FormTitan - Smart Bidirectional Forms with Salesfroce CRM Integration

WordPress is an open source Content Management System, used to build blogs and sites. A large number of sites on the Internet are built with WordPress. With that in mind, adding a CRM to WordPress results in increased productivity. Here you can read the full article about integrating WordPress with Salesforce system .

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 .

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 .

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 .

New bugs have been fixed in FormTitan for Salesforce integration system. The first bugfix contains calculated field relation with CSS. The calculated field was not affected by CSS before, the system got improved with this bug fixed properly. In the same manner, the second bug was about salesforce table. Before this update, the system had the option to change the table caption but the rows at the bottom of the table were not available for translation. The recent bug fix edition of the FormTitan fixed this issue properly. Let's learn more about these bug fix updates, go to this tutorial for more information.

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.

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 .

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.

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 .

The FormTitan for Salesforce Integration system has been updated with new updates, including Friendly condition and Brackets are added to the Value Rule. The Value Rule enables a user to decide about entering values for the fields. That said, the user can decide value types for the fields. For example, the user can decide that a specific field should only accept a specific type of data, say numeric data for currency field. This feature has been used to increase the user's performance. Now, users can also add conditions with brackets, and perform more in-depth conditional algorithms for the fields. Read more about adding value rules with friendly conditions and brackets .

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 .

A condition mapping option has been added for the Salesforce users. This option will positively affect the performance of the Salesforce integration experience. After integrating your forms with Salesforce, you can map your form fields to Salesforce fields with a condition. With that clarified, specific fields are mapped to certain Salesforce field of your choice. Unlike usual field mapping, this advancement helps users map fields with conditions. That said, depending on condition results, users can map their form fields to a single Salesforce field. Read more about condition feature added to the Push Mapping . Also, this tutorial about Push Integration Conditioned Mapping will help you learn the specifics.

The Dynamic PDF feature has been added in the FormTitan recently. It helps users to insert HTML to create their PDF. With the new editor for Dynamic PDF Mode, you can use HTML to create PDF files, as well as make use of styles for improved performance. Now, to create a multi-page PDF in the Dynamic Mode, you will have to add a page break to your PDF in the editor. To know more about the subject, this tutorial about Dynamic PDF mode will cover the roadmap properly. Also, have a look at this page about page breaks inside Dynamic PDF .

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 .

FormTitan allows you to push data into Salesforce before you submit the form. You can accomplish this feature with the Salesforce Action button. Also, the Action button helps you jump around pages in a multi-page form. That said, once the user presses the Action button, the user will experience the next, or previous page depending on the case. To know more about how to use the Action button, and take the users to pages, see this tutorial . Also, learning about using the custom button in a multi-page form will help you cover the concept properly.

We have discussed the button types before. We have also learned about button types that are inserted into the form. In this post, we are going to discuss the signature and how a user can remove or reset his signature in the form. Previously, the users were able to clear the signature by double-clicking the signature field. Now, by adding a new button type, called the Reset Signature, the users can clear the signature more easily. This process works better with placing a Reset button next to the Signature element. To know more about using the Reset Signature, refer to this tutorial .