FormTitan - Smart Bidirectional Forms with Salesfroce CRM Integration

Today's post is about repeated section. As you can insert many items in the section, it sometimes confuses the form filler. It may result in losing the track which results in errors and mistakes. To prevent such misconception and mistakes, as a section may contain lots of items, the FormTitan system has been upgraded and, we have included the feature of "showing number" in repeated sections. To know more about this update, and learn actionable steps to use the feature, proceed to this tutorial about the subject . Also, stay focused at this page about populating items in the section .

Conditions play important role in collecting data, smartly. You can set conditions for the form fields and execute results if condition terms are met. Now, when you apply the results to form fields, you can apply them to single or multiple fields of the form. In this case, now you have another feature of applying your results to most or all of the form fields. This feature is referred to as Bulk Apply option. For more information, let's proceed a step further and learn more about Bulk Reply option . It is also recommended to learn about using the condition features in FormTitan for Salesforce Integration and Mapping.

The version control feature is cool in FormTitan for Salesforce mapping. It is used to save all changes in each entry. While managing your entered data, you can make use of the new feature about saving your data properly. By using the subject feature, you can save the previous changes to content, as well as save the new changes. It helps you save all the data, properly, in a more seamless way. For more information on the subject, let's proceed to this tutorial on version control feature . Also, read this tutorial for more in-depth information .

Hidden fields feature is one of the most important features of the FormTitan for Salesforce Mapping system. Hidden fields allow us to store values without showing them to form fillers. In Desktop version, the user can spot out the hidden fields easily. It means the users can find out unusual space if hidden fields create such space. Users can also resize the hidden fields in FormTitan's previous version. While switching to Mobile or Tablet devices with auto layout option, the fields had issues with responsive design. FormTitan took care of the matter and solved it accordingly. You can read more about it here . Also, learn more about making your form responsive .

By using the hotkeys, you can cut down time doing different things. A hotkey provides quick access to computer functions. The recent update about Hotkeys highlights the Mac users. The Mac users can now use the Command key while using the keyboard shortcuts or hotkeys. In Windows, we use the CTRL key for the shortcuts. Hotkeys add flexibility to work. The more you remember hotkeys or keyboard shortcuts, the quicker you can work. For more information about hotkeys for the Mac users, please proceed to this page about Mac hotkeys . Moreover, view the entire list of hotkeys .

You can set conditions for the form fields. You can also take actions based on empty field status. There is an option about empty field status of a form field. You can check "Is empty" or "Is not empty" status of a field. However this feature was not available for all the fields. According to recent improvements in FormTitan system, the feature has been added to two more elements; the Numeric and the Price. Before this, these two fields did not provide the said options. Want to know more about the subject? Let's proceed to this page about checking the empty conditions .

You have been using Save and Resume option in FormTitan for Salesforce system. This option helps you enter and save the form to complete the form at a later time. The new updates include features about using the Save and Resume option in Hebrew. You can now see the Hebrew translation to the Draft window. This happens automatically when you choose your form language as Hebrew. You need to learn more about the subject topic. In this tutorial , you learn briefly the way you can implement the said feature. To expand your knowledge about salesforce, it is recommended to proceed to this tutorial about populating your form fields with Get integration .

When you deal with integration, push integration may contain several lines. These lines act as child objects. Each of these lines is treated as a single one but represented as a hierarchy. The best part is that you can execute a payment in forms having payment integration option. In this case, you can push data to salesforce and child objects after the payment has been executed. To clarify the concept and learn more about child objects, proceed to this tutorial on FormTitan support blog . Also, you should watch this video for more information on the subject.

FormTitan system has been updated with new features. Some of the main features include salesforce objects, field types, and labels. The recent update adds improvement in payment integration and serves users using the payment integration in their forms. Users can now push their payment data with information as well. With "Create Upon Payment" label, users having multiple integration lines can spot out individual lines. When users integrate payment option into their forms, they can use the "Create Upon Payment" label to mark the line for later identification. To know more about the subject, this tutorial about creating upon label covers the topic in details.

In Salesforce experience, when you update a record, you face the duplication problem. Sometimes, you need to choose that what should happen when multiple records are found while updating a record. You face the said case while working with Push integration. Up till now, you could perform general operations like skip when multiple records are found. In the recent updates, you can create a new record when multiple records are matched. To illustrate and learn more about this update, proceed to this tutorial about creation option added to salesforce push if multiple records are found. Also, learn more about the Salesforce Push Action .

FormTitan upgrades and improves its system with the passage of time. Users are provided more functionality, productive tools and features they love for the Salesforce experience, including integration and mapping. Recently, FormTitan upgraded its system and added support for the Mail Chimp new version 3.0. This improvement helps users use new tools for their marketing automation, as Mail Chimp provides tools and resources for marketing automation and campaigns. To know more about this topic, you can visit this page about Mail Chimp update . Also, proceed to learn more about Salesforce integration and mapping , where you can sign up for the Salesforce experience.

In FormTitan for Salesforce Integration and Mapping, the canvas shows lots of information about key factors. This interface along with canvas provides flexible options to view, change and display options according to the matter of taste of the user. The system has been updated with new options and improvements. Now, when a specific item such as element is selected, users can see the type of element in basic settings. It was not available before. Regarding this matter, you should proceed to page about element type displayed in basic settings . This tutorial will help you learn more about the subject.

Generally, the form entries are submitted when a user clicks the submit button. In this case, the form filler has no option to edit or change the data. With "Allow Later Editing" option, the form filler has the option to edit the entered data. Users can edit and change their form data by accessing their forms with a specific URL. This feature provides a flexible routine for editing form entries. In this case, users can enter their form entries after form submission. This tutorial at FormTitan support blog covers the topic in details, including topic definition and important instruction as well.

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 .

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 Authorized.net payment integration in FormTitan.

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.

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 .

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 .

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 .

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 .