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Last Updated: 10/16/2025
in Use Cases Custom Use Cases Learn how to start prefilling from Salesforce
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Learn how to use secure lookup parameters for prefilling
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Learn how to manage public announcements from the admin dashboard
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Last Updated: 10/03/2025
in Release Notes Changes & Bug Fixes Fixed an issue where customers were incorrectly receiving "chat is full" messages even when agents were available Resolved an error where Search All Reports was not working for some users Fixed an issue regarding formula...
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Last Updated: 09/29/2025
in Release Notes Changes & Bug Fixes Resolved an issue where Drag and Drop was not working for form fields in the form builder E-Signature signers can now leverage the zoom option while in the viewer of an E-Signature step document ...
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Last Updated: 09/25/2025
in Publishing Forms
Overview Quick Publish is a JavaScript-based publishing method. This method offers many of the same benefits as HTML publishing but with a few additional perks. You can use Quick Publish to publish your FormAssembly form into a website as an em...
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Last Updated: 09/22/2025
in Connectors & Integrations
Overview FormAssembly’s Webhook Connector ensures quick delivery of marketing notifications along with accurate and timely scoring and data processing for the Marketing Cloud Account Engagement (previously referred to as Pardot) marketing aut...
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Last Updated: 09/18/2025
in Release Notes Changes & Bug Fixes E-Signature Functionality: Added the ability to customize the subject and body of the E-Signature step signer request email Signed documents can no longer be renamed from the Email step Signers can no longer download p...
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Introduction The Connector Step allows you to exchange data between forms in your workflow and external sources. To add this step to your workflow, click the " Add Step " button on your Map and select Add a Connector from the dropdown menu. ...
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Introduction The Page Redirect Step allows you to redirect respondents to a Thank You page or an external page using a URL. To add a Page Redirect to your workflow, click the " Add Step " button on your Workflow Builder Map and then select Pag...