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FormAssembly Resource CenterContact Support Join our team!Table of Contents Table of Contents Toggle navigation Login Refine Getting Started Using the Form Builder Form Options and Features FormAssembly Workflow Style Your Forms Connectors & Integrations Publishing Forms Reporting and Responses FormAssembly Accounts and Services Troubleshooting and Errors Use Cases FormAssembly Admin Guide Internal Articles Release Notes Refine Getting Started Using the Form Builder Form Options and Features FormAssembly Workflow Style Your Forms Connectors & Integrations Publishing Forms Reporting and Responses FormAssembly Accounts and Services Troubleshooting and Errors Use Cases FormAssembly Admin Guide Internal Articles Release Notes Home Glossary AI Assisted Search Learn About FormAssembly’s Support and Services Getting Started FormAssembly Quick Start Guide Introducing the Form Builder Introducing the Forms Page and Forms List Build Forms in Seconds with the Template Library FormAssembly and Salesforce Best Practices when Building Forms Best Practices in Web Form Security FormAssembly Support and Services Popular Features Overview Classes and Webinars FormAssembly Mobile App Using the Form Builder Create your First Form Form Builder Version Why is My Form Under Moderation? Add & Edit Content Add Fields and Sections Add Text and Images Edit the Submit Button Predefined Content Editing Tools Multiple Choice Fields and Autosuggest Embedding Videos within Forms Validation Rules for Date/Time Predefined Content Field Editing HTML Sections Address Autocomplete AI Assist Form Layout Form Name & Form Title Reorder Your Fields Progress Bar Field Layout, Matrix, Likert Scales, Grids, & Columns Field Label Positioning Resize Input Boxes & Labels Multi-Page Forms Page Navigation Add Whitespace and Line Breaks to a Form Field Options Validation Rules Date Validation File Type Upload Control Field Hints / Contextual Help Add Text Around Fields Conditional Questions Menu Dependencies Default Values Repeatable Fields & Sections Form Calculations Access Control Using JavaScript on a Form and Within Calculations Sensitive Data Hyperlink text Images in Fields Loqate Field Validations Autocomplete Form Building Tips Quick Start Guide Best Practices for User Friendly Forms Preview, Save, & Publish Use Auto-Save to Recover an Unsaved Form Form Contact Information and GDPR Rights Link The Form Audit Logs Form Options and Features Configure Your Forms Form Language Dataset List Form Processing Save & Resume Form Availability Review Before Submit SSL Encryption / Secure Form E-Signature CAPTCHA and reCAPTCHA Akismet Spam Filter Enable IP Anonymization for Form Respondents The Notifications Page Thank You Page or Redirect Notifications and Auto-Responder Conditional Email Notifications Response Aliases Email Notification Security and Authentication Setting up Custom Redirect Formulas and Nesting @IF() Statements Collaboration Options Form Collaboration FormAssembly Formulas Smart Processing with Formulas Formula Functions Quick Reference Formulas for Common Uses Generic Aliases Object Alias Formula Troubleshooting FormAssembly Functions Update - What To Expect FormAssembly Workflow FormAssembly Workflow Builder FormAssembly Workflow Setup Workflow Step - Collect a Form Response Workflow Step - Conditional Ruleset Workflow Step - Go To Step Workflow Step - Add a Connector Workflow Step - Send an Email Workflow Step - Page Redirect Workflow Step - Approval Workflow Responses Workflow Assignments Workflow Collaboration Setting Up Legacy Workflows Style Your Forms Theme Editor v2 Advanced Branding: Add a Header and Footer Custom CSS Advanced Branding: Change Browser Tab Icon Mobile Responsiveness Tips Theme Customization Controls Theme Retirement Styling PDFs Connectors & Integrations Connector Timeline Salesforce Form Import Tool Resend Response Connector Log Salesforce Get Started with Salesforce The Salesforce Connector Connecting to Salesforce Look Up an Existing Salesforce Record Create a New Salesforce Record Update an Existing Salesforce Record Testing your Forms and Salesforce Connectors Creating Salesforce Attachment Records FormAssembly API Calls when Using the Salesforce Connector Field Mapping & Required Fields Field Mapping: Multiple Choice Fields, Send-As Values, Checkboxes Repeatable Fields & Sections with Salesforce Linking Records in the Salesforce Connector Create Dependent Objects Sending Response PDFs to Salesforce The Salesforce Save Connector Reauthenticate your Salesforce Connector Connector Options & Triggers Using the "Like" Operator in the Salesforce Connector Sending a Form Upload to Salesforce Files Households in Salesforce Conditionally Create or Update Records in Salesforce: Skip-if Formula Salesforce Auto-Number, Formula, and Lookup Fields Record Type IDs Skip Salesforce Connector Steps when No Payment is Made Working with Salesforce Notes & Enhanced Notes Link Records in Salesforce with Lookup Relationship Fields Creating Tasks in Salesforce with FormAssembly Salesforce Marketing Cloud: ExactTarget ExactTarget Prefill Connector SFMC: ExactTarget Connector IP Whitelisting for FormAssembly The FormAssembly AppExchange App AppExchange Use the FormAssembly Lightning Component in Salesforce Experience Cloud (Previously Communities) Salesforce Single Sign-On (SSO) Email Verification The Salesforce Nonprofit Success Pack (NPSP) Salesforce API User FormAssembly and Salesforce Shield Dynamic Picklist (v2) HTTPS Connector HTTPS Connector Setup AWeber Integration CapsuleCRM Integration MailChimp GoToWebinar Integration Marketing Cloud Account Engagement (Previously Pardot) Integration Mailchimp Groups Tray.io Integration Google Integrations Google Spreadsheets Connector Payment & Invoicing Connectors Which Payment Connector Should I Use? Authorize.net Connector Chargent Connector Using Chargent with the Orders Package CyberSource Connector FreshBooks Connector PayPal Connector Setup PayPal Connector Troubleshooting Stripe Connector iATS Connector Skipping Subscriptions or One-Time Charges in a Payment Connector Getting Started with Donation Forms Using the Formula Editor within your Payment Connectors Using Connector Labels for your Payment Connectors Automatic Validation in Payment Connectors Repeated Fields in Payment Connectors Create a 4 Digit CVV Code for American Express Cards and Accept Leading Zeroes Payment Connectors and Email Notifications SCA and the Stripe Connector Respondent Authentication CAS Authentication LDAP/Active Directory Authentication SAML with Salesforce Salesforce Communities SAML Authentication Setup Prefill Forms Prefill Through the URL Form to Form Prefilling with a Redirect URL Salesforce Prefill Connector ExactTarget Prefill Connector CAS Prefill Connector Prefill Lookups Using Secure Parameters LDAP Prefill Connector Prefill Links with URL Encoding Prefill Related Objects and Records with the Salesforce Prefill Connector Adobe Marketo Measure Integration Working with the FormAssembly API OnceHub (Previously ScheduleOnce) Integration Post Redirect Connector Add HotJar Analytics to a Form Microsoft Excel Connector Publishing Forms Compare Publishing Options Embed Your Form’s HTML Publish with an iFrame Use a Server-Side Script (REST API) WordPress Facebook Google Indexing Using a Custom URL on Your Forms Preventing Spam Responses Quick Publish for Form Publishing Reporting and Responses Reports My Responses Export Data Incomplete Responses Response Volume Limits Completion Rate Information Search All Reports Form Analytics FormAssembly Accounts and Services Account Issues General Settings Adding and Updating Payment Methods Updating Your Plan and Password Your Contact Details Grant Access Feature for Enterprise Users General Data Protection Regulation (GDPR) Form Compliance Troubleshooting and Errors Salesforce Connectors Troubleshooting New Salesforce Fields Dates and Dashes Issues in the Salesforce Connector Find Records in...