FormAssembly is an enterprise-grade form builder for creating complex, permanent, customer-facing forms at NCU. IT builds and maintains all FormAssembly forms, providing advanced features like payment processing, conditional logic, custom branding, and optional Salesforce integration. Use this service when Microsoft Forms limitations prevent you from achieving your goals.
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When to Use FormAssembly
Consider FormAssembly when your form needs require capabilities beyond Microsoft Forms, including:
- Permanent, long-term forms that will be used repeatedly
- Customer-facing or public-facing forms requiring professional branding
- Payment processing or collection of fees
- Complex conditional logic based on multiple criteria
- Advanced notification workflows
- Integration with university systems like Salesforce
- More than 50,000 expected responses
- Custom validation rules or specialized question types
For guidance on choosing between Microsoft Forms and FormAssembly, see our KB article Creating Forms.
What's Included
When you request a FormAssembly form, IT will build and configure:
- Custom form design: Branded forms matching NCU's visual identity or your department's needs
- Payment processing: Integration with payment gateways for collecting fees
- Advanced logic: Complex conditional branching based on multiple answer combinations
- Notification workflows: Automated emails to multiple recipients based on form responses
- Custom validation: Sophisticated validation rules for data accuracy
- Flexible question types: Access to question formats not available in Microsoft Forms
- Response management: Secure storage and management of form submissions
- Ongoing maintenance: IT maintains and updates forms as your needs evolve
FormAssembly with Salesforce Integration
FormAssembly can be integrated with NCU's Salesforce system for seamless data management. This option provides:
- Direct data integration: Automatically populate Salesforce objects with form responses
- Pre-populated fields: Pull data from Salesforce to pre-fill form fields for users
- Advanced lookups: Search and retrieve Salesforce data within forms
- Automated record updates: Create or update Salesforce records based on submissions
Important: Salesforce integration requests require additional review since IT governs which Salesforce data and processes can be accessed or modified through forms. Include details about the specific Salesforce objects and fields you need to work with in your request.
Who Can Request This Service
Any NCU faculty or staff member can request FormAssembly services for legitimate university business purposes. Requests should come from the department or office that will own and use the form.
How to Request
Submit a request through the FormAssembly service listed in the Service Catalog on TDX.
- Log in to TDX
- Navigate to the Service Catalog
- Search for "FormAssembly"
- Click on the FormAssembly service
- Complete the request form with details about your needs
- Submit your request
What to Provide When Requesting
To help IT build your form efficiently, include as much detail as possible in your request:
Required Information
- Purpose: What is this form for and who will use it?
- Form structure: What questions need to be asked?
- Special requirements: Payment processing, Salesforce integration, specific notifications, etc.
Recommended Approach
Best practice: Upload a document showing your planned form structure, or provide a link to a similar form that demonstrates what you're envisioning. This helps IT understand your needs quickly and reduces back-and-forth clarification.
For simpler forms, a detailed description in the request may be sufficient, but visual mockups or examples are always helpful.
For Salesforce Integration Requests
If you need Salesforce integration, also specify:
- Which Salesforce objects will be affected (Contacts, Accounts, custom objects, etc.)
- Which specific fields need to be read or written
- Whether you need to create new records, update existing records, or both
- Any lookup or search functionality required
Timeline
Typical turnaround time for FormAssembly requests is 5-10 business days, though more complex forms may require additional time. Timeline depends on:
- Complexity of the form and logic required
- Payment processing integration needs
- Salesforce integration complexity
- Clarity and completeness of the initial request
- Current IT workload
IT will contact you after reviewing your request to confirm requirements and provide a more specific timeline for your form.
Ongoing Support and Maintenance
IT maintains all FormAssembly forms on an ongoing basis. Users do not have direct access to modify forms.
To request changes or updates to an existing form:
- Submit a new ticket through TDX describing the needed changes
- IT will implement updates and test before deploying
This maintenance model ensures form integrity, data security, and compliance with university policies.