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Defining Template Sections
You define the structure of the presentation template by creating sections in the Presentation Template Administration view, which are associated with the Template record you created for this template. You must create top-level sections, and you can add subsections to these top-level sections. Your presentation structure can have multiple levels of sections, since a subsection can contain other subsections.
Creating Top-Level Sections
First, you must create top-level sections.
- From the application-level menu, choose View > Site Map > Document Administration > Presentation Templates.
- In the Template Explorer, in the left frame, click the + icon next to the icon representing this template.
- In the Explorer list, click the + icon next to the Sections folder.
- In the Sections list, add a new record.
- In the Name field, enter a name for this section.
The Section name is the title of the slide for some types, such as Bullet Slide.
- In the Sequence field, specify the order in which this section should appear in the presentation.
- In the Section Type field, indicate the type of section you are creating. The following table describes the different section types available to you.
Pulls in slides or text (PPT slides or TXT files) from the Siebel Encyclopedia. For example, if you create a locator section, Siebel Presentations can dynamically pull in slides from the marketing encyclopedia that relate to the products the opportunity is interested in. For example, if you want the presentation to dynamically insert slides related to the products on the opportunity, use a Locator. Creates a slide and pulls Siebel data into a table format. You select fields to be included, the sequence of the fields, and the column length. Tables are automatically centered. By selecting a Table Section, you also enable creation of a Related Table section. See Adding Related Table Subsections.- Complete the fields applicable to your section type. Table 26 describes the fields that you should complete for each type of section.
- Repeat Step 4 through Step 8 to add all the top-level sections that are needed.
Table 26. Selected Fields for the Presentation Template Administration View The Siebel business object from which the information is taken. Select from the list, which contains all available business objects from your repository, or enter the name in the field. For example, to include a Bullet List of products offered with the quantity and ship date for the opportunity, the business object is Opportunity. Select which relationship to use to find the literature (for example, Oppty Competitor, which are the slides on competitors associated with the opportunity).To associate literature with a product, competitor, or partner, use the Literature Administration view (or the Decision Issue, Competitor, or Product Administration views). See Literature for more information. Click the ellipsis button to bring up the Table Fields dialog box; then, for each field you want in the table, click New and enter the following information:
- The Field Name of the field; for example, Product.
- The Sequence in which you want the field listed.
- The Width of the column; the default (and minimum) width is 100 pixels. A second way to define column width is by percentage of the table width. When a value is entered into table width, column width equates to percentage of total table width. For example, if there are three fields and table width is set to 100, field widths of 25, 65, and 35 would equate to 25%, 65%, and 35% of the total width of the table. In this example, if the table width was not set, the field widths would equate to 25, 65, and 35 pixels.
- The Alignment of the data in the field: Left, Center, Right.
Create two subsections under the section you have designated as Two-Column Slide. For each subsection, complete the fields appropriate to that type of section. For example, if you want to show a Chart section next to a Table section, create a subsection of the Chart section type (and complete the Chart-related fields shown in this table) and create a subsection of the Table type (and complete the Table-related fields shown in this table).Adding Subsections
After adding top-level sections, you may want to add subsections to one or more of them.
To add subsections to an existing section
- From the application-level menu, choose View > Site Map > Document Administration > Presentation Templates.
- In the Template Explorer, in the left frame, click the + icon next to the template to which you want to add a subsection.
- In the Template Explorer, click the + icon next to the Sections folder for this template.
The Explorer displays the sections for this template, and the Sections list is displayed to the right.
- In the Template Explorer, click the + icon next to the section to which you want to add a subsection.
The Sections and Components folders appear for this template.
- Click the + icon next to the Sections folder for this section.
The Sections list appears, listing all subsections under this section.
- Use the Sections list to add a subsection in the same way you used it to add a top-level section, as described in Creating Top-Level Sections.
NOTE: When a presentation generates, a section generates before any of its subsections and is displayed prior to a subsection in the finished presentation.
Adding Related Table Subsections
After adding a Table Name subsection, you can add related tables that provide detailed information for the first table. For example, if the tables subsection contains a quote record, the related table can contain the quote line items. The relationship between the information is essentially a parent-child-grandchild relationship; the opportunity is the parent record, the quote table is the child, and the related table containing the quote line items is the grandchild.
- From the application-level menu, choose View > Site Map > Document Administration > Presentation Templates.
- In the Template Explorer list, in the left frame, click the + icon next to the template to which you want to add a related table.
- In the Explorer list, click the + icon next to the Sections folder.
- In the Sections list, add a new section or edit an existing section.
- In the Section Type field, select Table and enter the Table Name.
- Complete all necessary fields.
- In the Explorer list, click the + icon next to the Related Tables folder.
NOTE: The Related Table folder in the Template Explorer is used only for the Table section type. This folder can be edited only if a table is already added.
- In the Related Tables dialog box, complete the fields as described in the following table.
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Applications Administration Guide Published: 09 September 2004 |