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. 

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