Configure Actions for Doc Gen Edit Mode

Business Background

Easily configure actions for document generation, with the document generation edit mode with Titan Web.

Titan Solution

• Configure document generation actions for a template, which has been dynamically generated from Salesforce.
• Set custom or standard actions for this document such as pushing to Salesforce, re-directing to a specific page, printing, emailing, and much more, to suit your business needs.
• Editing this uploaded template does not impact or alter the original document.

How to Guide

1. Make sure that the Enable Edit toggle switch is enabled.
   • All standard buttons have been enabled by default, but you can select or deselect any options you want. You can also add custom actions by selecting Add Action.
   • The On Submit Action enables you to push your updated document, with all edits, to Salesforce.
     • This is a standard button that needs to be configured.
     • For example, you can configure a push to Salesforce or to Titan Flow to send a message to Google Drive.
   • The On Cancel Action will cancel the document changes and is a standard button that needs to be configured.
     • You can configure it to redirect to a different page, show a message, or anything else you like.
   • The On Print Action will open the standard Print screen, where the user can print the updated document to a printer or pdf.
   • The On Download Action will download the updated document to a user’s designated downloads folder with all changes.

2. Configure the On Submit Action and On Cancel Action by selecting their respective gear icons. The On Action screen opens.
3. Select the + icon and configure the node of your choice.

For instance, the Salesforce Action node can be selected, and you need to follow the prompts to configure a push to Salesforce.