Popular Articles

  1. Conditional Ruleset

    Last Updated: 12/01/2025 in Workflow Steps
    Introduction The Conditional Step allows you to conditionally route your workflow to one or more paths based on one or more rules. You can even customize the conditional logic for these rules!  You can edit or delete a Conditional Step at any ti...

  2. Send an Email

    Last Updated: 12/01/2025 in Workflow Steps
    Introduction The Email Step allows you to send emails to a manually entered email address, or to email addresses collected in form responses above this step in the Workflow Builder Map. The Email Step can be used to configure both intern...

  3. Branding & Style Administration

    Last Updated: 12/01/2025 in FormAssembly Admin Guide Forms Management
    Learn how to applying branding and styling from the admin dashboard

  4. Salesforce Error: Create/Update OBJECT - entity is deleted

    Last Updated: 10/09/2025 in Troubleshooting and Tips Salesforce Connectors Troubleshooting Salesforce Common Errors
    Learn how to resolve common Salesforce connector issues

  5. Data Retention - Purge Settings and Logs

    Last Updated: 10/09/2025 in FormAssembly Admin Guide Managing FormAssembly
    Learn how to purge response data from the admin dashboard

  6. Create a Secure Salesforce API User

    Last Updated: 12/01/2025 in Troubleshooting and Tips
    Learn about configuring Salesforce API users

  7. Field Hints / Contextual Help

    Last Updated: 11/30/2025 in Workflow Workflow Assets Form Builder Field Options
    Add a Hint Select the field by clicking within the highlighted area to bring up the editing toolbar . Click on the Options button. On the sidebar , click to expand the Contextual Help (Hint) menu. From here, you can type the help messag...

  8. Your Contact Details

    Last Updated: 10/09/2025 in FormAssembly Admin Guide FormAssembly Accounts and Services
    Learn how to update your FormAssembly contact details.

  9. Validation Rules for Date/Time Predefined Content Field

    Last Updated: 10/09/2025 in Workflow Workflow Assets Form Builder Add & Edit Content
    Learn about the validation rules for our Date/Time predefined content field.

  10. Salesforce Error: INVALID_QUERY_FILTER_OPERATOR

    Last Updated: 10/09/2025 in Troubleshooting and Tips Salesforce Connectors Troubleshooting Salesforce Common Errors
    Learn how to resolve common Salesforce connector issues
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