Workflow Options

Learn how you can add an e-signature requirement to your forms.

Learn about FormAssembly's CAPTCHA feature

Learn how respondents can preview their forms before submission

Overview The Replay feature allows users to reprocess Workflow-native Connector Steps and Form Steps from their response cards. A key use of this feature is identifying and resolving Connector Step errors, such as when an error occurs because a s...

Learn how you can setup your FormAssembly forms to be saved and resumed by form respondents.

Overview Variables can be created at the start of a workflow and automatically set using URL Parameters. Once initialized, these variables can be mapped or used throughout the workflow to drive dynamic behavior in Connectors, prefill fields, an...

Introduction Thanks to FormAssembly Workflow, forms are no longer single-purpose data collection tools. A single form can be used in numerous workflows to further countless customer journeys. As an individual piece of multiple data collection puz...

Overview Workflow owners and collaborators can export workflow response data from the Workflow Responses page. Requirements To export workflow responses, a FormAssembly user must have Audit user permissions enabled for their login spec...

Introduction When using FormAssembly Workflow to create a customer journey, you may require data from multiple form respondents. Our Workflow Assignments feature adds the ability to easily assign someone to a Form Step in your Workflow Builder. T...

Introduction From the workflow Collaboration page, workflow owners may share their workflow with others or transfer workflow ownership to another user. Adding collaborators to a workflow allows a workflow owner to easily share the workflow manage...