Changing the Order of Sections in Presentations

When end users add a section to a presentation, the section sequence numbers are not automatically regenerated. If you insert a section in a presentation, you must modify each sequence number for the presentation. The sequence numbers in the Presentations list determine the order in which sections appear in the presentation.

You can use the Edit Layout button and the Presentation Table of Content explorer to re-sequence presentation sections.

Changing the Order of Presentation Sections Using Edit Layout Button

Complete the following procedure to use the Edit Layout button to re-sequence presentation sections.

To change the order of presentation sections using Edit Layout button

  1. Navigate to the Opportunities screen, then the Opportunities List view.

  2. Drill down on the Opportunity Name field for the opportunity record associated with the presentation.

  3. Navigate to the Presentations view, select the presentation in the Presentations list, and click Edit Layout.

  4. In the Template Layout dialog box, change the order of the sections or remove sections, and click Save.

    Note: The Show Recommended Only check box is automatically selected in the Template Layout dialog box only if the Content Library list contains recommended components. Otherwise, the check box is cleared.

Changing the Order of Presentation Sections Using Presentation Table of Contents Explorer

Complete the following procedure to use the Presentation Table of Contents explorer to re-sequence presentation sections.

To change the order of presentation sections using Presentation Table of Contents explorer

  1. Navigate to Opportunities screen, then the Opportunities List view.

  2. Drill down on the Opportunity Name field for the opportunity record associated with the presentation.

  3. Navigate to the Presentations view, and drill down on the Name field of the presentation in the Presentations list.

  4. Navigate to the Sections list by completing the following steps:

    1. In the Presentation Table of Contents explorer, click the arrow icon next to the presentation name folder.

    2. Click the arrow icon next to the Sections folder under the presentation name folder.

  5. In the Sections list, change the number in the Sequence field for each section.

  6. If you want to a remove section from a presentation, select the section, and delete it.