The Payment Builder Tab

Overview

You can set up the payment configuration using the Payment Builder tab in FormBuilder. Currently, three payment gateway services are supported out of the box:
  1. Payflow
  2. Authorize.net
  3. Cashnet

Payflow Gateway

Follow these steps to set up Payflow with Payment Builder.

  1. Navigate to the FormBuilder Rx Admin Panel
  2. Select your desired environment and version
  3. Click the Create New Payment button

  4. A popup will appear
  5. Enter the below details and click Save to create the payment gateway:
    • Select Gateway Type: Payflow Pro
    • Name: payflow
    • Endpoint URL: https://pilot-payflowpro.paypal.com/
    • Active: true


  6. Next, click on the Configure button and create two datasets, extra input parameters and the transaction detail configuration per below:
    • ERxUserOrder Dataset:

    • ERxPaymentTransaction Dataset:

    • Extra Input Parameters:
      Parameter Type Value / Data Set
      AMOUNT Dataset - erxuserorder TOTAL AMOUNT
      PARTNER static PayPal
      PWD static Sfapplications2014
      USER static sfprocess
      VENDOR static svaapp
      METHOD static DoAuthorization
      VERSION static 88.0
      TENDER static C
      TRXTYPE static S
    • Transaction Detail:
      Parameter Data Set Data Set Field
      TXID Dataset - payment Transaction id
      orderStatus Dataset - erxuserorder status
      paymentDate Dataset - payment Payment date
      amount Dataset - payment amount
      paymentStatus Dataset - payment status
      errorMsg Data set - erxuserorder Failed reason


  7. Click Save All Data

Add the Remote Site Setting for the Payflow Gateway

  1. Go to Setup
  2. Search for "Remote Site Setting" in the Quick Find box
  3. Click on New Remote Site and Save

Remote site URL for Payflow: https://pilot-payflowpro.paypal.com



Authorize.net Payment Gateway

Follow these steps to set up Authorize.net with Payment Builder.

  1. Click on the Create New Payment button
  2. In the popup window, enter the below details and click Save to create the payment gateway:
    • Select Gateway Type: Authorize.net
    • Name: authorize
    • Endpoint URL: https://apitest.authorize.net/xml/v1/request.api/
    • FB Cancel URL: Site URL
    • Active: true

  3. Next, click the Configure button and create two datasets, extra input parameters and the transaction detail configuration per below:
    • ERxUserOrder Dataset:

    • ERxPaymentTransaction Dataset:

    • Extra Input Parameters:
      Parameter Type Value / Data Set
      loginid static 45Hu5hCg3g6
      transactionKey static 7TyHWF94Q65X2qfM
      refId Dataset - erxuserorder Record id
      amount Dataset - erxuserorder Total amount
    • Transaction Detail:
      Parameter Type Value / Data Set
      transactionId Dataset - payment Transaction id
      orderStatus Dataset - erxuserorder status
      paymentDate Dataset - payment Payment date
      amount Dataset - payment amount
      paymentStatus Dataset - payment status
      errorMsg Dataset - erxuserorder Failed reason


Add the Remote Site Setting for the Authorize Payment Gateway

  1. Go to Setup
  2. Search for "Remote Site Setting" in the Quick Find box
  3. Click on New Remote Site and Save

Remote site URL for Authorize: https://apitest.authorize.net/xml/v1/request.api



Cashnet Payment Gateway

Follow these steps to set up Cashnet with Payment Builder.

  1. Click on the Create New Payment button
  2. In the popup window, enter the below details and click Save to create the payment gateway:
    • Select Gateway Type: Cashnet
    • Name: cashnet
    • Post Back URL: https://train.cashnet.com/ENRXtest/
    • Signout URL: The Community domain URL + /apex/ERx_Forms__CashnetPayment
      Tip:
      Steps to find the Community domain URL:
      • Go to Setup
      • Search "All Sites"
      • Copy the entire Community URL



    • Active: true
  3. Next, click the Configure button and create two datasets, extra input parameters and the transaction detail configuration per below:
    • Contact Dataset:

    • ERxUserOrder Dataset:

    • ERxPaymentTransaction Dataset:

    • Extra Input Parameters:
      Parameter Type Value / Data Set
      ref1type1 static TERM
      ref1val1 static 2023
      ref2type1 static FANME
      ref2val1 Dataset - contact FIRST NAME
      ref3type1 static LNAME
      ref3val1 Dataset - contact LAST NAME
      amount Dataset - erxuserorder Total Amount
      cashnetCode static ENRX
    • Transaction Detail:
      Parameter Data Set Data Set Field
      transactionId Dataset - payment Transaction id
      orderStatus DATA SET - erxuserorder status
      paymentDate Dataset - payment Payment date
      amount Dataset - payment amount
      paymentStatus Dataset - payment status
      orderFailedReason Dataset - erxuserorder FailedReason


Add the Remote Site Setting for Payflow and Authorize.net

  1. Go to Setup
  2. Search for "Remote Site Setting" in the Quick Find box
  3. Click on New Remote Site and Save
    • Payflow Remote Site URL: https://pilot-payflowpro.paypal.com/
    • Authorize.net Remote Site URL: https://apitest.authorize.net/xml/v1/request.api/