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.

Good to Know

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

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

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

    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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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