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This group is for FormAssembly users to ask questions to other users and share best practices. If you are a current customer and looking for a more interactive FormAssembly networking group, join the FormAssembly VIP Group: https://veerwest.formassembly.com/4739726. FormAssembly is a trusted enterprise data collection platform that empowers security-conscious organizations to drive mission-critical business initiatives and become better stewards of their data. Our platform helps customers of all skill levels build efficient data collection workflows while meeting the high security and compliance standards of regulated industries. Used by thousands of organizations, FormAssembly integrates seamlessly with other commonly used systems to streamline processes and drive business results.
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Marice Fernando (Associate Director Data Strategy en Exponent Philanthropy)
10 sept, 17:53
Help setting up URL parameters

I'm having trouble setting up URL parameters. We are using a Workflow with Pre-fil, Form, PayPal Connector, and post-connector for our new member application. 

I set up unsecure URL parameters for accountID and contactID to look up information for the Organization and Contact.  

I did some initial testing using the workflow publish link and manually adding a contact and account id to test with. All information pre-populated without an issue and the workflow successfully completed.  

But when I took the publish URL and linked it to the users Salesforce page to test how that link would work, none of the information pre-fills. When I copy and paste the URL in a Word doc it does appear the contact and account ids are getting passed through but for some information the information isn't pre-filling.  

What am I missing? Thanks for any insight. 

1 respuesta
  1. Deepak Sharma (Cloud Solution)
    10 sept, 18:31

    Hi @Marice Fernando

     

     Since the accountID and contactID values appear to be reaching the workflow, I would check the mapping between the URL parameters → Salesforce lookup → form fields. 

    In the Workflow, make sure: 

    1. accountID and contactID are defined as URL Parameters and mapped to their corresponding workflow variables. 
    2.  The Salesforce Workflow Connector uses those variables in the Lookup a Record conditions. 
    3.  The Salesforce fields you want to retrieve are mapped to the correct Form Fields in the connector's Mapping section. A URL parameter only supplies the lookup value; it doesn't automatically prefill all related fields. 
    4.  If this is the first-form prefill, make sure the Salesforce Workflow Connector runs before the first Form Step. 
    5.  Also make sure you're testing with the actual published Workflow URL, not just the individual form URL. FormAssembly specifically recommends using the Workflow URL when the prefill connector is part of a workflow. 

     

    For example, the flow should be: 

      

    URL (accountID / contactID) → Workflow Variables → Salesforce Lookup → Salesforce fields → Form fields 

      

    If the IDs are coming through but only some fields are blank, I would first inspect the Lookup conditions and field mappings—that's the most likely place the issue is occurring. 

     

    Please Check Below Link: 

    https://help.formassembly.com/help/url-parameters?utm

     

    https://help.formassembly.com/help/salesforce-workflow-connector?utm

     

    https://help.formassembly.com/help/workflow-connector-step?utm

     

    Hope This Helps!! 

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Anita Kennedy (Program Coordinator en NCDA&CS)
26 mar, 16:54
FormAssembly File Max

Has anyone found a solution around the per form file upload of 30MB? Our forms are applications with upwards of 35 uploads each and this is a major issue. 

1 respuesta
  1. Adam Sinim (PixelCraft)
    26 mar, 18:09

    As far as I know, to get around it, you’ll need to either split uploads across multiple forms/steps or move file uploads outside FormAssembly (upload to SharePoint/Drive/S3 and pass links into Salesforce).

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Vijaykumar Gandi ha preguntado en #Appexchage Apps
15 ene, 18:23
Double verification in formassembly

Hi All,      I have a FormAssembly form with two fields, Season Pass 1 – First Name and Season Pass 2 – First Name, and I need a validation or alert in the form to prevent users from entering the same name in both fields. The requirement is that the two names must be different, and if a user enters the same name in both fields, the form should display an error message or alert before submission. I have tried multiple approaches to implement this validation, but it is not working as expected.  @FormAssembly   

1 respuesta
  1. Don Berliner
    21 ene, 15:56

    I actually worked this out with Gemini(!)...I tried it and it works!...  

    To prevent a user from entering the same value in two fields (e.g., tfa_1 and tfa_2), follow these instructions to set up a "No-Code" validation system using a hidden calculation and conditional logic.

    1. The Validation Field (Field X)

    Create a text field that will act as the "logic engine." It is best to keep this field visible during testing and then hide it using CSS (class notext) rather than the "Hidden" checkbox to ensure logic triggers correctly.

    • Variable Setup: * Set tfa_1 as a variable named fieldOne.
      • Set tfa_2 as a variable named fieldTwo.
    • Calculation: Mark this field as a Calculated Field and use this formula: fieldOne == fieldTwo ? "DUPLICATE" : "OK"
    • Validation Rule: Add a Custom/Regular Expression rule to this field.
      • Pattern: /^OK$/
      • Error Message: "Field 1 and Field 2 cannot be the same."

    2. The Error Message Field

    If the built-in validation message doesn't display prominently enough, use a dedicated manual error message.

    • Field Type: Add a Text/HTML block or a Section immediately below the input fields.
    • Content: Enter a warning like: "Error: The values in these two fields must be unique."
    • Conditional Statement: Set a rule to Show this section only if the Validation Field (from Step 1) is equal to DUPLICATE.

    3. The Submit Button Logic

    This step ensures the user cannot bypass the error and submit the form anyway.

    • Conditional Statement: Apply a rule to the Submit Button (or the final section containing it).
    • Logic: Set the button to Hide (or Disable) if the Validation Field is equal to DUPLICATE.
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Don Berliner
11 nov 2025, 17:08

Anyone interested in beta testing a new software app, a 3rd party, user-controlled, cloud-to-cloud, easy-to-use software that will backup any of your FormAssembly forms structure (meta-data) for future, one-click restores in case of any sort of data disaster or even as a simple way of documenting the form structure?  

 

It is meant to provide the peace of mind of knowing you wouldn't have to re-create from scratch the form's structure, layout, field definitions, field constraints, etc. Let me know if you are willing to participate, thx.

6 comentarios
  1. Don Berliner
    18 nov 2025, 23:10

    I didn't make that clear -- we are starting the beta test period on Dec 8 but will be keeping it open for a few weeks to give folks time to test at their leisure. 

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Vijaykumar Gandi (Salesforce Engineer en Theodore Roosevelt Medora Foundation)
17 jun 2025, 15:31
calculate total amount from repeatable Amount field in formassembly

Hi everyone,

I’m building a FormAssembly form where users can enter multiple levels, each with an amount field inside a repeatable section.

I want to calculate the total amount by summing all of those amounts from each repeated entry.

I followed the usual process:

  • Created a repeatable Fieldset with a currency field named Amount
  • Marked the Amount field as a variable
  • Added a hidden subtotal field inside the repeatable section (Line Total)
  • Added a calculation field outside the repeatable section using @SUM(Line Total)

But the total field still throws an error or doesn’t calculate. 

 

Below is Attachment: 

 

calculate total amount from repeatable Amount field in formassembly

 

 

 

1 respuesta
  1. Daria Chursina (MB&A)
    23 oct 2025, 2:57

    It may be too late for this response, but this article helped me:  

     

    https://www.formassembly.com/blog/tutorial-how-to-use-calculations-and-repeating-sections-in-web-forms/#:~:text=First%2C%20you'll%20need%20to,directly%20in%20the%20form%20builder

    . 

     

    The subtotal field should be a variable too. In the Total Amount field you will add the name of this variable (subtotal) in the calculated field section. No formula required, just the name of the subtotal variable. 

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L K
15 oct 2025, 7:44
Submit Button Grayed Out for the User

Hello Experts,

Could you please help me with the issues below?

1. A user reported that the Submit button is grayed out even though all the mandatory fields have been filled. This is currently preventing them from submitting the enquiry.

2. For one of the users, an error message appears saying “Thank you for submitting” when they try to submit the form with all the required details.

I would really appreciate it if anyone could help with a quick solution, as this issue is blocking users from submitting their enquiries.

Thank you!

#Salesforce Developer #Trailhead #Nonprofit
4 respuestas
  1. L K
    15 oct 2025, 11:37

    @Ashwini Garwandha

     thank you. I have checked, and there is no rule added under it. 

     One of the users is seeing this error message when trying to submit the enquiry.  

    thank you. I have checked, and there is no rule added under it. One of the users is seeing this error message when trying to submit the enquiry.

     

    image.png

     

    image.png

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Abhilasha Panchal (The Surplus Line Association of California)
2 sept 2025, 22:18
Form Assembly age calculate and display error message
In FormAssembly, we have a Birthdate field on the form. How can we calculate the user’s age, display an error message if the age is less than 15, and prevent the form from being submitted?@FormAssembly @NPSP Admin #Nonprofit #Trailhead #AppExchange
2 respuestas
  1. Jude Alfaro (Just A Start)
    11 sept 2025, 21:37

    you can also just ask the question - are you younger than 15? Then add a conditional response that states, you are not eligible, etc and end the form.

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Vijaykumar Gandi
11 sept 2025, 14:50
Email Notification

In form assembly if a step in the Salesforce connector fails, notification should be sent to group of users.  how can i do this..?

1 respuesta
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Jessica Kwok (Consultant en Jessica Kwok Consulting)
9 mar 2022, 0:02
Adding/subtracting days from date?

I have a FormAssembly form where a user is inputting in a date. I'd like to be able to manipulate that date in a couple of ways, but I'm unsure if I'm able to do so in FormAssembly. I'd like to be able to:

 

  • Construct a new date out of the entered date (based on the entered date, set it to the first of the next month for example) 
  • Add/subtract days from that date

 

I'm not seeing a clear way to do this with the formulas available. This date is also in a repeatable section so I don't think that I can use form calculations either. Has anyone had luck with this? @Nonprofit Success Pack  @Nonprofit Hub

10 respuestas
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Josue Ramirez Bonilla (Systems Admin - Salesforce en 10,000 Degrees)
18 abr 2025, 0:29
Any tips or guidance around getting started with prefilling with secure URL parameters?

I'm interested in getting started using secure parameters to prefill. I am used to using either a Classic or Lightning Email Template to send out a personalized link to the form to the recipient. 

 

I am kind of thinking that if I wanted the same approach, I would need to create a Visualforce email template instead (in the Classic Email Templates section in Setup) so that I can use the sample code that is described in this help article:

https://help.formassembly.com/help/508885-prefill-lookups-using-secure-parameters#dynamic-secure-parameters

 

 

That's the part where I am sort of stuck because I'm not sure what the best approach is. I have a very basic understanding of this. I believe I would need to write an Apex Class as a "

controller", right? And then I would need to write a "custom component

" to be able to include it in such an email template. 

 

Is that how I would be able to inject into the email template a URL that has the secure signature for a particular recipient?

2 respuestas
  1. William Miller (Civic Works)
    25 abr 2025, 16:18

    I don't know much about the secure parameters process, but I wanted to share how I was able to set up a dynamic way to build links for a form with the "unsafe query" parameter on any given record in case it helps in what you're trying to do.  

     

    I created 2 custom metadata objects (one for the form and one for fields on the form).

    FormAssembly Form just has a field for "form url" and "program" (so I can track which team it's relevant for). And as you can see FormAssembly Field has a field for the Field Alias, the FormAssembly Form

    record it's on, and the Unsafe Query Parameter built in the SF connector. 

     

    Using those has allowed me to create a formula field on our

    Site Visit object that can build a dynamic url for each record that we can attach to our calendar events for the field team to use when they need to complete a form for their inspection for a given client's opportunity.

    Screenshot 2025-04-25 115806.png
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