● Start
Installation
upload, activate, give access.
Form Bridge installs like any other Perfex module, from Setup › Modules. Back up your Perfex database and files before you install any module.
01Upload and activate
- Download the item from CodeCanyonUnzip the download on your computer. Inside it you find the module archive
form_bridge.zip. Do not unzip that file. - Open Setup › Modules in PerfexSign in as an administrator.
- Click Upload ModuleChoose
form_bridge.zipand upload it. - Click Activatenext to "Form Bridge - Web Forms To Leads, Customers And Tickets". Activation creates the module's own tables (
fb_connections,fb_rules,fb_submissions,fb_review_queue,fb_round_robin,fb_ai_actions,fb_audit, each with your table prefix, by defaulttbl) and its default settings. Perfex's own tables are not changed. - Find the menuA Form Bridge item appears in the admin sidebar with Dashboard, Connections, Submissions, Review queue and, for administrators, Settings.
Manual alternative: unzip form_bridge.zip, copy the form_bridge folder into Perfex's modules folder over FTP, then activate it in Setup › Modules.
02Give your staff access
Administrators can do everything. Other staff need a role with the Form Bridge permissions:
- Open Setup › Staff › Roles(or edit a single staff member's permissions).
- Find "Form Bridge"and tick what the role may do.
| Permission | Allows |
|---|---|
| View | Dashboard, connections, submissions, the review queue and the AI queue (read only). |
| Create connections | The "New connection" form. |
| Edit connections, replay and decide | Setup, secrets, new links, on/off, mapping, rules, duplicates, dry tests, Save and replay, review decisions, AI suggestions and AI approvals. |
| Delete | Deleting connections and single submissions from the log. |
| (administrators only) | Form Bridge › Settings: protection limits, privacy, data requests and the AI helper. |
03Then
Set up the cron if it is not running yet (Cron) and continue with Your first connection.