This article provides a detailed description of how the PowerAddons Template Designer works and a step-by-step guide for designing a sample Quote PPTX template.
How to Insert Dynamic Fields
The Insert fields option in the www.poweraddons.com PREVIEW tab allows you to add dynamic fields to your presentation, enabling you to directly incorporate necessary data fields from Dataverse into your presentation. Similar to the Word DocumentsCorePack Template Designer, you can choose your specific field type from the drop-down menu.
In a PowerPoint presentation, after selecting Insert Fields, the Power Addons Template Designer will appear on the right-hand side of your page. This will display the various fields that you can add to your presentation.
From the PowerAddons Template Designer window (shown below), select the table/entity for your presentation. In this example, quote is the table, and the QuoteID field is added to the presentation.
Step-by-Step guide to create a PowerAddons quote template
In this step-by-step guide, we will walk you through creating a quote PPTX template, which is similar to designing a Word template. All you need to do is create your design and then insert the relevant fields using the drag-and-drop feature.
Step 1: Setting the Basic entities
As you recall from working with the DocumentsCorePack Template Designer, in the PowerAddons Template Designer, it is important to first set the base table. In this particular scenario, the Quote is our base table, as shown in Figures 2 and 3.
Step 2: Creating a basic structure
Let’s begin by adding our basic information and structure, as shown in Figure 4.
Step 3: Insert the fields from Dataverse
As you can see, we then identified the relevant dynamic fields from the PowerAddons Template Designer window and added them to the template. When this template is executed, these standard fields will be sourced from the Quote table as shown in Figure 5.
Step 4: Create a Quote table
Now let’s create a Quote table. To do this, we need to use the Relationships Designer, which we can access by selecting Relationships and then Add Relationship/Entity.
The PowerAddons Template Designer already has a predefined relationship created; we just have to select the field relevant to our requirement.
❶ Double click Quote ->Quote Line(Quoteid) ❷ Click on Add relationship.
Step 5: Fill the fields
Fill the table with the relevant fields. In this example, we require the product, quantity, price per unit, base amount, discount, tax, and total amount.
Once the fields have been added, we can now execute the template for a quote record in our environment. A sample result is shown below.
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