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.
Input Validation
Important Remark: The purpose of input validation is to help your respondents provide the desired answers in the expected format. It is an aid, and it is not designed to be foolproof. There are ways one can bypass the validation and, although rare in a normal use case, invalid responses should not be unexpected.
Required Fields
You can mark a field as required in the Form Builder. Select the question in the form outline, and in the 'Properties' panel, check the 'Answer required' box (in the 'Input Validation' section).
Required Formats
The 'format' option is available for free-text questions only (single-line text input, multi-line text input, password field). You can select one of the predefined format, or provide your own using a custom regular expression.
Custom Validation Using Regular Expressions
What is a regular expression?
A regular expression is a way of searching for a pattern in text (for example, a date in the format mm/dd/year). In FormAssembly, you can use regular expressions to validate that the user input conforms to an expected pattern, and provide a customized error message if the answer is in an incorrect format.
How can I use regular expressions in my forms?
In the Form Builder, select the desired question in the outline. In the properties panel, make sure that you allow a free-text answer (single-line text input or multi-line text input). In the "Input Validation" section, select "custom (regular expression)" from the drop down menu. Type your regular expression in the first input box, and the error message you would like to display in the second. Answers that are not in the same format as your regular expression will not validate and your custom error message will appear.
Useful Regular Expressions for Forms
Crafting regular expressions is a difficult and somewhat arcane art. It is usually best to copy&paste an existing expression than trying to come up with your own. We listed a few useful expressions below and provided links to third-party resources where you can find a lot more.
Date
To require a response in the format mm/dd/year, use this regular expression:
(0[1-9]|1[012])[- /.](0[1-9]|[12][0-9]|3[01])[- /.]\d\d\d\d$
To require a response in the format dd/mm/year, use this regular expression:
(0[1-9]|[12][0-9]|3[01])[- /.](0[1-9]|1[012])[- /.]\d\d\d\d$
Time
To require a response that is a time of day (12 hour format), use this regular expression:
^ *(1[0-2]|[1-9]):[0-5][0-9] *(a|p|A|P)(m|M) *$
Phone Numbers
To require a response that is a valid US phone number, use this regular expression:
^([\(]{1}[0-9]{3}[\)]{1}[\.| |\-]{0,1}|^[0-9]{3}[\.|\-| ]?)?[0-9]{3}(\.|\-| )?[0-9]{4}$
Where can I get more information on regular expressions?
If you wish to further customize your form validation with regular expressions, these sources may be helpful. For a tutorial in regular expressions, click here. The Regular Expression Library is a searchable database of regular expressions that have been created. If you create regular expressions and would like to check that they work correctly, use a checker like this one.