Layout - Salesforce Table (5 min)
Completion requirements
01 Getting Started
The table functionality is what you should use when you want to display a list of related records. For example, a list of contacts related to an account.
02 Insert a Table
1. In your Word Add-In, click Insert/Edit Table:
2. Choose your data source: Object, Report, Grouped report, Your APEX, Web, or Submission. In this tutorial, we will focus on Salesforce Object.
3. Next, add columns. There are 3 columns added by default. You can choose to add more columns if you want by clicking “Add col” or delete columns by selecting the trash icon.
4. By default, Titan will give the column the same name as the field. To edit this, click on the column name dropdown and manually type your desired name. For example, below we have changed “First Name” to “My First Name”:
5. You can also click on Format > Select predefined format to choose predefined formats relevant to your data type. In this example, the data type is text, so choosing Lower case, Upper Case, Capitalize, Force upper case first, and Force capitalize are all appropriate formats:
6. Similarly, you can click format to choose a predefined format for your Birthdate. Below we have selected month/ date/year/numerical. You can also choose custom options if you prefer.
7. You are not limited to only using Salesforce as your field data type but can also use Formula, Empty Rows, RowIndex, Conditional, and Hidden fields. You can add row conditions and summary rows too. All options not elaborated on in this tutorial will be covered in other courses:
8. Go ahead and insert your table. You will see merged data from Salesforce in a table in Word Format:
9. Anytime you want to edit the table, select the table element, click Insert/ Edit table, and make desired changes:
2. Choose your data source: Object, Report, Grouped report, Your APEX, Web, or Submission. In this tutorial, we will focus on Salesforce Object.
- Below, we have selected the Contact Object and named the query.
- You can remove headers using the Disable header rows option or clear the table and headers if your query returns no data by using the Hide empty table option. There is also 2-Column Split Mode, which will be covered in our advanced course.
3. Next, add columns. There are 3 columns added by default. You can choose to add more columns if you want by clicking “Add col” or delete columns by selecting the trash icon.
- In this tutorial we will add a first name field, last name, and email, and add an extra column for birthdate:
4. By default, Titan will give the column the same name as the field. To edit this, click on the column name dropdown and manually type your desired name. For example, below we have changed “First Name” to “My First Name”:
5. You can also click on Format > Select predefined format to choose predefined formats relevant to your data type. In this example, the data type is text, so choosing Lower case, Upper Case, Capitalize, Force upper case first, and Force capitalize are all appropriate formats:
6. Similarly, you can click format to choose a predefined format for your Birthdate. Below we have selected month/ date/year/numerical. You can also choose custom options if you prefer.
7. You are not limited to only using Salesforce as your field data type but can also use Formula, Empty Rows, RowIndex, Conditional, and Hidden fields. You can add row conditions and summary rows too. All options not elaborated on in this tutorial will be covered in other courses:
8. Go ahead and insert your table. You will see merged data from Salesforce in a table in Word Format:
- The advantage of having your table in Word format is that you can use Word formatting and table tools to customize the table, for example, fill the table in yellow:
9. Anytime you want to edit the table, select the table element, click Insert/ Edit table, and make desired changes: