Embed a FormTitan form in Salesforce Classic or Lightning

Last updated Jan 21 2019

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. 


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