Working with the Word composer may be divided into 3 steps:
1- Build
2- Preview
3- Publish
That's the reason our Sidebar contains these 3 tabs.
- First Step: Build
In the first step all you have to do is to simply create your document. If you take a closer look at the 'Build' tab in the composer sidebar you will see that it contains only instructions - that is because in this phase you just need to build your layout, fix your styles and insert the FormTitan elements to populate data from Salesforce: fields, Tables, Sections, Conditions and formulas.
- 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 documents directly from Word - 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 FormTitan or 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 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 Word 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 you're work in the Word composer is done.
Attaching the template can be done from here, and also from FormTitan > document generation > word 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 word mapping' checkbox is turned on in the Word mapping.
- See that the Word template is attached
- Map the Record ID (from the object in your Word 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 word mapping' checkbox is turned on in the Word mapping.
- See that the Word template is attached
- Map the Record ID (from the object in your Word 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.
Read more about generating documents via Salesforce button
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 word mapping' checkbox is turned on in the Word mapping.
- See that the Word template is attached
- Map the Record ID (from the object in your Word template) to a hidden field in your form.
- Open the 'Salesforce workflow outbound message' category in the word mapping.
- Select an object, set mapping and copy the endpoint URL (to paste when you are creating the outbound message inside Salesforce).
Read more about generating documents via outbound message
Watch the video