Setup

What an admin configures once, after installing Flourish Chronicle, before anyone builds or fills out a form.

Building forms needs only the permission sets below. The rest of this page covers features that reach outside Salesforce: generating PDFs, uploading files, publishing a public form, and embedding a form on a website.

Permission sets

Two permission sets ship with the package.

Permission set	Give it to
Flourish Chronicle: Admin	People who build forms. Grants the Form Builder, the viewer, and full access to templates and submissions.
Flourish Chronicle: User	People who only fill out forms. Grants the viewer and its tab.

Someone filling out a form does not need access to the objects and fields behind it. The form reads and writes on their behalf, so the person only needs the viewer itself.

Chronicle settings

Chronicle reads its configuration from the FL Chronicle custom metadata type, from a single record named global. Create or edit that record and fill in what your org needs:

Setting	Needed for
API Token, API Org, API Env	Generating PDFs and uploading files. Both call the Flourish service, and without these credentials they fail.
Public Form Site	The base URL of the site that hosts public forms. Links generated by Chronicle, including the one the Boot Chronicle Form action returns, are built from it.
Form Embed Site	The base URL used by the website embed snippet. The Copy snippet button only appears once this is set.

The credentials never leave the server. Only the two site URLs are passed to the builder, because it needs them to construct links.

The package includes the Remote Site Setting for the Flourish service, so callouts work without extra configuration.

Publishing a public form

A public form is one that people fill out without logging in to Salesforce: a link you email, or a form embedded on your website.

1. Create a Salesforce Site (or use an existing one) with a page that hosts the Chronicle Form Viewer component.
2. Give the site's guest user access to the chron_FormViewer Apex class. Grant it on the guest profile, or on a permission set assigned to that site. Without it, the page loads and the form does not.
3. Record the site's URL as Public Form Site in the settings above.

To embed forms on an external website as well, host a second bare page for that purpose and record its URL as Form Embed Site. See Embedding a form on a website for the snippet and how it behaves.

A public form runs as the guest user, so treat anything it can reach as public. This matters most for Data Table cells in query mode and for parent-record rules, both of which run with system access. See Forms and Data.

Checking it works

• Open the Form Builder tab and create a template. If the tab is missing, the Admin permission set isn't assigned.
• Use Launch to preview a form. Preview submissions are marked as previews and cleaned up automatically after seven days.
• Turn on Generate PDF for a template and complete a form. If no PDF appears on the submission, open the Form record and read the Submissions Log: a failed render records the reason there.