Slide Publisher Template Repository

What's new?

We have made life easier for you when utilizing Slide Publisher.  Admin/PMO/PM can create, edit, obtain slide templates with ease from the File Templates module.  These templates can be used as is or downloaded, edited in Microsoft Powerpoint and re-uploaded.

 

Note: If you are already using Slide Publisher and don't wish to make any changes at this point, you do not have to move your files to the File Templates. 

 

Benefit

A centralized location to manage all slide publisher File Templates.

SP_File_template_icon.PNG

How it works

Admin/PMO,PM- defines which project should use the template based on project parameters.

  1. Users can open the new 'File Templates' from the navigation bar (based on profile navigation settings). 
  2. To use File Template files in Slide Publisher 
    1. You can download the Slide Publisher app again from the Clarizen Apps Marketplace. 
      Or,
    2. If you have already installed Slide Publisher app previously and want to update it with no disruption to users: 
      1. You must first edit the existing Custom Action - change the 'Reference To Object' from 'File' to 'FileTemplate'.

        SP_Custom_Action.PNG
      2. In the Actions > Set Variable "URL" section  of the action
        Change the URL parameters from:
        "TemplateExternalId" to "FileTemplateExternalId”.
        Line 5 should now read: + '&FileTemplateExternalId=' + Template.externalid

    3.  When you are ready to publish your slides you'll be able to only select from those slides located in File Templates 
As seen in the screen shot below: 
 
SP_publish_slide.PNG
 
 
File Upload Settings
Customers with system setting 6.8:Link attachments to objects set to ‘None’, which does not allow users to upload files to Clarizen, can still use the File Template module to upload Slide Publisher templates.

 

 

 

 
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