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Merged idea
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To comment or vote on this idea, please visit A-I-8583 Add dynamic fields into a Presentation instead of saved views.
Create slide template
Merged
What is the challenge?
when using presentations, it would be helpful to create a template that has defined fields that are populated based on information in the identified record
What is the impact?
Data being presented in a visual way that aligns with the company's expectations is important. The reporting does allow to build pivot tables and lists and charts, but sometimes you just want to show the raw record information in an expected way. Being able to build a presentation template (or even a report template!) that allows the user to define exactly what they want to see, organized visually, will save a ton of time and increase stickiness of the presentations feature.
Describe your idea
create a template that shows fields A,B,C,L,T,X feature field values
create new slide
apply slide template
identify record ID
slide is populated, rinse, repeat
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Would also love this feature. This removes manual entry mistakes and would save so much time!
I would LOVE to do this in Aha! rather than Confluence or Powerpoint. Have struggled to do that without this feature.
I made this in a few minutes in whiteboards. This is similar to a format we use at my organization, reporting out at a feature level just as an example. This visual, with the tables, is pretty basic but essentially I want to show some standard, some custom fields in the same visual and use the same format over and over for various features we're currently tracking.