The Excel composer layout

The Excel composer layout contains 3 main areas:
1- The Titan logo in the ribbon
2- Sidebar with 3 tabs
3- Excel sheet



1- Menu in Ribbon
The ribbon (under the Home option in the Excel menu),  contains the Titan logo.
The composer side bar opens on the right when the FormTitan logo in the ribbon is clicked on. 
Logging in is required and can be done with a FormTitan user or with a Salesforce user.

2. Side bar

This panel contains 3 tabs that represent the steps you need to take when working with the composer: Build, preview, publish. 

- First tab: Build
This tab represents the first phase of working with the composer, which is to create the Excel template. That is why it contains
two buttons, to enable you to insert the FormTitan elements to populate data from Salesforce: 
- Insert Field
- Insert Table
and once fields are inserted into the sheet - a list of the elements will be visible in the 'Build' tab as well, with the option to Edit the field and Delete it.

- Second tab: Preview
In this tab you can now test the template you built with data from Salesforce.
- The panel displays the Salesforce objects you've used in your sheets so far.
- You can then set a filter for each object, to configure which part of the data you would like to draw from Salesforce.
- And finally pressing on the 'Preview' button will generate the document with the data in it.
* Setting a filter is not mandatory, so if it is not configured before pressing on ‘Preview’ button then the first Salesforce records will be drawn by default for the preview (first according to their creation date).

- Third tab: Publish
This tab is used to attach the template to a specific FormTitan form so that .xls documents will be automatically generated based on it. The document generation can be triggered by form submission, Salesforce button or a SF outbound message.

3. Excel sheet canvas

This is the area where you create the template. When you insert  FormTitan elements into your Excel document - there is no need for any syntax formatting or coding - it's all done in clicks. and the element you insert will display the field/s names on canvas.