Submissions

Business Background

Sometimes you may want to save information as a draft, or you want to review it before saving it to Salesforce. Now you can!

Titan Solution

Titan lets you temporarily save information as a draft. You can review the content before saving it to Salesforce. The submission will be saved in your Salesforce under the Titan-managed package submission object and will not require any customization from the organization’s side.

All these are pre-built into the product and the application.

How to Video

Watch this video to learn more about submission drafts in Titan.

• 00:00 Introduction on how to save submissions as a draft with Titan Web.
• 0:45 How to install Titan’s latest package.
• 1:01 Store data in your Titan Web project.
• 3:34 Get a URL for your project.
• 3:42 Set up an email to distribute your web project with a URL.
• 4:44 Bring data back from submissions.
• 6:08 Testing saved submissions.

How to Guide

You can store or load a submission.

Store a submission

Storing a submission allows the administrator to choose what will be saved and when.

The submission will be saved in your Salesforce under the Titan-managed package submission object. It will not affect other Salesforce data.

Create and Store submissions

Update submissions

Load a submission

Loading a submission allows the administrator to load the draft submission information.

The submission is saved in your Salesforce under the Titan-managed package submission object. You can load the submission in the same project where you saved it or in a different project. For instance, you can save and load a submission in a Web project, or you can save it in a Web project and load it in a Flow project.

Load submissions

Delete a submission

You may want to delete a submission, that is, the submission record and the JSON submission file in Salesforce.

You can delete the submission and free up storage space in Salesforce.

Delete a submission