Program/Epic are not visible in Strategic Planning Workspace - Export to Powerpoint functionality
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3 weeks ago
I need help as I am trying to export the data in Powerpoint from strategic planning workspace
I need the below points:
1. To get the Strategic program data in slide then how should the record created so that it will come in the powerpoint.
2. To get the Epic Data in slide then how should the record created so that it will come in the powerpoint.
3. conditions that will allow the powerpoint data to populate like epic, program, initiative, demand, project, Goals, target goals, etc, will come.
Thanks
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3 weeks ago
The export doesn't read your Program or Epic records directly. It reads planning items on sn_align_core_planning_item, so a record only reaches a slide once it exists as a planning item inside that plan. Creating the program or epic on its own won't be enough, it has to be added to the plan.
That also answers what shows up. The default template only picks up certain planning states, which is why plenty of records look missing. Build your own template with a repeat slide element and set the filter yourself. Someone posted the exact hyperlink format they used, filtering on planning state and capping the slide count:
For goals, target goals, demands and projects, map the fields from the alignment tables rather than the demand or project execution tables, since that's where the export is actually looking.
Thanks
