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About the Navigation Bar You can add page navigation to a multi-page form with the Navigation Bar . It's a list of all the page numbers, where respondents can click on a number to jump to the corresponding page. Note : With the Navigation Bar...
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Last Updated: 12/01/2025
in Workflow Steps
Introduction The Page Redirect Step allows you to redirect respondents to a Thank You page or an external page using a URL. Properties Panel Configuration Adding a Page Redirect will automatically open the Properties panel so you can configur...
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Add White Space / Line Breaks To add white space to your form: In the Form Builder, click Add Content at the top left corner of the screen. Select Text & Image → Text After your text is added, move the text box to where you would like t...
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Last Updated: 12/01/2025
in Workflow Steps
Introduction The Workflow Approval feature enables you to map and build approval processes into your workflow, bridging the gap between various business process components. This feature is particularly beneficial when validating data collection p...
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This article will walk you through how to replace the default icon in your browser tab (also known as a "favicon") with an icon of your choosing so you can give your forms a more customized look. Requirements FormAssembly will not host your cus...
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Last Updated: 12/01/2025
in Workflow Steps
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...
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For all Fields In the Layout settings of the Form Properties menu, you may select the form's settings for the placement of the hints and labels. You can also enable the Navigation Bar on multi-page forms. Position Individual Field Labels ...
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Last Updated: 12/01/2025
in FormAssembly Admin Guide
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Reorder with Drag & Drop Arrange your fields within the Form Builder by selecting the field you want to move, then using the drag handle (to the left of the field) to drag and reorder. Reorder with the Outline The outline allows you to see ...
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Overview Salesforce has issues with dashes when dates are submitted via the Salesforce connector. A simple formula will allow you to automatically convert the date from MM-DD-YYYY to MM/DD/YYYY. Resolution Use the following formula in your d...