The Interactive field allows you to insert a FormTitan form field and display it in your Word document. Furthermore, these fields, added to the document are interactive, which means the user can fill them in, or change the data entered in them when he is previewing the document.
* The form elements supported for interactive fields are:
Textbox, Numeric, Textarea, Email, Dropdown, CheckBox, URL, Date, Time, Date Time, and Signature.
Following are the steps to show you how to add interactive fields to your Word document:
A- Create your form
1- Create your FormTitan form. Drag the fields you want to have populated and also edited by the filler if needed to.
2- Add a hidden field which will capture the record ID.
Enter the record ID in the 'value' property of this hidden - to help with the test later.
3- Set up your Get integration - to pull the data from Salesforce, based on the value in your hidden field.
4- Set up a Push integration to update the fields back in Salesforce once the form is submitted, and also to store the document as a file.
B- Create your Word document
1- Insert the interactive fields inside of the document
- Press on the "Insert Interactive field" element in the FormTitan composer menu to add a form field.
- Select the FormTitan form you want to insert the field from.
- Select the form field.
- Press "Insert".
* Please note that interactive fields cannot be inserted into a Word shape.
2- Publish the document into the FormTitan form.
C- Go back to your form in FormTitan to configure the Word mapping.
1- Open the "Word mapping" window (under "Form" tab > "Settings" option > "Document generation" category).
2- Turn on the "Enable auto Word mapping" checkbox.
3- You will see that the Word file is already attached.
4- Map your hidden field for the Record ID.
5- Turn on the "Preview before submit" (since the preview window is where the form fields will be interactive).
6- Choose how to view the document: Google or Microsoft.
7- Choose what output format you would like to create: PDF of Docx.
8- Open the "Signature / Interactive" category and turn on the "Enable Signature / Interactive" checkbox.
9- Save the settings.
D- Test the document
1- Publish the form - you will see that field values are populated.
2- Press on submit and the 'Preview' window will open and your Word doc will load.
3- You will see that you can enter/edit the data document preview (in the interactive fields).
4- Press on "Continue" and the data will then be pushed to Salesforce: updating the SF fields and also added as a file.
5- Check your integration logs (Go to: "Account settings" > "Push Settings / logs" tab).
Watch the video