How to amend back end link from PPT template (Export to PowerPoint for SPM plugin)

PaulaaO
Mega Sage

Hi Community,

 

On the back of my recent post on how to create a new PowerPoint template which could be used to export a project status report (Has anybody tried to create a custom PowerPoint te... - Page 3 - ServiceNow Community), I have a follow up question which is a bit more specific - really hope I could get some input/advice on this.

 

I will be attaching the default PPT template file which comes with the plugin, in case it helps.

 

On the Risks (top 5) slide, OOTB the system displays top 5 risk records based on Risk value field (which orders the records from 1-High to 3 – Low).

We don't use this field in my organisation, because we have a custom one called Current Risk Score which can take values between 1 and 25.


The significant risk records are those with the highest score (25, 20, etc.). therefore top 5 risks in our case should be those records with highest values from Current Risk Score field.

I am interested to find out whether there is a way to tweak the link behind Short Description field column (it's the component which drives what record gets displayed from my analysis), in order to instruct the system to order the records from highest to smallest based on the Current Risk Score and not the other way round which is currently doing.

I have updated the link behind Short Description column so the system checks the Current Risk Score values and not the Risk Value ones (as below), but unsure if possible to tweak it further, to order the records from highest to lowest. 

 

Can it be done or is this as far as it can go in terms of customisation? Any alternative solutions you could suggest?
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https://servicenow.com/distinctionFlag=related/childTable=risk_baseline/relatedTo=base/orderByColumn...

 

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Many thanks!!

 

Paula

1 ACCEPTED SOLUTION

Hi @Nootan Bhat thanks for the advice. I was looking for a solution to bypass the need to install the MS Office add-in and I have managed to found one with the help of ServiceNow.

 

Just by updating the link with the "orderByDesc=true" bit 🙂

 

https://servicenow.com/distinctionFlag=related/childTable=risk_baseline/relatedTo=base/orderByColumnName= u_current_risk_score/orderByDesc=true/filterQuery=risk_stateIN-5,1,2/maximumRows=5

View solution in original post

6 REPLIES 6

Nootan Bhat
Kilo Sage

Hi @PaulaaO ,

The data relation is maintained in PowerPoint Report Type, Type: Project status report, related list -  Related Tables.

Data is fetched from the risk_baseline table. 

Manage the components that are required to create a template (servicenow.com)

 

So if you want to tweak the template, make sure you have installed the manifest file in your Microsoft office. And use the add in to create/ update the template. Refer: Create a Microsoft PowerPoint template (servicenow.com)

Or else you can create another related tab entry which you can add to your PPT using the add-ins.

 

let me know if it helped.

 

Thanks,

Hi @Nootan Bhat thanks for the advice. I was looking for a solution to bypass the need to install the MS Office add-in and I have managed to found one with the help of ServiceNow.

 

Just by updating the link with the "orderByDesc=true" bit 🙂

 

https://servicenow.com/distinctionFlag=related/childTable=risk_baseline/relatedTo=base/orderByColumnName= u_current_risk_score/orderByDesc=true/filterQuery=risk_stateIN-5,1,2/maximumRows=5

@PaulaaO ,

Greate!

I am very week in PPT's is there any advice on how can I modify the link?

 

Thanks

 

Hi @Nootan Bhat  I just hovered over as seen below and then right click and Edit link - that's how I was able to update the link from the PPT file template rather than from MS PPT. Hope this helps 🙂

 

PaulaaO_0-1677684902777.png