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About Access Control With FormAssembly's Access Control feature in the Form Builder, you can turn any field into a hidden or uneditable field. This is particularly useful if you plan on using a hidden field to trigger certain conditionals based o...
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Introduction Combine a customized template with Workflow’s Document step to create and distribute dynamic PDFs incorporating form response data. This article covers the basics of tagging your document template and the steps to configure the Docum...
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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 ...
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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 ...
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Overview Leverage FormAssembly’s Document and E-Signature steps to facilitate seamless document approvals, contract signing, and other essential workflows directly within the platform. FormAssembly's E-Signature step is designed to comply wit...
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Last Updated: 09/10/2025
in Release Notes Changes & Bug Fixes Workflow collaborators can now clone Workflows Signers assigned to an E-Signature step can resume in-progress sessions with saved work after session expiration NEW : If you're using a form in the steps of a Workflow, cl...
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Last Updated: 09/04/2025
in Release Notes Changes & Bug Fixes Updated our download link handling to automatically refresh the visibility timeout within a workflow connector if it has expired. Resolved a Stripe Connector Payment Error on Forms that was occurring with the Save & Resume ...
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Introduction From the workflow Collaboration page, 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 share the workflow manage...
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Last Updated: 08/29/2025
in Release Notes
Changes & Bug Fixes Resolved an issue of getting "An unknown error occurred" when trying to access the Workflow Responses page Resolved an issue with slowness of the All Users page in the admin dashboard Ensure Dynamic Picklists within r...
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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 ...