PowerPoint activity

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


PowerPoint activity

Configure the PowerPoint activity

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

Prerequisites

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the Document tab.

    Document tab
  3. On the Document tab, drag the PowerPoint activity onto your process.

    PowerPoint 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 > Email Notifications E-mail Notifications icon.

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

General Configuration

Specifies the basic settings for the PowerPoint activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

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:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

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.

Figure: Source Repository screen

Source Repository 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 PowerPoint > Source Repository > Amazon S3.

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 PowerPoint > Source Repository > Box.

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 PowerPoint > Source Repository > Dropbox.

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 PowerPoint > Source Repository > File System.

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 PowerPoint > Source Repository > FTP.

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 PowerPoint > Source Repository > Google Drive.

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 PowerPoint > Source Repository > NetSuite.

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 PowerPoint > Source Repository > OneDrive.

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 PowerPoint > Source Repository > OneDrive for Business.

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 PowerPoint > Source Repository > Salesforce.

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 PowerPoint > Source Repository > SFTP.

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 PowerPoint > Source Repository > SharePoint.

Target Repository

Specifies the target location for your output Microsoft PowerPoint file.

Figure: Target Repository screen

Target Repository 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 PowerPoint > Target Repository > Amazon S3.

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 PowerPoint > Target Repository > Box.

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 PowerPoint > Target Repository > Dropbox.

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 PowerPoint > Target Repository > File System.

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 PowerPoint > Target Repository > FTP.

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 PowerPoint > Target Repository > Google Drive.

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 PowerPoint > Target Repository > NetSuite.

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 PowerPoint > Target Repository > OneDrive.

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 PowerPoint > Target Repository > OneDrive for Business.

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 PowerPoint > Target Repository > Salesforce.

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 PowerPoint > Target Repository > SFTP.

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 PowerPoint > Target Repository > SharePoint.

PowerPoint Configuration screen

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

Figure: PowerPoint Configuration screen

PowerPoint Configuration 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