Applications Administration Guide > Presentations >

Creating a Record for the Template

After you have created your template slides in PowerPoint, you can use Siebel Presentations to specify how they are assembled in the template.

To create a record for the template

  1. From the application-level menu, choose View > Site Map > Document Administration > Presentation Templates.
  2. In the Templates list, add a new record and complete the fields.

    Some fields are described in the following table.

    Field
    Comment
    Name
    Enter a name for the template.
    Default
    If you want this template to be the default presentation template, place a check mark in the Default field. When the user clicks Auto Presentation, Siebel Presentations uses the default template if there are no decision issues that match the theme of a presentation. You can only select one Opportunity Presentation default and one Account Presentation default.
    Category
    Select one of the following types of templates:
    • Opportunity Presentation templates are available only when you are working with Opportunities.
    • Account Presentation templates are available only when you are working with Accounts.
    Mapping Name
    Used to indicate the group of bookmark fields to be used with this template. You can leave this field blank for now, until you create a mapping.
    Template File Name
    Attach the template file.
    Theme
    If you want to associate the template with a particular decision issue, click the Decision Issue list in the Theme field, and select a theme from the Decision Issue dialog box. When you give your presentation template a theme, you associate it with a particular decision issue that is important for your opportunity. When a presentation theme matches the number one decision issue for the current opportunity, Siebel Presentations automatically selects the correct template when the user clicks Auto Presentation. Users can also select a theme template if they want.
    Because accounts do not relate to decision issues, the Theme field is not applicable for Account Presentation templates. It only applies to Opportunity Presentation templates.
    Description
    Enter a description of the template.

 Applications Administration Guide
 Published: 09 September 2004