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Status Future consideration
Categories Presentations
Created by Robert Rodriguez
Created on Dec 20, 2019

Add dynamic fields into a Presentation instead of saved views

Most times when building a presentation, all you need is the information contained within a certain field. Whether that information is the background of the Initiative or several other custom fields (such as a problem statement, go-to-market strategy, etc). While these fields can indeed be displayed via a Saved View, the saved view can not be formatted for a formal presentation.

My idea is to add dynamic fields that would pull in the content of the selected field and update it in real-time. This will allow users to build truly formatted slides, and simply bring in the content of the fields they need. Attached is an example:

  • Attach files
5 MERGED

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...
Stephanie Sullivan 13 days ago in Presentations 3 Future consideration
22 MERGED

Configurable layout templates for Visible Fields in Presentations slide View

Merged
I'd like to regularly use Presentations to generate a set of canvases to describe an upcoming release. These would include Release detail view and a set of Master Feature or Feature detail views. I have a lot of custom fields in each of these reco...
Nick Mariette about 6 years ago in Presentations 0 Future consideration