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Smart Dynamic Forms

Do it yourself - Dynamic forms, conditional logic and field population

Amy W, 12/09/2017
Do it yourself - Dynamic forms, conditional logic and field population

These days, in order to create dynamically populated fields in your form, you will need to use the services of a programmer.
But what if I told you that you could build an online form yourself, integrate it with your Salesforce account and create populate fields in your form based on data in your Sf account? And all this without one line of code? Science fiction? No - it's FormTitan.

The FormTitan platform is a robust online form builder and much more. Not only can you use it to build stunning forms easily, but you can also create smart forms: forms with conditional logic, forms with workflow, forms with integration to other 3rd party applications, and forms that have populated fields from Salesforce in them.

Integration and populated form fields

When working with online forms and a CRM solution (for example Salesforce) it is an important rule of thumb to make sure that the data entering from the forms updates your CRM - so data it synced. This ensures that the information is the same everywhere, that there are no duplications or differences that could arouse any confusion.

So, for example, if you are registering contacts in your online form, you can have them automatically created in your salesforce account instead of adding them manually. And the good news is that this is only one side of the Salesfforce integration provided by FormTitan. This side is responsible for having data “Written” inside salesforce objects. But there is another side too - FormTitan, in comparison to other form builders, offers a Bi-Directional integration, which means that you can also “Read” from your Salesforce objects.

What is this good for?

If your online form is already set up and integrated with salesforce, why not use the data in Sf to make your form smarter? you can use the pick lists straight from Salesforce, or pre-fill your form fields based on data you already have there. For example: if a user enters his name (and he is registered in your Sf objects) you can have his phone number, email and address pre filled for him based on the data in Sf. This makes your form smarter: it reduces the user’s effort, shortens the form filling process and could easily improve the form’s conversion.

Let’s get started - show me how it’s done

In the following example we will show you how to create a smart online form, with conditional logic, with an integration with salesforce and with dynamically populated fields.

1- Form Creation

Creating an online form is really easy. Simply create a new blank form and start dragging the elements onto your canvas.
Watch how easy it is in this tutorial

- Drag a textbox. Change its label to “Account name”.
- Drag another textbox. Change its label to “Account phone”.
- Drag another textbox. Change its label to “Account website”.

2- Adding the Conditional Logic
- select the “account name” element
- go to “Properties panel” > “Element” > “Settings” > “Conditioning” >
- press on “Set conditions” 

- set the following rule conditions:
Rule #1 : choose is empty in dropdown.
In show/Hide fields dropdown choose “Hide” for “Account phone” and for “Account website”.
- Press on “Add rule”
Rule #2: choose “is not empty” in dropdown.
In show/Hide fields dropdown choose “Show” for “Account phone” and for “Account website”.
- press on the “Apply” button and save the form

- Publish your form as url and test the results:
The form will open with only the “Account name” textbox.

Now enter something inside the textbox and the other 2 textboxes will appear.

Read more about conditional logic

3- Integrating with Salesforce to “Read”

- go to “Properties panel” > “Form” > “Settings” > “Salesforce integration” > “Get from sakesforce”

- Press on “Map fields” button
- Authenticate with Salesforce
- Select the “Account” object in the “Select an object” dropdown

- Set a condition: Account name equals account name and press “apply”

- Map the fields:
Account phone > Account phone
Account website > Website

- Press “apply”. You will now see a new “Get” integration line added.

- press “apply” and save the form.

- Publish your form as url and test the results:
The the form will open with only the “account name” visible.

enter an existing account name (one that exists in your salesforce account) and you will see that the other 2 textboxes will now appear, already populated with the account’s phone and website information.

This example is, of course, only a small fraction of what can be achieved with the FormTitan form builder.
Read more about the Salesforce integration - mapping and populating fields - in our help.
Also: view our features list to see how you can also create a smart & powerful form.