Steps needed for continued function of FormBuilder Rx

Instructions for upgrading profiles of non-System Administrator Admins

New custom fields

Several new custom fields have been added to FormBuilder Rx.

Here are the new fields:

Field Name Object Name
Gender Contact
ReCaptcha Secret Key Env
ReCaptcha Site Key Env
SF Platform Profiles Env
Create a Tab Erx Page
Is ERx Pre-Configured Page? Erx Page
Tab Label Erx Page
Tab Order Erx Page
Validation Rules Erx Page

Users with the “System Administrator” profile automatically get access to these fields during the upgrade process. Also, Community and Site Guest Users get access to these fields via Permission Sets included in the upgrade.

What you may need to do

If your FormBuilder administrator(s) have profiles other than System Administrator, you will need to give their profiles Read and Edit access to the above fields by editing each profile. To do this, go to Setup > Profiles > [Name of Profile]... and from that point, do one of the following:

If You're Using the Older Profile Editing Screen

  • Go to Setup > Profiles > [Name of Profile] > Custom Field-Level Security > [Object Name] and check the boxes next to the [Field Names]
Note:
See the above table for the [Object Name] and [Field Names]

OR, If You're Using the Enhanced Profile User Interface

  • Go to Setup > Profiles > [Name of Profile] > Object Settings > [Object Name] > Field Permissions and check the boxes next to the [Field Name]
Note:
Enable the Enhanced Profile User Interface under Setup > User Management Settings