3. User Permissions

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All the internal users (with a Salesforce License) which will be creating Forms through the builder, completing generated forms or in general will distribute forms out will need to have some basic permissions for the app to work correctly. The below instructions are also valid for Community/High Volume Portal Users.

Option 1 – Assigning a Permission Set

Assigning a permission set is an easy and convenient way for giving your Users special access to features. 3B Forms comes with 2 pre-created permission sets which will give assigned users the ability to access the application. The instructions below are valid for both Classic and Lightning versions.

  • Navigate to Setup and in the Quick Find box type “Permission Sets”
  • The permission sets that originate from the app are called “Forms User ” followed by the edition of the license.
  • Click on the relevant permission set and select “Manage Assignments”

  • You will be redirected to a list view, where you can select which users you want to assign the permission set to. Just select the appropriate users and click on Assign.

Done! Your users now have access to the Form Builder and to any forms created by the builder.

Option 2 – Manually Assigning Permissions

You will need to navigate to the correct profile which is assigned to the user group, for which you want to provide access to 3B Forms. This is done through navigating to Setup.

  • In the Quick Find box, type “Profiles” and select the option Under “Manage Users”
  • Find the profile(s) that you want to grant access to forms
  • Click on the profile.

There are a few different views available when it comes to assigning permissions, however the procedure is similar. You would need to Grant access to:

  1. Visualforce Pages
  2. Apex Classes
  3. Object Level Permissions Setup
  4. Field Level Permissions Setup
  5. Tab Settings
  6. Application Settings (Optional)

So, here is what you need to do first – hit “Edit” (note, you may need to enable custom permissions – click here for details) and:

  1. Edit “Custom App Settings
    • Click “Visible” against Forms (b3f__Forms) under
  2. Edit “Tab Settings” -> “Custom Tab Settings”
    • Select “Tab Hidden” for Form Fields
    • Select “Default On” for Form Styles
    • Select “Default On” for Forms
  3. Scroll down (or search) to the “Custom Object Permissions” section and give Read, Create, Edit, Delete, View All, Modify All permissions for the objects and “Save” the profile. Objects you need to give permissions to are:
    • Forms
    • Form Fields
    • Form Pages
    • Form Responses
    • Form Rules
    • Form Styles
    • Form URL Params
  4.  Edit Visualforce Pages & Apex Classes Access. Scroll to the bottom of the profile, and you will find 2 sections called “Enabled Visualforce Page Access” and “Enabled Apex Class Access”. Click “Edit” on each one of them and add all Classes and Pages which start with b3f. extension or the work “Form”
  5.  Edit “Field-Level Security” settings to give your users the correct access to the fields used by the application. Search for “Custom Field-Level Security” on the profile. Click on each object name that you gave permission in (step 3.) and give Read Access and Edit Access to every field.
    • Click on each object name that you gave permission in (step 3.)
    • Give Read Access and Edit Access to every field

Done! Your users now have access to the Form Builder and to any forms created by the builder.

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