Updated Articles

  1. Using Chargent with the Orders Package

    Work with account, opportunity, and contact records within the Chargent Orders Package
  2. Update an Existing Salesforce Record

    Learn how to Update an Existing Salesforce Record
  3.  Salesforce Form Import Tool

    Learn about the Salesforce Import Tool
  4. Connector Timeline Configuration

    Learn about configuring the FormAssembly Connector Timeline
  5. Theme Retirement

    What does Theme Retirement mean?  Theme Retirement is when an Administrator changes the status of a theme from public to private. A Retired Theme is a private theme that does not belong to a user, but was once a public theme on the instance applied...
  6. Theme Customization Controls

    Overview This document outlines the standardized controls used in FormAssembly themes.  You have 36 options to control within the form builder, but if you'd like to stylize your form even more, you can use the controls below along with your CSS kno...
  7. Mobile Responsiveness Tips

    Mobile Responsiveness Tips Note: Respondents with outdated versions of iOS/Android may experience issues when displaying the form. Forms, fields, and sections can now better adapt to the screen size of the viewing device. This includes dropdo...
  8. Setting Up Legacy Workflows

    Learn how to build a FormAssembly workflow to connect multiple forms together.
  9. FormAssembly Functions Update - What To Expect

    Overview On March 16, 2023, FormAssembly will be updating the functions used within our product in areas such as connectors, emails, thank you pages, and redirects, to more closely match Excel functions. This change will allow our team to work off ...
  10. Formula Troubleshooting

    Learn how to troubleshoot seeing A## in Formula Output
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