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 Guide
It is possible to publish the form without a RecordID. When the user clicks on the Yes button, they can add a form name and then publish the form.
A confirmation message asks whether the user is sure that they want to publish a form without using the RecordID.
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