Ryan J.
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Recent activity by Ryan J.-
Information about how Formstack uses CSP
Formstack Analytics is a feature that helps you to see how your form is performing. In order to collect this data, some information is sent to a custom URL based on the actions someone...
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Forms Content Security Policy Headers
A necessary security implementation CSP headers are used to prevent unwanted content from being loaded on a web page, and this is a great security measure against Cross-Side Scripting (XSS). Hosted...
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Copying a document from a parent account to a subaccount
If you are a parent account looking to copy documents to a subaccount, you can easily do so by following the below instructions: First, gather your API keys for both Docs accounts - the parent a...
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Auto Delete Submissions
Auto Delete Submissions will allow you to set a date period for saved submissions to be removed from the application after a specified number of days, so you can keep up to date easily with your s...
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Documents for Salesforce Configuration for Agentforce
While most Formstack Agentforce Extension interactions focus on using forms to collect and update Salesforce records, sometimes additional actions are needed—this is where Documents for Salesforce...
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Configuring a Formstack-centric Agent
Now that your org is setup for Agentforce and has Forms for Salesforce installed, you can get started on your Agent! Note: before setting up the Agent’s steps, you need at least one form created...
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Forms for Salesforce Configuration for Agentforce
Just as an Agent needs topics and instructions to interact with inputs effectively, it also needs to understand which inputs are essential. This is where a Forms for Salesforce form comes in. Beca...
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Installing Formstack Agentforce Extension with Forms for Salesforce
The Formstack Agentforce Extension enhances the capabilities of Formstack’s native-to-Salesforce form builder with Agentforce by delivering a “formless” data collection experience powered by Agent...
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Formstack Personal Access Tokens
Note: This article applies only to * Parent Accounts using the Subaccount Model with access to the Subaccount API, or * Accounts with access to the Forms API add-on using the V2025 API (released...
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Language Support in the Signing Experience for Formstack Sign
This article will take you through how to change the language of the signing experience in Formstack Sign. Formstack’s Signing experience supports the below languages: English Spanish Eston...