Updated Articles

  1. Grant Access Feature for the Admin Dashboard

    Learn how you can grant access to your FormAssembly account to our customer success team and to members of your organization.
  2. Release 5.119

    Changes & Bug Fixes Resolved a bug with Menu Dependency where displaying child menus were not in sync for all browser versions and devices Addressed an issue in the Salesforce Workflow Connector where workflow response logs sometimes display t...
  3. Repeatable Fields & Sections with Salesforce

    Learn About Working with Repeatable Fields & Sections with Salesforce
  4.  E-Signature

    Learn how you can add an e-signature requirement to your forms.
  5. Release 5.118

    Changes & Bug Fixes E-Signature updates on FormAssembly: An E-Signature step can now be added to a new or existing workflow A generated document from a Document step with signature tags can be selected to be signed in an E-signature workflow s...
  6. Release 5.117

    Changes & Bug Fixes You should once again be able to revoke and re-authenticate to get working access and refresh tokens, rather than being stuck with a non-working token.
  7. Release 5.115

    Changes & Bug Fixes Infrastructure improvements related to FedRAMP.
  8. Working with the FormAssembly API

    Learn how to use the FormAssembly API to interact with third party integrations.
  9. Release 5.116

    Changes & Bug Fixes Salesforce Workflow Connector fixes: In the Salesforce Workflow Connector, form name will now be shown in the mapping dropdown instead of "undefined" if the form title is hidden Resolved an error in the Lookup a Record a...
  10. Use Case: Adding Person Accounts as Campaign Members

    Overview This document explains how to build a Salesforce Connector to add Person Accounts directly to your Campaigns in Salesforce. In Salesforce, some businesses deal with companies, but many others deal directly with individual people, like c...
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