FormAssembly
Articles related to working with FormAssembly
This guide provides articles related to Form Assembly.
- Adding a Date Stamp on a FormAssembly Web Form
- How to map a field in FormAssembly to pass a date value back to the CRM.
- Adding a User in FormAssembly
- Instructions on adding a User in FormAssembly.
- Changing FormAssembly and Informatica Connector Credentials
- Instructions on changing FormAssembly or Informatica Connector Credentials.
- Configuring "Save and Resume" Feature in Form Assembly
- FormAssembly functionality includes the ability to enable "Save and Resume" for visitors to a web form. When checked, the contact can return to the form at a later date to complete and submit the requested information.
- Deleting a FormAssembly user and transferring ownership of their forms
- When a staff member leaves the institution, transfers roles, or no longer requires access to FormAssembly, you may wish to remove their user. You will want to first transfer ownership of all forms and then remove their user.
- FormAssembly Gemini Quick Reference Guide
- FormAssembly has a new user interface for their form building tools available to all customers. Underlying form building functionality remains the same, though navigating the site will be different. The below guide is designed as a quick reference for TargetX users to help guide you through common actions in Form Assembly.
- Form Assembly FAQ
- FormAssembly is a service that allows you to build any type of web form—from simple contact forms to complex surveys—in just a few minutes. Forms are also easy to customize and edit quickly. You can build surveys using complex branching logic, multi-page data-entry forms, simple contact forms, registration forms, and more.
- Logging in and Setting up Form Assembly
- Instructions for logging into Form Assembly, and basic setup and requirements.
- Preventing the automatic emails regarding 'Student transferred to you'
- How to disable Salesforce emails from FormAssembly.
- Using Double Entry Verification in Form Assembly
- Double entry verification in Form Assembly refers to two fields that must match in order for the form to be submitted. This is often used for a fields for which accuracy is particularly important, like email address.