Showing posts from March, 2018

FormTitan: Number of Rows in Salesforce Table

As Tables provide a graphical representation of data, consisting of rows and columns; the FormTitan system ensures flexible options in tables. With tables, you can create rows and columns to store and arrange data.

Recent updates changed the way we use the Salesforce tables. Users can now set a numeric field as the basis for the table values. In this case, the system populates the values in table on the basis of numeric field condition.

Let's learn more about number of rows in Salesforce table based on parameters. Also, read more on how to limit the number of salesforce table dynamically.

Save As Draft option in FormTitan for Salesforce Mapping

In forms having multiple fields, users can save the forms for later access. When a user enters and saves a form, the user can resume the filling at a later time.

Save As Draft option provides a flexible filling routine for users. This option can serve even better in multi-page forms. Moreover, as users can create dynamic forms with FormTitan, we ensure their forms have past entries when they resume the process at a later time.

Here, we are listing resources for you to learn more. Proceed to Save and Resume page for more information. Moreover, this page about the subject will help you cover the topic with details.

FormTitan for Salesforce Integration: Hover and Selected Effects in Elements

Using elements in FormTitan is a routine based experience. In the recent updates, the elements are updated with visual effects for enhanced display.

The visual effects are shown on mouse hovering. The elements change background color and border when hovered by the user. The form owners can make their form elements exposed by setting hover effects for them.

In this way, if something is more important in the form, form owners can tell form fillers by having hovering effects applied to elements. For more information, learn to add the hover and selected effects. Also, read about the subject here.

Set Value From Option in FormTitan for Salesforce Mapping

The Set Value From option helps you use the value of another field. You can make use of the option in conditioning situations, and assign the value of one field to another on the basis of a condition.

The Set Value From option is added to FormTitan recently. It is indeed a major achievement in Drop down and Radio buttons.

The use of this option provides extra flexibility to populate specific fields. Choosing an item from the Dropdown or a Radio button helps you achieve populating form fields quickly.

Let's learn more about the subject, and proceed to the page describing the use the "Set Value From" feature in FormTitan. Also, read about salesforce get integration feature in FormTitan.

Address Mapping in FormTitan for Salesforce Integration

FormTitan supports displaying Google Map for its users. Form owners can display the exact location of the address in the form. This approach works when a user fills an address into form address field.

We can call it embedding google map address into a form, or mapping the address from Google maps. The feature gives location understanding of the form filler, right in the form. The map is displayed below the form fields, identified by the label saying Google map.

The page at FormTitan support blog describes the map feature in details. For more information, read about the mapping process of form fields. Also, read about how to set your Google map to an address field.

Authorized.Net New Payment Integration added in FormTitan for Salesforce Integration and Mapping

Time by time, FormTitan has been updated with new payment integration systems. With these services, the form owners can design forms that accept payments online. Users can buy products and services by using the payment integration system to pay online.

There are lots of payment integration systems in the FormTitan system. Another new one called the Authorized.Net has been added recently.

To learn about the payment integration services in FormTitan, you can proceed to this tutorial about using the payment integration systems in your form. Also, pay special attention to this tutorial about payment integration in FormTitan.

Salesforce Table Links with Icons

FormTitan improves its interface with the passage of time. The latest update shows interactive icons in Salesforce Table to perform actions. Users could carry out Edit, View and Delete operations by clicking on text links before, now they are able to see and use interactive icons for the said operations.

The update is flexible to provide a positive user interface that boosts experience and productivity. It is recommended to proceed to this tutorial for more information. This tutorial at FormTitan's support blog describes the update in details, along with screenshots and proper description.

Payment Integration update in FormTitan for Salesforce Integration

FormTitan supports payment integration to sell your products and services. You can add a payment to your form, sell your products and collect payments on the go.

By using payment integration, you can collect the credit card payments on your forms. The system has been updated with a new payment integration feature, known as Payment Hub. The Payment Hub is known as one of the major payment solutions in the Salesforce CRM.

You can learn more about the Payment Hub and its features on the FormTitan blog. Also, it is recommended to learn about adding a payment to form.

Learn to use a Hyperlink From Salesforce in Your Table

The Salesforce Table ensures data arrangement in tabular form. It helps users create tables, consisting of rows and columns to save and show the data.

According to new updates in FormTitan for Salesforce Integration and Mapping, the Salesforce Table cells can also be linked. This means that users can now add links to their Table cells from the Salesforce account.

The Table cells linking feature populates the table's cells with more information by adding relevant links. Users can proceed to more information or page by clicking on the table cell links.

For more information about the subject, this tutorial at FormTitan support blog helps you cover the topic. Also, read all about using the Hyperlinks in Salesforce.

New Feature in FormTitan for Salesforce Integration: Auto Submit

To begin with online forms, form fillers follow a traditional approach to use forms. Users fill in the forms and press the submit button at the end. Unlike this routine, the new feature in FormTitan plays a vital role in submitting the form automatically.

With new Auto Submit feature in FormTitan, you can load, auto-populate and submit the form automatically. This process eliminates the traditional manual work while filling into form fields.

For more information about Auto Submit feature in FormTitan, you can learn from this tutorial about Auto Submit. Also, read more about Auto Submit.

Convert a Lead into Contact in FormTitan for Salesforce Integration and Mapping

A Lead represents a potential prospect for the Sales team. The sales team finds leads for marketing and carrying out sales prospecting. The example of a Lead is an email address.

In FormTitan for Salesforce Integration and Mapping, you can convert a Lead into Contact. The Lead represents a standard Salesforce object for a potential prospect.

For the same purpose, the Salesforce officially provides a Convert Lead function. This function does the same for Salesforce users, converts a Lead into Contact.

For more information about the subject, proceed to this tutorial. Also, learn about converting a Lead into Contact.

FormTitan for Salesforce Integration: Support for Dependency Picklist

In Dependent picklist in FormTitan for Salesforce Integration and Mapping, there are many picklist values. In this situation, users create a picklist that has different child values under each picklist value.

The subject of dependent picklist is added to FormTitan system. The Dependent picklist allows users to create a hierarchy, consisting of the picklist values. These values are referred to as child picklist values.

Let's learn more about support for Dependent Picklist in FormTitan for Salesforce Integration and Mapping. Also, proceed to learn more about using the Dependent Picklist. In this tutorial, you can learn about using the Dependent picklist, with proper screenshots and action steps.

Learn about Salesforce Table Modal Windows Style

The Salesforce Table is one of the most important functionalities in the FormTitan form builder. In the recent version of FormTitan, we announced an update regarding Salesforce Table.

The update contains the style of the table modal window. That said the form owner can now change the style of the table modals, including View, Edit and Add options. To proceed, you select the Table on canvas, proceed to style tab and make necessary changes.

For information about the update that highlights the Salesforce Table Modal window style, proceed to this tutorial. To learn more about the Salesforce Table, this tutorial about changing the Salesforce Table style holds important knowledge.

Salesforce Integration: Function mode to String Calculated Field

There is a new option added to FormTitan for Salesforce Integration and Mapping. The new feature is added to the calculated field.

By turning the Function mode on, you can perform calculations as necessary. Users can carry out various calculations by using the JavaScript code. Moreover, you can perform different types of calculations with the JavaScript code, including string or math functions.

Let's learn more about the new update regarding calculated field type. Proceed to this tutorial for more information about Function mode to string calculated field. Also, you can learn about other updates regarding calculated field type.

Update: New Payment Integration in FormTitan for Salesforce Integration

As you know, FormTitan supports many payment integrations, including PayPal, Stripe, iDeal, Tranzila, iCredit, BlueSnap, Mollie and a new system called YaadPay.

Payment Integration is one of the most important features in online forms. It helps you sell your digital products and services, and make you able to accept and collect payments on your form.

To learn more about payment integrations, and how to add a payment to your form; proceed to this tutorial. This tutorial will help you achieve the process properly.

Moreover, this page contains information about the new payment integration update, YaadPay.

FormTitan for Salesforce Integration: New Button Type Condition

The Button element in FormTitan works in different manners. By default, the button element works as a submission element. But you can change its function according to convenience.

A new function is added to the Button element. You can now use the Button to carry out specific conditional behaviors, including show/hide or enable/disable. You can find the button condition in the list under Button Type.

For more information about the new update in Button type element condition, proceed to this tutorial. Also, it is recommended to expand your knowledge about the button-type element, this tutorial will play an important role.

Salesforce Action Button: Move to a Specific Page

In FormTitan for Salesforce Integration and Mapping, you make use of specific features that help you proceed to next levels or pages. One of those features is the Action Button.

The Salesforce Action Button helps you browse to next page in your form. It takes the form filler to next page after finishing the form filling process. In most cases, the Action Button takes the form filler to the next or previous page by using a custom Get or Push operation.

With more advancement, you can now choose a specific page form the list, and get there by using the Action Button. Read this tutorial for more details about new features in the Salesforce Action Button.

Using Alternative Find Feature in Salesforce Get

The FormTitan has been updated with a new feature about finding an entered field in two positions. To proceed for the said situation, you create two integration lines.

The first integration line helps you search the user entered field (for example Email) in the Contact object, while the second integration line searches the field in the Lead object records.

This procedure ensures finding the entered value more specifically. It provides an alternative approach to find the user entered identifier field in Contact or Lead object records.

Let's proceed to watch the video below. You can watch the video showing the FormTitan Salesforce Checking the Contact or Lead object records in action. Also, read more about using alternative find feature in Salesforce Get.

FormTitan for Salesforce Integration: Resize Hidden Fields

Hidden fields add flexible features in a form. Programmers and form owners use hidden fields to add options to forms and process the data in the background.

While working on a form, the form creator can insert hidden fields in the form. The form owner can see the hidden fields, form fillers can't see. In order to make your form design more attractive, the FormTitan added the option to resize your hidden fields.

Users can resize their hidden fields without affecting the fields or form functionality. Once resized, form owners can free up space for important items in the form. To know more about the update, read this tutorial.

Salesforce Table: Mandatory Feature in Edit and Add

As a system owner, you can make use of the Salesforce table. You can set the Push and Get options in Table, and define the mandatory fields as well.

Mandatory fields possess necessity for entering data into fields. Once a field is marked as necessary or mandatory, the user has to fill in the field to proceed.

As a form owner, you can assign rights to form filler, such as editing and adding the data. Along with that in mind, you can also force users to enter data for mandatory fields.

Learn using the Salesforce table. Also, read more about Mandatory Fields in Salesforce Table.

FormTitan for Salesforce Integration: PDF Mapping File name and Barcode

You have read about Paper Form Mapping in the FormTitan. There are two more options added to the PDF Mapping feature.

Now, you can create PDF files with customized names. It means that the "Submit options box" allows a user to enter a customized name for the PDF.

On the other hand, the mapping features have been improved. You can now map the Barcode element to your PDF.

With customized PDF name, you can change the default PDF name. While with Barcode element mapping, you can generate a new barcode and add it to your PDF Mapping.

Read more about PDF Mapping File name and Barcode