In this demo we will show you how to embed your FormTitan form using visualforce inside your Salesforce layout.
Following are the steps:
1. Go to Setup > visualforce pages.
2. Click the "New Button".
3. Name the page.
4. paste in the following code:
<apex:page standardController="<your object name>" showHeader="true" sidebar="true"> <iframe src="<your ft url>?<your record id field id>={!yourObject.Id}" width="915px" height="870px" /> </apex:page>
** (You may add additional params to your form such as: the current Salesforce UserID like so: <iframe src="<your ft url>?<your record id field id>={!yourObject.Id}&<userd id hidden fldid>={!$User.Id}" width="915px" height="870px" />)
5. Save your page.
All that is left to do is add it to the layout.
In classic version:
- Go to your record page,
- Select a record, and click edit layout,
- On the left side of the layout menu select 'visualforce pages'.
- Drag your page to the layout, It'll display in lightning as well.
In lightning:
- Goto Setup> object manager > your object > Page Layouts > edit layout,
- On the left side of the layout menu select: 'visualforce pages'.
- Drag your page to the layout, it'll display in Classic as well.
- Goto Setup> object manager > your object > Page Layouts > edit layout,
- On the left side of the layout menu select: 'visualforce pages'.
- Drag your page to the layout, it'll display in Classic as well.