Load Submissions

Business Background

Sometimes you may want to save information as a draft, or you want to review it before saving it to Salesforce. Now you can!

Titan Solution

Titan lets you load the temporarily saved information from the Titan-managed package submission object.

How to Video

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How to Guide

Loading a submission allows the administrator to load the draft submission information. The submission was saved in your Salesforce under the Titan-managed package submission object.

In this example, the loading is added to a Draft Button.

  1. Configure the On Click Action on the button. The On Click Action screen opens.
On Click Action icon
On Click Action icon
  1. Select the + icon to add a node. The Add Node screen opens.
+ icon
+ icon
  1. Select the Submissions option and select the Next button. The Add Node/Submissions screen opens.
Submissions option
Submissions option
  1. Click in the Load radio button.
  2. Select the Submission ID from the drop-down list.
  3. Select one of the following:
    • Static
    • Field
  4. Select the Project ID from the drop-down list if it is not displayed by default.
  5. Select one of the following:
    • Static
    • Field
    • Current Project
  6. Use the What would you like to load? drop-down arrow to open the list. The options are as follows:
    • On Page
    • From Strip
    • Field
    • Field Group

Make sure that the labels used when you configured the Store Submission action are the same as the labels that are used when you configure the update.

  1. Select an option to select it. The screen changes as follows:
Add Node/Submissions screen
Add Node/Submissions screen
On Page
From StripUse the Strip Element drop-down to select a stip.

FieldUse the Fields to Store drop-down to select a field. You can only select one field.
Field GroupUse the Fields to Store drop-down to select fields. You can select multiple fields.

To Store drop-down

In this example, On Page will be used:

  1. Select the On Page option. The parameters for On Page are shown on the right of the screen.
Add Node/Submissions screen
  1. Enter a parameter name. This is the same name as the field from which the information will be loaded. You added this name when storing the submission. Click here for more information.
  2. Select the Next button. Add a tag if necessary.
  3. Select the Insert button. The Submission node is added to the On Click Action screen.
  4. Select the Apply button.

Use the Submission in Titan Flow.

Hidden Title

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