Older Releases

Released 12 August, 2022

Ranking: Dynamic Values

We added dynamic Salesforce mapping options to the ranking element. Read More

Shuffle questions

It is possible to shuffle questions in a survey. The order of the question slides is randomized and each survey taker will receive the questions in a different order. Read More

Shuffle answers

It is possible to shuffle answers. The answers per question element with more than one option (for instance: drop-down, image, ranking, matrix, CES, survey list, select, multi-select picklist, button group, radio button) can be shuffled. Read More

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Released 05 August, 2022

Titan Forms is retiring! Say hello to the new Titan Forms!

We are urging our customers to use the new Form 2.0 builder. Forms 1.0 is deprecated and has been replaced with Forms 2.0. Read More about Titan Forms: Version Upgrade.

When creating a new project and selecting a Forms project as the project type, existing customers (those who joined the Titan family before August 1st, 2022), will see the following screen:

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This screen will only show until August 31st, 2022. After that, you will not be able to create a Forms 1.0 project but will automatically and seamlessly be taken to Forms 2.0.

Return data from Titan Flow

We added After Finish and On Cancel actions on nodes in Titan Flow a while ago. This sent values to Flow but could not return any values to the Web project. The Flow was running in the background asynchronously, and the next node didn’t wait for the Flow node to finish before starting its process. This has been improved, and Titan Flow can now return data to the Web project that initiated the Flow. Read More

Live Trace

We added SmartV integrations to the Live Trace functionality. All SmartV actions will be logged in Live Trace. Read More

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Released 29 July, 2022

Styling properties on elements

We added styling properties on stepper elements for the icon text font type, and margins on lines, as well as the caption styling on input field elements. Read more

Styling properties for multi-step container

We added styling for each step on a multi-step container. Read More

Short Survey URL

If the Short URL option is ON, the short URL is added to the custom email for the distribution methods: Report, List View, Object and Automation. Read More

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Released 22 July, 2022

Invoke Titan Sign without Preview

We added a feature that lets you initiate a signing process from a Web project without previewing the document first. Read More

Logo or Profile Picture

We added styling to the logo or profile picture functionality. Read More

Short Survey URL

We added a shortened URL link to send to a survey taker. Read More

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Released 15 July, 2022

Download, print and zoom interactivity

We added the download, print and zoom interactivity to the File Viewer element. Read More

Logo or profile picture

We added personalization so that you can add a logo or profile picture to a project. Read More

Survey redirect after submit

We added an option to configure a redirect after submit an action under the Project settings. You can configure an action that will happen after the survey is completed. Read More

Publish Word template to Titan Flow

We added the option on Word templates to publish the template to a Titan Flow. Read More

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Released 08 July, 2022

Advanced legend

We added advanced legend styling to the Y-axis for charts. Read More

Number formatting options

We added more number formatting options to the Y-axis on charts. This will provide more flexibility for to user to decide which format is more suitable for his data set.

Floating footer

We added a floating footer to Web projects. Read More

Render Chart as Power Table Subcomponent

We made improvements to the styling of a rendered chart as a power table subcomponent. Read More

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Released 01 July, 2022

Dependent picklists in power tables

We added dependent picklists to power tables. Read More

Limit the number of user selections on list elements

We added an option that lets you limit the number of selections a user can make on a Survey list element. Read More

Alignment added to the start and finish slides

We added alignment to the start and finish slides on a survey. Read More

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Released 24 June, 2022

New Select Template option

We added a Select Template option when creating a new Survey project. All the templates have industry-related questions already populated in the survey. Read More

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Released 17 June, 2022

Improved Swiss QR code

We improved the Swiss QR code for the Word add-in. This creates a unique QR code that encrypts payment details and can be scanned with a mobile device to initiate payment. The Swiss QR Barcode is used mainly in QR bills, a document designed to replace payment slips. It is used to automate electronic payment transactions in Switzerland. The Swiss QR Code can be distinguished from other QR codes as it has the Swiss cross sign in the center. Read More

Auto Next Slide for Web surveys

We added the option Auto Next Slide under Interactivity on a Web survey. When a user answers a one-click question (such as Yes/No, star rating, or switch), the survey will automatically move to the next question without the user having to click the Next button. Read More

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Released 10 June, 2022

Document Generation Accessibility

We improved the accessibility of the document to comply with WCAG (Web Content Accessibility Guidelines). Read More

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Released 03 June, 2022

Salesforce Custom Labels in Word Add-in

You can now use Custom Labels from Salesforce in your Word Mapping. This allows you to have one template that you can use for several languages, and you do not have to create a different template for each language. Read More

Charts for the Word Add-In

We improved charts for the Word add-in. Read More

Invoke Titan Flow from another Flow

We added a feature where one Titan Flow can invoke another Titan Flow. This is meant to help you reuse your Titan Flows instead of recreating them every time, and especially useful when you have a complex flow that you need in another project as well.  Read More

CLM - New Options for Doc Gen

We added a new option to DocGen for the Contract Life Management (CLM) product. Read More

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Released 27 May, 2022

Limit the number of records that Salesforce needs to process at a time

Salesforce can receive a push command to create, update, find or delete records in batches of 200 records at a time. You can limit the number of records that Salesforce needs to process at a time, especially if there are complex triggers and automation actions on records Read More

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Released 20 May, 2022

Send files to an external API or Flow process

If you have a Web project where a user can upload file/s, it  could be pushed to Salesforce, or to external storage (such as Amazon S3, Google Drive, or OneDrive)or sent to an external custom API using Titan Flow. Read More

We added an exciting new feature called Titan Forms Lite

This new feature will allow business users in Salesforce to send a mail to any recipient in or outside the organization to update a Salesforce record.

Here are some examples where Titan Forms Lite can be very useful:

  • A sales agent initiates an onboarding process for the customer.
  • An opportunity or order can be approved by signing it.
  • An non-disclosure agreement (NDA) or an ISO compliance document can be uploaded to a customer record, etc.

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A log is created in Salesforce for downloaded documents

Each time a document is downloaded, a log is created in Salesforce. 

You can set up a custom object that, for instance, has a date and the username of the person who downloads the document. Read More

Titan Flow integration with Microsoft OneDrive

We added a new feature that lets Titan Flow integrate with Microsoft OneDrive.
This new integration between Titan and OneDrive lets you upload documents generated and submitted in Titan Flow to your OneDrive storage, allowing you to manage your files in one place and save your Salesforce storage. Read More

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Released 13 May, 2022

Configure Actions for Doc Gen Edit Mode

We added the ability for you to edit an uploaded DocGen document before an action, for instance, submit, print, download or email. The document can be launched from a button or the DocGen component. The edit does not affect the original document. Read More

Create a Reusable Actions Flow Library

You can save an actions flow to the Action Flow Library for future use on all the pages of a project. The library is currently limited to a project and will not be available across different projects. Read More

Invoke a Salesforce APEX Action from Titan

We added Salesforce APEX and Salesforce Flow to Flow on the Add Node screen. Read More

Invoke External API using Titan Flow

Any API can be triggered, parameters can be sent, and authentication can be done. Read More

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Released 06 May, 2022

Show Navigation Panel for Slide Settings

The option Show Navigation Panel was added to the Slide Settings for Web Surveys. You can now show or hide the navigation panel. Read More

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