Admin Configuration (DXP)

Overview

These instructions are for Admin users with FormBuilder and DXP.
Note:
The following assumes that you've enabled Person Account in your org per the post-installation steps.

Widget Builder (DXP)

For DXP users: you'll be able to see Person Account objects instead of Contact objects on certain FormBuilder widgets.

  • Navigate to the FormBuilder Rx tab
  • Select a Community Environment
  • Click on the Widget Builder DXP subtab
The Contact Info option has been replaced with Person Info

You'll be able to see the Person Account object instead of Contact on widgets like Apply Now, Text/HTML, and Person Info.



Important:
If ERX Core is not installed, you won't be able to see the Application object, only a single object (either Contact or Person Account) will be displayed. This applies to the Apply Now, Text/HTML, Greeting, and Person Info widgets.

Page Builder

The following configurations are needed for Page Builder.

Add the Education Cloud Object in Custom Settings

  1. To add an Individual Application Object to the data set, you'll need to first add it in Custom Settings: Form Builder Std Objects API List

  2. Next, go to Create Data Set in FormBuilder. Refresh object and select object

Registration Page

  1. For the Registration Page, a new page type has been introduced: “Portal Registration Page”

  2. After clicking the Save button, the Registration Page will be created automatically with the below data. Click on the Configuration button after page creation
Data Set Account
Section Registration Section
Fields First Name, Last Name, Email, Record Type, Password, Password Confirm
Button Register


My Profile Page

You can set up the My Profile Page according to your requirements. Examples follow below.

Required Data Sets

  • Account
  • Individual Application
Account Data Set:
Data Set Criteria Contact ID (PersonContactID) – Equals – Global Variable – CurrentContactID


Individual Application Data Set:
Data Set Criteria Individual Application ID (Id) Equals - Data Set - Account - ActiveIndividualApplication


Next, you'll need to add all required fields in the section. For example: the Individual Application Object Category and Applied Date are required fields

My Application Page (List Component)

On the My Profile Page, you can set things up according to your requirements. Following is an example configuration for the My Application page with Person Account and the Individual Application Object.

Account Data Set Configuration:
Data Set Criteria Contact ID (PersonContactID) – Equals – Global Variable – CurrentContactID


Individual Application Data Set Configuration:
Data Set Criteria Account ID Equals - Data Set - Account - Account ID


Drag and drop the list component and section, and configure as below

Output - List Application Page

Setup Process for the Appointment Registration Page in Page Builder

For users with DXP: an Appointment Calendar user creates a page type “Appointment Registration Page”

Click on the Configuration button after page creation. You should be able to see the entire page configuration.

Go to the Account Data Set and click Edit

Add record criteria as below and Save the page.

Criteria Record Type - Equal - Static - Person Account