Configuring input parameters for a PowerPoint template

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You can define input parameters in the data map of your PowerPoint template. An input parameter allows the user to specify one or more parameters before generating a document. For example, you could configure an input parameter EnterID so that users can enter the ID of an employee whose information should be included in the generated document.

Steps

  1. Open your PowerPoint template.

  2. Go to the dox42 ribbon and select Data Map.

    Menu options for generating and managing data in the dox42 application interface.

    dox42 ribbon in PowerPoint

  3. The Data Map Designer window opens.

    Data Map Designer interface showing various data source options for integration.

    Data Map Designer window

  4. Select Input Parameter.

  5. In the Input Parameter name text field enter a name for the parameter, for example  EnterID.

  6. Optional: In the Comment text field enter a call-to-action text. For example: Enter the employee's ID: .

  7. From the Input type dropdown select the desired entry:

    • Text: The user can enter text.

    • Select from Values: The user can select one dropdown entry. You enter the values for the dropdown.

    • Select from Data Source: The user can select one dropdown entry. You select the data source and values from the data source for the dropdown.

    In this example, we use Text as input type.

  8. In the Default Value text box enter the ID of a sample record.
    You can use this sample ID when you test the generation within your add-in.

    Important

    We recommend you to always use the ID as an input parameter as it is a unique identifier. For example, as soon as there are two data entries with the same name, the ID is the only possibility for the dox42 Add-In to tell these data entries apart and generate correct documents.

    Input parameter form for entering employee ID and related options.

    Input Parameter window

  9. Select OK.
    The input parameter is added to the data map.

    Data sources menu showing Excel data source and input parameters for employee list.

    Input parameter in data map

  10. Define a filter with a data source.
    For more information, see this video tutorial from minute 19:15.

  11. Select File > Save.

  12. Save the Excel template.

Result

You have configured an input parameter. When you generate the document, you will now see the configured dialog before the document generation starts.

Input field for entering employee ID with action buttons for cancel and generate.

Enter Input Parameter dialog in PowerPoint