FormAssembly’s powerful form building and data collection platform enables users in all industries to make impactful changes to their business processes and scale projects. While form building in our drag-and-drop form builder is intuitive enough for people of all technical levels to easily get started, accessing FormAssembly’s full potential involves a little bit of a learning curve.
When questions arise, our support team is always available to help, but there’s also a wealth of knowledge to draw from in our self-service help center. Even if you’re not looking for a specific answer to a question, there’s always more to learn about FormAssembly, whether you’re interested in form customization, the Salesforce Connector, or something else.
In this article, we’ve rounded up 10 of our most visited help center articles to inspire you to take your forms to the next level.
1. Prefill Through the URL
There’s more than one way to prefill FormAssembly forms. You could use the Salesforce Prefill Connector, but it’s also possible to add parameters to a form URL to have it prefill certain information. This article shows you how to set up this functionality to have your form prefill hidden fields with source information, menu options, respondent email addresses, and more.
2. Use FormAssembly in Salesforce
The FormAssembly Salesforce Connector is by far one of our most popular integrations, but did you know you can also access your FormAssembly account within Salesforce with SSO? This knowledge article walks you through how to set up this connection for your own account.
3. File Uploads and Salesforce Attachments
FormAssembly lets you upload files to Salesforce that are as large as 25MB for file attachments and up to 2GB for feed attachments. FormAssembly’s actual file size limit is larger, but when uploading to Salesforce there are different limits. We also support uploads to the Salesforce Lightning “Files” tab.
4. Smart Processing with Formulas
There’s more to FormAssembly than meets the eye. With formulas, you can dynamically customize things like email templates, thank you messages, display notifications, and connector functionality. In practice, this means you can automatically redirect users based on their form responses, customize autoresponders with respondent information, and more. Learn how with written instructions and videos in this article.
5. Edit Multiple Choice Fields and Autosuggest
FormAssembly offers several helpful field types that you can use in your forms. When you have a question that can have multiple different answers, that’s where our multiple-choice options come in, including radio buttons, drop-down menus, multi-select lists, and checkboxes. For even more user-friendly forms, we also offer an autosuggest option where you can upload a CSV of options to choose from. Enabling this feature will present users with a list of options that narrows down as they continue to type. Learn more about these options in our help docs.
6. Salesforce Prefill Connector
The Salesforce Prefill Connector lets you pull data from your Salesforce org and display it in a prefilled form to your form respondents. This article shows you how to set up a prefilled link and a query parameter in your Salesforce Prefill Connector so you can pull information from Salesforce records directly into your form.
7. Formulas for Common Uses
What can you do with a formula? The answer is a lot! This doc walks you through common ways to use formulas, ranging from checking boxes in Salesforce based on form answers to calculating age using a date entered in a form.
8. Custom CSS
While we don’t officially support custom CSS, you can use it to customize your forms. In this article, provide several examples of CSS snippets created by FormAssembly users that can be used in your forms and how to get started using them.
9. Validation Rules
With input validation, you can make sure you get the right information in your forms, the way you need it formatted. That applies to email addresses, phone numbers, and more. This article shows you how to set up validation rules to guide your users in filling out your forms.
10. Conditional Questions
Conditional questions make your forms a breeze to fill out by hiding fields that don’t apply to certain users. In this knowledge doc, we walk you through how to set up conditional rules to make your forms smarter today.
Do any of these articles apply to you? Jump into one of these top-viewed help docs today to add more customization and complexity to your FormAssembly forms, or browse the knowledge base to find information on any other topic.