Apex Class: FTDocGen

When to Use this Apex Class?

Use the FTDocGen Apex Class when you need to generate a Titan document or start a Titan Sign process from a Salesforce Flow or Process Builder.

This is useful when your Salesforce process needs to create a document, send it for signature, or continue a document generation workflow automatically from Salesforce.

What are the Relevant Input Parameters?

This Class has the following input parameters:

Required:

• ftAPIKey (string)
• ftFormHash (string)
• objectId (ID)

Where can you access the ApiKey and ftFormHash for Titan Sign?

1. Open any Titan Sign Project and follow the path Document> Settings> Document Access> Select the Dynamic Option> Salesforce Configuration.
   • Select an object such as Account and choose APEX/ Process builder/ Flow
   • Copy the ApiKey:
   • Copy the FtFormHash

2. Navigate back to your Salesforce Flow, and paste the ftApiKey and FtFormHash into the relevant fields under the New Action for Form Builder FTDocGen:

Where can you access the ApiKey and ftFormHash for Word Mapping in Titan Docs?

1. Navigate to your Titan Form project that contains a Word template visit Document Generation> Word Mapping> Configure> navigate to Process Builder, and select Configure:

2. Select an object and record ID, and copy the ftFormHash and ftApiKey, before selecting Apply:

3. Navigate back to your Salesforce Flow, and paste the ftApiKey and FtFormHash into the relevant fields under the New Action for Form_Builder_FTDocGen.

Where can you access the ApiKey and ftFormHash for PDF Mapping in Titan Docs?

1. Navigate to your Titan Form project that contains a PDF template, and on the right-hand side of the screen, visit Document generation> PDF mapping> Edit PDF Mapping> and select Settings:

2. Under Settings, navigate to Process Builder, and select Configure:

3. Select an object and record ID, and copy the ftFormHash and ftApiKey, before selecting Apply.
4. Navigate back to your Salesforce Flow, and paste the ftApiKey and FtFormHash into the relevant fields under the New Action for Form_Builder_FTDocGen.

What does this Apex Class Return?

This Apex Class returns void.

Does this Apex Class have any Limitations?

This Apex Class does not have any relevant limitations.

Can this Apex Class be used by Titan Customers?

Yes, customers can interact with this Apex Class.

How to Videos

Generate Documents with Apex

Generate Documents with Salesforce Flow

Generate Documents via Salesforce Process Builder