When your forms are integrated with salesforce (Classic or Lightning) it is in many cases essential to allow users to locate documents.
In this demo we will show you:
- how to retrieve a list of Salesforce documents by scope
- and give the user the ability to download each one.
- how to embed the newly created form within Salesforce as a new tab in classic or lightning.
All this can swiftly be achieved to create a tool for locating documents via FormTitan.
Read more about the content version object