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L K
18 de set., 14:53
connection - Error connecting to Salesforce

Hi All, 

We are experiencing an urgent issue with our FormAssembly Salesforce connector. Multiple form submissions are failing with the error

“connection - Error connecting to Salesforce.”

The Salesforce connector is enabled and the integration user is active, but we cannot see corresponding Salesforce login attempts for the failed submissions.

This is affecting student enquiry submissions and is a major blocker. Could you please advise whether this is related to the Salesforce OAuth/authentication connection and whether the connector needs to be re-authenticated?

Any urgent guidance would be greatly appreciated. 

Thank you!

4 respostas
  1. L K
    21 de set., 10:58

    @Ajaypreet Singh Saini  

     Thank you for your suggestion. 

    I noticed that the connection is using the email address of the user who authorised it. However, we need the form to connect using the FormAssembly integration user account. 

     

    The integration account is not appearing in the reauthorisation list, and as we do not have its password, we are unable to log in to Salesforce using that account to reauthorise the connection. 

     

    I was wondering if there is an alternative way to reauthorise the form using the existing FormAssembly integration account without requiring a direct login to Salesforce. 

     

    I would really appreciate your guidance on resolving this issue. Thank you for your help! 

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Marice Fernando (Associate Director Data Strategy na Exponent Philanthropy)
10 de set., 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. 

3 respostas
  1. Deepak Sharma (Cloud Solution)
    15 de set., 08:55

    Hi @Marice Fernando

     

     Glad to hear the URL parameter issue is resolved!  

     For the PayPal issue, I would check the saved authorization first. In the PayPal Workflow Connector, Sandbox and Production are separate environments, and a Production authorization should show as Production, not Sandbox. 

    I would recommend: 

    1.  Go to the Authorization tab and create a New Authorization. 
    2.  Select Production and authorize using the live PayPal account. 
    3.  Save the new authorization and make sure the connector is using this Production authorization. 
    4.  If the existing authorization still shows Sandbox, use Manage/External Authorizations to reauthorize or replace it. 

    If it still shows Sandbox after creating a new Production authorization, it may be worth contacting FormAssembly Support, since the Production connection should be identified as Production. 

     

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

     

    https://help.formassembly.com/help/workflow-native-connectors?utm

     

     If you find this helpful and it resolves the issue, please consider marking the answer as accepted so it can help other community members facing a similar issue.  

      

    Hope this helps! 

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Anita Kennedy (Program Coordinator na NCDA&CS)
26 de 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 resposta
  1. Adam Sinim (PixelCraft)
    26 de 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 perguntou em #Appexchage Apps
15 de jan., 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 resposta
  1. Don Berliner
    21 de jan., 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 de nov. de 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 comentários
  1. Don Berliner
    18 de nov. de 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 na Theodore Roosevelt Medora Foundation)
17 de jun. de 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 resposta
  1. Daria Chursina (MB&A)
    23 de out. de 2025, 02:57

    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 de out. de 2025, 07:44
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 respostas
  1. L K
    15 de out. de 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 de set. de 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 respostas
  1. Jude Alfaro (Just A Start)
    11 de set. de 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 de set. de 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 resposta
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Jessica Kwok (Consultant na Jessica Kwok Consulting)
9 de mar. de 2022, 00:02
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

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