Setup Instructions for FormBuilder with Events and Visits

Sharing Settings (Events)

1. Create Sharing Rules to give the Events Site Guest User access to the FormBuilder Rx package configuration records that it needs to access. Go to Setup > Sharing Settings and create rules (see screenshot, immediately following) for the Events Site Guest User for these objects:
   1. Application
      • Criteria: Application ID not equal to null, like this:
        
        
   2. Lead
      • Criteria: Lead Owner ID not equal to null
   3. Contact (if Contact is not set to "Controlled by Parent," i.e., controlled by Account)
      • Criteria: Contact Owner ID not equal to null
   4. Account (if Contact is set to "Controlled by Parent")
      • Criteria: Account Owner ID not equal to null
   5. Environment (Env)
      • Criteria: Env Name not equal to null
   6. Portal Package Logger
      • Criteria: Portal Package Logger Name not equal to null
   7. SiteLoginTemplate
      • Criteria: SiteLoginTemplate Name not equal to null
   8. Package Configuration
      • Criteria: Package Configuration Name not equal to null

Sharing Rules (Events)

• Check to make sure you have Sharing Rules for the Events Rx package objects that the Event Listing Site Guest User must be able to read. Go to Setup > Sharing Settings and create rules (see screenshot, above) for the EventListing Site Guest User for these objects:
  1. Campaign
     • Criteria: Campaign Record Type equal to Campus Campaign
  2. Activity Series
     • Criteria: Activity Series name not equal to null
  3. Activity Slot
     • Criteria: Activity Slot No. not equal to null
  4. Exception
     • Criteria: Exception Name not equal to null
  5. Visit
     • Criteria: Visit No. not equal to null
  6. Visit Series
     • Criteria: Visit Series No. not equal to null
  7. ERx Event Parent Section
     • Criteria: ERx Event Parent Section Name not equal to null
  8. ERx Event Registration Custom Field
     • Criteria: Owner ID not equal to null
  9. Event Registration Section
     • Criteria: Event Registration Section Name not equal to null
  10. Table Configuration
      • Criteria: Owner ID not equal to null
  11. Attendance Event
      • Criteria: Owner ID not equal to null
  12. Package Configuration
      • Criteria: Package Configuration Name not equal to null

Assigning a FormBuilder Registration page to a Visit Series

1. Navigate to Setup > Custom Settings
2. On the Custom Settings page, click the Manage link next to Events Rx
   
   
3. On the Events Rx screen, click on DEFAULTS
   
   
4. On the DEFAULTS page, select the checkbox for "Use ERxFB for Visit Series Registration." This will enable a picklist field named "FormBuilder Pages" in Events Rx new Visit Series configuration.
   
   
   Note:

   For Campaigns, go to Setup > Custom Settings > Events > Manage > DEFAULTS, and enable the Use ERxFormBuilder for Registration setting beneath the Visit Series Registration checkbox.

Permissions (Events)

• Add the FormBuilder permission set to the Events Site guest user:
  1. Assign the permission sets “ERxFB_Sites” and “ERxEvent_SiteGuest” to your Events Site Guest User:
     • Go to Setup > Sites
     • Click the name of your Events site
     • Click the button at the top of the Site page labeled “Public Access Settings”
     • Click “Assigned Users”
     • Click the name of the User (there should only be one user)
     • Click “Permissions Set Assignments” in the upper left (see screenshot above)
     • Click “Edit Assignments” (see screenshot above)
     • Move the two permission sets “ERxEvents_SiteGuest” and “ERxFB_Sites” to the right column

Permissions Required for Visits

1. Navigate to the FormBuilder Rx tab in FormBuilder
2. Click the Setup button for the Environment you want to use
   
   
3. Assign permissions to the following objects for the Site Guest User Profile:
   • Activity Series
   • Activity Slots
   • Appointment
   • Exception
   • Visit
   • Visit Activity Series
   • Visit Series
   
   
   
   
   

Create a FormBuilder Rx Environment

• The FormBuilder Rx Environment for your existing Events site should look like the image below
  Note:

  Do not end your Site URL with a "/"