Word Add-in: publish to new form

Last updated Oct 25 2019

Up till now Publishing your Word document meant that you had to do the following in FormTitan:
1- set up a formTitan form, that contains a hidden field (to capture the record id from Salesforce)

2- Set up the Word mapping of the form: Map the record ID to this hidden field
3- Configure the connection to the Salesforce button by selecting the object you want to work with and map to the record ID.

In this version we’ve made it easier for you guys - all you have to do is choose to publish to a new form
Watch how to publish your Word template into a new FormTitan form


Enjoy!


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