PowerPoint activity

An activity that creates a Microsoft PowerPoint file from a PowerPoint template.



Configure the PowerPoint activity

To configure the PowerPoint activity, do the procedure in this topic.

Prerequisites

Good to Know

  • In most text fields, you can use process data variables as an alternative to literal data values.
  • You can configure whether this activity waits for other activities before it runs.

    For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?

  • Documentation for Integrations with Third-Party, External, or Open Source Technologies

    The highest priority for AgilePoint NX Product Documentation is accuracy. Whenever feasible, AgilePoint provides input details, business rules, or example values for third-party integrations. These can include any technology that is not native to AgilePoint NX, such as Salesforce, Active Directory, or REST. However this information is subject to change without notice to AgilePoint. Because we can not guarantee the accuracy of this information, the details provided for third-party product input values, as well as examples for third-party product integrations, are limited in the AgilePoint documentation. It is the responsibility of third-party vendors to provide documentation related to these aspects of their software and services.

    For examples of use case implementations or configuration field input values for third-party products, AgilePoint recommends these resources:

    • AgilePoint Community Forums - An AgilePoint-moderated, crowd-sourcing user forum where you can ask questions about specific techniques, the solutions to use cases, workarounds, or other topics that may not be covered in the Product Documentation.
    • Professional Services - If you can not find the information you need for your specific business problem, mentoring is available through AgilePoint Professional Services.
    • Personalized Training - AgilePoint can provide personalized training for your organization. To request personalized training, contact AgilePoint Sales.
    • Third-Party Vendor Documentation - Whenever feasible, AgilePoint provides links to third-party vendor documentation.

      This does not include technology standards or protocols, such as JavaScript, REST, or FTP. Resources for these technical standards are publicly available on the Internet.

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Document Document icon tab.
      2. On the Document Document icon tab, drag the PowerPoint PowerPoint icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a System Activity.

  2. Click Source Configuration Source Configuration icon.
  3. On the Source Repository screen, select the source location of your PowerPoint template file.
  4. Click Target Configuration Target Configuration icon.
  5. On the Target Repository screen, select the target location for your output Microsoft PowerPoint file.
  6. Click PowerPoint Configuration PowerPoint Configuration icon.
  7. Complete the fields on the PowerPoint Configuration screen.

    For more information, refer to Create a Microsoft PowerPoint File.

  8. (Optional) Click Advanced Advanced icon > E-mail Notifications E-mail Notifications icon.

    For more information, refer to Configure E-mail Notifications for Any Activity.

General Configuration

Specifies the common information for a system activity.

Screen



Fields

Field Name Definition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Source Repository

Specifies the source location of your Microsoft PowerPoint template file.

Screen



Fields

Field Name Definition

Amazon S3 Amazon S3 icon

Function:
Specifies that Amazon S3 is the source location of your Microsoft PowerPoint template file.

To select your PowerPoint template file in the source location, complete the fields on Source Repository Configuration (Amazon S3) - PowerPoint.

Box Box icon

Function:
Specifies that Box is the source location of your Microsoft PowerPoint template file.

To select your PowerPoint template file in the source location, complete the fields on Source Repository Configuration (Box) - PowerPoint.

Dropbox Dropbox icon

Function:
Specifies that Dropbox is the source location of your Microsoft PowerPoint template file.

To select your PowerPoint template file in the source location, complete the fields on Source Repository Configuration (Dropbox) - PowerPoint.

FTP FTP icon

Function:
Specifies that FTP is the source location of your Microsoft PowerPoint template file.

To select your PowerPoint template file in the source location, complete the fields on Source Repository Configuration (FTP) - PowerPoint.

Google Drive Google Drive icon

Function:
Specifies that Google Drive is the source location of your Microsoft PowerPoint template file.

To select your PowerPoint template file in the source location, complete the fields on Source Repository Configuration (Google Drive) - PowerPoint.

NetSuite NetSuite icon

Function:
Specifies that NetSuite is the source location of your Microsoft PowerPoint template file.

To select your PowerPoint template file in the source location, complete the fields on Source Repository Configuration (NetSuite) - PowerPoint.

OneDrive OneDrive icon

Function:
Specifies that OneDrive is the source location of your Microsoft PowerPoint template file.

To select your PowerPoint template file in the source location, complete the fields on Source Repository Configuration (OneDrive) - PowerPoint.

OneDrive For Business OneDrive For Business icon

Function:
Specifies that OneDrive for Business is the source location of your Microsoft PowerPoint template file.

To select your PowerPoint template file in the source location, complete the fields on Source Repository Configuration (OneDrive For Business) - PowerPoint.

Salesforce Salesforce icon

Function:
Specifies that Salesforce is the source location of your Microsoft PowerPoint template file.

To select your PowerPoint template file in the source location, complete the fields on Source Repository Configuration (Salesforce) - PowerPoint.

SFTP SFTP icon

Function:
Specifies that SFTP is the source location of your Microsoft PowerPoint template file.

To select your PowerPoint template file in the source location, complete the fields on Source Repository Configuration (SFTP) - PowerPoint.

SharePoint SharePoint icon

Function:
Specifies that SharePoint is the source location of your Microsoft PowerPoint template file.

To select your PowerPoint template file in the source location, complete the fields on Source Repository Configuration (SharePoint) - PowerPoint.

File System File System icon

Function:
Specifies that the file system on the AgilePoint Server machine is the source location of your Microsoft PowerPoint template file.

To select your PowerPoint template file in the source location, complete the fields on Source Repository Configuration (File System) - PowerPoint.

Target Repository

Specifies the target location for your output Microsoft PowerPoint file.

Screen



Fields

Field Name Definition

Amazon S3 Amazon S3 icon

Function:
Specifies that Amazon S3 is the target location for your output Microsoft PowerPoint file.

To configure the target location for your output Microsoft PowerPoint file, complete the fields in Target Repository Configuration (Amazon S3) - PowerPoint.

Box Box icon

Function:
Specifies that Box is the target location for your output Microsoft PowerPoint file.

To configure the target location for your output Microsoft PowerPoint file, complete the fields in Target Repository Configuration (Box) - PowerPoint.

Dropbox Dropbox icon

Function:
Specifies that Dropbox is the target location for your output Microsoft PowerPoint file.

To configure the target location for your output Microsoft PowerPoint file, complete the fields in Target Repository Configuration (Dropbox) - PowerPoint.

FTP FTP icon

Function:
Specifies that FTP is the target location for your output Microsoft PowerPoint file.

To configure the target location for your output Microsoft PowerPoint file, complete the fields in Target Repository Configuration (FTP) - PowerPoint.

Google Drive Google Drive icon

Function:
Specifies that Google Drive is the target location for your output Microsoft PowerPoint file.

To configure the target location for your output Microsoft PowerPoint file, complete the fields in Target Repository Configuration (Google Drive) - PowerPoint.

NetSuite NetSuite icon

Function:
Specifies that NetSuite is the target location for your output Microsoft PowerPoint file.

To configure the target location for your output Microsoft PowerPoint file, complete the fields in Target Repository Configuration (NetSuite) - PowerPoint.

OneDrive OneDrive icon

Function:
Specifies that OneDrive is the target location for your output Microsoft PowerPoint file.

To configure the target location for your output Microsoft PowerPoint file, complete the fields in Target Repository Configuration (OneDrive) - PowerPoint.

OneDrive For Business OneDrive For Business icon

Function:
Specifies that OneDrive for Business is the target location for your output Microsoft PowerPoint file.

To configure the target location for your output Microsoft PowerPoint file, complete the fields in Target Repository Configuration (OneDrive For Business) - PowerPoint.

Salesforce Salesforce icon

Function:
Specifies that Salesforce is the target location for your output Microsoft PowerPoint file.

To configure the target location for your output Microsoft PowerPoint file, complete the fields in Target Repository Configuration (Salesforce) - PowerPoint.

SFTP SFTP icon

Function:
Specifies that SFTP is the target location for your output Microsoft PowerPoint file.

To configure the target location for your output Microsoft PowerPoint file, complete the fields in Target Repository Configuration (SFTP) - PowerPoint.

SharePoint SharePoint icon

Function:
Specifies that SharePoint is the target location for your output Microsoft PowerPoint file.

To configure the target location for your output Microsoft PowerPoint file, complete the fields in Target Repository Configuration (SharePoint) - PowerPoint.

File System File System icon

Function:
Specifies that the file system on the AgilePoint Server machine is the target location for your output Microsoft PowerPoint file.

To configure the target location for your output Microsoft PowerPoint file, complete the fields in Target Repository Configuration (File System) - PowerPoint.

PowerPoint Configuration screen

Specifies your settings for making a Microsoft PowerPoint file from a PowerPoint template.

Screen



Fields

Field Name Definition

PowerPoint Template Name

Function:
Specifies the name of the Microsoft PowerPoint template file your process uses at runtime.
Accepted Values:
A valid PowerPoint template file name.
Default Value:
None
Accepts Process Data Variables:
Yes

Destination File Name

Function:
Specifies the file name of the output file.
Accepted Values:
  • One line of text that can have spaces.
  • A process data variable.

    You can use Process Data screen to specify a process data variable.

Default Value:
None
Accepts Process Data Variables:
Yes