Updated Articles

  1. Dataset List

    Managing Datasets The Dataset List makes it easy to manage datasets you've imported to use with our Autosuggest feature . Datasets are useful when you want users to be able to choose from lists of options too long for a dropdown menu.  Note...
  2. Address Autocomplete

    Introduction Address Autocomplete is a multiple-choice field that pulls a list of possible addresses into the form as a respondent starts to type in their address. Addresses are populated using the Google Places API. Address Autocomplete will en...
  3. Review Before Submit

    Learn how respondents can preview their forms before submission
  4. Formulas for Common Uses

    Learn the basics for using formulas with FormAssembly
  5. Conditional Ruleset

    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...
  6. Page Redirect

    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...
  7. Send an Email

    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...
  8. Approval

    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...
  9. Advanced Document Generation

    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...
  10. Smart Processing with Formulas

    Learn how to use FormAssembly formulas for dynamic form processing
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