    Overview Time-Based One-Time Passwords, or TOTP, are a common method to provide secondary authentication to online accounts. Using an app on your phone like Google Authenticator, Authy, etc., you can generate a “one-time password” that changes af...
  6. SAML Authentication Setup

    Overview SAML (Security Assertion Markup Language) can be used to secure access to your FormAssembly account and forms. There are two methods for using SAML with FormAssembly: Single Sign-On: This will allow users to sign into their FormAssemb...
  7. Security Page

  8. Release 5.199

    This release includes internal performance and stability improvements to our Salesforce connector. No customer-facing changes were included in this release.
  9. Release 5.198

    BUG FIXES Fixed an issue that could cause new form submissions to be missing from search and filtering results, or cause deleted/updated responses to still appear in search results, for some customers. SECURITY This release includes securit...
  10. Salesforce Workflow Connector

    Overview Send, receive, and prefill Salesforce data with the Salesforce Workflow Connector. Requirements To use the Salesforce Workflow Connector, a FormAssembly user must: be part of a Team plan or higher purchase the Salesforce Conn...
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