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Form Assembly FAQ

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The Form Assembly website has documentation on using the form editor's features. 

Tips and Best Practices

Whenever possible, start work on a new form by copying a working form. 

  1. Select the original form.
  2. Select Copy and Open in Form Builder in the Edit drop-down menu.
  3. Be sure to change the form name before you save it.

Note: The following components of the form do not carry over: redirect, connector credentials, email notifications, and security settings.

  • CRM  forms will typically only function correctly if accessed via your CRM inquiry form site or the secure Events Plus or Event-specific registration link. If you access the form directly from within Form Assembly's interface, it will not include the functions hosted within the CRM, and their absence will likely prevent successful submission.
  • Event Registration forms can be cloned from Inquiry forms but must always be separate forms because Event forms have a special redirect after form submission to complete the event registration.
  • By default, forms are only visible for editing to their owner. If you want other authors to see your forms, add them to the "Share" tab.

Note: To use Impersonation, it is recommended that you right-click on the Edit As User button and open a new window or tab.   Impersonation can not be opened within the same window.  

Requiring Approval to Publish Forms

Form Assembly has an option to require forms to be approved before they can be published. If this feature is enabled, a display message is shown when attempting to Edit the form before it has been approved:

APPROVAL UNDER REVIEW
This form is under review.
Your FormAssembly administrator has been notified of your request for
this form's approval.

This feature can be enabled or disabled by going to:
Full Screen > Admin > User Settings > [select role] > Must request publishing approval
 

Upgrading the FormBuilder Version

When FormAssembly upgrades their FormBuilder, it does not automatically upgrade pre-existing forms but instead will prompt you to upgrade when you edit the form. 

Manually upgrade an existing form:
If you don't see a prompt to upgrade but know a new version is available, you can upgrade your forms manually using the steps below:

  1. Login to Salesforce and navigate to "Manage Web Forms," and click the Full-Screen link on the top right of the page
  2. Click the Edit button and choose "Edit in Form Builder" next to the form you wish to upgrade
  3. You will notice the form builder version in the URL. Manually change this number to the version number you wish to upgrade and press Enter on your keyboard.
  4. Save your form.

Change your default form version:
To ensure that all new forms use the latest version, you can update your Default Form Version in the FormAssembly Settings.

  1. Login to Salesforce, navigate to "Manage Web Forms," and click the Full-Screen link on the top right of the page.
  2. Click the Admin tab
  3. Click the Other Settings tab
  4. On the settings is a field for the default form builder version. Update this value to the newest version and save your settings.
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