Building your Forms
Input Validation
Conditional Questions
Form Calculations
Customization and Branding Options
- How to set a header and footer for your forms
- How to use the Theme Editor
- How to use custom code to customize the look and feel of your Form
- How to customize the behavior of repeated sections
Interactive Tutorials
Web Form Design Tips
Managing your Forms
Publishing your Form
- How to retrieve your form's HTML source code
- How to publish your form using a IFRAME
- How to publish your form using a server-side script (API)
- Publishing instructions for common CMS
- How to dynamically prefill your form fields
Configuring Optional Features
- Restricting processing by date or status
- Language settings
- 'Save & Resume Later' option
- 'Preview before Submit' option
- Secure forms (SSL encryption)
- Spam Filter (captcha)
Submission Confirmation and Notifications
- How to redirect your visitor to a web page after the submission.
- How to receive an email for each submission.
- How to easily reply to the person who submitted the response.
- How to customize the email notification.
- How to send an auto-responder with each submission.
Dynamic Configuration with Formulas
Sharing Forms and Data
- How to allow another user to edit your form.
- How to add another user to your account.
- Feature Restrictions
Workflows
Managing your Data
How to Export your Data
Troubleshooting
Publishing Issues
- Unexpected characters in the form, such as 'À' or ''
- Incorrect rendering when publishing via the API
Form Submission Issues
Export Issues
- Error: 'File not loaded completely' in Excel
- Garbled characters in Excel
- Repeated sections cannot be sorted in Excel
Managing your Account
PayPal Subscription
- How to change your PayPal funding source
- How to switch your subscription to a different PayPal account
- How to cancel your PayPal subscription and pay directly with a credit card
Connectors Documentation
Salesforce Connector Documentation Index
PayPal Connector Documentation Index
HTTP POST Connector Documentation Index
Google Spreadsheet Connector
Not finding what you need? Please open a support request.
Sharing Forms and Data
How to allow another user to edit your form.
By default, only you can access your forms and data, nothing is shared.
To allow another FormAssembly user to edit your forms, modify the processing options and/or access the submitted responses, go to 'My Forms', select a form and click the 'Share' tab.
In the 'Username(s)' field, enter the username of the user you want to share the form with. You may enter more than one name by separating them with a comma.
You can specify whether the person will be allowed to view submitted responses and/or modify the form by checking the appropriate box. By default the two boxes are checked, meaning that you will allow the person to do both.
Access permissions must be configured on a form by form basis. To quickly share several forms, you may copy the permissions from an already configured form. Click the link 'Copy permissions from an existing form' and select the form in the drop-down menu.
How to add another user to your account.
You may sign-up directly for a new account by going to http://www.formassembly.com. Click 'Sign-Up' and follow the instructions. Select either the basic subscription plan or the professional plan (depending on what features the new user will need).
If you need a single bill for all your accounts, please open a support ticket and we will take care of it.
Restrictions
- You must be on the Professional Plan to share your own form and data.
- Users you share your form with must have their own FormAssembly.com account, on the Basic Subscription or Professional plan.