Implementing TX Forms

To implement TX Forms for Inquiry forms, see Implementing Inquiry Forms.

Please see: TargetX Recruitment Suite: Admin Group for the latest package versions.

Navigate to Setup and search for Profiles.
Select the Profile(s) for users that need the ability to create and edit TargetX Forms for Events.
Click Object Settings.
Select the Configurations object and click Edit.
Assign EDIT and CREATE access to the Configuration Object.
Assign READ and EDIT access to ALL Field Names. Save your changes.
Return to the Profile and click on Visualforce Page Access.
Click Edit.
In the Available Visualforce Pages list, select Forms (TargetX_Base.Forms) and click the Add button.
Save your changes.

Navigate to Setup and search for Profiles.
Select the Profile(s) for users that need the ability to assign TX Forms for Events.
Click Object Settings.
Select the Configurations object and click Edit.
Assign READ access to the Configuration Object and ALL Field Names. Save your changes.
Return to the Profile and click Visualforce Page Access.
Click Edit.
In the Available Visualforce Pages list, select Forms (TargetX_Base.Forms) and click the Add button.
Save your changes.

Notes about Permissions on the Configuration object:

Users with NO access to the Configuration object –won’t be able to access TX Forms from the TargetX Builder.
Users with READ permissions - can view the list views but have no option to Add. The Share option will be available for General forms.
Users with Read and Create permissions - can view the list views but have no option to Add. The Share option will be available for General forms.
To Add forms, users must have EDIT rights.
To Delete forms, users must have DELETE rights.

Site Guest Users need Read and Edit access on numerous objects and fields to submit TX Forms:

Navigate to Setup and search for Sites.
Click your site (i.e., Event, Inquiry, etc.)
Click the Public Access Settings button.
Click Object Settings.
Select the Configurations object and click Edit.
Assign READ access to the Object and ALL fields.
Save your changes.
Select the Inquiry object and click Edit.
Assign READ and CREATE access to the Object.
Assign READ access to ALL fields configured for your TX form.
Select the Organization Event object and click Edit.
Assign READ and EDIT access to the Object and the Event Form field.
Save your changes.
Select the Application object and click Edit.
Assign READ and CREATE access to the Object.
Assign READ access to any Application fields configured for your TX form.
Repeat for any additional fields in your form (i.e., Custom Questions), granting READ and EDIT access to each additional field.

A Sharing Rule must be created on the Configuration, Account, Contact and Inquiry objects for Site Guest User(s):

Using the table below, create Sharing Rules for each object. Replace the items in < > below with the information listed in the table:
Navigate to Setup and search for Sharing Settings.
In Manage sharing settings for, select <Object>.
Under Sharing Rules Configurations Sharing Rules, select New.
1. In the Step 1: Rule Name, enter Label = <Label>. Rule Name will automatically populate with this value.
2. In Step 2: Select your rule type, select the radio button option <Rule Type>.
3. In Step 3: Select which records to be shared enter the <Records to be Shared>.
4. In Step 4: Select the users to share with, select <Users to Share With>.
5. In Step 5: Select the level of access for the users, select <Level of Access>.
Save your changes.

<Object>	Step 1: Rule Name <Label>	Step 2: <Rule Type>	Step 3: <Records to be Shared>	Step 4: <Users to Share With>	Step 5: <Level of Access>
Configuration	Event Site Guest User	Guest User Access, Based on Criteria	Created by ID starts with 005	Event Site Guest User, Web Forms Site User,<Your Site Guest User>	Read Only
Add additional Sharing rules for any object on your form where data hits a record (i.e., Enrollment History).

If you are using AddressPlus, a Sharing Rule must be created on the AddressPlus object for the Event Site Guest User:

Navigate to the Events Settings tab from the App Picker.
If you don’t have an Event Settings tab, please see Accessing Events Custom Settings.
Scroll to the Event Forms Options section.
To create and use TX Forms for Events, select Event Form Type = TargetX Forms.
Click Form Builder to create a new Events TX Form or General TX form.
Save your changes.javascript:void('Unlink')