AgileApps Support Wiki Pre Release

Difference between revisions of "Create a PowerPoint Document Template"

From AgileApps Support Wiki
imported>Aeric
imported>Aeric
Line 8: Line 8:


===Inserting Template Variables===
===Inserting Template Variables===
# Begin to [[Add a Print Template]] or '''[Edit]''' an existing template.<br>The [[Template Variable Tool]] appears.
# In the [[Template Variable Tool]], select the field to add.<br>The variable name appears.
# Copy the variable name to the clipboard.
# In the template file, paste the variable name you copied.
# For fields in [[Lookup]] target records, append a dot, and the name of a field.
{{Note|}}

Revision as of 20:11, 17 February 2012

Creating the Template File

  1. On your local system, create a PowerPoint presentation.
  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

  1. Begin to Add a Print Template or [Edit] an existing template.
    The Template Variable Tool appears.
  2. In the Template Variable Tool, select the field to add.
    The variable name appears.
  3. Copy the variable name to the clipboard.
  4. In the template file, paste the variable name you copied.
  5. For fields in Lookup target records, append a dot, and the name of a field.

Notepad.png

Note: