Conditional Rendering of Excel Fields

Business Background

Just as it sounds, an excel cell can be easily dynamically determined with data from Salesforce using conditional rendering in Titan’s Excel add-in.

Titan Solution

• With Titan Docs we show you how to display conditional rendering of excel fields when displaying data from Salesforce in a table using the Titan Excel add-in.
• You also have the option to select the cells to which the rule will apply. 

How to Video

Video Coming Soon!

How to Guide

The Excel cell can be configured to use conditional rendering for a field.  

1. Open Microsoft Excel.
2. Click on Form Titan. You will need to log in with a username and password.
3. Click on the Build option.
4. Click on the Insert Field option.
5. Select the object from the drop-down list.
6. Select the field from the drop-down list.

7. Click on Conditional render. The Configure conditional render screen opens.
8. Click on the Add rule option.

9. Configure the conditional rendering.
10. Firstly, configure the IF part of the conditional rendering:
    • Select the object or field from the drop-down list. The options are:
      • True
      • False
      • Object
      • Other
    • Select the condition from the drop-down list. The options are, for instance:
      • Equals
      • Not equals
      • Contains
      • Not contains
    • Select the value from the drop-down list. The options are:
      • True
      • False
      • Other

11. Secondly, configure the THEN part of the conditional rendering. Here you configure what the system will do when the condition is True or False. This is the field that will be shown in Excel.

The example below shows the steps for a condition that is True. Follow the same steps for a condition that is False.

1. Select the option from the drop-down list: Use this when condition is True. The options are:
   • Field
   • Other
2. If you selected Field, click on the bottom drop-down list to select a field.
3. If you selected Other, type the value in the text field.
4. If required, click on Cell Format. This option will let you format the cell. (Click here for more information on the cell format.)
5. Click on the Save button.
6. Click on the Insert field button. The condition is added to the Excel cell.