Difference between revisions of "Create a PowerPoint Document Template"
From AgileApps Support Wiki
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#On your local system, create a PowerPoint presentation. | #On your local system, create a PowerPoint presentation. | ||
# Add boilerplate text and fixed graphics. | # Add boilerplate text and fixed graphics. | ||
# Add | # Add placeholder images for any record images or charts you plan to add. Size them appropriately. | ||
# Insert template variables, record-specific images, and/or charts, as explained below. | # Insert template variables, record-specific images, and/or charts, as explained below. | ||
# Saved it in <tt>.pptx</tt> format. | # Saved it in <tt>.pptx</tt> format. | ||
Revision as of 22:51, 17 February 2012
Creating the Template File
- On your local system, create a PowerPoint presentation.
- Add boilerplate text and fixed graphics.
- Add placeholder images for any record images or charts you plan to add. Size them appropriately.
- Insert template variables, record-specific images, and/or charts, as explained below.
- Saved it in .pptx format.
Note:
The .pptx file is stored in an XML format the platform can work with.
A .ppt file is in a binary (numeric) format that won't work.
Inserting Template Variables
- Begin to Add a Print Template or [Edit] an existing template.
The Template Variable Tool appears. - Select the Category of fields to choose from.
(Fields in the current object or Related Objects, User fields, or Company fields) - Under Fields, scroll down the list to find fields in the current record or in a Lookup target record.
- Select the field to add.
The variable name appears. - Copy the variable name to the clipboard.
- In the template file, paste the variable name you copied.