Create a template without RecordID
Business Background
Titan Docs supports generating documents with the option to publish without a RecordIDs for your convenience, allowing a business to generate documents from any app page in Salesforce.
Titan Solution
- Titan Docs will offer a confirmation message upon publishing a document that is not using a RecordID for an admin’s acknowledgment.
How to Video
Coming soon.
How to Guide
It is possible to publish the form without a RecordID. The user will be able to add a form name when they click on the Yes button and will then be able to publish the form.
A confirmation message shows checking whether the user is sure that they want to publish a form without using the RecordID.
Hidden Title
Was this information helpful?
Let us know so we can improve!
Need more help?
Book Demo
