Layout - Sections (5 min)
Completion requirements
01 Getting Started
Let’s dive into exploring Sections! But before we do, we just want to remind you that we have previously covered tables in other articles and videos.
And why do we mention this here? Just a quick note to remember that tables are a Titan feature that can be used to display a varying number of records, such as a list of contacts related to an account.
However, If you would like to show this exact example but don't want to show the data formatted in a table layout, we recommend using a more freehand or freestyle format. Is this what you need? Join us below as we cover how to use a Section field!
And why do we mention this here? Just a quick note to remember that tables are a Titan feature that can be used to display a varying number of records, such as a list of contacts related to an account.
However, If you would like to show this exact example but don't want to show the data formatted in a table layout, we recommend using a more freehand or freestyle format. Is this what you need? Join us below as we cover how to use a Section field!
02 How to Add a Section
1. Click on FormTitan in your Word Menu and then choose Insert/Edit Section.
2. Choose your provider. For this tutorial, we shall choose Salesforce and then click on the Next button.
The other two providers are Titan Web and Titan Submission. These providers will be covered in the advanced tutorial.
3. Select object from the drop-down menu. In our tutorial we want to show a list of cases related to a Salesforce account, so we will pick Case.
4. Add a comment to help distinguish the purpose of the query and click on the Insert button.
The varying options displayed as checkboxes beneath the comment field will be covered in the advanced tutorial.
5. Notice that a section is now added to your Word document.
2. Choose your provider. For this tutorial, we shall choose Salesforce and then click on the Next button.
The other two providers are Titan Web and Titan Submission. These providers will be covered in the advanced tutorial.
3. Select object from the drop-down menu. In our tutorial we want to show a list of cases related to a Salesforce account, so we will pick Case.
4. Add a comment to help distinguish the purpose of the query and click on the Insert button.
The varying options displayed as checkboxes beneath the comment field will be covered in the advanced tutorial.
5. Notice that a section is now added to your Word document.
03 Adding Merge Fields to the Section Field
1. Remove default text from your Section field and provide space within the tags.
2. Click on the Insert/Edit field button to add the fields that you want to display within the Section.
Titan recognizes that this is a case query because we are working within the case Section field that we just created.
3. Choose the required field, you can use the Multiple fields toggle if you want to add several fields in one action.
4. For this tutorial we shall choose Case Number and Subject before clicking on the Insert button.
5. Clean up the titles by deleting the text that you do not need and add a tab space in your Section field between Case Number and Subject.
6. On the next line, we want the case creation date. Click on the Insert/Edit Field button and select a field with the drop-down menu.
7. Click on the Configure Format button to setup your field’s format.
8. For this tutorial, we will choose a predefined format from the drop-down menu and click on the Apply button to proceed.
9. Add another field to your section field. We will now add a case description to show you that it is a good option for a long text area. As in previous examples of adding fields, choose a field from the drop-down menu and click on the Insert button.
Notice that in your section field, you now have a Case Number and a Subject on the first row. The Created Date and Description fields are found on new rows, by themselves.
This section field will repeat for every case retrieved by the query we created. For example, if you filter the query to bring back cases associated with your Salesforce account it will repeat as so:
2. Click on the Insert/Edit field button to add the fields that you want to display within the Section.
Titan recognizes that this is a case query because we are working within the case Section field that we just created.
3. Choose the required field, you can use the Multiple fields toggle if you want to add several fields in one action.
4. For this tutorial we shall choose Case Number and Subject before clicking on the Insert button.
5. Clean up the titles by deleting the text that you do not need and add a tab space in your Section field between Case Number and Subject.
6. On the next line, we want the case creation date. Click on the Insert/Edit Field button and select a field with the drop-down menu.
7. Click on the Configure Format button to setup your field’s format.
8. For this tutorial, we will choose a predefined format from the drop-down menu and click on the Apply button to proceed.
9. Add another field to your section field. We will now add a case description to show you that it is a good option for a long text area. As in previous examples of adding fields, choose a field from the drop-down menu and click on the Insert button.
Notice that in your section field, you now have a Case Number and a Subject on the first row. The Created Date and Description fields are found on new rows, by themselves.
This section field will repeat for every case retrieved by the query we created. For example, if you filter the query to bring back cases associated with your Salesforce account it will repeat as so:
- 4 Salesforce cases will ensure the Section field repeats 4 times!