FormTitan - Smart Bidirectional Forms with Salesfroce CRM Integration

The hidden fields don't expose values. Users can include hidden fields in their forms, but they fall short of knowing the hidden values. As FormTitan improves its features periodically, the Debug Mode shows the credit for tracking down hidden fields and values. Once you publish your form, by adding a string to your form URL, you can see the values of the hidden fields in the form. Let's read more about using the Debug Mode , and Debug Mode for checking Hidden Fields . These both tutorials will help you understand the concept of the hidden fields, and use the Debug mode to know more about showing the values of the hidden fields.

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 Filter box in Salesforce Editor is used to search for a specific field. The FormTitan is packed with editors that can hold the different fields. The editors allow you to use your form fields as variables. For that reason, when your form contains many variables, the Filter box helps you search for your desired field, quickly and easily. To search fields in your form, all you have to do is type in your field name in the Filter box. Let's proceed to have more details in this tutorial . At the page, you can also look for a screenshot showing the Filter box.

Today's post highlights the importance of page break element to create multi-page forms. The newer version of FormTitan supports changing page resolution. That said, you can set a different height and width for each page in your multi-page form. To know more about multi-page forms, refer to this tutorial . You can also read more about setting a different size per page in a multi-page form . A page break in the form adds a strip to the bottom of the page. Keeping the subject of this article in mind, as each page in the form will have its own size, the strip stuck at the different height in each page of the form.

In the newer version of the FormTitan, shaping the field order feature has been added. With that in mind, users can define their fields order before creating a form. This feature saves you time and efforts, indeed. This tutorial at FormTitan's blog covers the topic about creating a form. Regarding creating forms, users can create forms based on a Salesforce object. Moreover, the FormTitan form builder supports multiple ways to create a form. These ways include creating forms by Blank form option, Template, Wizard, Salesforce and by URL. Read more about Field orders in Salesforce Forms  

The friendly condition link helps users understand the conditions. As users can create conditions for fields, but avoiding technical aspects, and understand the condition in a friendlier manner is covered by friendly condition link . This feature is used to view the condition in a simple conditional sentence. It provides easy juice to understand the complex conditions and helps the user build and understand the conditions with no hassle. Like always, FormTitan blog is packed with more in-depth tutorials about salesforce topics. Please proceed to the page where more information on using the Friendly condition link is available with the procedure. You can find the topic in details, along with proper steps and screenshots.

The conditional logic feature causes fields change their behavior. When using the conditional logic, you fall short of tracking down fields that are affected. The FormTitan's list of new features covers the said purpose. Users can now see their fields with conditional logic set for them. This is achieved or referred by a feature called "Affected by". This tutorial will help you find out about using the Affected property . Moreover, this tutorial at FormTitan blog covers the procedure with proper screenshots. By studying the above tutorial, you can configure a field under "effected by" label.

To play well with conditions, you need to set both conditions for True and False situations. That said, if you want to do something on the basis of a true condition status, you also need to set a condition for the false case. There is a new feature in FormTitan, the automatic generation of the opposite condition. You can use the said option as a checkbox saying "Support Opposite". The checkbox is turned on by default and creates an opposite rule automatically. You have to turn it off in case of no use. This tutorial about opposite rule in condition can help you read more information about setting up opposite rule.

FormTitan supports the use of Tables and provides Simple and Advanced table options. A Simple table helps you read data from the Salesforce. For a more in-depth article about a Simple table, land on this page . On the other hand, the Advanced table is used to read data from Salesforce objects and write to Salesforce objects as well. It also helps you work with many Salesforce objects at a time. As a new feature in FormTitan, the Export option helps you export data. The Export option is used to export information as necessary. Read more about the Export option in this tutorial .

FormTitan helps you create and design interactive online forms, and integrate them with Salesforce and third-party applications . After integration, it is important to make sure that the data is being synchronized properly. You can ensure the status inside integration logs. If the process goes normal, you can see the Success status, while on the other hand, the status shows Error if the process has any error. Let's jump to the page where integration logs are discussed in more details. You can access the page at below link. How to use Integration Logs Properly Also, read more about Integration Logs Update .

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.

The text box input element is now updated with a security feature. That said, form fillers can hide their text behind asterisks. It will help users hide their text while filling into forms. You start by creating a new blank form. Drag 2 textbox elements, and change their labels as accordingly, say name and phone number. After selecting the text box, you can see the properties for more information, and set the options as required. To proceed with details, this tutorial covers the entire process . Also, have a look at this page for more details .

The Actions Toolbar helps you work smarter with your forms. The toolbar contains the basic options, such as copy, paste and duplicate. There is a new option added to Action Toolbar, the Cut Action. The Cut option helps you remove an item from one place, and move it to another place. In FormTitan, this feature helps you move the elements between the pages of a multi page form. You can use the Cut Action by selecting and applying the Cut command. Once you do, move to another page and apply the paste option. For more information, the page below will help you cover the subject in details. New Cut Action in FormTitan for Salesforce  

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.

You can make calculations using "calculated fields". Calculations are carried out on fields holding numeric values, like price element, numeric element or multi selection elements. In the newer version of the FormTitan , you can use the star rating element in your form calculations. To know more about making calculations, this comprehensive tutorial will cover the gaps. In this tutorial, you can learn about calculated field and examples of how to use the calculated fields properly. Moreover, this tutorial about star rating support in the calculated field will help you understand the concept properly.

Once you create your online form, the writing in salesforce, also known as Push, helps you create new records, delete or update existing records. If your form entries are submitted with no values, you must be concerned of this for enhanced productivity, and avoid unexpected errors. One of the cases might include overriding the existing fields in records. In this case, if an empty field is submitted in the form, it will override the existing record, resulting in clearing the field value. To prevent overriding issues by empty fields, read more information in this tutorial . About the subject, you can read more details by clicking at below link. No Override of empty fields in Push  

You can limit your form to specific IPs. That means your form access is controlled by a list containing IP addresses. The system checks the list first, and grants or blocks access to form, depending on the list entries. You can say that only users listed in the list will be able to access the form, view it or enter the data into the form. This mechanism is used to enhance the form security. By using the way, you can ensure the forms are used by users authorized to access, view or enter the form data. To know more about using IP whitelist, refer to this tutorial . Also, read more about IP whitelisting in Salesforce .

Earlier, we discussed adding verification to salesforce integrated forms. In the latest FormTitan version, the following features are added to Smart V element. The shared session allows configuration in one form and making you able to share with other forms. In the same manner, the Enabled session is used to set a time frame. To customize your smart v window, we need to alter the text in verification window. For this, we use the Captions. Apart from these features in the smart v, the Email is used to customize the email that contains the secret code. For more information, refer to this tutorial about configuring the smart v sessions in Salesforce , or you can also have a look at customizing your Smart V .