FormTitan - Smart Bidirectional Forms with Salesfroce CRM Integration

Imagine. Your business is a startup. You need everything, from building things to manage them properly. You need people, technical people, and their data as well. Also, you need customers. Before you think about these facts, you need a system, a system that can handle things properly, automatically and seamlessly, on the go. For the full original article, proceed to this page at Medium .

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.

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 .

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 .

With integration logs, you can see the stats of your push actions. A log history contains action logs that help you know about the actions, what and when happened. You can also see the error messages if an action is not completed properly. It helps you learn about your processes. As you can see the logs for the actions, you can know about the problems. For more information about the topic, please have a look at this tutorial about added error messages for skip in Push . Also, know more about the Salesforce Get on Load feature .

If you try to read salesforce data when your form loads, with a specific condition based on a hidden field in the form; this was not possible. In the recent updates in FormTitan's system, this feature is supported now. It means that you can read the Salesforce data on form load, along with a specific condition based on a hidden field. The hidden field resides in your form. For more information about this topic, you can read this tutorial on salesforce get on load feature based on a hidden field . It is also recommended to read about salesforce get integration . Get integration helps you populate your form fields with salesforce object data.

As you know, you can drag and drop different kinds of elements on Canvas. It is a place where you can design your form interface for the later use. When you drag an element on to canvas, the element contains no value at all. This tutorial addresses the same case where you can set a default value for an element on canvas. For example, when you drag and drop a date element on canvas, you can now set a default value for the element. For more information on default date element settings, please refer to this tutorial about salesforce default date and time settings .

A form contains lots of fields, both mandatory and validations. You can submit your form after filling in mandatory fields. And the form is successfully accepted and submitted after proper validations. In recent updates for the salesforce push, ignore validations and mandatory fields option has been added. You can use this feature to ignore mandatory and field validation process. This option helps you execute push without validation and filling in mandatory fields. For more information on the topic, proceed to this tutorial . To know more about Salesforce Push, this tutorial will help you cover the topic in details .

Long before online forms, we used manual methods to collect data. From collection to managing data manually, we faced hard times doing things, papers, arrangement and removing errors by hand. Online forms solved the problem. People built software to write, code or design interactive forms. Forms that automate tasks and help us collect, validate and arrange data in automated routines. Read More

Recently, we addressed learning the usage of the logs  containing integration events. Keeping in mind the importance of the logs, we discuss the push logs that are available in submissions. According to recent updates, you can now access the push logs from the submissions page. You can see logs related to push actions that tell you about the success or failure of push actions. Apart from that, you can learn more about the topic here . In this tutorial, you learn through a detailed walkthrough of the feature, along with steps and benefits you need to learn.

A log history keeps track record of errors occurred in the system. It helps you understand different events and error messages, and helps you troubleshoot your system properly. In FormTitan integration, you can see logs. You can see logs of push operations. You can find out the status of every push operation, success or failure. This provides real knowledge about your push operations. For more information on logs in FormTitan for Salesforce integration and mapping, you can learn more from this tutorial . After you learn the basics, you can play with Account Settings to find the logs feature.

Conditional logic allows users to perform things under various conditions. When something occurs, the system takes another action based and defined in the conditional logic clause. With conditional logic in the PDF mapping , you can create PDF if a specific condition is True. Before this feature, users could create PDF without form condition. You could create PDF on form submission in the past. This feature plays importance in two cases. It automates the PDF creation process, cutting down the manual work. On the other hand, you can now create smart applications and create a PDF in the output, if the condition is True. Also, learn more about the mapping process .

We use message boxes to convey information to users. The message box contains text regarding a specific event, notification or update that lets users know, act or proceed with specific instructions. In Form settings, you can adjust message text for desired events and operations. This feature illustrates FormTitan's best system for Salesforce integration and mapping. With recent updates, you can also change the title of the message box that appears after the form is submitted. Form owners can show form fillers suitable messages on form submission. To learn more about the topic, proceed to this tutorial about changing the title text for the Thank You message box .

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.