Table/Section in Word template from Web Project

Business Background

Import multiple records into your Word document in a section or table format. The data imported into the Word document is pulled from multiple repeated strips in your Web projects.

Titan Solution

• Titan grants users access to insert fields that are not required to be saved in Salesforce as a record.
• Titan provides the option to bring repeated web data to a table and section in an easy-to-read format.

How to Guide

You can import multiple records into your Word document as follows:

• Insert/Edit a Section or;
• Insert/Edit a Table.

Insert/Edit a Section

1. Select the Insert/Edit Section option. The Choose provider screen opens.
2. Choose the provider you wish to use.
   • Salesforce.
     • The data has to be in Salesforce.
   • Titan Web project
     • The document generation is run from an online Web project.
   • Titan Submissions
     • The data from the Web project is saved to Submissions, and then the document is generated. This also lets you generate the document after the Web form was completed.

3. Select the Web project option.

4. Click the Next button. The Insert Section screen opens.
5. Configure the following mandatory fields:
   • Project: This is the Titan Project the content will be pulled from.
   • Comment: Add a comment description. This will assist with re-use purposes.
   • Page: Select the project page to pull content from.
   • Repeat Strip: Select which project strip to pull content from. Label each strip in your Titan project for easy identification.
6. After the configuration is completed, click the Insert button.

The section is added to your Word document.

Insert/Edit a Table

1. Select the Insert/Edit Table option. The Insert Table Screen opens.
2. Set up the table:
   • Click the Web radio button.
   • Configure the following mandatory fields:
     • Project: This is the Titan Project the content will be pulled from.
     • Page: Select the project page to pull content from.
     • Repeat Strip: Select which project strip to pull content from. Labeling each strip in your Titan project for easy identification.
     • Comment: Add a comment description. This will assist with re-use purposes.
   • Configure the following fields if necessary:
     • Data row index
     • Header row index

5. Set up the columns:
   • Use the drop-down lists to configure at least three columns:
     • Column name
       • Static: Type a column name in the field.
       • Dynamic: Use the drop-down list to select a field
     • Type
     • Choose element
   • Use the Add col button to add more columns and configure as above.
6. Click the Insert table button.

The table displays in your Word document.