Can I use the export to PowerPoint plugin for Program status reports? If so, how?

ben119
Tera Contributor

‎07-31-2024 06:38 PM

Hi, I recently installed the Export to PowerPoint for Strategic Portfolio Management plugin. I have noticed it allows me to export Project Status Reports to a PowerPoint Template, but I cannot see a button on the Program Status Report Page and we ultimately want to be able to export both. See images below:'

 

Program Status Report (Only allows export to PDF)

ben119_0-1722476236580.png

 

Project Status Report (Has the new export to PowerPoint option available)

ben119_1-1722476315435.png

 

Does anyone know how to activate this plugin for the Program Status Reports as well as Project ones? Thanks a lot for any help!

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2 REPLIES 2

DavidB-ADT
Tera Guru

‎08-08-2024 11:07 AM

I opened up the Export to PowerPoint plugin in Studio, and from what I can see it's only coded for the project_status table. Disclaimer: I'm not a ServiceNow dev; I only know enough to be dangerous.

 

If you had time and skill, you might be able to replicate all the functions in there for the program_status table, and build the relevant template. But OOTB, this plugin doesn't appear to have any support for program status reports.

 

DavidBADT_0-1723140401463.png

 

Parth10243
Tera Contributor

2 weeks ago

I was able to achieve this outcome by doing the following steps.

1. Update the UI Macro 'program_status_header' to display the export to ppt button.  Add the following script after print button on the UI Macro. Script is copied from UI Macro ' pmview_status_report_menu' 

<button type="button" class="btn btn-default navbar-btn icon-document-ppt" onClick="openPPTModal()"  placement="bottom" title="${gs.getMessage('Export to PPT')}" style="padding-bottom:3px">  </button>
							<script>
								function openPPTModal() {
									var gm = new GlideModal('sn_ppm_ppt_export_ppm_program_status_export');
									gm.setPreference('sysparm_programId',PGMStatusView.programId);
									gm.setPreference('sysparm_report_date',PGMStatusView.statusReportDate);
									gm.setPreference('sysparm_report_id',PGMStatusView.statusReportId);
									gm.setTitle(new GwtMessage().getMessage('Export to PowerPoint'));
									gm.setWidth(420);
									gm.render();
								}
							</script>

 

2. Create a UI Page referenced in the above script. Call it 'ppm_program_status_export'. This can be copied from already existing UI Page 'ppm_project_status_export' that comes as part of application 'Export to PowerPoint for Strategic Portfolio Management'. After copying the UI Page, please update the project variables to program variables.

 

3. Clone the Scripted REST Resource 'PPM status report' and re-create it for program. Few changes needed in script to update project variables to program variables. This Rest Resource is called in UI page created in step ( 2 ).

 

Hope this helps!

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