Package: Forms

Forms Preview Pane Not Working

When you using the Form builder, the preview window may not display as expected. Below are some possible reasons for this behavior.

  • If the form is otherwise working correctly, then the most likely culprit is a Clickjack Protection Setting
    • Navigate to Setup > Develop > Sites > Edit.
    • For the 'Clickjack Protection Level' option, select 'Allow framing by any page (no protection)'
  • The Guest Site User1 is missing Object and Field Level Access. The following Objects should have Full CRUD and FLS.
    • Forms, Formats, Form Items, Form Responses, Form Response Details, Form Sets, Form Set Details, Form Styles, Form Types
  • The Guest Site User1 will also need access to any Objects and Fields being used in the Form. Example, if the Form is creating a Contact Record; the Guest Site User must have full CRUD and FLS.
  1. To access the Guest Site User:

    • Navigate to Setup > Develop > Sites.

    • Pick the desired Site Name and select Public Access Settings.
      This should bring you to a familiar Profile Layout to adjust Object and Field Level Access.