Business Background

Configure and create a Question matrix, this is useful to save space on a survey when asking similar questions. Users can select their answers from a provided list and the information provided syncs directly with Salesforce data. The Question option is available on the Matrix element.

How to Video

  • 0:02 An introduction to the Matrix Element and Questions.
  • 0:35 We show you how to configure the Matrix Question Settings.
  • 1:28 Learn what the Matrix was designed for.
  • 2:10 Setting up your questions.
  • 3:00 Changing the look and feel of your Questions.
  • 4:08 We show you how the newly configured Questions work.
  • 4:45 Learn how to configure the Salesforce action.

How to Guide

  1. Select the expand (+) icon next to the settings icon in Titan Web. A list of elements will show.
  2. Select the Survey option from the list.
  3. Select and drag the Matrix element to the canvas.
  4. Select the Matrix settings Gear icon. The Matrix Setting screen opens. The Content option is displayed by default.
Edit Mapping option screen
Edit Mapping option
  1. Select the Questions Edit Mapping option. The Configure Items screen opens.
Configure Items screen
Configure Items screen
  1. Type the Questions in the Label and Value fields.
  2. Select the Apply button.

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