AgileApps Support Wiki Pre Release

Difference between revisions of "Create a PowerPoint Document Template"

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Revision as of 18:45, 17 February 2012

Creating the Template File

  1. On your local system, create an Excel spreadsheet document.
  2. Add boilerplate text and fixed graphics.
  3. Add place-holder images for any record images or charts you plan to add.
  4. Insert template variables, record-specific images, and/or charts, as explained below.
  5. Saved it in .pptx format.

Notepad.png

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