Difference between revisions of "Create a PowerPoint Document Template"
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===Inserting Template Variables=== | ===Inserting Template Variables=== | ||
# Begin to [[Add a Print Template]] or '''[Edit]''' an existing template.<br>The [[Template Variable Tool]] appears. | # Begin to [[Add a Print Template]] or '''[Edit]''' an existing template.<br>The [[Template Variable Tool]] appears. | ||
# | # Scroll down the list to find fields in the current record or in a [[Lookup]] target record. | ||
# Select the field to add.<br>The variable name appears.<br>(Scroll down the list to find fields in [[Lookup]] target records.) | |||
# Copy the variable name to the clipboard. | # Copy the variable name to the clipboard. | ||
# In the template file, paste the variable name you copied. | # In the template file, paste the variable name you copied. | ||
Revision as of 20:16, 17 February 2012
Creating the Template File
- On your local system, create a PowerPoint presentation.
- Add boilerplate text and fixed graphics.
- Add place-holder images for any record images or charts you plan to add.
- 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. - 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.
(Scroll down the list to find fields in Lookup target records.) - Copy the variable name to the clipboard.
- In the template file, paste the variable name you copied.