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 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.
  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 Email Notifications screen (Process Activities).

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 NameDefinition

Display Name

Description:
Specifies the activity name that shows in your process.
Allowed Values:
One line of text (a string).

Accepted:

  • Letters
  • Numbers
  • Spaces
Default Value:
None
Accepts 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

Description:
Specifies an optional text description for your activity.
Allowed Values:
More than one line of text.
Default Value:
None
Accepts Variables:
No

Source Repository

Specifies the source location of your Microsoft PowerPoint template file.

Figure: Source Repository screen

Source Repository screen

Fields

Field NameDefinition

Source Repository

Opens this Screen:
The configuration screen for your document repository. The specific screen that shows depends on your document repository type.

For more information, refer to Document Repositories.

Function of this Screen:
Configures your document repository.

Target Repository

Specifies the target location for your output Microsoft PowerPoint file.

Figure: Target Repository screen

Target Repository screen

Fields

Field NameDefinition

Target Repository

Opens this Screen:
The configuration screen for your document repository. The specific screen that shows depends on your document repository type.

For more information, refer to Document Repositories.

Function of this Screen:
Configures your document repository.

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 NameDefinition

PowerPoint Template Name

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

Destination File Name

Description:
Specifies the file name of the output file.
Allowed 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 Variables:
Yes