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Workflow
FormAssembly Admin Guide
Troubleshooting and Tips
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Workflow
FormAssembly Admin Guide
Troubleshooting and Tips
Home
Glossary
Fai, The FormAssembly AI Assistant
Learn About FormAssembly's Support and Services
Test Mode
Workflow
FormAssembly Workflow Setup
Steps
Collect a Form Response
Conditional Ruleset
Go To Step
Page Redirect
Send an Email
Approval
Advanced Document Generation
E-Signature
Connectors
Add a Connector Step
Workflow-Native Connectors
Box Connector
Dropbox Connector
Google Sheets Connector
Google Drive Connector
HubSpot Workflow Connector
Microsoft Excel Connector
Microsoft SharePoint Connector
PayPal Workflow Connector
Salesforce Workflow Connector
Salesforce Connector Usage Restriction Update
Stripe Workflow Connector
Webhook Connector
Workflow Assets
Form Builder
Add & Edit Content
Add Fields and Sections
Add Text and Images
Edit the Submit Button
Predefined Content
Editing Tools
Multiple Choice Fields and Autosuggest
Embedding Videos within Forms
Validation Rules for Date/Time Predefined Content Field
Editing HTML Sections
Address Autocomplete
Form Layout
Form Name & Form Title
Reorder Your Fields
Progress Bar
Field Layout, Matrix, Likert Scales, Grids, & Columns
Field Label Positioning
Multi-Page Forms
Page Navigation
Add Whitespace and Line Breaks to a Form
Field Options
Validation Rules
Date Validation
File Type Upload Control
Field Hints / Contextual Help
Add Text Around Fields
Conditional Questions
Menu Dependencies
Default Values
Repeatable Fields & Sections
Form Calculations
Access Control
Using JavaScript on a Form and Within Calculations
Sensitive Data
Hyperlink text
Images in Fields
Autocomplete
FormAssembly Formulas
Smart Processing with Formulas
Formula Functions Quick Reference
Formulas for Common Uses
New Form from File Upload
Google Analytics Tracking
Salesforce Dynamic Picklist
Themes and Customizations
Theme Editor v2
Advanced Branding: Add a Header and Footer
Custom CSS
Advanced Branding: Change Browser Tab Icon
Theme Customization Controls
Theme Retirement
Styling PDFs
Dataset List
Workflow Options
Form E-Signature Configuration
reCAPTCHA
Review Before Submit
Replay
Save & Resume
URL Parameters
Workflow Responses
Workflow Response Export
Workflow Assignments
Workflow Collaboration
FormAssembly Admin Guide
User Management
User Management and Licensing
User Groups
Form Moderation Administration
Forms Management
Branding & Style Administration
Form Administration
Predefined Content Administration
Manage Identity Providers for Forms
Branding Add-On
Managing FormAssembly
Application Settings
Custom Domains
Data Retention - Deleted Responses
Data Retention - Purge Settings and Logs
Message Administration
Public Announcement Administration
Secure File Scan
FormAssembly Accounts and Services
General Settings
Multi-factor Authentication
Updating Your Password
Your Contact Details
Time-Based One-Time Passwords (TOTP)
YubiKey
Security Page
Troubleshooting and Tips
Form Building Tips
Best Practices for User Friendly Forms
Form Contact Information and GDPR Rights Link
Salesforce Connectors Troubleshooting
Salesforce Common Errors
No Selected Contact Error
INVALID_FIELD
REQUEST_LIMIT_EXCEEDED
Entity is deleted
xsd:date Error
INVALID_QUERY_FILTER
Salesforce Error: Required Fields are Missing
Salesforce Error: "ID Value of Incorrect Type"
Salesforce Error: "Attempted to add a campaign member where either the member id 'null'..."
Salesforce Error: Is not a valid value for the type xsd:double
Salesforce Error: Bad value for restricted picklist
Salesforce Error: Use one of these records?
Dates and Dashes Issues in the Salesforce Connector
Salesforce Rich Text Fields (WYSIWYG)
Salesforce API User
Best Practices in Web Form Security
Enable IP Anonymization for Respondents
Response Volume Limits
Formatting Issues in Field Labels
Prefill Links with URL Encoding
Why is My Form Under Moderation?
Email Notification Security and Authentication
Formula Troubleshooting
General Data Protection Regulation (GDPR) Form Compliance
Publishing Troubleshooting
A Test
Home
A Test
Download the PDF of this article.
In this Article
Related Articles
Add Text and Images
Add Text Around Fields
Best Practices for User Friendly Forms
Collect a Form Response
Test Mode
A test of the Atlas experience. Information about pricing. Continuing.
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