Updated Articles

  1. Release 5.177.1

    ✨ New Features & Enhancements Introducing Workflow Revisions  This release adds a new tab to your workflow properties allowing you to view and revert to, previously saved versions of your workflows. View History The Revisions tab now displa...
  2. 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...
  3. Workflow Error Notifications

    Overview  FormAssembly Workflows include automated error notifications to help you quickly identify and resolve issues, ensuring your data collection processes run smoothly without manual monitoring. When a Workflow-native Connector (e.g., Sales...
  4. Workflow-Native Connectors

    Overview The following information covers configuration settings shared across all Workflow-native Connectors. For configuration settings unique to the connector you are setting up, please refer to the article specific to that connector. List o...
  5. Workflow Response Export

    Overview Workflow owners and collaborators can export workflow response data from the Workflow Responses page. Requirements To export workflow responses, a FormAssembly user must be part of a Team plan or higher have Audit user permiss...
  6. Release 5.176

     New Features & Enhancements Salesforce Workflow Connector Improvements Map Salesforce checkbox values to FormAssembly fields You can now specify which Salesforce checkbox values correspond to checked and unchecked states when mapping to Fo...
  7. Release 5.175

    FormAssembly Release 5.175.0 Release Date: April 1, 2026 We're excited to announce FormAssembly version 5.175.0, featuring enhanced workflow response management capabilities and important bug fixes to improve your experience. New Features & En...
  8. 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 to a workflow allows a workflow owner to easily sh...
  9. Release 5.174

    New Features & Enhancements New: Enhanced Workflow Management in Admin Dashboard The admin dashboard now includes an “All Workflows” list. This view provides areas you can use to manage FormAssembly Workflows at scale. What’s new: Complete vi...
  10. Workflow Administration

    Overview As an administrator, you have visibility and control over all workflows across your entire FormAssembly instance from the Admin Dashboard. This centralized location allows you to view, search, manage, and maintain workflows regardless of...
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