Configure On Submit Action

Business Background

Configure the next steps after the end user completes their interaction with the document.

How to Video

• 0:02 An introduction to the Interactive document.
• 0:34 Navigate to the Index settings.
• 1:38 We show you how to enable the On Submit Action function.

How to Guide

1. Configure the Interactive Document widget.
2. Click the Interactive Document element settings Gear icon. The Interactive Document Settings screen opens.
3. Select either the Titan Sign or Salesforce radio button.

4. Use the On Submit Action toggle switch to enable the option.
5. Click the Gear icon. The On Click Action screen opens.

6. Click the + icon. The Add Node screen opens.

7. Use the available nodes to configure an action that will occur when the document is submitted, such as a Salesforce Action, Generate Documents, Send emails, Redirects, Show messages, and more.