Flow – Web Submission
Business Background
You can store submissions of your form in an external storage service, not in Salesforce.
Titan Solution
Pass submissions from a Titan Web project to a Titan Flow project without saving the data in Salesforce. The data is saved to a zip file, and you can save it externally, for example, on Google Drive or an FTP site.
How to Video
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How to Guide
Note:
Prerequisite:
- Create a Titan Flow project that has a input variable for a file.
- You can configure different actions in the Flow project for the submission, for instance, the submission sent to a cloud server or it can be emailed. The recipient will receive a zip folder.
- Create a custom variable in the Flow project.
- Create a Titan Web project.
- Drag and drop the Button element to the canvas.
- In this example, the action will be invoked from a button.
- Click the On Click action icon for the button. The On Click action screen opens.
- Select the + icon next to Start. The Add Node screen opens.
- Under System Actions, choose the Flow option and click the Next button. The Add Node/Flow screen opens.
- Select the Flow project you created from the drop-down list. This Flow will be activated.
- Click the Configure Parameters button. The Configure Parameters screen opens.
- Use the drop-down list and select the Web Submission option to configure the Field parameter for the file variable that you set up in Flow.
- Click the Gear icon next to Web Submission.
- Use the What would you like to store? drop-down list to select one of the options (they are similar to these options):
- On Page
- From Strip
- Field
- Field Group
- Click the checkbox to skip empty values.
- Click the Apply button.
- Click the Apply button on the Configure Parameters screen.
- Click the Next button on the Add Node screen.
- If necessary, type a unique name in the Tag field and click the Insert button.
- Click the Apply button.
The Flow will be invoked when the user completes the input fields and clicks the button.
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