Configuring PowerPoint templates

In this JungleDocs for Office 365 tutorial, you will learn how to configure PowerPoint templates by adding:

  • Content controls
  • Small Parts

Important: before you proceed, make sure you have created a Small Parts library.

Configure  your PowerPoint template using placeholders

Using JungleDocs 365 you can configure a PowerPoint template to be auto-filled with metadata from Lists in your SharePoint online environment. 

You do this by inserting a column name inside brackets, like this: {ColumnInternalName} or {[Column Display Name]}. So this could, for example, be {Customer:Address}. When having assigned this template to a rule and running it after selecting Contoso as the customer, the address of this company would then show in the generated PowerPoint file. 

Common formulas like {Author}, {Today}, {Today+30} etc. are also supported. 

Please note: you should surround your formula with {}

Configure  your PowerPoint template using Small Parts

With JungleDocs for Office 365, you can easily merge multiple PowerPoint slides/files into one. The merging of multiple PowerPoint files is very similar to Word document merging using Small Parts.

There are three steps you will have to go through. They are as follows:

  1. Create a PowerPoint Small Parts library
  2. Configure your PowerPoint template
  3. Configure your JungleDocs rule

1. Create a PowerPoint Small Parts Library

1. To start create a library for your PowerPoint Small Parts.

2. Now create folders in this library and copy the slides into the folders according to the topic. We use one PowerPoint slide per file, but this is just a recommendation.   

2. Configure your PowerPoint template

Now that you have created a PowerPoint Small Parts library it is time to move on to your PowerPoint template.

Modify the main PowerPoint document template to point to the Small Parts folders. To do this, enter Small Part: FolderName into the slide you are creating and reference to a particular Small Part slides folder. 

For example: Small Part: Introduction

Note: unlike in Word, there are no content controls in PowerPoint. So you simply write the text in a slide. Use one slide for one Small Part Folder. 

Note: you should only use Title text box (Click to add title) in the PowerPoint template for your Small Parts configuration:

3. Configure your JungleDocs rule

Now that you have configured your PowerPoint template you can move onto working on the JungleDocs rule.

1. Create a library for storage of the generated presentations, add the Content type with the configured template and required columns.

2. In  this  library, launch JungleDocs from the ribbon. In the New  tab , you will automatically see all rules based on the library content types.

3. Click on the arrow down to edit the base rule. In this  example,  it is "Presentation".

4. Provide a location for Small Parts. Click Browse to navigate to the correct library:

5. Edit other rule settings if needed. Once the Small Parts library is defined the JungleDocs rule icon will say so.

6. You can also decide to create a new base rule with different settings for another template.

7. You are all set to go now. You can start assembling your presentations by clicking on the JungleDocs rule you’ve just created or edited. Once everything is done you should see something similar to the image below:

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