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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...
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Overview You can create repeating questions and sections in FormAssembly Forms. Repeatable questions allow respondents to give more than one answer. This is useful for forms such as job applications, where an applicant may need to add multiple r...
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Learn how to use the PayPal connector to process payments
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Overview As an administrator of your FormAssembly instance, you can add, deactivate, restore, or edit users. You are also able to set and refine the permissions available to your users. Requirements Must be part of an Essentials plan or abov...
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Overview Multi-factor authentication (MFA) is any additional method of authenticating yourself to an application other than your standard username and password combination. These can be tokens you hold, such as security keys, authenticator apps o...
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Last Updated: 09/15/2025
in Connectors & Integrations Learn about configuring the FormAssembly Connector Timeline
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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 ...