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Last Updated: 12/01/2025
in Workflow Workflow Assets
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...
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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...
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Last Updated: 12/01/2025
in Workflow Workflow Options
Learn how respondents can preview their forms before submission
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Learn the basics for using formulas with FormAssembly
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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...
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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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Learn how to use FormAssembly formulas for dynamic form processing