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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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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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Learn how to acknowledge that the EU's GDPR applies to your FormAssembly use.
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Last Updated: 08/26/2025
in Release Notes Changes & Bug Fixes The E-Signature audit trail link is now accessible after a workflow response purge
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Last Updated: 08/26/2025
in Release Notes Changes & Bug Fixes Resolved an issue on the Salesforce Workflow Connector where in certain scenarios records would be updated multiple times Gear Icon needs to be clicked for opening Step Properties Panel in Workflow Builder Resolved an is...
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Last Updated: 08/25/2025
in Publishing Forms Learn how to publish your form by embedding your form's HTML on your organization's website.