In the previous post we have seen that FormTitan makes it possible to populate your Salesforce data in a table element. Well...there's more.
The Table element can be made hierarchical by adding additional levels to it.
Practically speaking, when a grid is initially displayed to your user it shows the results of the first level, for example: accounts details. The user can then decide to focus on a certain row in the grid and drill down to view the second level (by pressing on an arrow link of the relevant row).
For example: The user is shown a list of accounts. He picks one and he is then shown all the contacts belonging to this account.
This is easy to set up - We'll show you how!
Following are the steps to draw Salesforce data into your FormTitan hierarchical table element::
1- Drag a table element ("Elements panel" > "Widgets" category > "Table")
2- Configure the column headers (In the "Properties panel" > "Element" > "Settings")
3- Change the table size and styles (In the "Properties panel" > "Element" > "Style")
4- you can also hide the table filter and decide how many rows you want to be displayed per page.
5- Now you will need to add another level.
In the "Properties panel" > "Element" > "Settings" > Advanced > press on "Add level" button. 
Once the button is pressed you will see that the the previous level columns will be replaced on canvas by the new level's default columns (Col 1, Col 2, Col 3) and you will need to configure the new level's columns:
Contact Last Name and Contact First Name. (delete the third column).
* Please notice that Level links are added on canvas, to the bottom of the grid on the left. These links will allow you to move between the table's levels on canvas.
6- Integrate with Salesforce to draw data into the grid (In the "Properties panel" > "Form" > "Settings" > "Salesforce Integration" category > "Get")
7- Press on the "Get" button and authenticate with Salesforce.
8- Choose the "account" object.
9- Turn on the "Execute on form load" checkbox. (this will draw the accounts once the form is loaded)
10- Choose the "All" option in the "If multiple matches found take ID from" field and enter a limit number (in this case: 300)
11- Map the fields (account name, phone and website) and press "Apply"
12 - a "Get" integration line will be created.
13- Press on the "Add object" button and choose the "Contact" object. (this ithe object you want to read from in order to populate fields in level 2 of the grid)
14- Set a condition:
Account ID Equals fld2 Level 1 RecordID
Choose the "All" option in the "If multiple matches found take ID from" field. and enter a limit number (in this case: 300)
15- Map the fields: Last name and First name and press "Apply"
16 - another "Get" integration line will be created and there will be two.
17- Press on "Apply" and save the form
18- Publish your form as URL to test it.
You will see the your salesforce accounts are displayed inside the table when the page loads - this is the first level.
19- Press on the "Arrow" link in a certain account row to drill down and see its contacts.
Watch how to populate your data into the Table element with hierarchy:
Populating into formTitan elements
Salesforce data can also be populate into other form elements such as: Dropdowns or radio buttons (for Picklists), Textboxes, Text area, paragraph (for Text area rich), Date, repeatable sections etc. Data can be populated on form load, but it can also be dynamically populated upon a trigger.
Learn more about online forms for salesforce
Related videos
| Show all accounts from SF in a Table | Show Contacts related to Accounts from Salesforce | Update data in Salesforce using the Table | How to add a record in Salesforce with the Table |
Watch more videos in our FormTitan 101 channel