Updated Articles

  1. Release 5.206

    BUG FIXES Fixed an issue where workflows with SAML , CAS , or similar authentication enabled would encounter a server error when the workflow also included a connector step (such as Salesforce). Affected workflows could not be submitte...
  2. Release 5.205

    BUG FIXES Fixed an issue where workflows embedded via iframe on customer websites could fail to load or appear blank, following a security policy change earlier this month. Fixed an issue where a failed file upload could still allow a form...
  3. Release 5.207

    IMPROVEMENTS Improved how browsers cache the shared files (such as scripts and stylesheets) used by published forms, so forms can load faster on repeat visits. BUG FIXES Fixed an intermittent issue where some workflow responses could get s...
  4. Salesforce Connection Best Practices

    If your forms send data to Salesforce or pull data from it, your Salesforce connections keep everything running. This guide explains how those connections work, what uses them up, and how to set things up so a working form doesn't suddenly stop co...
  5. Google Drive Connector

    Overview Send uploaded files from workflow responses directly to a destination Google Drive folder with the Google Drive Connector. This connector is available as an Add-on for Team plans and higher when using FormAssembly Workflow. For those in...
  6. Form Administration

    Learn about form administration from the admin dashboard
  7. Workflow Collaboration

    Introduction From the Collaboration tab in the Workflow Properties Panel, workflow owners may share their workflow with others or transfer workflow ownership to another user. Adding collaborators lets a workflow owner easily share the management ...
  8. Form Collaboration

    Learn how you can collaborate and share your FormAssembly forms with other members of your organization.
  9. Use Case: Create a Survey Form and Send Responses to Salesforce

    Overview Organizations often need to collect survey responses and store the results in Salesforce for reporting, follow-up, or other Salesforce processes. By creating a survey in FormAssembly and configuring the Salesforce Connector, sur...
  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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