Working with the Excel composer can be divided into 3 steps:
1- Build
2- Preview
3- Publish
That's the reason why our Sidebar contains these 3 tabs.
- First Step: Build
In the first step, all you have to do is to simply create your Excel template. If you take a closer look at the 'Build' tab in the composer sidebar you will see that it contains 2 buttons: Insert field and Insert Table.
In addition, once fields are added to the excel sheet a list of the elements will also appear in this tab. and you will be able to edit each element or delete it.
- Second Step: Preview
Once the template you've built on canvas is ready - you can now test it and see it populated with real live data from Salesforce.
To render this preview you need to:
- Configure a preview filter: specify which part of the data you would like to draw from Salesforce.
* Please note! The filter you set in the Preview tab is not saved along with the document.
- Press on the 'Preview' button: this will generate the document with the data in it.
For those who wish to merely create a Salesforce integrated excel files directly from Excel - you will not need to proceed to the third step, because once you press on "preview" the document will be created - end of story.
However, those interested in automating their documents from a FormTitan form or from Salesforce - you will need to take the last step and Publish the template.
- Third step: Publish
This step is will enable you to automate document generation, triggered by form submission, Salesforce button or even a SF outbound message.
In the Sidebar 'Publish' tab you will need to attach the Word template to a FormTitan form, so that the documents will be automatically generated based on it.
In order to attach the template you first need to:
- Choose whether to upload your Excel template to a New form or to an Existing form.
Attach to a new form
Attach to an Existing form
Attach to a new form
- Set a filter (This is not mandatory since you can set one inside FormTitan Salesforce integration).
- Press on the "Publish to new form" button.
- You will then be asked to give the new form a name.
- Press "publish" and everything will be set up for you in FormTitan automatically:
- a new form will be created with a hidden field to capture the record ID.
- The Excel mapping will be set up, including the Salesforce button connection.
Watch the video
Attach to an Existing form
- Set a filter (This is not mandatory since you can set one inside FormTitan Salesforce integration).
- Choose a form from your FormTitan account (from the list).
- Press on "Attach" and your work in the Word composer is done.
Attaching the template can be done from here, and also from FormTitan > document generation > Excel settings)
If you enter the form in your FormTitan account you will see that this template is now connected to it.
99% of the work is now done - All that's left at this point is to make a small adjustment in the FormTitan form based on what you want to do:
Generate on submit
If you wish for the document to be generated on submit you will need to:
- Make sure the 'Enable auto Excel mapping' checkbox is turned on in the Word mapping.
- See that the Excel template is attached
- Map the Record ID (from the object in your Excel template) to a hidden field in your form.
Generate via Salesforce button
if you wish for the document to be generated via Salesforce button you will need to:
- Make sure the 'Enable auto Excel mapping' checkbox is turned on in the Word mapping.
- See that the Excel template is attached
- Map the Record ID (from the object in your Excel template) to a hidden field in your form.
- Open the 'Salesforce button' category in the word mapping.
- Select an object and map the record ID to your form.
- Give the Salesforce user permission to submit the Excel file - in 'My account' > 'Collaborators' tab
Generate based on Salesforce outbound message
if you wish for the document to be generated based on a Salesforce outbound message you will need to:
- Make sure the 'Enable auto Excel mapping' checkbox is turned on in the Word mapping.
- See that the Excel template is attached
- Map the Record ID (from the object in your Excel template) to a hidden field in your form.
- Open the 'Salesforce workflow outbound message' category in the Excel mapping.
- Select an object, set mapping and copy the endpoint URL (to paste when you are creating the outbound message inside Salesforce).