Installation Links and Instructions

Upgrading to the Latest Version of FormBuilder Rx

If you are upgrading to the newest release of FormBuilder Rx, use the package installation links below.

Note:
If you are installing FormBuilder Rx for the first time, go to Introduction & Setup.

Installation Links

Important:
Be sure to install and test in a sandbox before upgrading your production environment.

Version 7.1.14, released September 1, 2025

Org Type URL
SANDBOX https://test.salesforce.com/packaging/installPackage.apexp?p0=04tHq0000016cy8
PRODUCTION https://login.salesforce.com/packaging/installPackage.apexp?p0=04tHq0000016cy8

Post-Installation Steps

1. Enable the Custom Setting Definition and Custom Metadata Type

If you're using FormBuilder Rx with Events Rx, your Salesforce Admin should verify that the below custom settings are enabled for the Site Guest User Profile supporting Event Registration (typically referred to as "Event Listing" or something similar).

Custom Setting Definition Enrollment Rx: Events Rx.ERx_Events.Events Rx
Custom Metadata Type Enrollment Rx: Events Rx.ERx_Events.Time Zone And Abbreviation

2. Enable a Permission Set for the Site Guest User

If you're using FormBuilder Rx to support a portal experience (e.g., an Applicant Portal, Student Portal, Parent Portal, Counselor Portal, or something similar), your Salesforce Admin should verify that the following setting is enabled for the related Site Guest User Profile.

Permission Set ERxFB_Sites

3. Field Level Security (FLS) and Allow Object Access Settings

  1. On the FormBuilder Rx tab, click the gear icon in your selected Environment. This will take you to the Setup Permission screen.

  2. Select the Site Guest User Profile under Profile Name and Contact under Object Name.

  3. Under Assigned Permissions, check the boxes for View All, Create, Modify All, and Delete.
  4. Under Field Permissions, check the box next to Read/Edit Access, which selects all available fields.

  5. Click Save.

How to Find Configuration Settings

The following instructions assume the Enhanced Profile User Interface (UI) is disabled in Salesforce, which is the default setting. If it's enabled in your org, the Event Listing Site Guest User Profile page will look similar to the below screenshot, and the relevant settings can be found in the Apps section.
Tip:
The Enhanced Profile UI is located in Setup > User Management Settings.

Steps

  1. Go to Setup.
  2. Type "Sites" in the Quick Find box.
  3. Click Sites under User Interface > Sites and Domains.

  4. On the Sites page, click the Event Listing site label.

  5. On the Event Listing Site Details page, click the Public Access Settings button. This will take you to the Profile page.

  6. In the link group at the top of the Event Listing Profile page you'll find options for Enabled Custom Metadata Type Access and Enabled Custom Setting Definitions Access.

  7. Starting with Enabled Custom Metadata Type Access, hover over the link and click the Edit button.

    Tip:
    If the settings appear when you hover over the respective links, you don't need to take further action. Example:

  8. Move Enrollment Rx: Events Rx.ERx_Events.Time Zone And Abbreviation from Available to Enabled and click Save.

  9. Repeat steps 7 and 8 with Enabled Custom Setting Definitions Access and Enrollment Rx: Events Rx.ERx_Events.Events Rx.
Tip:
If you have not yet configured the Event Listing profile for your site, follow the instructions on this page. It includes information on assigning Permission Sets in "The Site Guest User Profile" section.