Word Add-in – Insert Hidden Fields

Business Background

Use the Titan add-in for Microsoft Word to insert hidden fields in a document template.

Titan Solution

• Titan lets you add hidden fields in documents with dynamic data from Salesforce or Titan Web projects directly in Microsoft Word.
• Hidden fields are designed to be used with conditional logic based on a Salesforce field or record without showing the field in the document.

How to Guide

1. Open Microsoft Word. The Form Titan tab is added to the Word toolbar if you have installed it successfully.
2. Click the Manage hidden fields button. The Manage hidden fields screen opens.

3. Click the Add field button.

4. Type a name in the Name field. This is mandatory.
5. Use the drop-down list to select an option:
   • Static
   • Web
   • Dynamic

Select Static

1. Type the value in the Value field.

2. Click the Save button.

Select Web

1. Use the drop-down list to select the project.
2. Use the drop-down list to select a page.
3. Use the drop-down list to select the field.

4. Click the Save button.

Select Dynamic

1. Use the drop-down list to select the object, for instance, Account. This is mandatory.
2. Type a comment in the Comment field. This is mandatory.
3. Use the drop-down list to select the field, for instance, Account Number. This is mandatory.

4. Click the Save button.

Use the hidden field in any conditional logic or to filter any Gets on the document.