Input Type Column in Power Tables

Business Background

Add an input type column to the power table in a few clicks with no code.

Titan Solution

• You can add an input type column to the power table and configure it to suit your business needs.
• You can add a button element to push the contents of the input element to Salesforce.

How to Video

Coming soon.

How to Guide

1. On the Mapping screen, add a column.
2. Select the drop-down list and select the Input option.
3. Click the Configure Input button. The Configure Input screen opens.
4. Use the drop-down list and select one of the following:
   • Text, Text Area, or Currency
   • Checkbox
   • Date
   • Time
   • DateTime
   • Select or Multi Select
     

• Use the drop-down list and select one of the following: Text, Text Area, or Currency.
  • Add the Placeholder and Default Value.

• Alternatively, use the drop-down list and select Checkbox.
  • Use the toggle switch to set the Default Value.

• Alternatively, use the drop-down list and select Date.
  • Add the Placeholder and Default Value.
  • Use the drop-down list and select the Date Format.

• Alternatively, use the drop-down list and select Time.
  • Add the Placeholder and Default Value.
  • Use the drop-down list and select the Time Format.

• Alternatively, use the drop-down list and select DateTime.
  • Add the Placeholder and Default Value.
  • Use the drop-down list and select the Date Format.
  • Use the drop-down list and select the Time Format.

• Alternatively, use the drop-down list and select Select or Multi Select.
  • Add the Placeholder.
  • Use the drop-down list and select an option from the List Mapping.

5. Click the Apply button.
6. Type a column name if necessary.

The column is added to the power table.

7. Save and Preview the project.

The input element is added to the column where you configured it. The user can add a comment in the Comments column, and when they select a button (for instance, to update an account or contact), a Salesforce push will be created if you configured it.

You can allow the user to edit other columns in the power table:

1. Click the Gear icon to open the Power Table Settings screen.

2. Under Content, click the Edit Mapping button.
3. Use the Kebab icon next to the column to open more options.
4. Use the toggle switch to set Allow Edit on.

5. Click the Apply button.
6. Save and Preview the project.
7. Use the drop-down list to change the priority in this example.

The user can change the priority, add a comment in the Comments column, and a Salesforce push will be created when they select the Create Account button.