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Platform

Button: Titan Form Lite

What can this Button Open?

This button will open Titan Forms Lite in a URL.

How do you add this Button to an Object?

  1. Navigate to any Salesforce object, such as Opportunity.
  2. Select the Buttons, Link, and Actions option from the left panel, and then click the New Button or Link button.

Buttons, Links, and Actions Option
  1. Give your new button a label, name, and description, for instance, Titan Forms Lite.
  2. Select the Detail Page Button radio button as the display type.
  3. Select the URL option from the Content Source drop-down list, and paste the following URL into the field:
    • /apex/Form_Builder__TitanFormsLite?recId={!Account.Id}&lang=auto

Note:

The Account.Id is dynamic and depends on the record you choose to embed.

Fill in New Button Details
  1. Delete the {!Account.Id} text and brackets and use the Insert Merge Field drop-down list to search for the merge field (the relevant ID for this object). Ensure there are no spaces.

Insert Merge Field

Note:

Lang can be en (English), iw (Hebrew), or auto, which detects the user’s automatic language.

 

  1. Click the Save button. This button will now be available on the Opportunity object.

Add the button to the page layout

  1. On the Object Manager, select the Page Layouts option and then select the page layout name.

Page Layout Name
  1. Select the Mobile & Lightning Actions option. The button you added is displayed in the list.

Mobile & Lightning Actions
  1. Drag the button to Salesforce Mobile and Lightning Experience Actions.

Drag and drop your button
  1. CLick the Save button and browse to a record in the object. The button is added to the page.

Button added to Opportunity Record

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