Environment Variables – Sign Trigger

Business Background

Variables are integral when working with software and allow your business to store, reference accurately, and manipulate data in countless ways.

Environment variables help manage configuration differences among these environments. By changing environment variables, you can control which services and resources an application connects to, ensuring the correct environment-specific settings are used.

Titan Solution

The environment variables are shared across your Titan environment and can be accessed from any Titan Web project. They can be used to trigger a sign action.

How to Video

• Coming soon!

How to Guide

1. Open a Titan Web project – not the project you used to create the environment variable.
2. Drag a lookup element to the canvas and configure it. In this example, the Salesforce source for the lookup is the Contact object.
3. Drag a button from the element list to the canvas. In this example, the button was renamed to “Trigger Sign.”
4. Click the On Click Action icon.

5. Click the + icon next to the Start node.

6. Select the Document Generation option on the User Interaction tab and click the Next button.

7. Select the Titan Sign radio button.
8. Use the Template drop-down list to select the environment variable.
9. Use the Record ID drop-down list to select the Lookup field/Value.
10. Click the Next button.

11. Add a tag if necessary and click the Insert button. The Document Generation node is inserted.
12. Click the Apply button.

13. Save and Preview the project.
14. Click the Sign Trigger button. The document that was linked to the environment variable opens.