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Platform

Multiple Columns in a Section in Word Add-in

Business Background

Titan Docs makes document generation to multiple columns in a section easy, reducing repetitive manual tasks, thus streamlining your workflows in Salesforce.

Titan Solution

  • Titan Docs allows users to generate, customize, edit, and produce data-driven documents from Salesforce without any code.
  • Configure conditions and enable sorting on the Create/Edit Filter screen easily with Titan Docs.

How to Guide

Note:

Prerequisites:

  • Make sure you have installed and signed in to the Titan Word add-in.
  • Make sure that you use the multiple column setting in Word. Click here for more information.

  1. Click the Insert/Edit Section option. The Insert Section screen opens.
  2. Use the drop-down list to select the object.
  3. Add a comment in the field.
  4. Click the Multi-column checkbox.
  5. Click the Save button.
  1. If required, configure conditions and enable sorting on the Create/Edit Filter screen.
  2. Click the Preview Now button. A message will appear: “Rendering: The document is currently rendering, please wait a bit.”

The information is sorted alphabetically, and from left to right in the columns. There are no header rows.

Note:

In this example, there were two columns in the Word template. Depending on the number of columns you configure in Word, you can get more columns. Click here for more information.

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