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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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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...
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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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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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Overview As an administrator of your FormAssembly instance, you can add, deactivate, restore, or edit users. You are also able to set and refine the permissions available to your users. Requirements Administration permissions must be enabled...
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Learn how to use FormAssembly formulas for dynamic form processing
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Last Updated: 12/01/2025
in Troubleshooting and Tips
Email Notification Security and Authentication FormAssembly adheres to common best practices when sending emails including: Using consistent IP addresses when sending bulk emails Keeping valid reverse DNS records for our mailing IP addresses ...
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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...
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Learn about default values for FormAssembly fields.
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Overview You can create repeating questions and sections in FormAssembly Forms. Repeatable questions allow respondents to give more than one answer. This is useful for forms such as job applications, where an applicant may need to add multiple r...