FormTitan - Smart Bidirectional Forms with Salesfroce CRM Integration

Once you enable the "Send mail" checkbox in FormTitan for Salesforce Integration and Mapping , you can send emails to form filler and the owner of the form. The emails are sent to notify the concerned individuals. This option has been added to payment integration. The feature allows you to send emails on form submission, however; you can notify the concerned individuals when a payment has been made. To know more about the details, read the tutorial that describes the subject in details. Also, this tutorial about adding a payment to your form will help you expand your knowledge about payment integration and other settings.

A custom Salesforce Action button helps you carry out Get or Push operation. This process involves the Salesforce objects. Well, the best part is; the FormTitan has been updated with new features, including more options after the data is pushed or carried out the Get command. For example, you can process the mails after Get or Push operation. Now, you can also redirect the user after filling in the form. This feature helps you take the user to another page or level of the form filling routine. Go to this tutorial for more details about Redirect option . Also, read about Custom Push and Get Redirect options.

Payment integration helps you receive money from your form fillers. You can build a store, sell your products and receive credit card payments on your form. This routine helps you create an online store with payment option on your form. The FormTitan's new version includes new support for payment installments. When using the Tranzila, users can make their payments into several equal installments. Also, the token support has been added. The form fillers can use payment tokens in a different payment solution. For more details about new additions, go to this page . Moreover;  read about payment integration feature in details , where you can learn to add payment options to your form.

New bugfix report includes information about the line break showing undefined, set value from - inside repeated action and labels in Hebrew Salesforce Table need to be translated. There are some other bug fixes as well. A bug about the Custom push in Salesforce has been fixed. Similarly; PDF mapping, previewing checkbox in the PDF mapping, and mandatory fields inside a hidden section are updated with new bug fix routines. Also, a new supported field type called recordtype has been added to Salesforce integration. For more details about recordtype, see this page . You can also read more details about bug fixes in FormTitan v08.2 .

In a multi-page form, you can take the users or form fillers to a previous or next page. Once a user fills in the form, a custom button is used to push or get the data. As the form filler uses the custom button, it is a nice practice to take the user to the previous or next page. Here, the custom button refers to Action button that gets or pushes data when used. The push or get operation involves the Salesforce objects. For the said purpose, the feature has been added to Action Button configuration window. Read more about using the previous/next page options in Salesforce Action button . Also, learn to use the Action button to push data and to Get data .

Have you ever thought about adding links to your table from your Salesforce account ? While working with the tables, you can now add your desired links from your Salesforce account. In order to proceed with actionable steps, the following routine helps you cover the procedure. Create a custom formula first. You create your custom formula in the Salesforce account. This will help you store the links of your choice. Second, when using the Salesforce Table; all you have to do is add a mapping from your Salesforce formula field into your desired column. Learn more about adding HREF to the Salesforce Table .

The "Ignore empty conditions" option plays a vital role in dealing with conditions. You can set your condition rule while working in Salesforce Get Integration, but you can also ignore the case when a field is empty, there will be no condition added to the query. As the name suggests the case, the Ignore Empty Conditions feature helps you ignore the empty fields. It can help you run the process with ease and build your forms with ease and proper functionalities. This tutorial on the subject will help you understand the matter properly. Also, read about the Salesforce Get condition window .

The FormTitan has come up with a new addition regarding PDF Mapping. While working with the PDF Mapping, users can insert fields and play around various options of customization. Now, the users can also set or change the field's vertical alignment. To change the settings for a field, just select the field, and choose your desired option from the Text V-align dropdown list. At the end, you can apply your settings. To read more about the PDF Mapping, this tutorial about PDF Mapping can help you cover the concept properly. Also, read more about the subject on this page .

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 .

Several Bug fixes and updates are added to FormTitan version 01.2, including the following in details. Modal windows are used to display messages to users, in the case when you need to show a message to users, about errors, mandatory fields or a thank you message. In the past, the modal window used to display at the top of the form only. Since it was a problem in the long forms, it has now been fixed properly. Similarly, an issue with the hidden fields is also fixed. For more details about bug fixes,  this tutorial  provides more details. All the recent bug fixes have improved the user's experience with FormTitan.

You are quite familiar with using the Action Button for the Push operations. You have been experiencing the option of Action Button for pushing the data to Salesforce. Now, the Action button can be used for the opposite operation. That means the users can now use the Action button to perform a Get operation from their Salesforce accounts. Let's read more about the update regarding Action button . Also, learn how to use the Salesforce Action Button for the Get operation . These tutorials will help you understand the concept and use of Action button, along with more details with proper screenshots.

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 .

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 .

As FormTitan allows Salesforce Integration , you can create and integrate your online forms with Salesforce. With that in mind, once a user finishes the Get integration process; the Skip option can be used to skip the mapping process if multiple matches are found. Now, the FormTitan has been updated with new features. One of those features is showing a custom skip message to users. This feature helps users understand the process with a custom skip message. Read more about the subject , or go ahead to learn the entire process of creating a custom message when using Skip in Salesforce Get .

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 .

The else option in condition is used to increase the conditional scope. In programming or technical world, the else clause defines the options if a certain condition is not fulfilled. As you know about condition inside the Push Mapping , the recent updates in FormTitan include the else feature. For example, you can define a rule to change or affect a field on the basis of conditional status. That said, if a specific field is not empty, use the value of another field; or on the other hand, use the value from another specific field. Read more about Else added to the Conditional Mapping .

The field value rules in FormTitan are important for validation purposes. As users can set the rules for their form fields, and accept the valid values for the fields. In this case, if the user or the person filling into form enters a value that doesn't satisfy the field value; the user will see a message. Along with updates in FormTitan, users can now alter the automated message. The users can create their custom messages for the field validation. For more details, read about custom value rule messages  in FormTitan for Salesforce Integration .

One of the most important features in FormTitan is payment integration. For those who want their forms with payment options, this improvement will play a vital role regarding Blue Snap addition. As you know, FormTitan is already supporting different payment integration options including Paypal, Stripe, Tranzila, and Mollie. The new payment integration advancement highlights the Blue Snap. For more in-depth information about FormTitan's payment integration and modes, this tutorial contains more details about the subject. Also, you can read more details about Blue Snap addition in the FormTitan . Briefly, this post contains links to articles that help users in adding a payment to forms.

New bugs have been identified and fixed to improve the Salesforce experience. To have a look at recently fixed bugs, let's dive into details. A new language support has been added to lookup modal window. The users can now set their captions in languages they want. There are several other bug fix improvements too. They include visibility improvement in lookup window, and advancement in fields holding long values. Similarly, you can now play around rules for hidden fields. For more details, the page at below link holds information about all bug fix updates in the recent version. Bug Fix report in version 23.1