FormAssembly Certification

Downloading response data

CSV HTML XML PDF (Premier, Enterprise, and Compliance Cloud only) Attachments

Who can use SF prefill connector?

Premier Enterprise cloud Compliance cloud Government cloud

Steps for look up query

1. Target 2. Operator 3. Parameter

How many records can the Salesforce Prefill connector prefill into a repeatable section?

250

How many section types are available in the FormBuilder?

3

Types or Parameters

A formula - Search for a specific text string by entering a formula or text. A secure query parameter - You can use secure parameters in order to more completely ensure the security of your prefilled data. Enabling secure parameters does require some technical knowledge and familiarity with Apex coding & Visualforce. An unsafe query parameter - This is the most common parameter to be used, and it is easier to implement than a secure query parameter. You can also dynamically change unsafe query parameters, which makes them very suitable for mail merge fields and dynamically prefilled links. A lookup result - If you are looking up multiple records or objects in your connector, you can use a previously located record's ID in a later step's lookup.

Step 1: Variable

A variable is a value that can be defined by an answer given in your form. A variable must be assigned to a question before it can be used in a formula. To define a variable, follow these steps: Select any field in your form. Use the Options button to open the Form Properties panel. Expand the Calculations tab. Check the "This is a variable" box. Enter a variable name for the question. If you selected a multiple-choice question, you must provide a value for each choice.When creating a variable, keep these rules in mind: Variables may not include numbers, spaces, or other non-alphabetic characters. Variables are case sensitive. Your variable name should not use any of the JavaScript Reserved Words.

Which of these can NOT be made repeatable? Page Dropdown Menu Fieldset Text and Headings

Page Text and Heading

Hw can you make an image in your form conditional? It is not possible to use conditional images in your form. Set the Conditional Rules in the editing sidebar. Add the image to a section and then make the section conditional. Click on the image to add the Conditional Rules directly.

Add the image to a section and then make the section conditional.

Contextual Help (Hint)

Adding Hints will show text in one of the following positions around a field: Side, Below, or Pop-Up. You can also add placeholder text which will appear until the respondent begins typing into a text input field.

Which of the following are available public themes? Polar Cloud Stormy Sea Artic Air Lightning All of these

All of these

Operator

An operator states the relationship between the other two parts of the condition. "Equals" and "Not Equals" are two examples of operators.

Which icon will appear next to responses in the Responses page which have been saved and are not yet complete? A red "X" An orange clock A yellow hourglass A green checkmark

An orange clock

Saving Predefined content

Any element in your form can be added to the Predefined Content menu for future use. If you've created a question or section that you think you'll want to use later in a different form, click the element to open the editing toolbar, then select Options. At the bottom of the Form Properties panel, click Add to Predefined Content. Next you'll need to choose a name for your new element. If you'd like, you can provide an optional category as well as an optional description. Once you click Save, this element will become available in the Predefined Content menu.

What can form processing accomplish?

Archive old forms Display your form based on a date range and set an unavailable message when it expires Allow your users to review their response choices before submitting Know how to setup reCaptcha and protect your form from spam Include an E-Signature to collect signatures from respondents

Active or Archived

Archived forms will be listed under the Archived page and will not be available at the publish address FormAssembly provides. Instead, the form's "unavailable" message will be shown.

Which control changes the background color of the page, behind the form? Form Header Background Color Read Only Background Color Form Background Color Background Color

Background color

Form Calculation uses

Calculating totals. Adding discount codes to your form. Displaying different text in a field depending on previous field selections and text.

Step 2: Create a Calculation

Calculation is evaluated as the form is filled out, and the form is submitted with the computed value. Calculated fields are only able to run single-line JavaScript equations. They are mostly used to perform simple arithmetic, such as computing a total in an order form. Note: We are unable to provide support for custom JavaScript which is needed in many Calculations. For example, you could create two fields in your form: "Price" and "Tip". If you set "Price" to be a variable with the name "price" and "Tip" to be a variable with the name "tip", you could use the following Calculation to output the total amount:

Calculations Notes

Calculations are executed by the browser when filling out the form. In order for Calculations to function properly, JavaScript must be enabled in the user's browser. Calculations can only be used in text fields.

Which of these field types allows the respondent to select multiple options in one field? Checkbox Radio Button Dropdown Menu Conditional Field

Checkbox

What is the difference between editing and reopening a response? Editing a response allows the respondent to submit new data, while reopening a response allows you to alter the response data. Editing a response allows you to alter the data and re-submit the form. Reopening a response allows you to send a new password to a respondent who has not completed a response, even if the Save & Resume option is not enabled for the form. Reopening a response allows you to send a new password on forms with Save & Resume enabled. Editing a response allows you to alter the data and re-submit the form.

Editing a response allows you to alter the data and re-submit the form. Reopening a response allows you to send a new password to a respondent who has not completed a response, even if the Save & Resume option is not enabled for the form.

Where can you use formulas in the Notifications page? Email Responses To Email Content Sender Email Thank You Message

Email Responses To Email Content Thank You Message

Change question type

Exactly how it sounds! This option will allow you to change the type of a field without changing the alias or position. For example, from checkbox to radio button.

Target

Field

Which of these statements about menu dependent fields and conditional fields are correct? Conditional fields are hidden or visible based on set rules. Menu dependent fields consist of a parent field and a child field. Menu dependent fields do not change depending on the selection in a previous field, while condition fields do. Menu dependent fields consist of a trigger and a field that is visible or hidden depending on the settings. Conditional fields are always required.

Conditional fields are hidden or visible based on set rules. Menu dependent fields consist of a parent field and a child field.

Default Value

For any field, you can define a default value that will be automatically entered or selected when a respondent loads a form.

Which of these fields are required to be marked as sensitive data? Bank account fields Social security numbers Credit card fields Password fields

Credit card fields

Which of these is not a method that you can use to organize your form fields? Drag and drop fields in the Outline. Drag and drop fields in the Form Builder canvas. Drag and drop fields in the form's Preview. Drag and drop fields from the Add Content menu.

Drag and drop fields in the form's Preview.

Menu Dependencies

Drop-down menus can be linked together to help you show certain options based on your respondent's answers. The parent menu controls which subset of choices is visible in a child menu. For instance, we have two drop-down menus: Continent (parent) and Country (child). If Europe is chosen in the parent menu, only European countries will be visible in the child menu. Please Note: Menu Dependencies currently do not allow for importing via CSV dataset or use of the Autosuggest feature. Drop-down menus can be linked together to help you show certain options based on your respondent's answers. The parent menu controls which subset of choices is visible in a child menu.

E-signature

For users of FormAssembly's Premier plan and above, you can enable E-Signature collection on your forms. FormAssembly's E-Signature feature has been designed to be compliant with U.S. E-Signature regulations, including The Uniform Electronic Transactions Act (UETA). FormAssembly's E-Signature feature accomplishes two primary functions: 1. Provides an audit trail that includes authentication of the respondent and shows that they are who they say they are. 2. Complies with the E-Sign Act that states that electronic signatures, if used according to the law, are legally binding and valid to the same extent as signatures attached to paper documents.

Calculations

Form fields can be computed by using JavaScript formulas, which we will be referring to as Calculations. These Calculations can reference other fields in your form by using variables.

Calculations

Form fields can be computed using formulas. These formulas may reference other fields in your form using variables. Formulas and variables together make up Form Calculations. Formulas are written in JavaScript and executed by the browser when filling out the form.

Section Types

Group: A group is an invisible way to organize multiple elements in a form. Fieldset: A fieldset visually groups related questions together, such as contact information. The fieldset has a border, and its title (called a legend) is characteristically displayed across the top border. Page: You can add multiple pages to a form for a more user-friendly and organized layout. It's easiest to create the page first, then create the fields within the page. However, you can also drag and drop fields into other pages.

Sensitive Data

If you are collecting sensitive data such as credit card information, passport numbers, SSNs, and more, we strongly recommend setting a Sensitive Data Type on the field. In particular, credit card fields must be marked as sensitive data in order to avoid violating our terms of service. These settings will protect the data by masking it so that only the last 4 digits are available after passing the information through a payment connector.

Predefined content

If you have fields or sections that you use regularly, you can save them as Predefined Content in order to easily add them to forms in the future! Some good examples of Predefined Content include dropdown menus with countries or states, sections with commonly used contact information fields, and groups of text and fields that you wish to use in more than one form. Once you have created your Predefined Content once, you can use it as many times as you'd like in the future.

Repeatable sections

If you need multiple repeatable fields, it's best to place the fields within a section and make the section repeat instead. For example, if you're collecting contact information, some respondents may need to add ten contacts while some may need to add three. You could move each of the contact fields (first name, last name, email) into one section which can then be repeated as a whole.

Form not loading

If your form does not load and instead you see a sad robot error, you may need to reauthenticate your Prefill Connector. Open the Salesforce Prefill Connector and click the Change Access button next to your current authentication at the top of the page: Then under "Connect using," select your current authentication again to reconnect to it.

Navigation Bar

If your form has multiple pages, you may want to add an easy way for your respondents to move between them. You can add page navigation to a multi-page form with the Navigation Bar. Respondents can click on a number in the Navigation Bar to jump to the corresponding page.

Form Calculations

In many cases, you'll need the following in order to use Calculations: At least one field that has been marked as a variable A different field that has been marked as a calculated field A JavaScript formula (Calculation) that will be placed in the calculated field The Calculation will run when the form opens and the output will appear in the calculated field.

Green check mark

Indicates a completed response

Orange clock icon

Indicates an incomplete response and applies to saved responses or responses being reviewed by the respondent

Red icon

Indicates an invalid response. This applies to responses with validation or processing errors (including connector errors)

How can Google reCAPTCHA improve your data collection? Choose all that apply. It will prevent all spam submissions. It will require JavaScript to be enabled in the browser before submitting a form. It will make all of your form fields required. It will prevent spam submissions from bots.

It will require JavaScript to be enabled in the browser before submitting a form. It will prevent spam submissions from bots.

Selection list

Like checkboxes, displays a list of choices and allows multiple answers. Note that checkboxes are usually simpler and easier to use for respondents.

Drop-Down Menu

Like the radio button, lists a number of choices. Only one answer can be selected. This input type is preferable when you have a long list of choices. Please note, if your menu has more than 500 choices, we recommend using the Autosuggest feature or our Menu Dependencies feature.

Validation rules

Located: Form properties panel These allow you to restrict what can be successfully entered into a field by a respondent. Violating the set rules will prevent the form from submitting.

Presentation

Located: Form properties panel This panel allows you to change the look and feel of fields and sections directly. Different options are available for fields and section

Why use the SF prefill connector?

Make filling out forms easier for your respondents. Have Salesforce prefill IDs and record data into hidden fields. Change the Salesforce data that appears in your form based on where your respondents are clicking the form link. And many more!

Does our support team assist with writing and editing custom code?

No

Is it possible for a respondent to edit a calculated field?

No

Notifications

Notifications are emails that are usually sent to the form owner, administrator, or other individuals you designate from inside your organization. They'll alert you every time a user submits a form response. The default notification template includes submission date, completion time, and the full response text, but you can also customize the emails so that you only receive the information you need in the format you want.

Which of these FormAssembly plans are able to download responses as PDFs? Premier Compliance Cloud Enterprise Professional

Premier Compliance Cloud Enterprise

Which of these plans cannot send PDFs of the responses? Premier Enterprise Professional Compliance Cloud

Professional

Publish: Server-Side Script (API)/WordPress Plugin

Pros: Doesn't need to be republished every time you make changes in the Form Builder. Appears as part of the page, as opposed to iFrame where it looks like a separate page on the page. Save & Resume, as well as a failed reCAPTCHA, return to your site. Cons: Form CSS can clash with the parent site's CSS. You should have an understanding of web servers. Works with SF prefill connector? Yes Works with prefill through the URL? Yes When prefilling your server-side script (API) / WordPress Plugin published form, you can use the following format for your Salesforce Prefill Connector link: https://yoursite.com/yourpage/?parameter=value And you can use the following format to prefill through the URL: https://yoursite.com/yourpage/?tfa_xxx=value

Publish: iFrame

Pros: The iFrame will protect the form's CSS from inheriting the parent site's CSS. Changes made in the Form Builder will update automatically. Cons: You should be comfortable working with HTML. Saved forms and failed reCAPTCHAs will load at the FormAssembly-hosted form. Prefilling will not work with an iFrame unless you add the prefill parameters to the source link. Works with SF prefill connector? Yes Works with prefill through the URL? Yes When prefilling your iFrame published form, the prefill parameters must be added to the source link. This means that you will either need to set the parameters in advance, or you will need to use custom JavaScript in order to dynamically change the parameters in the iFrame. Our Support Team is unable to assist in writing or editing custom code, so please keep that in mind!

Publish: Use FormAssembly hosted form

Pros: This is the easiest and quickest option. After saving your form in the Form Builder, it is available at the public link found in the form's Publish tab. The public form link remains the same even after changes are made in the Form Builder, so the public form link will always direct respondents to the most recent version of your form. Cons: The form will be accessed at the FormAssembly hosted link with tfaforms.com as the domain name (Professional/Premier), or at your Enterprise/Compliance Cloud instance domain. The form will be separate from your external webpage. Works with SF prefill connector? Yes Works with prefill through the URL? Yes

Publish: Embed HTML

Pros: You can make very specific changes to your form's HTML, which can also complicate things down the road. Cons: You must be comfortable working with HTML. You must republish after all Form Builder changes. Saved forms and failed reCAPTCHAs will load at the FormAssembly-hosted form. Form CSS can clash with the parent site's CSS. Works with SF prefill connector? No Works with prefill through the URL? Yes

From this list, select the three aliases which can be used in custom Notification and Auto-Responder emails. RESPONSE COMPLETION_TIME IP_LIST FORM_NAME

RESPONSE COMPLETION_TIME FORM_NAME

Common use cases for Notifications and the Auto-Responder include:

Receive a notification about who is submitting responses to your form and send a copy of any submissions to the form owner or manager. Have your respondents receive a copy of their own form responses. Send next steps to your respondents. Send a receipt to your respondents. Send a thank you email to your respondents for submitting the form.

Which of these do you use to set up custom validation? JavaScript HTML Regex CSS

Regex

Which of these are valid availability options? Restrict by Submission Value Restrict by Quota Restrict by IP Address Active or Archived

Restrict by Quota Active or archived

Restrict by date

Setting a date restriction will reject form submissions outside of the date range specified. If a time is not specified then the restrictions will kick in at 12:00 AM on the date entered (based on your locale/timezone).

Repeatable Option

Setting a field or section to be repeatable will cause special links to appear next to it, allowing respondents to add more copies of the field/section or delete them. With this, your respondents can choose to submit multiples of a field or section.

Which of these is not an available response layout? Compact Standard Simple Verbose

Simple

Auto-responder

The Auto-Responder creates emails and sends them to respondents after they submit a form response. In order to enable the Auto-Responder, you'll need to have an email-validated field in your form to collect the respondent's email address. Beyond that requirement, Auto-Responses are flexible. You can provide a respondent with a copy of the data they submitted, a receipt for an order or donation, or just a message thanking them for taking the time to fill out your form.

Compact

The Compact view will exclude any additional text and will only show the form fields. Form labels and values will be inline to reduce the length of the response.

Who receives the Auto-Responder emails? The email set in the Email Responses To field. The form creator. The email used for Save & Resume. The email collected in the form and set in the Notifications page.

The email collected in the form and set in the Notifications page.

Parameter

The third and final part of a look up query.

You've decided that you'd like to change the form's border color. What does the "A" in RGBA change? The transparency of the border. The shape of the border. The thickness of the border.

The transparency of the border

SF Prefill Connector

This connector uses defined values to first locate records in Salesforce and then to prefill the information from the located records into the form. This means that you can only prefill information that exists in Salesforce, and that you will need a value that can help locate records.

Print: Standard

This default view will exclude any additional text and will only show the form fields.

Lookup returned no record and aborted connector execution

This error will only appear if you have the "End execution and log an error" setting selected for one of your steps. If this error appears when loading your form, it means that no records were found in Salesforce by your Prefill Connector lookup. You can either changing this setting to "Skip prefilling" instead, or you can check to make sure that your prefilled link is correctly formatted to locate a record in Salesforce. If you need any assistance with errors in your connector or form you can also reach out to our Support team at any time.

Look up query

This is the condition that the connector will use to locate the record you'd like to prefill.

Restrict by Quota

This option allows you to choose how many total submissions can be submitted for the form.

Hidden Field

This type of input is not visible in the form, and respondents cannot enter data into it. This field type is useful for storing tracking data that doesn't need to be edited.

Print: Verbose

This view will include all images, paragraph text, and formatting as seen in the form.

The redirect formula has a character limit of 2,000 characters. True False

True

Which one of these variables is invalid? variableOne Variable1 varIABLE Xnqdidbcjef

Variable1

Unavailable Message

When your form is unavailable, you may customize the message that will appear for your potential respondents. You can also use the Formula Editor to customize your message and make it more personal. Use the aliases dropdown menu to insert customized responses.

Sections

are containers that house fields, text, images, or other sections. They provide a way to organize your form and apply a particular layout or behavior to groups of fields.

Which form publishing options will not require you to republish your form every time you make changes in the form builder? iFrame Embed HTML FormAssembly Hosted Form WordPress Plugin

iFrame FormAssembly hosted form WordPress plugin

Google reCAPTCHA

is a test used to determine if the person submitting the form is a real human, or an automated program (bot). While this technique is not 100% foolproof, it should cut down the spam you receive quite significantly. Google reCAPTCHA can also be used to require that your respondents have JavaScript turned on in their browser! This is because Google reCAPTCHA needs JavaScript to run, and your form needs Google reCAPTCHA to submit. If you're experiencing issues with respondents submitting their forms but not filling in required fields then this may solve the issue.

Why are repeatable fields useful?

Within forms such as job applications, registration forms, and customer service forms, you may want to allow your respondents to choose whether they add more than one answer to a question or upload more than one field. Repeatable fields and sections allow respondents to do just that. You can make any field or section repeatable and the respondent will be given the ability to click an "add" link to add another copy of that field or section to the response.

Are you able to prefill data into a hidden field?

Yes

Do all forms with the same private theme update when you edit the private theme?

Yes

If a form respondent chooses to make a correction to their form during Review Before Submit, will "Credit Card Number" and "CVV Code" fields be cleared for security purposes?

Yes

Is it possible to add the respondent's IP address as a column in your response report?

Yes

Is it possible to prefill a form without the Salesforce Prefill connector?

Yes

is it possible to directly edit the code of the theme?

Yes, if you are an Enterprise or Compliance Cloud admin.

Which of the following statements about E-Signatures are true? You can collect initials along with signatures with the E-Signature feature. E-Signatures require a Premier plan or above. Your respondents must verify the E-Signature in order to submit the form. E-Signatures are compliant with the Uniform Electronic Transactions Act (UETA).

You can collect initials along with signatures with the E-Signature feature. E-Signatures require a Premier plan or above. E-Signatures are compliant with the Uniform Electronic Transactions Act (UETA).

Menu Dependencies

You can link menus together so that a selection in the parent menu will control which subset of choices is visible in a child menu.

Access Control

You can set the Access Control on form fields to determine whether or not the field can be edited by the respondent.

Text input

allows a single line of text. Best used for questions that have a simple answer, like First Name.

Password

allows a single line of text. The entry is masked.

File upload

allows respondents to select a file on their computer and attach it to the form. Please note that there's a 35 MB limit for the total size of uploaded files. For Enterprise users, the limit is 30 MB, but they may request that their upload limit be decreased or increased to a max of 35 MB. We currently have a maximum of 20 file upload fields that can be added to a form.

Text Area

allows several lines of text. Best for questions requiring longer answers, like an essay. You can define a character limit for the field with the validation rules.

Autosuggest

is available to all Premier, Enterprise, and Compliance Cloud users. The feature can be used on all forms that are using Form Builder version 4.4.0 or higher. Form Builder 5.0 is currently the default version for newly-created forms. not compatible with our Menu Dependency feature. The Autosuggest menu option works best for large menus and can support up to 200,000 choices. With Autosuggest, rather than locating choices in a lengthy dropdown menu, users are instead able to begin typing into a text input field and have valid entries from a list you upload suggested to them. In the new Form Builder 5.0, Autosuggest menus now support up to 20 columns in your dataset. That means you can map up to 20 columns to existing form fields, or create new fields for your dataset columns.

Checkboxes

show a list of choices. Multiple answers can be selected.

Radio Buttons

show a list of multiple choices. Only one answer can be selected. Radio buttons get their name from old car radios, where you could push a button to select a station and the previous selection would pop out.