FormTitan - Smart Bidirectional Forms with Salesfroce CRM Integration

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 .

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.

The Salesforce Get window has been updated with a new category. The new category is known as Translation and is used to support forms that are not in the English language. In order to populate your form picklists from Salesforce, the items are drawn in the English language by default. In that case, the Translation category helps you cover the gap, and helps you get the translated picklists by "Getting" the translation. To use this feature, Turn on the Translation check box, and select the translation language from the list. Learn more about the subject and all the categories of the Salesforce Get .

As you know, the HREF element deals with the target URL and its settings. You can open the URL in various modes. For example, users can open their target URL in the same window or a new Tab. The FormTitan has been updated with more options regarding opening the target URL. Now, the users can choose from a variety of modes to open their target URL. Two new modes have been added in the HREF element. The users can now display their URLs in a new browser window or inside a container shown above the content. Learn more about the New Target options added to HREF element  

Operators play a vital role in defining complex conditions. For example, you can make use of operators in defining rules for fields. The FormTitan's new features contain updates about operators. The new operators include the "Includes", "Excludes", "In", and "Not In". The "Includes" operator is used for multi picklists. In the same manner, the "Excludes" operator is also used for multi picklists. The "In" operator is used in a WHERE clause and the "Not In" operator is also used in a WHERE clause. Learn more about added operators for Salesforce Get/Push , or know more about all the available operators .

In the version 24.1, the FormTitan's system has been updated with several bug fix updates. New bug fix updates include the section selection, Numeric field when empty and Setting value to a hidden field. The section selection highlights the improvement in displaying the sections, along with tabs and categories. You can now safely change the sections and experience the display according to each section. Regarding Numeric field empty, the empty fields are saved with "empty" instead of a zero as a value. In the same manner, issues with hidden fields have been fixed properly. To know more details about the bug fixes in V24.1, see this tutorial .

In the process of testing your form, you can ignore the mandatory fields. After creating your forms, you will do need to test them, before you make them available for use. To spot out errors, ignoring mandatory fields will help you save time. This option will even help you ignore multiple mandatory fields in multi-page forms. The Mandatory feature works like the Debug mode. You can freely use your forms, fill in the fields, spot out errors and make changes before publishing your form. Let's dive deep, and read more about ignoring mandatory fields . This tutorial about using the Ignore Mandatory option will help you cover the knowledge properly.

Assignment rules in salesforce help you automate the process of lead generation. Users can use assignment rules with Salesforce objects such as Accounts, Leads, and Cases. Fortunately, FormTitan also supports ignoring the Assignment rules. It means you can ignore assignment rules while pushing your data. You can use the option by taking on the Update action in Accounts, Leads or Cases. Learn more about Assignment Rules and how to create them . You can proceed to this page about basics of Assignment Rules or tutorial about how to ignore assignment rules in Salesforce .

As you know, FormTitan supports pop up calendars and provides easy usage routines to enhance the user experience. Apart from calendar's basic usage, new features have been added in calendar feature. New language support has been added to the calendar. You can now make use of new languages in the calendar, Russian and Hebrew. For those who create multi-language forms, this feature has become a vital one. Under Date and Time, you can now see the language change icon that will help you choose your desired language for date and time. Let's jump on to the page about new language support in calendar element .

The FormTitan's new version is enhanced with searching with salesforce lookup. Before improving the salesforce lookup, the users were required to open the salesforce lookup field first. After improvement in the new version, the users can now search inside the lookup element itself. It saves the user's time and effort, and enhances more productivity. The user just needs to enter the text and gets the window with the results in it. You can read more about salesforce lookup field . To know more about the subject, this detailed tutorial about searching with salesforce lookup feature covers the topic properly.

The FormTitan's team always appreciates feedback and suggestions. As we grow with features, we also focus on hunting down bugs and, improve to make your salesforce experience more productive. In the newer version of Salesforce, several bugs were fixed to enhance the user's experience. This post highlights the bugs that were fixed. Added form name to salesforce error, Right to left in section tabs, Page break disappears, PDF mapping print result not good size and Not sending the HTML file to box/dropbox when using PDF mapping. For more information about these bugs, refer to this detailed tutorial .

The emails are important for notification purposes. The owner of the form is automatically notified by emails when a new entry is made in the form. The email contains the data being entered into the form. Apart from this, FormTitan also allows creating custom emails for owner and form filler. In this case, by using custom email editor, you can use multiple options. These options include inserting text and field variables. Today's post deals with HTML mode for emails . The HTML editors enable users to create custom styles and insert HTML code as well. Also, read more about HTML Mode in the custom emails editor .

A hidden field is invisible in the form. Hidden fields are not used to collect the data from users; rather they are used to trig logics in the forms. Here, the custom editor refers to interface to create custom emails and messages. Custom editors help users create dynamic emails, by inserting form fields as variables. To increase productivity, you can now insert hidden fields in the custom editors. Hidden fields are inserted in the form as field variables, helping you hold important information more easily. You can read more about custom emails , and custom thank you messages . Also, this tutorial about hidden fields in custom editors plays important role in creating your form with hidden fields.

As discussed before, emails are sent from a specific address. Fortunately, we can set Reply-To address for emails. A Reply-To address refers to one that will get the reply email content. Among other properties in FormTitan for Salesforce , you can also set a Reply-To email address. In the newer version of FormTitan, this feature is called the Dynamic Reply-To address. This tutorial about how to use the Dynamic Reply-To feature will guide you through the entire process. The page at above link covers the process in more details, steps, and proper screenshots. On the other hand, this tutorial also helps in setting up a Dynamic Reply-To address for your emails.

In the new version of FormTitan form builder , along with integration with Salesforce , the PDF mapping has been enriched with more updates. In the new version, the checkbox element mapping has become friendlier. The checkbox element is supported now and enables a user to map the items of a single checkbox, easily. Apart from this, the new version is updated with PDF file pushing to box and Dropbox. You can see the Upload PDF mapping check box when you set up push integration with Box / DropBox. Let's jump on to this tutorial for learning more about PDF mapping additions in salesforce .

The Section Element is used to create segments in your form. You can also make it repeated for entering multiple values. In the new version of FormTitan, the section element is enhanced with new features. The new features include the Tabbed and Collapsible sections. With Tabs, you can place multiple panels into a single container. Users can also switch between different tabs, as only one tab is displayed at a time. In the same manner, Collapsible section represents a section of content. Users can display or hide Collapsible section with a click of a button. For more information about Section Element, you can proceed to this tutorial , and this tutorial will help you cover the entire process properly.

Your salesforce experience is enhanced with operators, called supported operators for salesforce Get and Push queries. You can make use of these operators while dealing with salesforce integration . Briefly, we will discuss about common salesforce operators in this article, and proceed to have more details on the said subject. Two of the most common salesforce operators are known as Equals and Not equal. The first one is used for an exact match, while on the other hand, the Not Equal operator is used for showing the results that don't have the entered value. This detailed article about salesforce operators will help you learn more about salesforce supported operators.

In this article, we will talk about configuring Push integration to ignore the assignment rules. Assignment rule is one of the most important features of salesforce. It helps you generate leads, and provides options to boost your lead generation productivity. But if you are looking to ignore assignment rules, you can make use of this option when configuring Push integration with a relevant salesforce object, such as Accounts and Leads. In that case, you will be able to see the option in front of you. Let's proceed to learn about, how to ignore assignment rules in salesforce .

Hidden fields help you store data in a secret manner. You can facilitate the form filler, without showing him the fields or data in the form. The use of Debug Mode is mandatory before you launch your forms. As the hidden values are invisible to you, you will need to use the Debug Mode to check your form before finalizing it. It allows you to see the values in the hidden fields. Once you create a form with hidden fields, you will need to run the debug mode for the purpose of debugging your form. This detailed tutorial at FormTitan support site will help you go through the entire process.

When we talk about getting emails, you can set up email addresses for various situations. The Reply-To option, feature or property is used to set a different address for replying to emails. You proceed to use the Reply To property by creating a new blank form. Drag your text box, and a hidden box as well. The hidden field helps you keep track of the email address, that's what you accomplish by changing its label to email_address . After that, drag the submit button into the form. Next, you set the Properties, configure the salesforce Get integration, map the fields and press Apply at the end. Let's proceed to more in-depth tutorial on how to use Dynamic Reply To feature in salesforce .