Demo 11 - Project template
Scenario :
The project manager needs to give a detailed presentation about the project and its growth by year by year.
By using this project template he/she can easily make the presentation.
How to automate this process with Fillable Slide
- Prepare Project template
- Configuring Setup
- Configure the Dynamic Fields
- Publish Document
- Submitting data in the Form
- Submitted Data stored in Google Sheet instantaneously
- Deliver documents
- View Form Responses
Step 1: Prepare the project template
The Manager first prepares a project template in Google Slide.
He/She can add dynamic fields in ${field} format.
Note: Click on Make a copy to get your own copy of the template and modify as per your need
Step 2: Configuring Setup
Click on Add-ons>> Fillable Document>> Start.
Click on Start setup to set up the document.
Click on Automatic Setup to set up the document automatically.
Click Manual Setup to set up the document automatically.
Note:
If Automatic Setup is selected a destination spreadsheet & a destination folder will be created automatically for saving the data.
If Manual Setup is selected you need to configure the destination folder & destination spreadsheet manually.
Step 3: Configure the Dynamic Fields
Open Fillable Slide on the prepared Google Slide Template.
Dynamic fields found in the template will be automatically identified by Fillable Slide.
By default, the field types are text.
Configure different types (name, percentage, etc) and other configurations as required.
Step 4: Publish Document
The Manager will publish the template to his staff by clicking Publish Form.
If you don't want to keep track of user activity (like user email) switch on Always ask Google login before publishing in Publish settings.
Step 5: Student submitting data in the Form
If the Manager needs the presentation he can submit the form.
Step 6: Submitted Data stored in Google Sheet instantaneously.
The Manager can see the submitted data in the Google sheet immediately.
Note: If you have submitted the form in the previous step, you should see your submitted data here.
If you are not able to see the data you have added, then please refresh the page and try
Step 7: Deliver documents
Customize the Email Template as required.
So once a document has submitted an email with the generated PDF will be attached to the email and sent to the student.
Step 8: View Form Responses
To see the submitted records, the Manager needs to follow the following steps below.
Open the "Fillable Slide" add-on from the Google Document.
Click on "Open Web Form"
Click on the "Form Responses" icon on the toolbar.
Click on a record to select for generating the slide.
5. Click on "Generate" to generate the merged slide.
Below is a sample generated slide and screenshot for email delivery.
The Manager can generate multiple slides based on records needed. (have a look)
Sample Generated Slide
The Manager can send generated document as Email by clicking on "Send as Email".
